Spenser Liszt, CFP®
Your money shouldn’t be a 2nd job. | Flat-fee financial planner
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Motif Planning
Spenser Liszt, CFP®
Dallas, TX
Serving Clients Nationwide
Your money shouldn’t be a 2nd job. | Flat-fee financial planner
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Employee Benefits
- Equity Compensation Options
- High Net Worth
- Investment Management
- Tax-Efficient Planning
About Spenser Liszt, CFP®
Hi, I’m Spenser Liszt, CFP®, founder of Motif Planning, a flat fee financial planning and investment management firm based in Dallas, Texas.I help dual-income families in their 30s and 40s who are doing well financially manage the growing complexity that comes with higher income and wealth.
Most of my clients earn $350k+ while raising young kids and managing demanding careers. They have growing investment portfolios, bonuses, RSUs, stock options, deferred compensation, or other executive benefits.
You may be asking:
* Are we making the most of what we’ve built?
* What should we do with RSUs, stock options, or company stock?
* Are we paying more in taxes than we need to?
* Are our investments coordinated with our financial plan?
* How much should we save for college while still enjoying life today?
* Can one of us step back from work someday?
* What can we delegate so we have less to manage ourselves?
I help bring those decisions together across your investments, taxes, equity compensation, employee benefits, cash flow, insurance, college planning, retirement, and estate planning.
You get another set of eyes looking for opportunities, someone to call before a major financial decision, and fewer financial tasks competing for your attention.
My goal is to help you feel confident the details are handled thoughtfully, so you can spend less time researching, monitoring, and second guessing financial decisions and more time with your family and the people you care about.
Before becoming a financial planner, I spent 17 years as a professional musician performing with artists including Aretha Franklin, Frankie Valli, The Temptations, Korn, and Father John Misty. I later earned my CFP® certification through Southern Methodist University and founded Motif Planning.
When I’m not working with clients, I’m spending time with my family, woodworking, or playing piano for my son.
Be sure to check our ⭐️⭐️⭐️⭐️⭐️ reviews on Wealthtender to hear directly from clients about what it’s like to work together.
If you recognize your family in this profile, schedule a 15-minute discovery call. We’ll talk through what prompted you to reach out, what you want help with, and see if Motif Planning is a good fit.
Professional Designations
- Certified College Financial Consultant (CCFC)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- Flat Fee Advisors
- Measure Twice Planners
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Dallas, TX, 75370
Video
Meeting Options
- Video Conference
Compensation Methods
- Fee Only
- Flat Fee
- Offers Advice-Only Services
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. This complimentary 15-minute Zoom call is a chance for us to get to know each other. We’ll ask questions, listen, and learn more about your family, financial aspirations, and what you’re looking for in a planning relationship. You can ask us anything about fees, process, or how we work with clients. This is not a sales call. It’s a confidential conversation to see if working together makes sense. I look forward to speaking with you.Offers Investment Management
Yes
About Motif Planning
You’ve built a strong financial foundation. We help you make smarter decisions about taxes, equity comp, and your family’s future while managing your investments for one flat fee.Motif Planning is a good fit if:
- Your household earns $350k+
- You’ve accumulated investments but want more coordination and oversight
- You have young kids or plan to start a family
- You receive bonuses, RSUs, stock options, deferred comp, or other executive benefits
- You want ongoing financial planning and investment management without paying a percentage of your portfolio
- You want one advisor looking across taxes, investments, benefits, insurance, estate planning, and family goals
These are the questions that usually come up when income grows, kids arrive, benefits get more complex, and the stakes feel higher.
“We’re doing well financially. Are we making the most of it?”
“Why was our tax bill so high last year?”
“Should we sell RSUs as they vest or hold them?”
“Are our investments coordinated with the rest of our financial plan?”
“Are we using our 401(k), HSA, backdoor Roth IRA, and benefits the right way?”
“How much should we save for college without overdoing it?”
“Do we have enough insurance if something happens to one of us?”
“Can one of us step back from work someday?”
“How do we turn what we’re earning today into more options for our family later?”
You’ve probably already made a lot of good financial decisions.
