# Financial advisors for family wealth transfer in Houston, Texas > For family wealth transfer in Houston, 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/houston/ 82 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 Houston? For family wealth transfer in Houston, 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 City. Holds the CFP. Fees on file: percentage of assets. - [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister/), Integrity Road Wealth Partners LLC, Houston City. 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 City. Holds the CFP. Fees on file: percentage of assets. - [Andrew Gardener](https://find.wellspent.co/advisors/andrew-gardener/), Tanglewood Legacy Advisors, Houston City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Michael Pumphrey](https://find.wellspent.co/advisors/michael-pumphrey/), Tanglewood Total Wealth Management, Houston City. Holds the CFP. Fees on file: percentage of assets. - [Nathaniel Harness](https://find.wellspent.co/advisors/nathaniel-harness/), BentOak Capital, Houston City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Houston work on family wealth transfer? The Wellspent public graph lists 82 fee-only advisors for family wealth transfer in Houston, at 21 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Houston charge? The most common fee among fee-only advisors for family wealth transfer in Houston is a percentage of assets, used by 98% of the 82 with fees on file. Many use more than one: 54% charge fixed fees and 23% charge by the hour. ## How much do fee-only financial advisors charge in Houston? Fee-only financial advisors in Houston charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 9 Houston firms. ## How much does a one-time financial plan cost in Houston? A one-time financial plan from a fee-only firm in Houston has a median price of $3,500. We found this across the published prices of 7 Houston firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Houston, 34% of the 82 advisors listed hold the CFP. - CFP (34% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Houston advisors for family wealth transfer compare with the rest of the US? 23% of fee-only advisors for family wealth transfer in Houston 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 Houston? - 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 Houston? 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 | |---|---|---|---|---| | [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 | | [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | 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 | | [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams-860333.md) | Precedent Wealth Partners | Houston, Texas | CFP, PFS | Percentage of assets | | [Lantz Bowman](https://find.wellspent.co/advisors/lantz-bowman.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets | | [Nathaniel Harness](https://find.wellspent.co/advisors/nathaniel-harness.md) | BentOak Capital | Houston, 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 | | [Ian Harris](https://find.wellspent.co/advisors/ian-harris.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Keith Fenstad](https://find.wellspent.co/advisors/keith-fenstad.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Michael Pumphrey](https://find.wellspent.co/advisors/michael-pumphrey.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Nathan Burleson](https://find.wellspent.co/advisors/nathan-burleson.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Faust](https://find.wellspent.co/advisors/peter-faust.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Robert Dwyer](https://find.wellspent.co/advisors/robert-dwyer.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Tina Yang](https://find.wellspent.co/advisors/tina-yang.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Andrew Gardener](https://find.wellspent.co/advisors/andrew-gardener.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Erandathi Shaw](https://find.wellspent.co/advisors/erandathi-shaw.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Roth](https://find.wellspent.co/advisors/kevin-roth.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Adrienne Fox](https://find.wellspent.co/advisors/adrienne-fox.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Dallas Trahern](https://find.wellspent.co/advisors/dallas-trahern.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Daniel Adams](https://find.wellspent.co/advisors/daniel-adams.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Evan Darr](https://find.wellspent.co/advisors/evan-darr.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Jeff Pomerantz](https://find.wellspent.co/advisors/jeff-pomerantz.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Jonathan Crantz](https://find.wellspent.co/advisors/jonathan-crantz.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Jonathan White](https://find.wellspent.co/advisors/jonathan-white-7335425.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Justin Ramirez](https://find.wellspent.co/advisors/justin-ramirez.md) | Insight Valuations, LLC | Houston , Texas | CFA | Flat fee or retainer, Hourly | | [Kyle Smith](https://find.wellspent.co/advisors/kyle-smith.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Neal Stephenson](https://find.wellspent.co/advisors/neal-stephenson.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Sarah Williams](https://find.wellspent.co/advisors/sarah-williams-6772383.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Sloane Bennett](https://find.wellspent.co/advisors/sloane-bennett.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Tatum Duffie](https://find.wellspent.co/advisors/tatum-duffie.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Thomas Mott](https://find.wellspent.co/advisors/thomas-mott.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Timothy Hartzell](https://find.wellspent.co/advisors/timothy-hartzell.md) | Sequent Asset Management | Houston, Texas | CFA | Percentage of assets, Fixed fees | | [Wanda Williams](https://find.wellspent.co/advisors/wanda-williams.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [John Robertson](https://find.wellspent.co/advisors/john-robertson.md) | Live Oak Wealth Advisory Group | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Solo](https://find.wellspent.co/advisors/jonathan-solo.md) | Live Oak Wealth Advisory Group | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Leonard Golub](https://find.wellspent.co/advisors/leonard-golub.md) | New Capital Management | Houston, Texas | CFA | Percentage of assets, Fixed fees | | [William Jobes](https://find.wellspent.co/advisors/william-jobes.md) | Live Oak Wealth Advisory Group | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Daniel Estes](https://find.wellspent.co/advisors/daniel-estes.md) | Pin Oak Investment Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [David Doll](https://find.wellspent.co/advisors/david-doll.md) | Sequent Asset Management | Houston, Texas | | Percentage of assets, Fixed fees | | [Dell Thomason](https://find.wellspent.co/advisors/dell-thomason.md) | Joyce Wealth Management | Houston, Texas | | Percentage of assets, Fixed fees | | [James Rouse](https://find.wellspent.co/advisors/james-rouse.md) | Pin Oak Investment Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Jennifer Migdal](https://find.wellspent.co/advisors/jennifer-migdal.md) | Cove Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 82. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/texas/houston/?page=2 ## Related - [Retirement planning in Houston](https://find.wellspent.co/specialties/retirement-planning/texas/houston.md) - [Estate planning in Houston](https://find.wellspent.co/specialties/estate-planning/texas/houston.md) - [Tax planning in Houston](https://find.wellspent.co/specialties/tax-planning/texas/houston.md) - [Retirees in Houston](https://find.wellspent.co/audiences/retirees/texas/houston.md) - [Founders in Houston](https://find.wellspent.co/specialties/founders-pre-exit/texas/houston.md) - [Executives in Houston](https://find.wellspent.co/audiences/executives/texas/houston.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).