# Financial advisors for real estate investors in Texas > For real estate investors in Texas, talk to a fee-only planner who counts your properties in the plan, even though they don't manage them. Many advisors only look at assets they can bill on, so ask about this early. Records to start with include Phil Orwig of Fair Asset Management, LLC, Rachael Levine of Peltoma Capital Partners and Kirk Reagan of High Flight Financial LLC. Page: https://find.wellspent.co/specialties/real-estate-investors/texas/ 31 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 about real estate investing in Texas? For real estate investors in Texas, talk to a fee-only planner who counts your properties in the plan, even though they don't manage them. Many advisors only look at assets they can bill on, so ask about this early. Records to start with include Phil Orwig of Fair Asset Management, LLC, Rachael Levine of Peltoma Capital Partners and Kirk Reagan of High Flight Financial LLC. - [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig/), Fair Asset Management, LLC, Dallas. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine/), Peltoma Capital Partners, Austin. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Kirk Reagan](https://find.wellspent.co/advisors/kirk-reagan/), High Flight Financial LLC, Dallas. Holds the CFP. Fees on file: one-time planning fee, hourly. - [Kimberly Nickel](https://find.wellspent.co/advisors/kimberly-nickel/), Illumination Wealth Management, La Grange. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Justin Watson](https://find.wellspent.co/advisors/justin-watson/), Beaird Harris, Dallas. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Conner Young](https://find.wellspent.co/advisors/conner-young/), Baskets Capital, Austin. Fees on file: percentage of assets. ## How many fee-only financial advisors in Texas work with real estate investors? The Wellspent public graph lists 31 fee-only advisors for real estate investors in Texas, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for real estate investors in Texas located? Of the 31 fee-only advisors for real estate investors in Texas, 21 are in Dallas, followed by 2 in Austin and 2 in Fort Worth. ## How do fee-only advisors for real estate investors in Texas charge? The most common fee among fee-only advisors for real estate investors in Texas is a percentage of assets, used by 90% of the 31 with fees on file. Many use more than one: 74% charge fixed fees and 26% 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 real estate investors have? For real estate investors, look for the EA and CFP. In Texas, 42% of the 31 advisors listed hold the CFP. - EA (3% of advisors listed): Enrolled agents help with rental income and passive loss rules. - CFP (42% of advisors listed): The CFP puts the properties in the wider plan. ## How do Texas advisors for real estate investors compare with the rest of the US? 74% of fee-only advisors for real estate investors in Texas charge fixed fees, compared with 46% of the 313 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 should I ask a financial advisor about real estate investing in Texas? - How do you bill when most of my wealth is in property? - How would you plan a sale, including a 1031 exchange? - How much of my net worth should stay in real estate? - How do you treat rental income in my retirement plan? - If I've worked in other states, what could I still owe there? ## How current is this list of fee-only advisors for real estate investors in Texas? 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 | |---|---|---|---|---| | [Kirk Reagan](https://find.wellspent.co/advisors/kirk-reagan.md) | High Flight Financial LLC | Dallas, Texas | CFP, ChFC | One-time planning fee, Hourly | | [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig.md) | Fair Asset Management, LLC | Dallas, Texas | CFP, CPWA, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee | | [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 | | [Kimberly Nickel](https://find.wellspent.co/advisors/kimberly-nickel.md) | Illumination Wealth Management | La Grange, Texas | CFP | Flat fee or retainer, Ongoing planning fee | | [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 | | [Justin Watson](https://find.wellspent.co/advisors/justin-watson.md) | Beaird Harris | Dallas, Texas | CFP, PFS | Percentage of assets, 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 | | [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas | | Percentage of assets | | [Jonathan Lopez](https://find.wellspent.co/advisors/jonathan-lopez.md) | Truvize Financial Planning | El Paso , Texas | | Percentage of assets, Subscription, One-time planning fee | | [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas | | Percentage of assets | | [Patrick Beaird](https://find.wellspent.co/advisors/patrick-beaird.md) | Beaird Harris | Dallas, Texas | PFS | Percentage of assets, Fixed fees | | [Thomas Anzivino](https://find.wellspent.co/advisors/thomas-anzivino.md) | Longitude Financial Planning | Manor, Texas | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Molly McCarthy](https://find.wellspent.co/advisors/molly-mccarthy.md) | LD Lowe Wealth Advisory | Richardson, Texas | ChFC | Percentage of assets, Hourly, Fixed fees | | [Allen Tyndall](https://find.wellspent.co/advisors/allen-tyndall.md) | Seaside Wealth Advisors | Plano, Texas | | Percentage of assets, Hourly, 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 | | [Nicolas Drury](https://find.wellspent.co/advisors/nicolas-drury.md) | Baynes Investment Counsel | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based 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 | | [Samuel Baynes](https://find.wellspent.co/advisors/samuel-baynes.md) | Baynes Investment Counsel | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Stuart Herzog](https://find.wellspent.co/advisors/stuart-herzog.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Peter Mitchell](https://find.wellspent.co/advisors/peter-mitchell.md) | The Tax Pro Advisor | Leander, Texas | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Texas](https://find.wellspent.co/specialties/retirement-planning/texas.md) - [Estate planning in Texas](https://find.wellspent.co/specialties/estate-planning/texas.md) - [Tax planning in Texas](https://find.wellspent.co/specialties/tax-planning/texas.md) - [Founders in Texas](https://find.wellspent.co/specialties/founders-pre-exit/texas.md) - [Family wealth transfer in Texas](https://find.wellspent.co/specialties/family-wealth-transfer/texas.md) - [Small business owners in Texas](https://find.wellspent.co/specialties/small-business-owners/texas.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).