Financial advisors for founders in Texas
Which financial advisor should I talk to as a founder in Texas?
For founders in Texas, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Miguel Gomez of Sophronia Wealth Advisors, Inc., Helen Stephens of Aspen Wealth Management and Rebecca Jackson of SeedSafe Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Miguel Gomez Sophronia Wealth Advisors, Inc., El Paso Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Helen Stephens Aspen Wealth Management, Fort Worth Holds the EA and CFP. Fees on file: percentage of assets, hourly.
- Rebecca Jackson SeedSafe Financial, Austin Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Shirley Stacy Sanchez Pioneer Wealth Management Group, Austin Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly.
- Marc Jimenez CAM Investor Solutions, Austin Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Daniel Michalk Waterway Wealth Management, The Woodlands Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Texas work with founders?
The Wellspent public graph lists 349 fee-only advisors for founders in Texas, at 118 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for founders in Texas located?
Of the 349 fee-only advisors for founders in Texas, 100 are in Houston, followed by 52 in Austin and 43 in Dallas.
Plus 116 in other cities.
How do fee-only advisors for founders in Texas charge?
The most common fee among fee-only advisors for founders in Texas is a percentage of assets, used by 95% of the 349 with fees on file. Many use more than one: 62% charge fixed fees and 48% 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 founders have?
For founders, look for the CPA, EA and CFP. In Texas, 43% of the 349 advisors listed hold the CFP.
- CPA1% in Texas
- CPAs can model deal structure and the tax on proceeds.
- EA1% in Texas
- Enrolled agents bring tax depth for multi-year planning.
- CFP43% in Texas
- The CFP covers life after the exit, not only the sale.
- CFA7% in Texas
- The CFA helps with investing a large sum at once.
How do Texas advisors for founders compare with the rest of the US?
62% of fee-only advisors for founders in Texas charge fixed fees, compared with 57% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Texas. Light bars are all US advisors for founders.
Does Texas have a state income tax?
No. Texas has no state income tax, so federal tax drives most financial planning for residents.
What happens to stock pay if you move to or from Texas?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Texas can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor as a founder in Texas?
- How many clients have you taken through an exit, and at what size?
- How would you check whether my shares qualify for QSBS?
- What should I do before a term sheet that I can't do after?
- How would you invest the proceeds in the first year?
- If I've worked in other states, what could I still owe there?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for founders 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.
All 349 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ben Earls | Earls Financial LLC | Fort Worth | CFP | Percentage of assets, Flat fee or retainer |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Miguel Gomez | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez Garcia | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Rachael Levine | Peltoma Capital Partners | Austin | CFP | Flat fee or retainer, Percentage of assets |
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Gabriel Motta | Inclinevest® | Plano | CFP, MBA | Percentage of assets, One-time planning fee |
| Jared Jameson | WJ Interests, LLC | Sugar Land | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jim Crider | Intentional Living FP LLC | New Braunfels | CFP | Ongoing planning fee, Percentage of assets |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Rob Schulz | Schulz Wealth | Irving | CFP | Percentage of assets, Fixed fees |
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Shannon Pope | SFMG Wealth Advisors | Plano | CFP | Percentage of assets |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Bob Knode | Knode Wealth Management | Plano | CFP, EA | Percentage of assets, Hourly |
| Cameron Penney | Penney Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Zach Thomas | Growth Horizons Wealth Management | Georgetown | CFP | One-time planning fee |
| Rodney James | Vineyard Family Wealth, LLC | Houston | CFP | Percentage of assets, Fixed fees |
| Jeff Weeks | ATX Portfolio Advisors® | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Kent Hickey | Ubequity Wealth Management, LLC | Round Rock | CFP, CPWA, MBA | Percentage of assets, Hourly |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives | Generations Financial Management | Heath | CFP | Percentage of assets, One-time planning fee |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Christopher Browning | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Hayden Hill | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| James Sargent | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Jason McGarraugh | BentOak Capital | Katy | CFP | Percentage of assets, Hourly |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Laura Werner | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Madison Wallace | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Marley Wood | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Michael Cochran | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Nathaniel Harness | BentOak Capital | Houston | CFP | Percentage of assets, Hourly |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Tanner Castle | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
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