# Financial advisors for tax planning in Austin, Texas > For tax planning in Austin, 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 Jason Hoffman of LGBTQ Wealth Planning LLC, Josh Clifford of Quoinage Capital LLC and Shirley Stacy Sanchez of Pioneer Wealth Management Group. Page: https://find.wellspent.co/specialties/tax-planning/texas/austin/ 72 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 about tax planning in Austin? For tax planning in Austin, 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 Jason Hoffman of LGBTQ Wealth Planning LLC, Josh Clifford of Quoinage Capital LLC and Shirley Stacy Sanchez of Pioneer Wealth Management Group. - [Jason Hoffman](https://find.wellspent.co/advisors/jason-hoffman/), LGBTQ Wealth Planning LLC, Austin City. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford/), Quoinage Capital LLC, Austin City. Holds the CPA and CFP. Fees on file: ongoing planning fee. - [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez/), Pioneer Wealth Management Group, Austin City. Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly. - [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson/), SeedSafe Financial, Austin City. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen/), TwoTen Planning PLLC, Austin City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine/), Peltoma Capital Partners, Austin City. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. ## How many fee-only financial advisors in Austin work on tax planning? The Wellspent public graph lists 72 fee-only advisors for tax planning in Austin, at 33 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Austin charge? The most common fee among fee-only advisors for tax planning in Austin is a percentage of assets, used by 85% of the 72 with fees on file. Many use more than one: 54% charge by the hour and 47% charge fixed fees. ## 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 tax planning have? For tax planning, look for the EA, CPA and CFP. In Austin, 54% of the 72 advisors listed hold the CFP. - EA (1% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (4% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (54% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Austin advisors for tax planning compare with the rest of the US? 54% of fee-only advisors for tax planning in Austin charge by the hour, compared with 41% of the 5,860 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 about tax planning in Austin? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly | | [Emily Rassam](https://find.wellspent.co/advisors/emily-rassam.md) | Archer Investment Management | Austin, Texas | AIFA, CDAA, CFP, CRPS | Percentage of assets | | [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine.md) | Peltoma Capital Partners | Austin, Texas | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson.md) | SeedSafe Financial | Austin, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen.md) | TwoTen Planning PLLC | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Jason Hoffman](https://find.wellspent.co/advisors/jason-hoffman.md) | LGBTQ Wealth Planning LLC | Austin, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee, Hourly | | [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford.md) | Quoinage Capital LLC | Austin, Texas | CFP, CFA, CPA, MPA | Ongoing planning fee | | [Kelly Klingaman](https://find.wellspent.co/advisors/kelly-klingaman.md) | Kelly Klingaman Financial Planning | Austin, Texas | CFP, RLP | Ongoing planning fee, Flat fee or retainer | | [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez.md) | Pioneer Wealth Management Group | Austin, Texas | CFP, MS, AAMS, CRPS, CGMA, CPA | Flat fee or retainer, Hourly | | [Autumn Lax](https://find.wellspent.co/advisors/autumn-lax.md) | 360 Wealth Creation | Austin, Texas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Meghan Railey](https://find.wellspent.co/advisors/meghan-railey.md) | Optas, LLC | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Philip Olson](https://find.wellspent.co/advisors/philip-olson.md) | Solstice Wealth | Austin, Texas | CFP | Percentage of assets, Ongoing planning fee | | [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Christopher Snyder](https://find.wellspent.co/advisors/christopher-snyder.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Colin Higgins](https://find.wellspent.co/advisors/colin-higgins.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Darby Armont](https://find.wellspent.co/advisors/darby-armont.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [David Lloyd](https://find.wellspent.co/advisors/david-lloyd.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [James Sherrard](https://find.wellspent.co/advisors/james-sherrard.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [Jana Hovey](https://find.wellspent.co/advisors/jana-hovey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Jason Clevlen](https://find.wellspent.co/advisors/jason-clevlen.md) | Lake Hills Wealth Management | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Mocek](https://find.wellspent.co/advisors/jeremy-mocek.