Financial advisors for tax planning in Houston, Texas

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.

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.

See every fee-only advisor fee in Texas

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.