# Financial advisors for small business owners in Dallas, Texas > For small business owners in Dallas, 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 Sanjay Pamurthy of Artham Advisors LLC, Craig Hausz of CMH Wealth Management and Kyle Simmons of J.E. Simmons & Co., P.C.. Page: https://find.wellspent.co/specialties/small-business-owners/texas/dallas/ 26 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 Dallas? For small business owners in Dallas, 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 Sanjay Pamurthy of Artham Advisors LLC, Craig Hausz of CMH Wealth Management and Kyle Simmons of J.E. Simmons & Co., P.C.. - [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy/), Artham Advisors LLC, Dallas City. Holds the CFP. Fees on file: flat fee or retainer. - [Craig Hausz](https://find.wellspent.co/advisors/craig-hausz/), CMH Wealth Management, Dallas City. Holds the CFP. Fees on file: ongoing planning fee. - [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414/), J.E. Simmons & Co., P.C., Dallas City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Elizabeth Lohmeier](https://find.wellspent.co/advisors/elizabeth-lohmeier/), Fidelis Capital, Dallas City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Lance Jamerson](https://find.wellspent.co/advisors/lance-jamerson/), Westshore Wealth, Dallas City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler/), Promus Advisors, Dallas City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Dallas work with small business owners? The Wellspent public graph lists 26 fee-only advisors for small business owners in Dallas, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for small business owners in Dallas charge? The most common fee among fee-only advisors for small business owners in Dallas is a percentage of assets, used by 85% of the 26 with fees on file. Many use more than one: 69% charge fixed fees and 50% charge by the hour. ## How much do fee-only financial advisors charge in Dallas? Fee-only financial advisors in Dallas charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 5 Dallas firms. ## How much does a one-time financial plan cost in Dallas? A one-time financial plan from a fee-only firm in Dallas has a median price of $875. We found this across the published prices of 6 Dallas firms. ## What credentials should a financial advisor for small business owners have? For small business owners, look for the CFP. In Dallas, 46% of the 26 advisors listed hold the CFP. - CFP (46% of advisors listed): The CFP keeps the business in the wider plan. ## How do Dallas advisors for small business owners compare with the rest of the US? 69% of fee-only advisors for small business owners in Dallas 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 Dallas? - 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 Dallas? 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 | |---|---|---|---|---| | [John Kvale](https://find.wellspent.co/advisors/john-kvale.md) | J.K. Financial, Inc. | Dallas, Texas | CFA, CFP | Percentage of assets, Hourly | | [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414.md) | J.E. Simmons & Co., P.C. | Dallas, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy.md) | Artham Advisors LLC | Dallas, Texas | CFP, MBA | Flat fee or retainer | | [Joshua Prince](https://find.wellspent.co/advisors/joshua-prince.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Craig Hausz](https://find.wellspent.co/advisors/craig-hausz.md) | CMH Wealth Management | Dallas, Texas | CFP | Ongoing planning fee | | [Elizabeth Lohmeier](https://find.wellspent.co/advisors/elizabeth-lohmeier.md) | Fidelis Capital | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees | | [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas | | Percentage of assets | | [Lance Jamerson](https://find.wellspent.co/advisors/lance-jamerson.md) | Westshore Wealth | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Trevor Bryant](https://find.wellspent.co/advisors/trevor-bryant.md) | Westshore Wealth | Dallas, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [David Schubert](https://find.wellspent.co/advisors/david-schubert.md) | Carrington Group | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Janine Guenther](https://find.wellspent.co/advisors/janine-guenther.md) | Promus Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Mitchell Kramer](https://find.wellspent.co/advisors/mitchell-kramer.md) | Fluent Financial | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Nouri](https://find.wellspent.co/advisors/paul-nouri.md) | Noble Advisors | Dallas, Texas | CFP | Percentage of assets | | [Neale Ellis](https://find.wellspent.co/advisors/neale-ellis.md) | Fidelis Capital | Dallas, Texas | CFA | Percentage of assets, Fixed fees | | [Nicholas Deery](https://find.wellspent.co/advisors/nicholas-deery.md) | Promus Advisors | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Scott Lanigan](https://find.wellspent.co/advisors/scott-lanigan.md) | EID Capital | Dallas, Texas | CFA | One-time planning fee | | [Ian Richards](https://find.wellspent.co/advisors/ian-richards.md) | CMH Wealth Management | Dallas, Texas | | Ongoing planning fee | | [Justin Jones](https://find.wellspent.co/advisors/justin-jones.md) | Fidelis Capital | Dallas, Texas | | Percentage of assets, Fixed fees | | [Cinthya Miceli](https://find.wellspent.co/advisors/cinthya-miceli.md) | Carrington Group | Dallas, Texas | | Percentage of assets, Fixed fees | | [Ethan Mayo](https://find.wellspent.co/advisors/ethan-mayo.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ian Cobb](https://find.wellspent.co/advisors/ian-cobb.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Pence](https://find.wellspent.co/advisors/matthew-pence.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Tyler Talman](https://find.wellspent.co/advisors/tyler-talman.md) | Carrington Group | Dallas, Texas | | Percentage of assets, Fixed fees | | [Joseph Applewhite](https://find.wellspent.co/advisors/joseph-applewhite.md) | Applewhite & Buys Financial Advisors | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Timothy Buys](https://find.wellspent.co/advisors/timothy-buys.md) | Applewhite & Buys Financial Advisors | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Dallas](https://find.wellspent.co/specialties/retirement-planning/texas/dallas.md) - [Family wealth transfer in Dallas](https://find.wellspent.co/specialties/family-wealth-transfer/texas/dallas.md) - [Tax planning in Dallas](https://find.wellspent.co/specialties/tax-planning/texas/dallas.md) - [Founders in Dallas](https://find.wellspent.co/specialties/founders-pre-exit/texas/dallas.md) - [Estate planning in Dallas](https://find.wellspent.co/specialties/estate-planning/texas/dallas.md) - [Equity compensation in Dallas](https://find.wellspent.co/specialties/equity-compensation/texas/dallas.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).