# Financial advisors for founders in Houston, Texas > For founders in Houston, 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 Kellie Gamino of Financial Synergies Wealth Advisors, George Williams of Precedent Wealth Partners and Mary Margolis of MBR Financial. Page: https://find.wellspent.co/specialties/founders-pre-exit/texas/houston/ 100 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 Houston? For founders in Houston, 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 Kellie Gamino of Financial Synergies Wealth Advisors, George Williams of Precedent Wealth Partners and Mary Margolis of MBR Financial. - [Kellie Gamino](https://find.wellspent.co/advisors/kellie-gamino/), Financial Synergies Wealth Advisors, Houston City. Holds the CFP. Fees on file: percentage of assets. - [George Williams](https://find.wellspent.co/advisors/george-williams/), Precedent Wealth Partners, Houston City. Holds the CFP. Fees on file: percentage of assets. - [Mary Margolis](https://find.wellspent.co/advisors/mary-margolis/), MBR Financial, Houston City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Preston Cherry](https://find.wellspent.co/advisors/preston-cherry/), Concurrent Wealth Management, Houston City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Cameron Penney](https://find.wellspent.co/advisors/cameron-penney/), Penney Financial, Houston City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Justin Ramirez](https://find.wellspent.co/advisors/justin-ramirez/), Insight Valuations, LLC, Houston . Holds the CFA. Fees on file: flat fee or retainer, hourly. ## How many fee-only financial advisors in Houston work with founders? The Wellspent public graph lists 100 fee-only advisors for founders in Houston, at 23 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in Houston charge? The most common fee among fee-only advisors for founders in Houston is a percentage of assets, used by 97% of the 100 with fees on file. Many use more than one: 40% charge fixed fees and 30% 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 founders have? For founders, look for the CFP and CFA. In Houston, 39% of the 100 advisors listed hold the CFP. - CFP (39% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (4% of advisors listed): The CFA helps with investing a large sum at once. ## How do Houston advisors for founders compare with the rest of the US? 40% of fee-only advisors for founders in Houston 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 Houston? - 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 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 | |---|---|---|---|---| | [Cameron Penney](https://find.wellspent.co/advisors/cameron-penney.md) | Penney Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, 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 | | [Preston Cherry](https://find.wellspent.co/advisors/preston-cherry.md) | Concurrent Wealth Management | Houston, Texas | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [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 | | [Brian Merrill](https://find.wellspent.co/advisors/brian-merrill.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Bryan Zschiesche](https://find.wellspent.co/advisors/bryan-zschiesche.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Colton Owen](https://find.wellspent.co/advisors/colton-owen.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Heath Hightower](https://find.wellspent.co/advisors/heath-hightower.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Keith Fenstad](https://find.wellspent.co/advisors/keith-fenstad.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Kellie Gamino](https://find.wellspent.co/advisors/kellie-gamino.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Kevin Nelson](https://find.wellspent.co/advisors/kevin-nelson.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Melody Laser](https://find.wellspent.co/advisors/melody-laser.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Michael Booker](https://find.wellspent.co/advisors/michael-booker.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP, ChFC | Percentage of assets | | [Michael Minter](https://find.wellspent.co/advisors/michael-minter.md) | Financial Synergies Wealth Advisors | 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 | | [Peter Faust](https://find.wellspent.co/advisors/peter-faust.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Rachel Buckhoff](https://find.wellspent.co/advisors/rachel-buckhoff.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Set Carpintero](https://find.wellspent.co/advisors/set-carpintero.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Tina Yang](https://find.wellspent.co/advisors/tina-yang.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [William Goodson](https://find.wellspent.co/advisors/william-goodson.md) | Financial Synergies Wealth Advisors | 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 | | [Christopher Dyson](https://find.wellspent.co/advisors/christopher-dyson.md) | MBR Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly | | [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 | | [Mary Margolis](https://find.wellspent.co/advisors/mary-margolis.md) | MBR Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly | | [Adrienne Fox](https://find.wellspent.co/advisors/adrienne-fox.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Arv Vilutis](https://find.wellspent.co/advisors/arv-vilutis.md) | Financial Synergies Wealth Advisors | Houston, Texas | ChFC | Percentage of assets | | [Casey Kha](https://find.wellspent.co/advisors/casey-kha.md) | FCA | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | Showing the first 50 of 100. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/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) - [Family wealth transfer in Houston](https://find.wellspent.co/specialties/family-wealth-transfer/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).