# Financial advisors for tax planning in Houston, Texas > For tax planning in Houston, 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 Kaki Perdue of Look Both Ways Financial, Maggie Klokkenga of Abundo Wealth and Rachel Buckhoff of Financial Synergies Wealth Advisors. Page: https://find.wellspent.co/specialties/tax-planning/texas/houston/ 111 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Houston? For tax planning in Houston, 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 Kaki Perdue of Look Both Ways Financial, Maggie Klokkenga of Abundo Wealth and Rachel Buckhoff of Financial Synergies Wealth Advisors. - [Kaki Perdue](https://find.wellspent.co/advisors/kaki-perdue/), Look Both Ways Financial, Houston City. Holds the CPA and CFP. Fees on file: one-time planning fee, hourly. - [Maggie Klokkenga](https://find.wellspent.co/advisors/maggie-klokkenga/), Abundo Wealth, Houston City. Holds the CPA and CFP. Fees on file: subscription. - [Rachel Buckhoff](https://find.wellspent.co/advisors/rachel-buckhoff/), Financial Synergies Wealth Advisors, Houston City. Holds the CFP. Fees on file: percentage of assets. - [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey/), Precedent Wealth Partners, Houston City. Holds the CFP. Fees on file: percentage of assets. - [Amol Desai](https://find.wellspent.co/advisors/amol-desai/), Perceptive Wealth Advisors, Houston City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Hany Ahmad](https://find.wellspent.co/advisors/hany-ahmad/), Teamwork Financial Group, Houston City. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Houston work on tax planning? The Wellspent public graph lists 111 fee-only advisors for tax planning in Houston, at 31 firms. We counted every advisor record that lists this work, as of November 2026. ## How do fee-only advisors for tax planning in Houston charge? The most common fee among fee-only advisors for tax planning in Houston is a percentage of assets, used by 93% of the 111 with fees on file. Many use more than one: 35% charge fixed fees and 33% 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. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the CPA and CFP. In Houston, 48% of the 111 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (48% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Houston advisors for tax planning compare with the rest of the US? 35% of fee-only advisors for tax planning in Houston charge fixed fees, compared with 50% 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 Houston? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Joe Ward](https://find.wellspent.co/advisors/joe-ward.md) | Refined Wealth | Houston, Texas | CFP, RICP, TPCP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly, Ongoing planning fee | | [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee | | [Justin Reede](https://find.wellspent.co/advisors/justin-reede.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, CKA | Percentage of assets, Ongoing planning fee | | [Julia Lilly](https://find.wellspent.co/advisors/julia-lilly.md) | Ryerson Financial | Houston, Texas | CFP, MBA | One-time planning fee, Hourly | | [Maggie Klokkenga](https://find.wellspent.co/advisors/maggie-klokkenga.md) | Abundo Wealth | Houston, Texas | CFP, AFC, CPA | Subscription | | [Matthew Smith](https://find.wellspent.co/advisors/matthew-smith.md) | Concert Financial Planning, LLC | Houston, Texas | CFA, CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Trevor Winter](https://find.wellspent.co/advisors/trevor-winter.md) | New Heights Planning, LLC | Houston, Texas | CFP, CRPC | Ongoing planning fee | | [Amol Desai](https://find.wellspent.co/advisors/amol-desai.md) | Perceptive Wealth Advisors | Houston, Texas | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Justin Brownlee](https://find.wellspent.co/advisors/justin-brownlee.md) | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston, Texas | CFP | Flat fee or retainer | | [Kaki Perdue](https://find.wellspent.co/advisors/kaki-perdue.md) | Look Both Ways Financial | Houston, Texas | CPA, CFP | One-time planning fee, Hourly | | [Liem Hoang](https://find.wellspent.co/advisors/liem-hoang.md) | Stillforest Wealth Management | Houston, Texas | CFA, CFP, JD | Percentage of assets, Hourly, Fixed fees | | [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [George Williams](https://find.wellspent.co/advisors/george-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Grant Williams](https://find.wellspent.co/advisors/grant-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams-860333.md) | Precedent Wealth Partners | Houston, Texas | CFP, PFS | Percentage of assets | | [Lantz Bowman](https://find.wellspent.co/advisors/lantz-bowman.