LGBTQ+ financial planning for East Austin
You moved here for a real house on a real income. The plan should keep it real — RSUs, kids, property tax, estate — all together.
Is there a financial advisor for LGBTQ+ households in East Austin?
Yes. Aequitas Financial is a fee-only fiduciary practice serving LGBTQ+ professionals, couples, and families in East Austin and across Austin. Meetings are virtual, there is no asset minimum or commission, and plans are built around TX tax, titling, and chosen-family protections.
Built for East Austin LGBTQ+ households
East Austin is one of the city's fastest-growing LGBTQ+-friendly neighborhoods — younger tech and creative households, a growing two-mom / two-dad presence, and a mix of new build and older single-family.
- Property tax jumped 20%+ this year and no one has told you the appeal is worth running.
- You have RSUs and no plan around them — and no state income tax to lean on.
- IVF or surrogacy is on the horizon and the number is bigger than you've told anyone.
- Estate documents don't hold up outside Texas.
East Austin: creative income and appreciating property
East Austin's LGBTQ+ households often combine creative or self-employed income with property that has appreciated substantially — which produces a specific squeeze: a rising annual tax bill on an asset that generates no cash, paid from income that varies month to month.
The self-employment side is where the structure goes: a solo 401(k) to shelter profit, quarterly estimates so the IRS bill isn't a March surprise, an S-corp election once profit justifies the administrative cost, and the qualified business income deduction, now permanent under the 2025 law. The property side is about the homestead exemption cap, protesting appraisals, and — for anyone renting out a unit or an ADU — depreciation, and the recapture that comes due if you sell.
How we help East Austin households
Homestead + Travis County property-tax cap
Homestead exemption filed, 10% assessed-value cap tracked, and appeal cadence set — a boring recurring win that compounds meaningfully over the years you own here.
RSU + ESPP sequencing across two careers
Vest calendars, concentration risk, ESPP hold-vs-sell, and the tax bill hiding in your next refresh — coordinated with the rest of the plan, not treated as a separate problem.
Family-planning cash flow
IVF, surrogacy, adoption, and second-parent adoption modeled into your real cash flow so building a family isn't paused indefinitely or financed on hope.
Go deeper, or just talk to us
Skim the broader context if you want more before reaching out — or book the call and we'll cover it live.
LGBTQ+ financial advisor in Austin
The city-wide overview: how Aequitas works with Austin LGBTQ+ households across cash flow, tax, investing, and estate.
Read moreLGBTQ+ tax & cost-of-living guide: Austin
State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to Austin.
Read moreEast Austin planning FAQs
This page is part of our wider guide to LGBTQ+ financial planning — how fee-only, fiduciary planning works for queer households, and which topic to start with.
Ready to talk through your plan?
On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.
Schedule Your Intro Call