# Financial advisors for estate planning in Houston, Texas > For estate planning in Houston, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Kaki Perdue of Look Both Ways Financial, Liem Hoang of Stillforest Wealth Management and Morgann Zimmer of Goodman Financial Corporation. Page: https://find.wellspent.co/specialties/estate-planning/texas/houston/ 140 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Houston? For estate planning in Houston, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Kaki Perdue of Look Both Ways Financial, Liem Hoang of Stillforest Wealth Management and Morgann Zimmer of Goodman Financial Corporation. - [Kaki Perdue](https://find.wellspent.co/advisors/kaki-perdue/), Look Both Ways Financial, Houston City. Holds the CFP and CPA. Fees on file: one-time planning fee, hourly. - [Liem Hoang](https://find.wellspent.co/advisors/liem-hoang/), Stillforest Wealth Management, Houston City. Holds the CFP and JD. Fees on file: percentage of assets, hourly. - [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer/), Goodman Financial Corporation, Houston City. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Kellie Gamino](https://find.wellspent.co/advisors/kellie-gamino/), Financial Synergies Wealth Advisors, Houston City. Holds the CFP. Fees on file: percentage of assets. - [Grant Williams](https://find.wellspent.co/advisors/grant-williams/), Precedent Wealth Partners, Houston City. Holds the CFP. Fees on file: percentage of assets. - [Mary Margolis](https://find.wellspent.co/advisors/mary-margolis/), MBR Financial, Houston City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Houston work on estate planning? The Wellspent public graph lists 140 fee-only advisors for estate planning in Houston, at 36 firms. We counted every advisor record that lists this work, as of November 2026. ## How do fee-only advisors for estate planning in Houston charge? The most common fee among fee-only advisors for estate planning in Houston is a percentage of assets, used by 96% of the 140 with fees on file. Many use more than one: 47% charge fixed fees and 31% charge by the hour. ## How much do fee-only financial advisors charge in Houston? Fee-only financial advisors in Houston charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 9 Houston firms. ## How much does a one-time financial plan cost in Houston? A one-time financial plan from a fee-only firm in Houston has a median price of $3,500. We found this across the published prices of 7 Houston firms. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP, JD and CPA. In Houston, 39% of the 140 advisors listed hold the CFP. - CFP (39% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - JD (1% of advisors listed): A law degree helps a planner read trusts and documents closely. - CPA (1% of advisors listed): CPAs help with estate and gift tax filings. ## How do Houston advisors for estate planning compare with the rest of the US? 31% of fee-only advisors for estate planning in Houston charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Texas have an estate or inheritance tax? No. Texas has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## Is Texas a community property state? Yes. Texas is a community property state, which shapes how married couples title assets and what happens to cost basis at death. ## What should I ask a financial advisor about estate planning in Houston? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? - How would community property rules change how we title our assets? ## How current is this list of fee-only advisors for estate planning in Houston? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee | | [Justin Reede](https://find.wellspent.co/advisors/justin-reede.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, CKA | Percentage of assets, Ongoing planning fee | | [Trevor Winter](https://find.wellspent.co/advisors/trevor-winter.md) | New Heights Planning, LLC | Houston, Texas | CFP, CRPC | Ongoing planning fee | | [Justin Brownlee](https://find.wellspent.co/advisors/justin-brownlee.md) | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston, Texas | CFP | Flat fee or retainer | | [Kaki Perdue](https://find.wellspent.co/advisors/kaki-perdue.md) | Look Both Ways Financial | Houston, Texas | CPA, CFP | One-time planning fee, Hourly | | [Liem Hoang](https://find.wellspent.co/advisors/liem-hoang.md) | Stillforest Wealth Management | Houston, Texas | CFA, CFP, JD | Percentage of assets, Hourly, Fixed fees | | [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer.md) | Goodman Financial Corporation | Houston, Texas | CFP, CPA | Percentage of assets, Hourly | | [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [George Williams](https://find.wellspent.co/advisors/george-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Grant Williams](https://find.wellspent.co/advisors/grant-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams-860333.md) | Precedent Wealth Partners | Houston, Texas | CFP, PFS | Percentage of assets | | [Lantz Bowman](https://find.wellspent.co/advisors/lantz-bowman.