Financial advisors for retirement planning in Austin, Texas
Which financial advisor should I talk to about retirement planning in Austin?
For retirement planning in Austin, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Rebecca Jackson of SeedSafe Financial, Shirley Stacy Sanchez of Pioneer Wealth Management Group and Josh Clifford of Quoinage Capital LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Rebecca Jackson SeedSafe Financial, Austin City Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Shirley Stacy Sanchez Pioneer Wealth Management Group, Austin City Holds the CFP and CPA. Fees on file: flat fee or retainer, hourly.
- Josh Clifford Quoinage Capital LLC, Austin City Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Jonathan Davison Austin Asset, Austin City Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Emily Rassam Archer Investment Management, Austin City Holds the CFP. Fees on file: percentage of assets.
- Jane Mepham Elgon Financial Advisors, Austin City Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
How many fee-only financial advisors in Austin work on retirement planning?
The Wellspent public graph lists 94 fee-only advisors for retirement planning in Austin, at 34 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Austin charge?
The most common fee among fee-only advisors for retirement planning in Austin is a percentage of assets, used by 83% of the 94 with fees on file. Many use more than one: 53% charge by the hour and 39% charge fixed fees.
How much do fee-only financial advisors charge in Austin?
Fee-only financial advisors in Austin charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 11 Austin firms.
How much does a one-time financial plan cost in Austin?
A one-time financial plan from a fee-only firm in Austin has a median price of $2,175. We found this across the published prices of 8 Austin firms.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP and CPA. In Austin, 39% of the 94 advisors listed hold the CFP.
- CFP39% in Austin
- The CFP covers income, tax, insurance, and estate decisions together.
- CPA4% in Austin
- CPAs help with the tax side of withdrawals.
How do Austin advisors for retirement planning compare with the rest of the US?
53% of fee-only advisors for retirement planning in Austin charge by the hour, compared with 45% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Austin. Light bars are all US advisors for retirement planning.
Does Texas tax retirement income?
No. Texas has no state income tax, so retirement account withdrawals and pensions aren't taxed at the state level.
What should I ask a financial advisor about retirement planning in Austin?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- Would you plan differently if I might move to another state in retirement?
How current is this list of fee-only advisors for retirement planning in Austin?
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 94 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Leah Coleman | Orchard Financial Group | Austin | CFP, AAMS | Percentage of assets, One-time planning fee |
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Benjamin Yeung | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Britton Gregory | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Jonathan Davison | Austin Asset | Austin | CFP, CPA, MBA, CFA | Ongoing planning fee |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| John Dixon | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Meagan Niese | Teamwork Financial Group | Austin | CFP | Percentage of assets |
| Scott Van Den Berg | Century Management Financial Advisors | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Tanner Banister | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Cary Laudadio | GoalFusion Wealth Management | Austin | 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 |
| Jared McBride | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| Robyn Turner | Retirement Plan Fiduciaries | Austin | CFP | Percentage of assets, Hourly |
| Ann Nowell | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Arnold Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Chad Evans | Altere Financial | Austin | Not listed | Percentage of assets, Hourly |
| Jason Traff | Bisonwood Investments | Austin | CFA | Percentage of assets |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Laura Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Laura Redfern | Shadowridge Asset Management | Austin | CFP | Hourly, One-time planning fee |
| Lisa Stroud | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Mark Okamoto | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
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