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [John Dixon](https://find.wellspent.co/advisors/john-dixon.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Joshua Gideon](https://find.wellspent.co/advisors/joshua-gideon.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Lafe Blobaum](https://find.wellspent.co/advisors/lafe-blobaum.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Liam Toohey](https://find.wellspent.co/advisors/liam-toohey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Marc Jimenez](https://find.wellspent.co/advisors/marc-jimenez.md) | CAM Investor Solutions | Austin, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Meagan Niese](https://find.wellspent.co/advisors/meagan-niese.md) | Teamwork Financial Group | Austin, Texas | CFP | Percentage of assets | | [Scott Van Den Berg](https://find.wellspent.co/advisors/scott-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | CFP, ChFC | Percentage of assets, Fixed fees, Performance-based fees | | [Tanner Banister](https://find.wellspent.co/advisors/tanner-banister.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Cary Laudadio](https://find.wellspent.co/advisors/cary-laudadio.md) | GoalFusion Wealth Management | Austin, Texas | CFP | Percentage of assets, Fixed fees | | [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas | | Percentage of assets | | [Jared McBride](https://find.wellspent.co/advisors/jared-mcbride.md) | GoalFusion Wealth Management | Austin, Texas | CFP | Percentage of assets, Fixed fees | | [Jeffrey Broadhurst](https://find.wellspent.co/advisors/jeffrey-broadhurst.md) | Broadhurst Financial Advisors | Austin, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Mark Ward](https://find.wellspent.co/advisors/mark-ward.md) | Lucien, Stirling & Gray Advisory Group | Austin, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Aaron Buckholtz](https://find.wellspent.co/advisors/aaron-buckholtz.md) | Century Management Financial Advisors | Austin, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Adam Reinking](https://find.wellspent.co/advisors/adam-reinking.md) | Redbud Advisors | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Daniel Snowden](https://find.wellspent.co/advisors/daniel-snowden.md) | ENZI Wealth | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [David Martinez](https://find.wellspent.co/advisors/david-martinez.md) | ENZI Wealth | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [James Brilliant](https://find.wellspent.co/advisors/james-brilliant.md) | Century Management Financial Advisors | Austin, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Mark Tracy](https://find.wellspent.co/advisors/mark-tracy.md) | KM Capital Management | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Sean Sevey](https://find.wellspent.co/advisors/sean-sevey.md) | Sevey Wealth Advisors | Austin, Texas | | Flat fee or retainer, Ongoing planning fee | | [William Martinez](https://find.wellspent.co/advisors/william-martinez.md) | ENZI Wealth | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [John Morrison](https://find.wellspent.co/advisors/john-morrison.md) | Geometric Advisors | Austin, Texas | CFA | Percentage of assets | | [Robyn Turner](https://find.wellspent.co/advisors/robyn-turner.md) | Retirement Plan Fiduciaries | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Ann Nowell](https://find.wellspent.co/advisors/ann-nowell.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Arnold Van Den Berg](https://find.wellspent.co/advisors/arnold-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Brian Heath](https://find.wellspent.co/advisors/brian-heath.md) | Conviction Wealth Management | Austin, Texas | | One-time planning fee, Ongoing planning fee | | [Carlos Lowenberg](https://find.wellspent.co/advisors/carlos-lowenberg.md) | Masterpiece Capital | Austin, Texas | ChFC | Percentage of assets, Fixed fees | | [Chad Evans](https://find.wellspent.co/advisors/chad-evans.md) | Altere Financial | Austin, Texas | | Percentage of assets, Hourly, One-time planning fee | | [Kurt Gunter](https://find.wellspent.co/advisors/kurt-gunter.md) | Lake Hills Wealth Management | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 72. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/texas/austin/?page=2 ## Related - [Retirement planning in Austin](https://find.wellspent.co/specialties/retirement-planning/texas/austin.md) - [Estate planning in Austin](https://find.wellspent.co/specialties/estate-planning/texas/austin.md) - [Founders in Austin](https://find.wellspent.co/specialties/founders-pre-exit/texas/austin.md) - [Equity compensation in Austin](https://find.wellspent.co/specialties/equity-compensation/texas/austin.md) - [Family wealth transfer in Austin](https://find.wellspent.co/specialties/family-wealth-transfer/texas/austin.md) - [Divorce financial planning in Austin](https://find.wellspent.co/specialties/divorce-planning/texas/austin.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).