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Preston Cherry](https://find.wellspent.co/advisors/preston-cherry.md) | Concurrent Wealth Management | Houston, Texas | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets | | [Nathaniel Harness](https://find.wellspent.co/advisors/nathaniel-harness.md) | BentOak Capital | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail Gunderson](https://find.wellspent.co/advisors/abigail-gunderson.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Adam Lawrence](https://find.wellspent.co/advisors/adam-lawrence.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Billy Desai](https://find.wellspent.co/advisors/billy-desai.md) | Analog Capital Partners | Houston, Texas | CFA | Percentage of assets | | [Brian Merrill](https://find.wellspent.co/advisors/brian-merrill.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Bryan Zschiesche](https://find.wellspent.co/advisors/bryan-zschiesche.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Colton Owen](https://find.wellspent.co/advisors/colton-owen.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Hany Ahmad](https://find.wellspent.co/advisors/hany-ahmad.md) | Teamwork Financial Group | Houston, Texas | CFP | Percentage of assets | | [Heath Hightower](https://find.wellspent.co/advisors/heath-hightower.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Jeffrey Wright](https://find.wellspent.co/advisors/jeffrey-wright.md) | Teamwork Financial Group | Houston, Texas | CFP, ChFC | Percentage of assets | | [Keith Fenstad](https://find.wellspent.co/advisors/keith-fenstad.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Kellie Gamino](https://find.wellspent.co/advisors/kellie-gamino.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Kevin Nelson](https://find.wellspent.co/advisors/kevin-nelson.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Melody Laser](https://find.wellspent.co/advisors/melody-laser.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Michael Booker](https://find.wellspent.co/advisors/michael-booker.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP, ChFC | Percentage of assets | | [Michael Minter](https://find.wellspent.co/advisors/michael-minter.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Michael Pumphrey](https://find.wellspent.co/advisors/michael-pumphrey.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Peter Faust](https://find.wellspent.co/advisors/peter-faust.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Rachel Buckhoff](https://find.wellspent.co/advisors/rachel-buckhoff.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Set Carpintero](https://find.wellspent.co/advisors/set-carpintero.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Tina Yang](https://find.wellspent.co/advisors/tina-yang.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [William Goodson](https://find.wellspent.co/advisors/william-goodson.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Andrew Gardener](https://find.wellspent.co/advisors/andrew-gardener.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Austin Marrs](https://find.wellspent.co/advisors/austin-marrs.md) | TSA Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Christopher Dyson](https://find.wellspent.co/advisors/christopher-dyson.md) | MBR Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly | | [Crystal McKeon](https://find.wellspent.co/advisors/crystal-mckeon.md) | TSA Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Emily Walls](https://find.wellspent.co/advisors/emily-walls.md) | Ascension Capital Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Erandathi Shaw](https://find.wellspent.co/advisors/erandathi-shaw.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Moores](https://find.wellspent.co/advisors/jon-moores.md) | Ascension Capital Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Jonathan Swanburg](https://find.wellspent.co/advisors/jonathan-swanburg.md) | TSA Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Kevin Roth](https://find.wellspent.co/advisors/kevin-roth.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Margolis](https://find.wellspent.co/advisors/mary-margolis.md) | MBR Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly | | [Adrienne Fox](https://find.wellspent.co/advisors/adrienne-fox.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Arv Vilutis](https://find.wellspent.co/advisors/arv-vilutis.md) | Financial Synergies Wealth Advisors | Houston, Texas | ChFC | Percentage of assets | | [Ashley Trlica](https://find.wellspent.co/advisors/ashley-trlica.md) | Saxon Financial Group | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 140. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/texas/houston/?page=2 ## Related - [Retirement planning in Houston](https://find.wellspent.co/specialties/retirement-planning/texas/houston.md) - [Tax planning in Houston](https://find.wellspent.co/specialties/tax-planning/texas/houston.md) - [Retirees in Houston](https://find.wellspent.co/audiences/retirees/texas/houston.md) - [Founders in Houston](https://find.wellspent.co/specialties/founders-pre-exit/texas/houston.md) - [Family wealth transfer in Houston](https://find.wellspent.co/specialties/family-wealth-transfer/texas/houston.md) - [Executives in Houston](https://find.wellspent.co/audiences/executives/texas/houston.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).