Financial advisors for estate planning in Plano, Texas

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.

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.

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. In Plano, 50% of the 26 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 Plano?

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 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.