Financial advisors for small business owners in Dallas, Texas
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..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Sanjay Pamurthy Artham Advisors LLC, Dallas City Holds the CFP. Fees on file: flat fee or retainer.
- Craig Hausz CMH Wealth Management, Dallas City Holds the CFP. Fees on file: ongoing planning fee.
- Kyle Simmons J.E. Simmons & Co., P.C., Dallas City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Elizabeth Lohmeier Fidelis Capital, Dallas City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Lance Jamerson Westshore Wealth, Dallas City Holds the CFP. Fees on file: percentage of assets, hourly.
- 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.
- CFP46% in Dallas
- 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.
Dark bars are Dallas. 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 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.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Joshua Prince | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Scott Udkler | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Craig Hausz | CMH Wealth Management | Dallas | CFP | Ongoing planning fee |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| David Schubert | Carrington Group | Dallas | CFP | Percentage of assets, Fixed fees |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Mitchell Kramer | Fluent Financial | Dallas | CFP | Percentage of assets, Hourly |
| Paul Nouri | Noble Advisors | Dallas | CFP | Percentage of assets |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Scott Lanigan | EID Capital | Dallas | CFA | One-time planning fee |
| Ian Richards | CMH Wealth Management | Dallas | Not listed | Ongoing planning fee |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Cinthya Miceli | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ethan Mayo | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Ian Cobb | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Matthew Pence | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Tyler Talman | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Joseph Applewhite | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Timothy Buys | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
Want a shorter list for small business owners?
Tell us what you need and we'll narrow Dallas's 26 advisors to the few who fit.
Get matched in 2 minutes