As your income, investments, family, and career grow, those decisions become more connected. Taxes affect investments. Equity comp affects cash flow. College savings compete with other goals. And every decision creates another thing to monitor.
You need a financial plan that brings everything together.
Automate your cash flow
Defend your family with the right insurance
Understand and maximize employee benefits
Leverage your executive compensation
Trim your lifetime tax bill
Invest with intention
Navigate major life changes
Get your estate plan done
You need someone coordinating these decisions, managing what can be delegated, and helping you make the decisions that still require your input.
✔️ Holistic Life Planning
We look at your entire financial life (cash flow, taxes, investments, benefits, executive compensation, insurance, and estate planning) not just your portfolio.
✔️ Flat Fee
You pay a fixed, transparent fee. No percentages. No surprises. The cost stays the same regardless of your income or assets.
✔️ Fee-Only
We’re paid only by you, not by commissions or third parties. We do financial planning, not financial selling. No product pitches. No hidden incentives.
✔️ Fiduciary
We’re legally and ethically obligated to put your best interests first always. No conflicts, no exceptions.
✔️ Concierge
You get direct access, fast response times, and personalized support for whatever life throws your way.
Education
CFP® certification program at Southern Methodist University and Master of Music (Jazz Studies) at University of North Texas
Volunteer Experience
Pro bono financial planning sessions for those facing financial hardship.
Hobbies and Interests
- Camping
- Cooking
- Dogs
- Eating Out
- Exercising
- Family
- Hiking
- Hockey
- Music
- Outdoor Activities
- Reading
- Relaxing
- Rock Climbing
- Skating
- Traveling
- Video Games
- Walking
- Woodworking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Attorneys
- Business Owners
- Corporate Executives
- Couples
- Creative Professionals
- Data Scientists
- Dentists
- Dual Income Family
- Educators
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- High Net Worth
- Individuals
- LGBTQ
- LGBTQ Couples
- Mid-Career Professionals
- Newly Engaged / Newlywed
- Nurses
- Parents
- Pharmacists
- Physician Assistants
- Physicians
- Pre-Retirees
- Remote Workers
- Sales Professionals
- Scientists
- Single Women
- Startup Employees
- Technology Professionals
- Travel Lovers
- Widow
- Women Professionals
- Women’s Finance
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
May 24, 2026
If you are looking for a financial planner who genuinely listens, I highly recommend Spenser. He didn't just look at the numbers; he took the time to understand my personal situation and built a customized plan around it. He is remarkably knowledgeable, sharp, and easy to work with. Having his guidance has given me a real sense of stability and I feel so much more secure and confident about my financial future thanks to his advice :)
Relationship to Financial Advisor: Client as of May 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 1, 2026
Spenser has been great. He makes your personal finances more digestible if you are not quite as financially literate as you might like to be. Definitely recommend to those in the industry that could use some additional guidance to financial freedom!
Relationship to Financial Advisor: Client as of Apr 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 31, 2026
I came to Spenser for help with my finances. What I didn't expect was a fundamental shift in how I think about money, my relationship with it, and how I see myself, financially and beyond. My approach to money today looks drastically different than it did before working with him. Spenser takes a truly holistic approach. It's not just theory. It's like having a business manager in your corner without having to hire one. I was busy and my finances weren't getting the attention they deserved, but Spenser set up manageable systems and, through our sessions, helped me prioritize the right moves to position myself for long-term success. While reshaping my money story, I was also taking real, strategic action, and together, the mindset and the execution created meaningful, lasting change in how I approach money. There's genuine excitement and new energy in how I now approach financial decisions. Spenser helped me build a clear vision of wealth and value and has been instrumental in helping me see my financial picture, and my potential, in a completely different light. Spenser is not just another financial planner. He's part guide, part coach, part advisor, part teacher, all delivered with calm, grounded wisdom. I highly recommend Spenser's approach and strategy to understanding and managing your financial life.
Relationship to Financial Advisor: Client as of Mar 31, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 2, 2025
I'm so grateful to be working with Spenser and Motif Planning. It is clear he genuinely cares about his clients. He took the time to really understand my situation and goals and walk me through things step by step. I always feel supported an informed from our meetings, without any rush to make big financial decisions. I trust Motif completely and would recommend them to anyone looking for a thorough and knowledgeable CFP.
