Financial advisors for founders in Dallas, Texas

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.

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.

See every fee-only advisor fee in Texas

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. If I've worked in other states, what could I still owe there?
6. 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.