Financial advisors for tax planning in Texas
Which financial advisor should I talk to about tax planning in Texas?
For tax planning in Texas, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Alex Bridges of Tiverton Wealth, Helen Stephens of Aspen Wealth Management and Kaki Perdue of Look Both Ways Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Alex Bridges Tiverton Wealth, The Woodlands Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Helen Stephens Aspen Wealth Management, Fort Worth Holds the EA and CFP. Fees on file: percentage of assets, hourly.
- Kaki Perdue Look Both Ways Financial, Houston Holds the CPA and CFP. Fees on file: one-time planning fee, hourly.
- Jason Hoffman LGBTQ Wealth Planning LLC, Austin Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Miguel Gomez Sophronia Wealth Advisors, Inc., El Paso Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Maggie Klokkenga Abundo Wealth, Houston Holds the CPA and CFP. Fees on file: subscription.
How many fee-only financial advisors in Texas work on tax planning?
The Wellspent public graph lists 530 fee-only advisors for tax planning in Texas, at 208 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tax planning in Texas located?
Of the 530 fee-only advisors for tax planning in Texas, 111 are in Houston, followed by 72 in Austin and 44 in Dallas.
Plus 254 in other cities.
How do fee-only advisors for tax planning in Texas charge?
The most common fee among fee-only advisors for tax planning in Texas is a percentage of assets, used by 90% of the 530 with fees on file. Many use more than one: 48% charge fixed fees and 43% charge by the hour.
How much do fee-only financial advisors charge in Texas?
Fee-only financial advisors in Texas charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 66 Texas firms.
How much does a one-time financial plan cost in Texas?
A one-time financial plan from a fee-only firm in Texas has a median price of $1,575. We found this across the published prices of 54 Texas firms.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA, CPA and CFP. In Texas, 51% of the 530 advisors listed hold the CFP.
- EA2% in Texas
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Texas
- CPAs bring broad tax and accounting depth.
- CFP51% in Texas
- The CFP connects tax decisions to the rest of the plan.
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 about tax planning in Texas?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- If I've worked in other states, what could I still owe there?
How current is this list of fee-only advisors for tax planning in Texas?
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 530 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Reddick Flat-fee, advice-only retirement and tax planning for educators, federal employees and public servants balancing pensions with workplace accounts. | Chris Reddick Financial Planning | San Antonio | CFP, EA | Subscription, One-time planning fee |
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Ben Earls | Earls Financial LLC | Fort Worth | CFP | Percentage of assets, Flat fee or retainer |
| Cary Cates | Cates Financial Planning, LLC | Denton | CFP, EA, MBA | Percentage of assets, Hourly |
| Chao Zhang | Think Different Wealth Advisors LLC | Allen | CFA, CFP, MBA | Percentage of assets |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| Hannah Szarszewski | Blue Mountain Financial Planning, LLC | Lubbock | CFP, AFC | Ongoing planning fee, One-time planning fee |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| Kevin Rademacher | Lifetime Financial Planners LLC | San Antonio | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer |
| Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. | High Flight Financial LLC | Dallas | CFP, ChFC | One-time planning fee, Hourly |
| Lance Elrod | Next Step Financial Transitions | Cypress | CFP, CDFA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez Garcia | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Rachael Levine | Peltoma Capital Partners | Austin | CFP | Flat fee or retainer, Percentage of assets |
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Allen Gibson | GIBSON WEALTH ADVISORS LLC | Tyler | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| Christopher Wells | Flourish Financial Planning | Grapevine | CFP, CKA, MS, MSFP | Percentage of assets, Ongoing planning fee |
| Cole Williams | Vessel Financial Planning | Plano | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Gabriel Motta | Inclinevest® | Plano | CFP, MBA | Percentage of assets, One-time planning fee |
| Jared Jameson | WJ Interests, LLC | Sugar Land | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joel Chouinard | SharpEdge Financial LLC | Southlake | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Jonathan McAlister | Integrity Road Wealth Partners LLC | Houston | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| Justin Reede | Integrity Road Wealth Partners LLC | Houston | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Shar-Né Warren | Financial Excavation | Plano | CFP, CRPC | Flat fee or retainer, Hourly |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| Travis McCullough | Forthright Financial Services | Weatherford | BS, CFP, MST | Hourly, Ongoing planning fee |
| Zach Reyes | Circadia Financial Planning | Westlake | CFP | Percentage of assets, Ongoing planning fee |
| Allen Mueller | 7 Saturdays Financial | Richardson | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Brandon Renfro | Belonging Wealth Management | Longview | CFP, EA, RICP | Percentage of assets |
| Della Stegall | Fruit of the Vine Financial | New Braunfels | CFP, CIMA, RICP | One-time planning fee, Ongoing planning fee |
| Den Murley | Belonging Wealth Management | Longview | CFP, MBA, MSFP | Percentage of assets |
| Hannah Moore | Guiding Wealth Management | Richardson | CeFT, CFP | Percentage of assets, One-time planning fee |
| Heather Haas | Imperium Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Jarrod Sandra | Chisholm Wealth Management | Burleson | CFP, CKA, MS, MSFP | Percentage of assets |
| Jason Hoffman | LGBTQ Wealth Planning LLC | Austin | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Jim Crider | Intentional Living FP LLC | New Braunfels | CFP | Ongoing planning fee, Percentage of assets |
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Julia Lilly Advice-only planning for families and individuals seeking unbiased guidance on investments, taxes, equity compensation, education savings and retirement. | Ryerson Financial | Houston | CFP, MBA | One-time planning fee, Hourly |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Maggie Klokkenga Former CPA who starts with cash flow to help clients align their money with what they truly value. | Abundo Wealth | Houston | CFP, AFC, CPA | Subscription |
| Matthew Smith | Concert Financial Planning, LLC | Houston | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Michelle Vargas | Waymaker Financial Planning | Fort Worth | CFP | Hourly, One-time planning fee |
| Pijus Bulvinas | Wealth and Plan | Cypress | CFP | Ongoing planning fee, Percentage of assets |
| Rob Schulz | Schulz Wealth | Irving | CFP | Percentage of assets, Fixed fees |
Want a shorter list for tax planning?
Tell us what you need and we'll narrow Texas's 530 advisors to the few who fit.
Get matched in 2 minutes