Financial advisors for real estate investors in Texas
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Phil Orwig Fair Asset Management, LLC, Dallas Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Rachael Levine Peltoma Capital Partners, Austin Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Kirk Reagan High Flight Financial LLC, Dallas Holds the CFP. Fees on file: one-time planning fee, hourly.
- Kimberly Nickel Illumination Wealth Management, La Grange Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Justin Watson Beaird Harris, Dallas Holds the CFP. Fees on file: percentage of assets, fixed fees.
- 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.
Plus 4 in other cities.
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.
- EA3% in Texas
- Enrolled agents help with rental income and passive loss rules.
- CFP42% in Texas
- 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.
Dark bars are Texas. Light bars are all US advisors for real estate investors.
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.
All 31 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. | High Flight Financial LLC | Dallas | CFP, ChFC | One-time planning fee, Hourly |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Rachael Levine | Peltoma Capital Partners | Austin | CFP | Flat fee or retainer, Percentage of assets |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Steven Lugar | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Tai Chu | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Molly McCarthy | LD Lowe Wealth Advisory | Richardson | ChFC | Percentage of assets, Hourly |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Donald Harris | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
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