# Financial advisors for family wealth transfer in Texas > For family wealth transfer in Texas, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Thomas Kluttz of Analog Capital Partners, Jonathan McAlister of Integrity Road Wealth Partners LLC and Grant Williams of Precedent Wealth Partners. Page: https://find.wellspent.co/specialties/family-wealth-transfer/texas/ 324 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 passing wealth to the next generation in Texas? For family wealth transfer in Texas, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Thomas Kluttz of Analog Capital Partners, Jonathan McAlister of Integrity Road Wealth Partners LLC and Grant Williams of Precedent Wealth Partners. - [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz/), Analog Capital Partners, Houston. Holds the CFP. Fees on file: percentage of assets. - [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister/), Integrity Road Wealth Partners LLC, Houston. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Grant Williams](https://find.wellspent.co/advisors/grant-williams/), Precedent Wealth Partners, Houston. Holds the CFP. Fees on file: percentage of assets. - [David Faskas](https://find.wellspent.co/advisors/david-faskas/), Keller Wealth Advisors, Victoria. Holds the CFP. Fees on file: percentage of assets. - [Adam Reinking](https://find.wellspent.co/advisors/adam-reinking/), Redbud Advisors, Austin. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Miguel Gomez Garcia](https://find.wellspent.co/advisors/miguel-gomez-garcia/), Sophronia Wealth Advisors, Inc., El Paso. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. ## How many fee-only financial advisors in Texas work on family wealth transfer? The Wellspent public graph lists 324 fee-only advisors for family wealth transfer in Texas, at 96 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Texas located? Of the 324 fee-only advisors for family wealth transfer in Texas, 82 are in Houston, followed by 46 in Dallas and 37 in Austin. ## How do fee-only advisors for family wealth transfer in Texas charge? The most common fee among fee-only advisors for family wealth transfer in Texas is a percentage of assets, used by 96% of the 324 with fees on file. Many use more than one: 65% charge fixed fees and 47% 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Texas, 39% of the 324 advisors listed hold the CFP. - CFP (39% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## 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 passing wealth to the next generation in Texas? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - 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 family wealth transfer in Texas? 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 | |---|---|---|---|---| | [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly | | [Helen Stephens](https://find.wellspent.co/advisors/helen-stephens.md) | Aspen Wealth Management | Fort Worth, Texas | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly, One-time planning fee | | [Miguel Gomez](https://find.wellspent.co/advisors/miguel-gomez.md) | Sophronia Wealth Advisors, Inc. | El Paso, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee | | [Miguel Gomez Garcia](https://find.wellspent.co/advisors/miguel-gomez-garcia.md) | Sophronia Wealth Advisors, Inc. | El Paso, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee | | [Allen Gibson](https://find.wellspent.co/advisors/allen-gibson.md) | GIBSON WEALTH ADVISORS LLC | Tyler, Texas | CFP, ChFC, CDFA, CRPC | Percentage of assets | | [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 | | [Jim Crider](https://find.wellspent.co/advisors/jim-crider.md) | Intentional Living FP LLC | New Braunfels, Texas | CFP | Ongoing planning fee, Percentage of assets | | [Rob Schulz](https://find.wellspent.co/advisors/rob-schulz.md) | Schulz Wealth | Irving, Texas | CFP | Percentage of assets, Fixed fees | | [Olivia Partin](https://find.wellspent.co/advisors/olivia-partin.md) | Diesslin Group, Inc. | Fort Worth, Texas | AAMS, CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Scott Monk](https://find.wellspent.co/advisors/scott-monk.md) | Charis Legacy Partners | Bryan, Texas | CFA, CFP | Percentage of assets | | [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Beth Koonce](https://find.wellspent.co/advisors/beth-koonce.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets | | [Christopher Laughhunn](https://find.wellspent.co/advisors/christopher-laughhunn.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets | | [David Faskas](https://find.wellspent.co/advisors/david-faskas.md) | Keller Wealth Advisors | Victoria, Texas | CFP, CFA | 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 | | [Hannah Gohmert](https://find.wellspent.co/advisors/hannah-gohmert.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets | | [John Carr](https://find.wellspent.co/advisors/john-carr.md) | Carr Consulting P.A. | San Antonio, Texas | CFP | Percentage of assets, Fixed fees | | [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams-860333.md) | Precedent Wealth Partners | Houston, Texas | CFP, PFS | Percentage of assets | | [Kyle Noack](https://find.wellspent.co/advisors/kyle-noack.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets | | [Lantz Bowman](https://find.wellspent.co/advisors/lantz-bowman.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Mark Lasseigne](https://find.wellspent.co/advisors/mark-lasseigne.md) | Financial Cornerstones | The Woodlands, Texas | CFP | Percentage of assets | | [Thomas Keller](https://find.wellspent.co/advisors/thomas-keller.md) | Keller Wealth Advisors | Victoria, Texas | CFP, PFS | Percentage of assets | | [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets | | [Alan Bunn](https://find.wellspent.co/advisors/alan-bunn.md) | BentOak Capital | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Garrett](https://find.wellspent.co/advisors/brandon-garrett.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Browning](https://find.wellspent.co/advisors/christopher-browning.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [David Garrett](https://find.wellspent.co/advisors/david-garrett.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Hayden Hill](https://find.wellspent.co/advisors/hayden-hill.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [James Sargent](https://find.wellspent.co/advisors/james-sargent.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason McGarraugh](https://find.wellspent.co/advisors/jason-mcgarraugh.md) | BentOak Capital | Katy, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Keith Trent](https://find.wellspent.co/advisors/keith-trent.md) | BentOak Capital | Lubbock, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Laura Werner](https://find.wellspent.co/advisors/laura-werner.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Madison Wallace](https://find.wellspent.co/advisors/madison-wallace.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Marley Wood](https://find.wellspent.co/advisors/marley-wood.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Cochran](https://find.wellspent.co/advisors/michael-cochran.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathaniel Harness](https://find.wellspent.co/advisors/nathaniel-harness.md) | BentOak Capital | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Tanner Castle](https://find.wellspent.co/advisors/tanner-castle.md) | BentOak Capital | Weatherford, 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 | | [Brett Carleton](https://find.wellspent.co/advisors/brett-carleton.md) | Heritage Wealth Management | Houston, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Brian Merrill](https://find.wellspent.co/advisors/brian-merrill.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Christopher Snyder](https://find.wellspent.co/advisors/christopher-snyder.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Colin Higgins](https://find.wellspent.co/advisors/colin-higgins.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Curtis Burch](https://find.wellspent.co/advisors/curtis-burch.md) | Destiny Capital | College Station, Texas | CFP | Percentage of assets, Flat fee or retainer | Showing the first 50 of 324. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/texas/?page=2 ## Related - [Retirement planning in Texas](https://find.wellspent.co/specialties/retirement-planning/texas.md) - [Estate planning in Texas](https://find.wellspent.co/specialties/estate-planning/texas.md) - [Tax planning in Texas](https://find.wellspent.co/specialties/tax-planning/texas.md) - [Founders in Texas](https://find.wellspent.co/specialties/founders-pre-exit/texas.md) - [Small business owners in Texas](https://find.wellspent.co/specialties/small-business-owners/texas.md) - [Retirees in Texas](https://find.wellspent.co/audiences/retirees/texas.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).