Financial advisors for small business owners in Austin, Texas
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Josh Clifford Quoinage Capital LLC, Austin City Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Shirley Stacy Sanchez Pioneer Wealth Management Group, Austin City Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly.
- Philip Olson Solstice Wealth, Austin City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Mark Ward Lucien, Stirling & Gray Advisory Group, Austin City Holds the CFP. Fees on file: percentage of assets, hourly.
- David Lloyd Century Management Financial Advisors, Austin City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- 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.
- CPA7% in Austin
- CPAs understand entity structure and business books.
- CFP34% in Austin
- 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.
Dark bars are Austin. Light bars are all US advisors for small business owners.
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.
All 29 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Meghan Railey | Optas, LLC | Austin | CFP | Percentage of assets, Hourly |
| Philip Olson | Solstice Wealth | Austin | CFP | Percentage of assets, Ongoing planning fee |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| John Dixon | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Scott Van Den Berg | Century Management Financial Advisors | Austin | CFP, ChFC | 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 |
| Jeffrey Broadhurst | Broadhurst Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Arnold Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Jason Traff | Bisonwood Investments | Austin | CFA | Percentage of assets |
| 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 |
| Rachel Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| William Brilliant | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Lewis Weil | Lewis Weil | Austin | Not listed | Percentage of assets, One-time planning fee |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Payne | DWP Investment Management | Austin | CFA | Percentage of assets, Hourly |
| David Traff | Bisonwood Investments | Austin | Not listed | Percentage of assets |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
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