# Financial advisors for founders in Dallas, Texas > For founders in Dallas, 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 Elizabeth Lohmeier of Fidelis Capital, James Sullivan of Beaird Harris and Trevor Bryant of Westshore Wealth. Page: https://find.wellspent.co/specialties/founders-pre-exit/texas/dallas/ 43 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 Dallas? For founders in Dallas, 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 Elizabeth Lohmeier of Fidelis Capital, James Sullivan of Beaird Harris and Trevor Bryant of Westshore Wealth. - [Elizabeth Lohmeier](https://find.wellspent.co/advisors/elizabeth-lohmeier/), Fidelis Capital, Dallas City. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [James Sullivan](https://find.wellspent.co/advisors/james-sullivan/), Beaird Harris, Dallas City. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [Trevor Bryant](https://find.wellspent.co/advisors/trevor-bryant/), Westshore Wealth, Dallas City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Craig Hausz](https://find.wellspent.co/advisors/craig-hausz/), CMH Wealth Management, Dallas City. Holds the CFP. Fees on file: ongoing planning fee. - [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414/), J.E. Simmons & Co., P.C., Dallas City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy/), Artham Advisors LLC, Dallas City. Holds the CFP. Fees on file: flat fee or retainer. ## How many fee-only financial advisors in Dallas work with founders? The Wellspent public graph lists 43 fee-only advisors for founders in Dallas, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in Dallas charge? The most common fee among fee-only advisors for founders in Dallas is a percentage of assets, used by 93% of the 43 with fees on file. Many use more than one: 86% charge fixed fees and 28% 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 founders have? For founders, look for the CFP and CFA. In Dallas, 44% of the 43 advisors listed hold the CFP. - CFP (44% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (14% of advisors listed): The CFA helps with investing a large sum at once. ## How do Dallas advisors for founders compare with the rest of the US? 86% of fee-only advisors for founders in Dallas 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 Dallas? - 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 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 | |---|---|---|---|---| | [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414.md) | J.E. Simmons & Co., P.C. | Dallas, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy.md) | Artham Advisors LLC | Dallas, Texas | CFP, MBA | Flat fee or retainer | | [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 | | [David Schubert](https://find.wellspent.co/advisors/david-schubert.md) | Carrington Group | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Janine Guenther](https://find.wellspent.co/advisors/janine-guenther.md) | Promus Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Mitchell Kramer](https://find.wellspent.co/advisors/mitchell-kramer.md) | Fluent Financial | Dallas, Texas | CFP | 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 | | [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 | | [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 | | [Cinthya Miceli](https://find.wellspent.co/advisors/cinthya-miceli.md) | Carrington Group | Dallas, Texas | | Percentage of assets, Fixed fees | | [Ethan Mayo](https://find.wellspent.co/advisors/ethan-mayo.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ian Cobb](https://find.wellspent.co/advisors/ian-cobb.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Pence](https://find.wellspent.co/advisors/matthew-pence.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Tyler Talman](https://find.wellspent.co/advisors/tyler-talman.md) | Carrington Group | Dallas, Texas | | Percentage of assets, Fixed fees | | [Ian Hunter](https://find.wellspent.co/advisors/ian-hunter.md) | Hunter Value Capital | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Parkhurst](https://find.wellspent.co/advisors/jeffrey-parkhurst.md) | Halcyon Global Advisors, LLC. | Dallas, Texas | | Percentage of assets, Fixed fees, Performance-based fees | ## Related - [Retirement planning in Dallas](https://find.wellspent.co/specialties/retirement-planning/texas/dallas.md) - [Family wealth transfer in Dallas](https://find.wellspent.co/specialties/family-wealth-transfer/texas/dallas.md) - [Tax planning in Dallas](https://find.wellspent.co/specialties/tax-planning/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).