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Preston Cherry](https://find.wellspent.co/advisors/preston-cherry.md) | Concurrent Wealth Management | Houston, Texas | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets | | [Nathaniel Harness](https://find.wellspent.co/advisors/nathaniel-harness.md) | BentOak Capital | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail Gunderson](https://find.wellspent.co/advisors/abigail-gunderson.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Adam Lawrence](https://find.wellspent.co/advisors/adam-lawrence.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Billy Desai](https://find.wellspent.co/advisors/billy-desai.md) | Analog Capital Partners | Houston, Texas | CFA | Percentage of assets | | [Brett Carleton](https://find.wellspent.co/advisors/brett-carleton.md) | Heritage Wealth Management | Houston, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Brian Merrill](https://find.wellspent.co/advisors/brian-merrill.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Bryan Zschiesche](https://find.wellspent.co/advisors/bryan-zschiesche.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Colton Owen](https://find.wellspent.co/advisors/colton-owen.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Hany Ahmad](https://find.wellspent.co/advisors/hany-ahmad.md) | Teamwork Financial Group | Houston, Texas | CFP | Percentage of assets | | [Heath Hightower](https://find.wellspent.co/advisors/heath-hightower.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Ian Harris](https://find.wellspent.co/advisors/ian-harris.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Wright](https://find.wellspent.co/advisors/jeffrey-wright.md) | Teamwork Financial Group | Houston, Texas | CFP, ChFC | Percentage of assets | | [Keith Fenstad](https://find.wellspent.co/advisors/keith-fenstad.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Kellie Gamino](https://find.wellspent.co/advisors/kellie-gamino.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Kevin Nelson](https://find.wellspent.co/advisors/kevin-nelson.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Melody Laser](https://find.wellspent.co/advisors/melody-laser.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Michael Booker](https://find.wellspent.co/advisors/michael-booker.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP, ChFC | Percentage of assets | | [Michael Minter](https://find.wellspent.co/advisors/michael-minter.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Michael Pumphrey](https://find.wellspent.co/advisors/michael-pumphrey.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Nathan Burleson](https://find.wellspent.co/advisors/nathan-burleson.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Faust](https://find.wellspent.co/advisors/peter-faust.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Rachel Buckhoff](https://find.wellspent.co/advisors/rachel-buckhoff.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Robert Dwyer](https://find.wellspent.co/advisors/robert-dwyer.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Set Carpintero](https://find.wellspent.co/advisors/set-carpintero.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Tina Yang](https://find.wellspent.co/advisors/tina-yang.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [William Goodson](https://find.wellspent.co/advisors/william-goodson.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Andrew Gardener](https://find.wellspent.co/advisors/andrew-gardener.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Dyson](https://find.wellspent.co/advisors/christopher-dyson.md) | MBR Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly | | [Emily Walls](https://find.wellspent.co/advisors/emily-walls.md) | Ascension Capital Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Erandathi Shaw](https://find.wellspent.co/advisors/erandathi-shaw.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Moores](https://find.wellspent.co/advisors/jon-moores.md) | Ascension Capital Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Kevin Roth](https://find.wellspent.co/advisors/kevin-roth.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 111. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/texas/houston/?page=2 ## Related - [Retirement planning in Houston](https://find.wellspent.co/specialties/retirement-planning/texas/houston.md) - [Estate planning in Houston](https://find.wellspent.co/specialties/estate-planning/texas/houston.md) - [Retirees in Houston](https://find.wellspent.co/audiences/retirees/texas/houston.md) - [Founders in Houston](https://find.wellspent.co/specialties/founders-pre-exit/texas/houston.md) - [Family wealth transfer in Houston](https://find.wellspent.co/specialties/family-wealth-transfer/texas/houston.md) - [Executives in Houston](https://find.wellspent.co/audiences/executives/texas/houston.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).