# Financial advisors for founders in The Woodlands, Texas > For founders in The Woodlands, 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 Daniel Michalk of Waterway Wealth Management, Ashley Stewart of Avion Wealth and Jeffrey Goering of Diamond Client Group. Page: https://find.wellspent.co/specialties/founders-pre-exit/texas/the-woodlands/ 25 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 The Woodlands? For founders in The Woodlands, 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 Daniel Michalk of Waterway Wealth Management, Ashley Stewart of Avion Wealth and Jeffrey Goering of Diamond Client Group. - [Daniel Michalk](https://find.wellspent.co/advisors/daniel-michalk/), Waterway Wealth Management, The Woodlands City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Ashley Stewart](https://find.wellspent.co/advisors/ashley-stewart/), Avion Wealth, The Woodlands City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Jeffrey Goering](https://find.wellspent.co/advisors/jeffrey-goering/), Diamond Client Group, The Woodlands City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in The Woodlands work with founders? The Wellspent public graph lists 25 fee-only advisors for founders in The Woodlands, at 3 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in The Woodlands charge? The most common fee among fee-only advisors for founders in The Woodlands is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 100% charge fixed fees and 60% 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 CFP and CFA. In The Woodlands, 32% of the 25 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (8% of advisors listed): The CFA helps with investing a large sum at once. ## How do The Woodlands advisors for founders compare with the rest of the US? 100% of fee-only advisors for founders in The Woodlands 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 The Woodlands? - 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 The Woodlands? 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 | |---|---|---|---|---| | [Ashley Stewart](https://find.wellspent.co/advisors/ashley-stewart.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Christopher McBee](https://find.wellspent.co/advisors/christopher-mcbee.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Jeffrey Goering](https://find.wellspent.co/advisors/jeffrey-goering.md) | Diamond Client Group | The Woodlands, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jonathan Salvato](https://find.wellspent.co/advisors/jonathan-salvato.md) | Diamond Client Group | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Carroll](https://find.wellspent.co/advisors/paul-carroll.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Daniel Michalk](https://find.wellspent.co/advisors/daniel-michalk.md) | Waterway Wealth Management | The Woodlands, Texas | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees | | [Jessica McCain](https://find.wellspent.co/advisors/jessica-mccain.md) | Waterway Wealth Management | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross King](https://find.wellspent.co/advisors/ross-king.md) | Waterway Wealth Management | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Trgovich](https://find.wellspent.co/advisors/daniel-trgovich.md) | Waterway Wealth Management | The Woodlands, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Abigail Demirovic](https://find.wellspent.co/advisors/abigail-demirovic.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Alexander Amundson](https://find.wellspent.co/advisors/alexander-amundson.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Andre Baldanza](https://find.wellspent.co/advisors/andre-baldanza.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ashley Owens](https://find.wellspent.co/advisors/ashley-owens.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Brian Cheatham](https://find.wellspent.co/advisors/brian-cheatham.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Caeden Goering](https://find.wellspent.co/advisors/caeden-goering.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Luedecke](https://find.wellspent.co/advisors/david-luedecke.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Brady](https://find.wellspent.co/advisors/elizabeth-brady.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Karla Saez](https://find.wellspent.co/advisors/karla-saez.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Lucas Cheatham](https://find.wellspent.co/advisors/lucas-cheatham.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Megan Beaufays](https://find.wellspent.co/advisors/megan-beaufays.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Michael Sitzman](https://find.wellspent.co/advisors/michael-sitzman.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Sarah McIvor](https://find.wellspent.co/advisors/sarah-mcivor.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [William Grant](https://find.wellspent.co/advisors/william-grant.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ariel Jasso](https://find.wellspent.co/advisors/ariel-jasso.md) | Waterway Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Oldham](https://find.wellspent.co/advisors/nicholas-oldham.md) | Waterway Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | ## Related - [Estate planning in The Woodlands](https://find.wellspent.co/specialties/estate-planning/texas/the-woodlands.md) - [Small business owners in The Woodlands](https://find.wellspent.co/specialties/small-business-owners/texas/the-woodlands.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).