# Financial advisors for family wealth transfer in Dallas, Texas > For family wealth transfer in Dallas, 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 Craig Hausz of CMH Wealth Management, Joshua Prince of Promus Advisors and James Zimmerman of Beaird Harris. Page: https://find.wellspent.co/specialties/family-wealth-transfer/texas/dallas/ 46 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 Dallas? For family wealth transfer in Dallas, 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 Craig Hausz of CMH Wealth Management, Joshua Prince of Promus Advisors and James Zimmerman of Beaird Harris. - [Craig Hausz](https://find.wellspent.co/advisors/craig-hausz/), CMH Wealth Management, Dallas City. Holds the CFP. Fees on file: ongoing planning fee. - [Joshua Prince](https://find.wellspent.co/advisors/joshua-prince/), Promus Advisors, Dallas City. Holds the CFP. Fees on file: percentage of assets, hourly. - [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman/), Beaird Harris, Dallas City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Elizabeth Trecartin](https://find.wellspent.co/advisors/elizabeth-trecartin/), Penn Davis McFarland, Dallas City. Holds the CFP. Fees on file: percentage of assets. - [Lance Jamerson](https://find.wellspent.co/advisors/lance-jamerson/), Westshore Wealth, Dallas City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Carlos Butcher](https://find.wellspent.co/advisors/carlos-butcher/), Birch Capital Management, Dallas City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Dallas work on family wealth transfer? The Wellspent public graph lists 46 fee-only advisors for family wealth transfer in Dallas, at 12 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Dallas charge? The most common fee among fee-only advisors for family wealth transfer in Dallas is a percentage of assets, used by 96% of the 46 with fees on file. Many use more than one: 65% charge fixed fees and 33% charge by the hour. ## How much do fee-only financial advisors charge in Dallas? Fee-only financial advisors in Dallas charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 5 Dallas firms. ## How much does a one-time financial plan cost in Dallas? A one-time financial plan from a fee-only firm in Dallas has a median price of $875. We found this across the published prices of 6 Dallas firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Dallas, 41% of the 46 advisors listed hold the CFP. - CFP (41% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Dallas advisors for family wealth transfer compare with the rest of the US? 33% of fee-only advisors for family wealth transfer in Dallas 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 Dallas? - 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 Dallas? 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 | |---|---|---|---|---| | [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Jacob King](https://find.wellspent.co/advisors/jacob-king.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [James Sullivan](https://find.wellspent.co/advisors/james-sullivan.md) | Beaird Harris | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees | | [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Joseph Dunn](https://find.wellspent.co/advisors/joseph-dunn.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Joshua Prince](https://find.wellspent.co/advisors/joshua-prince.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Watson](https://find.wellspent.co/advisors/justin-watson.md) | Beaird Harris | Dallas, Texas | CFP, PFS | Percentage of assets, Fixed fees | | [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Lugar](https://find.wellspent.co/advisors/steven-lugar.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Tai Chu](https://find.wellspent.co/advisors/tai-chu.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Virginia Baker](https://find.wellspent.co/advisors/virginia-baker.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Craig Hausz](https://find.wellspent.co/advisors/craig-hausz.md) | CMH Wealth Management | Dallas, Texas | CFP | Ongoing planning fee | | [Elizabeth Lohmeier](https://find.wellspent.co/advisors/elizabeth-lohmeier.md) | Fidelis Capital | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees | | [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas | | Percentage of assets | | [Lance Jamerson](https://find.wellspent.co/advisors/lance-jamerson.md) | Westshore Wealth | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Trevor Bryant](https://find.wellspent.co/advisors/trevor-bryant.md) | Westshore Wealth | Dallas, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Janine Guenther](https://find.wellspent.co/advisors/janine-guenther.md) | Promus Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Patrick