Financial advisors for tax planning in Austin, Texas
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- 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 Quoinage Capital LLC, Austin City Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Shirley Stacy Sanchez Pioneer Wealth Management Group, Austin City Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly.
- Rebecca Jackson SeedSafe Financial, Austin City Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Stu Sneen TwoTen Planning PLLC, Austin City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- 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.
- EA1% in Austin
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA4% in Austin
- CPAs bring broad tax and accounting depth.
- CFP54% in Austin
- 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.
Dark bars are Austin. Light bars are all US advisors for tax planning.
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.
All 72 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| 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 |
| Jason Hoffman | LGBTQ Wealth Planning LLC | Austin | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Autumn Lax | 360 Wealth Creation | Austin | CFP | Percentage of assets, Flat fee or retainer |
| Meghan Railey | Optas, LLC | Austin | CFP | Percentage of assets, Hourly |
| Philip Olson | Solstice Wealth | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| John Dixon | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Meagan Niese | Teamwork Financial Group | Austin | CFP | Percentage of assets |
| Scott Van Den Berg | Century Management Financial Advisors | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Tanner Banister | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Cary Laudadio | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Jared McBride | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Jeffrey Broadhurst | Broadhurst Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| John Morrison | Geometric Advisors | Austin | CFA | Percentage of assets |
| Robyn Turner | Retirement Plan Fiduciaries | Austin | CFP | Percentage of assets, Hourly |
| Ann Nowell | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Arnold Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Carlos Lowenberg | Masterpiece Capital | Austin | ChFC | Percentage of assets, Fixed fees |
| Chad Evans | Altere Financial | Austin | Not listed | Percentage of assets, Hourly |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
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