# Financial advisors for estate planning in Plano, Texas > For estate planning in Plano, 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 Cole Williams of Vessel Financial Planning, Shannon Pope of SFMG Wealth Advisors and Andy Lawson of Freshfield Investments. Page: https://find.wellspent.co/specialties/estate-planning/texas/plano/ 26 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Plano? For estate planning in Plano, 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 Cole Williams of Vessel Financial Planning, Shannon Pope of SFMG Wealth Advisors and Andy Lawson of Freshfield Investments. - [Cole Williams](https://find.wellspent.co/advisors/cole-williams/), Vessel Financial Planning, Plano City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Shannon Pope](https://find.wellspent.co/advisors/shannon-pope/), SFMG Wealth Advisors, Plano City. Holds the CFP. Fees on file: percentage of assets. - [Andy Lawson](https://find.wellspent.co/advisors/andy-lawson/), Freshfield Investments, Plano City. Holds the CFP. Fees on file: hourly. - [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta/), Inclinevest®, Plano City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren/), Financial Excavation, Plano City. Holds the CFP. Fees on file: flat fee or retainer, hourly. - [Steven Schlegel](https://find.wellspent.co/advisors/steven-schlegel/), SchlegelDunn, Plano City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Plano work on estate planning? The Wellspent public graph lists 26 fee-only advisors for estate planning in Plano, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Plano charge? The most common fee among fee-only advisors for estate planning in Plano is a percentage of assets, used by 92% of the 26 with fees on file. Many use more than one: 42% charge fixed fees and 38% charge by the hour. ## How much do fee-only financial advisors charge in Texas? Fee-only financial advisors in Texas charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 66 Texas firms. ## How much does a one-time financial plan cost in Texas? A one-time financial plan from a fee-only firm in Texas has a median price of $1,575. We found this across the published prices of 54 Texas firms. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Plano, 50% of the 26 advisors listed hold the CFP. - CFP (50% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Plano advisors for estate planning compare with the rest of the US? 42% of fee-only advisors for estate planning in Plano charge fixed fees, compared with 54% 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 Plano? - 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 Plano? 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 | |---|---|---|---|---| | [Cole Williams](https://find.wellspent.co/advisors/cole-williams.md) | Vessel Financial Planning | Plano, Texas | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee | | [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren.md) | Financial Excavation | Plano, Texas | CFP, CRPC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Shannon Pope](https://find.wellspent.co/advisors/shannon-pope.md) | SFMG Wealth Advisors | Plano, Texas | CFP | Percentage of assets | | [Bob Knode](https://find.wellspent.co/advisors/bob-knode.md) | Knode Wealth Management | Plano, Texas | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Bryan Lee](https://find.wellspent.co/advisors/bryan-lee.md) | Strategic Financial Planning, Inc. | Plano, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Andy Lawson](https://find.wellspent.co/advisors/andy-lawson.md) | Freshfield Investments | Plano, Texas | BA, CFP, MS, PhD | Hourly | | [Gerrond McKee](https://find.wellspent.co/advisors/gerrond-mckee.md) | Lifeway Financial | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Douglas Bartol](https://find.wellspent.co/advisors/douglas-bartol.md) | Nexus One Financial Advisors | Plano, Texas | CFP, ChFC | Percentage of assets | | [Jerod Brockelman](https://find.wellspent.co/advisors/jerod-brockelman.md) | Eubank, Hutson & Associates | Plano, Texas | CFP | Percentage of assets, Hourly | | [Brent Dunn](https://find.wellspent.co/advisors/brent-dunn.md) | SchlegelDunn | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Scott Schlegel](https://find.wellspent.co/advisors/scott-schlegel.md) | SchlegelDunn | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Steven Schlegel](https://find.wellspent.co/advisors/steven-schlegel.md) | SchlegelDunn | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Trey Touchstone](https://find.wellspent.co/advisors/trey-touchstone.md) | Lifeway Financial | Plano, Texas | CFA | Percentage of assets, Fixed fees | | [Allen Tyndall](https://find.wellspent.co/advisors/allen-tyndall.md) | Seaside Wealth Advisors | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Amanda Farrar](https://find.wellspent.co/advisors/amanda-farrar.md) | PMG Family Office | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Scott Miller](https://find.wellspent.co/advisors/scott-miller-1693970.md) | Linch Financial | Plano, Texas | | Percentage of assets | | [William Blake](https://find.wellspent.co/advisors/william-blake.md) | PMG Family Office | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Teresa Farmer - Clemens](https://find.wellspent.co/advisors/teresa-farmer-clemens.md) | Vega Financial | Plano, Texas | | Percentage of assets, Hourly | | [David Mott](https://find.wellspent.co/advisors/david-mott.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Evan Daniels](https://find.wellspent.co/advisors/evan-daniels.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Julianne Hoerman](https://find.wellspent.co/advisors/julianne-hoerman.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Keith Hutson](https://find.wellspent.co/advisors/keith-hutson.md) | Eubank, Hutson & Associates | Plano, Texas | | Percentage of assets, Hourly | | [Paul Hofland](https://find.wellspent.co/advisors/paul-hofland.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Terry Bussard](https://find.wellspent.co/advisors/terry-bussard.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Suzanne Fitzgerald](https://find.wellspent.co/advisors/suzanne-fitzgerald.md) | Solutions4Wealth | Plano, Texas | | Percentage of assets, Fixed fees | ## Related - [Retirement planning in Plano](https://find.wellspent.co/specialties/retirement-planning/texas/plano.md) - [Tax planning in Plano](https://find.wellspent.co/specialties/tax-planning/texas/plano.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).