# Financial advisors for tax planning in Plano, Texas > For tax planning in Plano, 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 Bob Knode of Knode Wealth Management, Cole Williams of Vessel Financial Planning and Shannon Pope of SFMG Wealth Advisors. Page: https://find.wellspent.co/specialties/tax-planning/texas/plano/ 30 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 Plano? For tax planning in Plano, 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 Bob Knode of Knode Wealth Management, Cole Williams of Vessel Financial Planning and Shannon Pope of SFMG Wealth Advisors. - [Bob Knode](https://find.wellspent.co/advisors/bob-knode/), Knode Wealth Management, Plano City. Holds the EA and CFP. Fees on file: percentage of assets, hourly. - [Cole Williams](https://find.wellspent.co/advisors/cole-williams/), Vessel Financial Planning, Plano City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Shannon Pope](https://find.wellspent.co/advisors/shannon-pope/), SFMG Wealth Advisors, Plano City. Holds the CFP. Fees on file: percentage of assets. - [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren/), Financial Excavation, Plano City. Holds the CFP. Fees on file: flat fee or retainer, hourly. - [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta/), Inclinevest®, Plano City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Chad Johnson](https://find.wellspent.co/advisors/chad-johnson/), Spartan Wealth Solutions, Plano City. Holds the CFP. Fees on file: hourly, one-time planning fee. ## How many fee-only financial advisors in Plano work on tax planning? The Wellspent public graph lists 30 fee-only advisors for tax planning in Plano, at 15 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Plano charge? The most common fee among fee-only advisors for tax planning in Plano is a percentage of assets, used by 93% of the 30 with fees on file. Many use more than one: 47% charge by the hour and 43% charge fixed fees. ## How much do fee-only financial advisors charge in Texas? Fee-only financial advisors in Texas charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 66 Texas firms. ## How much does a one-time financial plan cost in Texas? A one-time financial plan from a fee-only firm in Texas has a median price of $1,575. We found this across the published prices of 54 Texas firms. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the EA and CFP. In Plano, 40% of the 30 advisors listed hold the CFP. - EA (3% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CFP (40% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Plano advisors for tax planning compare with the rest of the US? 40% of fee-only advisors for tax planning in Plano hold the CFP, 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 Plano? - 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 Plano? 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 | |---|---|---|---|---| | [Cole Williams](https://find.wellspent.co/advisors/cole-williams.md) | Vessel Financial Planning | Plano, Texas | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee | | [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren.md) | Financial Excavation | Plano, Texas | CFP, CRPC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Shannon Pope](https://find.wellspent.co/advisors/shannon-pope.md) | SFMG Wealth Advisors | Plano, Texas | CFP | Percentage of assets | | [Bob Knode](https://find.wellspent.co/advisors/bob-knode.md) | Knode Wealth Management | Plano, Texas | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Bryan Lee](https://find.wellspent.co/advisors/bryan-lee.md) | Strategic Financial Planning, Inc. | Plano, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Gerrond McKee](https://find.wellspent.co/advisors/gerrond-mckee.md) | Lifeway Financial | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Douglas Bartol](https://find.wellspent.co/advisors/douglas-bartol.md) | Nexus One Financial Advisors | Plano, Texas | CFP, ChFC | Percentage of assets | | [Jerod Brockelman](https://find.wellspent.co/advisors/jerod-brockelman.md) | Eubank, Hutson & Associates | Plano, Texas | CFP | Percentage of assets, Hourly | | [Trey Touchstone](https://find.wellspent.co/advisors/trey-touchstone.md) | Lifeway Financial | Plano, Texas | CFA | Percentage of assets, Fixed fees | | [Allen Tyndall](https://find.wellspent.co/advisors/allen-tyndall.md) | Seaside Wealth Advisors | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Amanda Farrar](https://find.wellspent.co/advisors/amanda-farrar.md) | PMG Family Office | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Andrew Herzog](https://find.wellspent.co/advisors/andrew-herzog.md) | The Watchman Group | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Chad Johnson](https://find.wellspent.co/advisors/chad-johnson.md) | Spartan Wealth Solutions | Plano, Texas | CFP | Hourly, One-time planning fee | | [Christopher Troseth](https://find.wellspent.co/advisors/christopher-troseth.md) | The Watchman Group | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [William Blake](https://find.wellspent.co/advisors/william-blake.md) | PMG Family Office | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Mott](https://find.wellspent.co/advisors/david-mott.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Evan Daniels](https://find.wellspent.co/advisors/evan-daniels.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Julianne Hoerman](https://find.wellspent.co/advisors/julianne-hoerman.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Keith Hutson](https://find.wellspent.co/advisors/keith-hutson.md) | Eubank, Hutson & Associates | Plano, Texas | | Percentage of assets, Hourly | | [Paul Hofland](https://find.wellspent.co/advisors/paul-hofland.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Terry Bussard](https://find.wellspent.co/advisors/terry-bussard.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Jeffrey Bowlby](https://find.wellspent.co/advisors/jeffrey-bowlby.md) | Dash Investments | Plano, Texas | | Percentage of assets | | [Richard Bach](https://find.wellspent.co/advisors/richard-bach.md) | Dash Investments | Plano, Texas | | Percentage of assets | | [Robert Badger](https://find.wellspent.co/advisors/robert-badger.md) | Dash Investments | Plano, Texas | | Percentage of assets | | [Sebastian Lopez-Hafen](https://find.wellspent.co/advisors/sebastian-lopez-hafen.md) | Dash Investments | Plano, Texas | | Percentage of assets | | [Suzanne Fitzgerald](https://find.wellspent.co/advisors/suzanne-fitzgerald.md) | Solutions4Wealth | Plano, Texas | | Percentage of assets, Fixed fees | | [James Torrey](https://find.wellspent.co/advisors/james-torrey.md) | The Watchman Group | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Mark Robinson](https://find.wellspent.co/advisors/mark-robinson.md) | The Watchman Group | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Fitzsimmons](https://find.wellspent.co/advisors/matthew-fitzsimmons.md) | The Watchman Group | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Plano](https://find.wellspent.co/specialties/retirement-planning/texas/plano.md) - [Estate planning in Plano](https://find.wellspent.co/specialties/estate-planning/texas/plano.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).