# Financial advisors for estate planning in The Woodlands, Texas > For estate planning in The Woodlands, 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 Mark Lasseigne of Financial Cornerstones, Alex Bridges of Tiverton Wealth and Christopher Sternau of Altere Financial. Page: https://find.wellspent.co/specialties/estate-planning/texas/the-woodlands/ 29 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 The Woodlands? For estate planning in The Woodlands, 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 Mark Lasseigne of Financial Cornerstones, Alex Bridges of Tiverton Wealth and Christopher Sternau of Altere Financial. - [Mark Lasseigne](https://find.wellspent.co/advisors/mark-lasseigne/), Financial Cornerstones, The Woodlands City. Holds the CFP. Fees on file: percentage of assets. - [Alex Bridges](https://find.wellspent.co/advisors/alex-bridges/), Tiverton Wealth, The Woodlands City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Christopher Sternau](https://find.wellspent.co/advisors/christopher-sternau/), Altere Financial, The Woodlands City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Paul Carroll](https://find.wellspent.co/advisors/paul-carroll/), Avion Wealth, The Woodlands City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Jonathan Salvato](https://find.wellspent.co/advisors/jonathan-salvato/), Diamond Client Group, The Woodlands City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Jessica McCain](https://find.wellspent.co/advisors/jessica-mccain/), Waterway Wealth Management, The Woodlands City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in The Woodlands work on estate planning? The Wellspent public graph lists 29 fee-only advisors for estate planning in The Woodlands, at 6 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in The Woodlands charge? The most common fee among fee-only advisors for estate planning in The Woodlands is a percentage of assets, used by 97% of the 29 with fees on file. Many use more than one: 86% charge fixed fees and 55% 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 The Woodlands, 38% of the 29 advisors listed hold the CFP. - CFP (38% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do The Woodlands advisors for estate planning compare with the rest of the US? 86% of fee-only advisors for estate planning in The Woodlands 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 The Woodlands? - 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 The Woodlands? 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 | |---|---|---|---|---| | [Alex Bridges](https://find.wellspent.co/advisors/alex-bridges.md) | Tiverton Wealth | The Woodlands, Texas | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Mark Lasseigne](https://find.wellspent.co/advisors/mark-lasseigne.md) | Financial Cornerstones | The Woodlands, Texas | CFP | Percentage of assets | | [Ashley Stewart](https://find.wellspent.co/advisors/ashley-stewart.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Christopher McBee](https://find.wellspent.co/advisors/christopher-mcbee.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Christopher Sternau](https://find.wellspent.co/advisors/christopher-sternau.md) | Altere Financial | The Woodlands, Texas | CFP | Percentage of assets, Hourly, One-time planning fee | | [Jeffrey Goering](https://find.wellspent.co/advisors/jeffrey-goering.md) | Diamond Client Group | The Woodlands, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jonathan Salvato](https://find.wellspent.co/advisors/jonathan-salvato.md) | Diamond Client Group | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Carroll](https://find.wellspent.co/advisors/paul-carroll.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Daniel Michalk](https://find.wellspent.co/advisors/daniel-michalk.md) | Waterway Wealth Management | The Woodlands, Texas | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees | | [Jessica McCain](https://find.wellspent.co/advisors/jessica-mccain.md) | Waterway Wealth Management | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross King](https://find.wellspent.co/advisors/ross-king.md) | Waterway Wealth Management | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Hughes](https://find.wellspent.co/advisors/christopher-hughes-8323056.md) | Financial Cornerstones | The Woodlands, Texas | | Percentage of assets | | [Daniel Trgovich](https://find.wellspent.co/advisors/daniel-trgovich.md) | Waterway Wealth Management | The Woodlands, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Abigail Demirovic](https://find.wellspent.co/advisors/abigail-demirovic.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Alexander Amundson](https://find.wellspent.co/advisors/alexander-amundson.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Andre Baldanza](https://find.wellspent.co/advisors/andre-baldanza.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ashley Owens](https://find.wellspent.co/advisors/ashley-owens.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Brian Cheatham](https://find.wellspent.co/advisors/brian-cheatham.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Caeden Goering](https://find.wellspent.co/advisors/caeden-goering.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Luedecke](https://find.wellspent.co/advisors/david-luedecke.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Brady](https://find.wellspent.co/advisors/elizabeth-brady.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Karla Saez](https://find.wellspent.co/advisors/karla-saez.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Lucas Cheatham](https://find.wellspent.co/advisors/lucas-cheatham.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Megan Beaufays](https://find.wellspent.co/advisors/megan-beaufays.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Michael Sitzman](https://find.wellspent.co/advisors/michael-sitzman.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Sarah McIvor](https://find.wellspent.co/advisors/sarah-mcivor.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [William Grant](https://find.wellspent.co/advisors/william-grant.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ariel Jasso](https://find.wellspent.co/advisors/ariel-jasso.md) | Waterway Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Oldham](https://find.wellspent.co/advisors/nicholas-oldham.md) | Waterway Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | ## Related - [Small business owners in The Woodlands](https://find.wellspent.co/specialties/small-business-owners/texas/the-woodlands.md) - [Founders in The Woodlands](https://find.wellspent.co/specialties/founders-pre-exit/texas/the-woodlands.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).