# Financial advisors for family wealth transfer in Austin, Texas > For family wealth transfer in Austin, 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 Adam Reinking of Redbud Advisors, Jane Mepham of Elgon Financial Advisors and Brooks Slaughter of Richard P. Slaughter Associates. Page: https://find.wellspent.co/specialties/family-wealth-transfer/texas/austin/ 37 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 Austin? For family wealth transfer in Austin, 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 Adam Reinking of Redbud Advisors, Jane Mepham of Elgon Financial Advisors and Brooks Slaughter of Richard P. Slaughter Associates. - [Adam Reinking](https://find.wellspent.co/advisors/adam-reinking/), Redbud Advisors, Austin City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham/), Elgon Financial Advisors, Austin City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter/), Richard P. Slaughter Associates, Austin City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Steven Aycock](https://find.wellspent.co/advisors/steven-aycock/), Austin Money Management, Austin City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Jason Clevlen](https://find.wellspent.co/advisors/jason-clevlen/), Lake Hills Wealth Management, Austin City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Marc Jimenez](https://find.wellspent.co/advisors/marc-jimenez/), CAM Investor Solutions, Austin City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Austin work on family wealth transfer? The Wellspent public graph lists 37 fee-only advisors for family wealth transfer in Austin, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Austin charge? The most common fee among fee-only advisors for family wealth transfer in Austin is a percentage of assets, used by 86% of the 37 with fees on file. Many use more than one: 76% charge by the hour and 30% charge fixed fees. ## How much do fee-only financial advisors charge in Austin? Fee-only financial advisors in Austin charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 11 Austin firms. ## How much does a one-time financial plan cost in Austin? A one-time financial plan from a fee-only firm in Austin has a median price of $2,175. We found this across the published prices of 8 Austin firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Austin, 43% of the 37 advisors listed hold the CFP. - CFP (43% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Austin advisors for family wealth transfer compare with the rest of the US? 76% of fee-only advisors for family wealth transfer in Austin charge by the hour, compared with 43% of the 3,385 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 passing wealth to the next generation in Austin? - 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 Austin? 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 | | [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [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 | | [Darby Armont](https://find.wellspent.co/advisors/darby-armont.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [James Sherrard](https://find.wellspent.co/advisors/james-sherrard.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [Jana Hovey](https://find.wellspent.co/advisors/jana-hovey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Jason Clevlen](https://find.wellspent.co/advisors/jason-clevlen.md) | Lake Hills Wealth Management | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Mocek](https://find.wellspent.co/advisors/jeremy-mocek.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Joshua Gideon](https://find.wellspent.co/advisors/joshua-gideon.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Lafe Blobaum](https://find.wellspent.co/advisors/lafe-blobaum.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Liam Toohey](https://find.wellspent.co/advisors/liam-toohey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Marc Jimenez](https://find.wellspent.co/advisors/marc-jimenez.md) | CAM Investor Solutions | Austin, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Tanner Banister](https://find.wellspent.co/advisors/tanner-banister.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas | | Percentage of assets | | [Adam Reinking](https://find.wellspent.co/advisors/adam-reinking.md) | Redbud Advisors | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Sean Sevey](https://find.wellspent.co/advisors/sean-sevey.md) | Sevey Wealth Advisors | Austin, Texas | | Flat fee or retainer, Ongoing planning fee | | [Steven Aycock](https://find.wellspent.co/advisors/steven-aycock.md) | Austin Money Management | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Ann Nowell](https://find.wellspent.co/advisors/ann-nowell.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Jason Traff](https://find.wellspent.co/advisors/jason-traff.md) | Bisonwood Investments | Austin, Texas | CFA | Percentage of assets | | [Kurt Gunter](https://find.wellspent.co/advisors/kurt-gunter.md) | Lake Hills Wealth Management | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Laura Martin](https://find.wellspent.co/advisors/laura-martin.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Sarah Contino](https://find.wellspent.co/advisors/sarah-contino.md) | CAM Investor Solutions | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Trevor Martin](https://find.wellspent.co/advisors/trevor-martin.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Kyle Reese](https://find.wellspent.co/advisors/kyle-reese.md) | Sprout Capital Management | Austin, Texas | | Percentage of assets, Hourly | | [Lewis Weil](https://find.wellspent.co/advisors/lewis-weil.md) | Lewis Weil | Austin, Texas | | Percentage of assets, One-time planning fee | | [Andrew Rexroat](https://find.wellspent.co/advisors/andrew-rexroat.md) | Redbud Advisors | Austin, Texas | | Flat fee or retainer, Ongoing planning fee | | [Audrey Soza](https://find.wellspent.co/advisors/audrey-soza.md) | Custos Family Office | Austin, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Carsten Hood](https://find.wellspent.co/advisors/carsten-hood.md) | Redbud Advisors | Austin, Texas | | Flat fee or retainer, Ongoing planning fee | | [David Traff](https://find.wellspent.co/advisors/david-traff.md) | Bisonwood Investments | Austin, Texas | | Percentage of assets | | [Heather Dean](https://find.wellspent.co/advisors/heather-dean.md) | Custos Family Office | Austin, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Mitchell Herr](https://find.wellspent.co/advisors/mitchell-herr.md) | Custos Family Office | Austin, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Vicki Aycock](https://find.wellspent.co/advisors/vicki-aycock.md) | Austin Money Management | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [William Pittenger](https://find.wellspent.co/advisors/william-pittenger.md) | Redbud Advisors | Austin, Texas | | Flat fee or retainer, Ongoing planning fee | | [Edward Moody](https://find.wellspent.co/advisors/edward-moody.md) | CFM Wealth Partners | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jack Kazickas](https://find.wellspent.co/advisors/jack-kazickas.md) | CFM Wealth Partners | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Raony Zica de Carvalho](https://find.wellspent.co/advisors/raony-zica-de-carvalho.md) | Carvalho Investment Group | Austin, Texas | | Percentage of assets, Hourly | ## Related - [Retirement planning in Austin](https://find.wellspent.co/specialties/retirement-planning/texas/austin.md) - [Estate planning in Austin](https://find.wellspent.co/specialties/estate-planning/texas/austin.md) - [Tax planning in Austin](https://find.wellspent.co/specialties/tax-planning/texas/austin.md) - [Founders in Austin](https://find.wellspent.co/specialties/founders-pre-exit/texas/austin.md) - [Equity compensation in Austin](https://find.wellspent.co/specialties/equity-compensation/texas/austin.md) - [Divorce financial planning in Austin](https://find.wellspent.co/specialties/divorce-planning/texas/austin.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).