Financial advisors for estate planning in Houston, Texas

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.

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.

See every fee-only advisor fee in Texas

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. If I own property in another state, could its estate tax apply?
6. 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.