Beaird](https://find.wellspent.co/advisors/patrick-beaird.md) | Beaird Harris | Dallas, Texas | PFS | Percentage of assets, Fixed fees | | [Neale Ellis](https://find.wellspent.co/advisors/neale-ellis.md) | Fidelis Capital | Dallas, Texas | CFA | Percentage of assets, Fixed fees | | [Barclay Nelson](https://find.wellspent.co/advisors/barclay-nelson.md) | Birch Capital Management | Dallas, Texas | CFP, CFA | Percentage of assets, Hourly | | [Carlos Butcher](https://find.wellspent.co/advisors/carlos-butcher.md) | Birch Capital Management | Dallas, Texas | CFP | Percentage of assets, Hourly | | [Donald Harris](https://find.wellspent.co/advisors/donald-harris.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [James Simmons](https://find.wellspent.co/advisors/james-simmons.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Kelly Snider](https://find.wellspent.co/advisors/kelly-snider.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Kevin Lindley](https://find.wellspent.co/advisors/kevin-lindley.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Kraishylea Agboaye](https://find.wellspent.co/advisors/kraishylea-agboaye.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Nicholas Deery](https://find.wellspent.co/advisors/nicholas-deery.md) | Promus Advisors | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Paula Allgood](https://find.wellspent.co/advisors/paula-allgood.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Ronald Skalberg](https://find.wellspent.co/advisors/ronald-skalberg.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Stuart Herzog](https://find.wellspent.co/advisors/stuart-herzog.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Alexis Buchholz](https://find.wellspent.co/advisors/alexis-buchholz.md) | BFG Wealth Management | Dallas, Texas | | Percentage of assets | | [Christopher Champion](https://find.wellspent.co/advisors/christopher-champion.md) | Holden Family Office | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Elizabeth Trecartin](https://find.wellspent.co/advisors/elizabeth-trecartin.md) | Penn Davis McFarland | Dallas, Texas | CFP | Percentage of assets | | [Hope Robinson](https://find.wellspent.co/advisors/hope-robinson.md) | Penn Davis McFarland | Dallas, Texas | CFP | Percentage of assets | | [Ian Richards](https://find.wellspent.co/advisors/ian-richards.md) | CMH Wealth Management | Dallas, Texas | | Ongoing planning fee | | [Justin Jones](https://find.wellspent.co/advisors/justin-jones.md) | Fidelis Capital | Dallas, Texas | | Percentage of assets, Fixed fees | | [Charles Norton](https://find.wellspent.co/advisors/charles-norton.md) | Penn Davis McFarland | Dallas, Texas | CFA | Percentage of assets | | [Jeffrey Helfrich](https://find.wellspent.co/advisors/jeffrey-helfrich.md) | Penn Davis McFarland | Dallas, Texas | CFA | Percentage of assets | | [Patrick Stuart](https://find.wellspent.co/advisors/patrick-stuart.md) | Saddock Wealth | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Stephen Saddock](https://find.wellspent.co/advisors/stephen-saddock.md) | Saddock Wealth | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Barbara Spicer](https://find.wellspent.co/advisors/barbara-spicer.md) | Concorde Investment Management | Dallas, Texas | | Percentage of assets, Hourly | | [Gary Wood](https://find.wellspent.co/advisors/gary-wood.md) | Concorde Investment Management | Dallas, Texas | | Percentage of assets, Hourly | | [Gregory Wood](https://find.wellspent.co/advisors/gregory-wood.md) | Concorde Investment Management | Dallas, Texas | | Percentage of assets, Hourly | | [John Stetter](https://find.wellspent.co/advisors/john-stetter.md) | Concorde Investment Management | Dallas, Texas | | Percentage of assets, Hourly | | [Robert Felty](https://find.wellspent.co/advisors/robert-felty.md) | Penn Davis McFarland | Dallas, Texas | | Percentage of assets | | [Robert Ogden](https://find.wellspent.co/advisors/robert-ogden.md) | Penn Davis McFarland | Dallas, Texas | | Percentage of assets | ## Related - [Retirement planning in Dallas](https://find.wellspent.co/specialties/retirement-planning/texas/dallas.md) - [Tax planning in Dallas](https://find.wellspent.co/specialties/tax-planning/texas/dallas.md) - [Founders in Dallas](https://find.wellspent.co/specialties/founders-pre-exit/texas/dallas.md) - [Estate planning in Dallas](https://find.wellspent.co/specialties/estate-planning/texas/dallas.md) - [Small business owners in Dallas](https://find.wellspent.co/specialties/small-business-owners/texas/dallas.md) - [Equity compensation in Dallas](https://find.wellspent.co/specialties/equity-compensation/texas/dallas.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).