Financial advisors for tax planning in Dallas, Texas
Which financial advisor should I talk to about tax planning in Dallas?
For tax planning in Dallas, 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 Phil Orwig of Fair Asset Management, LLC, Albi Kacani of HFS Wealth Management and Kirk Reagan of High Flight Financial LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Phil Orwig Fair Asset Management, LLC, Dallas City Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Albi Kacani HFS Wealth Management, Dallas City Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Kirk Reagan High Flight Financial LLC, Dallas City Holds the CFP. Fees on file: one-time planning fee, hourly.
- Craig Hausz CMH Wealth Management, Dallas City Holds the CFP. Fees on file: ongoing planning fee.
- Sanjay Pamurthy Artham Advisors LLC, Dallas City Holds the CFP. Fees on file: flat fee or retainer.
- Robert Holman Holman Wealth Management, LLC, Dallas City Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
How many fee-only financial advisors in Dallas work on tax planning?
The Wellspent public graph lists 44 fee-only advisors for tax planning in Dallas, at 20 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for tax planning in Dallas charge?
The most common fee among fee-only advisors for tax planning in Dallas is a percentage of assets, used by 77% of the 44 with fees on file. Many use more than one: 70% charge fixed fees and 20% 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Dallas, 55% of the 44 advisors listed hold the CFP.
- EA2% in Dallas
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Dallas
- CPAs bring broad tax and accounting depth.
- CFP55% in Dallas
- The CFP connects tax decisions to the rest of the plan.
How do Dallas advisors for tax planning compare with the rest of the US?
20% of fee-only advisors for tax planning in Dallas 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 Dallas. 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 Dallas?
- 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 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 44 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Robert Holman | Holman Wealth Management, LLC | Dallas | CFP, CFA | Percentage of assets, One-time planning fee |
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Stephanie Sammons | Sammons Wealth Management LLC | Dallas | CFP | Percentage of assets |
| Albi Kacani | HFS Wealth Management | Dallas | CFP, CPA, CDFA | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Steven Lugar | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Tai Chu | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Craig Hausz | CMH Wealth Management | Dallas | CFP | Ongoing planning fee |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| 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 |
| Olivia Kriscunas | Paratus Financial | Dallas | CFA | Hourly, Fixed fees |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Paul Nouri | Noble Advisors | Dallas | CFP | Percentage of assets |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Bonnie Chadwick | Paratus Financial | Dallas | Not listed | Hourly, Fixed fees |
| Donald Harris | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Scott Lanigan | EID Capital | Dallas | CFA | One-time planning fee |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| 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 |
| Tyler Talman | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Brandon Simpson | Aspen Wealth Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Jeffrey Parkhurst | Halcyon Global Advisors, LLC. | Dallas | Not listed | Percentage of assets, Fixed fees |
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