Financial advisors for small business owners in Houston, Texas

Which financial advisor should I talk to as a small business owner in Houston?

For small business owners in Houston, 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 Morgann Zimmer of Goodman Financial Corporation, Andrew Casey of Precedent Wealth Partners and Keith Fenstad of Tanglewood Total Wealth Management.

How many fee-only financial advisors in Houston work with small business owners?

The Wellspent public graph lists 52 fee-only advisors for small business owners in Houston, at 11 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for small business owners in Houston charge?

The most common fee among fee-only advisors for small business owners in Houston is a percentage of assets, used by 94% of the 52 with fees on file. Many use more than one: 35% charge fixed fees and 6% charge by the hour.

How much do fee-only financial advisors charge in Houston?

Fee-only financial advisors in Houston charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 9 Houston firms.

How much does a one-time financial plan cost in Houston?

A one-time financial plan from a fee-only firm in Houston has a median price of $3,500. We found this across the published prices of 7 Houston firms.

See every fee-only advisor fee in Texas

What credentials should a financial advisor for small business owners have?

For small business owners, look for the CPA and CFP. In Houston, 35% of the 52 advisors listed hold the CFP.

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 Houston?

1. Which retirement plan would you set up for my business, and why?
2. How would you set my salary against distributions?
3. How much of my net worth should stay in the business?
4. How do you plan for an eventual sale or succession?
5. 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 Houston?

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.