# Financial advisors for founders in Austin, Texas > For founders in Austin, 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 Rebecca Jackson of SeedSafe Financial, Shirley Stacy Sanchez of Pioneer Wealth Management Group and Marc Jimenez of CAM Investor Solutions. Page: https://find.wellspent.co/specialties/founders-pre-exit/texas/austin/ 52 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 as a founder in Austin? For founders in Austin, 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 Rebecca Jackson of SeedSafe Financial, Shirley Stacy Sanchez of Pioneer Wealth Management Group and Marc Jimenez of CAM Investor Solutions. - [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson/), SeedSafe Financial, Austin City. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez/), Pioneer Wealth Management Group, Austin City. Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly. - [Marc Jimenez](https://find.wellspent.co/advisors/marc-jimenez/), CAM Investor Solutions, Austin City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [James Sherrard](https://find.wellspent.co/advisors/james-sherrard/), Richard P. Slaughter Associates, Austin City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Jeffrey Broadhurst](https://find.wellspent.co/advisors/jeffrey-broadhurst/), Broadhurst Financial Advisors, Austin City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Jeff Weeks](https://find.wellspent.co/advisors/jeff-weeks/), ATX Portfolio Advisors®, Austin City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Austin work with founders? The Wellspent public graph lists 52 fee-only advisors for founders in Austin, at 20 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in Austin charge? The most common fee among fee-only advisors for founders in Austin is a percentage of assets, used by 96% of the 52 with fees on file. Many use more than one: 56% charge by the hour and 46% 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 founders have? For founders, look for the CPA, CFP and CFA. In Austin, 44% of the 52 advisors listed hold the CFP. - CPA (4% of advisors listed): CPAs can model deal structure and the tax on proceeds. - CFP (44% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (13% of advisors listed): The CFA helps with investing a large sum at once. ## How do Austin advisors for founders compare with the rest of the US? 46% of fee-only advisors for founders in Austin 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. ## 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 Austin? - 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 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 | |---|---|---|---|---| | [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine.md) | Peltoma Capital Partners | Austin, Texas | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson.md) | SeedSafe Financial | Austin, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez.md) | Pioneer Wealth Management Group | Austin, Texas | CFP, MS, AAMS, CRPS, CGMA, CPA | Flat fee or retainer, Hourly | | [Jeff Weeks](https://find.wellspent.co/advisors/jeff-weeks.md) | ATX Portfolio Advisors® | Austin, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [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 | | [David Lloyd](https://find.wellspent.co/advisors/david-lloyd.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [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 | | [John Dixon](https://find.wellspent.co/advisors/john-dixon.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [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 | | [Scott Van Den Berg](https://find.wellspent.co/advisors/scott-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | CFP, ChFC | Percentage of assets, Fixed fees, Performance-based 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 | | [Jeffrey Broadhurst](https://find.wellspent.co/advisors/jeffrey-broadhurst.md) | Broadhurst Financial Advisors | Austin, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Aaron Buckholtz](https://find.wellspent.co/advisors/aaron-buckholtz.md) | Century Management Financial Advisors | Austin, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [James Brilliant](https://find.wellspent.co/advisors/james-brilliant.md) | Century Management Financial Advisors | Austin, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [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 | | [Arnold Van Den Berg](https://find.wellspent.co/advisors/arnold-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Brian Heath](https://find.wellspent.co/advisors/brian-heath.md) | Conviction Wealth Management | Austin, Texas | | One-time planning fee, Ongoing planning fee | | [Carlos Lowenberg](https://find.wellspent.co/advisors/carlos-lowenberg.md) | Masterpiece Capital | Austin, Texas | ChFC | Percentage of assets, Fixed fees | | [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 | | [Lisa Stroud](https://find.wellspent.co/advisors/lisa-stroud.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Mark Okamoto](https://find.wellspent.co/advisors/mark-okamoto.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Rachel Van Den Berg](https://find.wellspent.co/advisors/rachel-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [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 | | [William Brilliant](https://find.wellspent.co/advisors/william-brilliant.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Brandon Hinneberg](https://find.wellspent.co/advisors/brandon-hinneberg.md) | Off-Trail Financial | Austin, Texas | CFP, ChFC | Percentage of assets, Fixed fees | | [Lewis Weil](https://find.wellspent.co/advisors/lewis-weil.md) | Lewis Weil | Austin, Texas | | Percentage of assets, One-time planning fee | | [Althea Maravelas](https://find.wellspent.co/advisors/althea-maravelas.md) | GCB Private Wealth | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Bradley Bolnick](https://find.wellspent.co/advisors/bradley-bolnick.md) | GCB Private Wealth | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Christina Borger](https://find.wellspent.co/advisors/christina-borger.md) | BirdRock Wealth Management | Austin, Texas | | Percentage of assets | | [David Traff](https://find.wellspent.co/advisors/david-traff.md) | Bisonwood Investments | Austin, Texas | | Percentage of assets | | [Jack Tamez](https://find.wellspent.co/advisors/jack-tamez.md) | BirdRock Wealth Management | Austin, Texas | | Percentage of assets | | [Mason Ning](https://find.wellspent.co/advisors/mason-ning.md) | BirdRock Wealth Management | Austin, Texas | | Percentage of assets | | [Stephanie Boeke](https://find.wellspent.co/advisors/stephanie-boeke.md) | BirdRock Wealth Management | Austin, Texas | | Percentage of assets | | [Stephen Levy](https://find.wellspent.co/advisors/stephen-levy.md) | BirdRock Wealth Management | Austin, Texas | | Percentage of assets | | [Vicki Aycock](https://find.wellspent.co/advisors/vicki-aycock.md) | Austin Money Management | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Austin Caswell](https://find.wellspent.co/advisors/austin-caswell.md) | Integrated Wealth Strategies | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 52. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/texas/austin/?page=2 ## 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) - [Equity compensation in Austin](https://find.wellspent.co/specialties/equity-compensation/texas/austin.md) - [Family wealth transfer in Austin](https://find.wellspent.co/specialties/family-wealth-transfer/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).