# Financial advisors for small business owners in Austin, Texas > For small business owners in Austin, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Josh Clifford of Quoinage Capital LLC, Shirley Stacy Sanchez of Pioneer Wealth Management Group and Philip Olson of Solstice Wealth. Page: https://find.wellspent.co/specialties/small-business-owners/texas/austin/ 29 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 small business owner in Austin? For small business owners in Austin, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Josh Clifford of Quoinage Capital LLC, Shirley Stacy Sanchez of Pioneer Wealth Management Group and Philip Olson of Solstice Wealth. - [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford/), Quoinage Capital LLC, Austin City. Holds the CPA and CFP. Fees on file: ongoing planning fee. - [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez/), Pioneer Wealth Management Group, Austin City. Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly. - [Philip Olson](https://find.wellspent.co/advisors/philip-olson/), Solstice Wealth, Austin City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Mark Ward](https://find.wellspent.co/advisors/mark-ward/), Lucien, Stirling & Gray Advisory Group, Austin City. Holds the CFP. Fees on file: percentage of assets, hourly. - [David Lloyd](https://find.wellspent.co/advisors/david-lloyd/), Century Management Financial Advisors, Austin City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Marc Jimenez](https://find.wellspent.co/advisors/marc-jimenez/), CAM Investor Solutions, Austin City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Austin work with small business owners? The Wellspent public graph lists 29 fee-only advisors for small business owners in Austin, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for small business owners in Austin charge? The most common fee among fee-only advisors for small business owners in Austin is a percentage of assets, used by 93% of the 29 with fees on file. Many use more than one: 76% charge fixed fees and 45% charge by the hour. ## 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 small business owners have? For small business owners, look for the CPA and CFP. In Austin, 34% of the 29 advisors listed hold the CFP. - CPA (7% of advisors listed): CPAs understand entity structure and business books. - CFP (34% of advisors listed): The CFP keeps the business in the wider plan. ## How do Austin advisors for small business owners compare with the rest of the US? 76% of fee-only advisors for small business owners in Austin charge fixed fees, compared with 52% of the 2,851 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 as a small business owner in Austin? - Which retirement plan would you set up for my business, and why? - How would you set my salary against distributions? - How much of my net worth should stay in the business? - How do you plan for an eventual sale or succession? - If I've worked in other states, what could I still owe there? ## How current is this list of fee-only advisors for small business owners 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford.md) | Quoinage Capital LLC | Austin, Texas | CFP, CFA, CPA, MPA | Ongoing planning fee | | [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez.md) | Pioneer Wealth Management Group | Austin, Texas | CFP, MS, AAMS, CRPS, CGMA, CPA | Flat fee or retainer, Hourly | | [Meghan Railey](https://find.wellspent.co/advisors/meghan-railey.md) | Optas, LLC | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Philip Olson](https://find.wellspent.co/advisors/philip-olson.md) | Solstice Wealth | Austin, Texas | CFP | Percentage of assets, Ongoing planning fee | | [David Lloyd](https://find.wellspent.co/advisors/david-lloyd.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [John Dixon](https://find.wellspent.co/advisors/john-dixon.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Marc Jimenez](https://find.wellspent.co/advisors/marc-jimenez.md) | CAM Investor Solutions | Austin, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Scott Van Den Berg](https://find.wellspent.co/advisors/scott-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | CFP, ChFC | Percentage of assets, Fixed fees, Performance-based fees | | [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas | | Percentage of assets | | [Jeffrey Broadhurst](https://find.wellspent.co/advisors/jeffrey-broadhurst.md) | Broadhurst Financial Advisors | Austin, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Mark Ward](https://find.wellspent.co/advisors/mark-ward.md) | Lucien, Stirling & Gray Advisory Group | Austin, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Aaron Buckholtz](https://find.wellspent.co/advisors/aaron-buckholtz.md) | Century Management Financial Advisors | Austin, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [James Brilliant](https://find.wellspent.co/advisors/james-brilliant.md) | Century Management Financial Advisors | Austin, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Arnold Van Den Berg](https://find.wellspent.co/advisors/arnold-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Jason Traff](https://find.wellspent.co/advisors/jason-traff.md) | Bisonwood Investments | Austin, Texas | CFA | Percentage of assets | | [Lisa Stroud](https://find.wellspent.co/advisors/lisa-stroud.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Mark Okamoto](https://find.wellspent.co/advisors/mark-okamoto.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Rachel Van Den Berg](https://find.wellspent.co/advisors/rachel-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Sarah Contino](https://find.wellspent.co/advisors/sarah-contino.md) | CAM Investor Solutions | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [William Brilliant](https://find.wellspent.co/advisors/william-brilliant.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Vasquez](https://find.wellspent.co/advisors/christopher-vasquez.md) | Lucien, Stirling & Gray Advisory Group | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Lewis Weil](https://find.wellspent.co/advisors/lewis-weil.md) | Lewis Weil | Austin, Texas | | Percentage of assets, One-time planning fee | | [Thomas Twombly](https://find.wellspent.co/advisors/thomas-twombly.md) | Lucien, Stirling & Gray Advisory Group | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Althea Maravelas](https://find.wellspent.co/advisors/althea-maravelas.md) | GCB Private Wealth | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Bradley Bolnick](https://find.wellspent.co/advisors/bradley-bolnick.md) | GCB Private Wealth | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Daniel Payne](https://find.wellspent.co/advisors/daniel-payne.md) | DWP Investment Management | Austin, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [David Traff](https://find.wellspent.co/advisors/david-traff.md) | Bisonwood Investments | Austin, Texas | | Percentage of assets | | [Austin Caswell](https://find.wellspent.co/advisors/austin-caswell.md) | Integrated Wealth Strategies | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Daniel Caswell](https://find.wellspent.co/advisors/daniel-caswell.md) | Integrated Wealth Strategies | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Austin](https://find.wellspent.co/specialties/retirement-planning/texas/austin.md) - [Estate planning in Austin](https://find.wellspent.co/specialties/estate-planning/texas/austin.md) - [Tax planning in Austin](https://find.wellspent.co/specialties/tax-planning/texas/austin.md) - [Founders in Austin](https://find.wellspent.co/specialties/founders-pre-exit/texas/austin.md) - [Equity compensation in Austin](https://find.wellspent.co/specialties/equity-compensation/texas/austin.md) - [Family wealth transfer in Austin](https://find.wellspent.co/specialties/family-wealth-transfer/texas/austin.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).