Relationship to Financial Advisor: Client as of Nov 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 6, 2025
Relationship to Financial Advisor: Client as of Oct 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 3, 2025
Spenser is absolutely amazing. Not only is he an incredibly skilled and knowledgeable financial planner, but he’s also a genuinely caring person, and I truly feel like he’s looking out for our best interests in every way. It can be so hard to know who to trust and what to do when it comes to money and planning, but Spenser makes it easy - and even better, he makes it make sense.
He goes far beyond the logistics, thoughtfully exploring the emotions and stories we carry around money, which makes his approach holistic and deeply meaningful. He also understands the unique challenges of running your own business and consistently offers practical, creative strategies tailored to my specific situation. Working with Spenser has given me confidence, clarity, and peace of mind, knowing that our financial future is in capable and compassionate hands.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 11, 2025
Working with Spenser at Motif Planning has been absolutely life-changing. He's given us true peace of mind and lifted the mental burden of managing our finances, which has been priceless with the chaos of everyday life. He listens, cares, and explains everything in a way that makes us feel confident about our future. If you're looking for a financial planner in Dallas, TX who genuinely puts clients first, I can't recommend him highly enough.
Relationship to Financial Advisor: Client as of Sep 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 1, 2025
I feel so much more at ease with my finances thanks to Spenser and Motif Planning. Spenser is an incredible financial planner who truly takes the time to understand not just the numbers, but also my thoughts and feelings around money (which were a lot). He helps align my current situation with my goals for the future in a way that feels approachable and empowering.
He is very detail-oriented and goes in depth on all areas of our finances—from home and auto insurance, to retirement plans, household bills, and even setting aside “fun money.” His expertise makes me feel confident that no stone is left unturned, and that my financial future is bright.
Beyond his professional skill, Spenser is simply a good person. He’s easy to talk to, genuinely cares, and is someone I consider not only a trusted advisor, but also a friend. I highly recommend him to anyone looking for guidance and peace of mind with their finances
Relationship to Financial Advisor: Client as of Sep 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 26, 2025
Motif planning gives me the customized care that makes me feel SO much more confident about my financial future. I honestly wouldn't know half of the information Spenser at Motif Planning has given me - especially in regards to setting up retirement plans, and making sure I'm getting the most out of my insurance policies.
Relationship to Financial Advisor: Client as of Aug 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 24, 2025
Spenser is an amazing financial planner! He took the time to not only learn everything about our finances, but to get to know us, our experiences with money, our goals, and our personalities. He is smart, kind, and a great person to have on your side. Our future feels more secure and stable with his advice and planning.
Relationship to Financial Advisor: Client as of Jun 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 9, 2025
Working with Spenser has been wonderful! He is a genuinely caring, kind person who is extremely knowledgeable and also understands that financial planning is more than just crunching numbers. He really works to understand my values and vision for my life - and his financial advice is very specific to that. He is generous with his time, easy to talk to, and is always ready to hop on a call to thoroughly discuss any questions or concerns I have. I'm grateful to have found Motif Planning.
Relationship to Financial Advisor: Client as of Jun 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 15, 2025
EXCELLENT CFP. I've been working with Spenser for 3 months and he has totally changed the way I see my finances, and how I plan for the future. Spenser does an in-depth audit of your finances and really works with you based on your goals. I've really appreciated his work and highly recommend.
Relationship to Financial Advisor: Client as of May 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 14, 2025
Spenser is a great guy, a good listener and I really appreciated his wisdom.
Relationship to Financial Advisor: Former pro bono client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 12, 2025
As a 15-year vet of the music industry, I highly recommend working with Spenser and Motif Planning - he is a game-changer. It’s hard to find financial planners who truly understand how irregular income, gigs, and freelancing impact long-term goals. Spenser gets it because he’s lived it.
What I appreciate most is how transparent and educational Spenser is. There’s no pressure to buy products or hand over your investments. Instead, it’s about building a smart, realistic plan that fits your actual life and career path.
If you’re a music professional tired of generic financial advice, I highly recommend Motif Planning. It’s personalized, thoughtful, and honestly, a huge relief to finally have someone in your corner who speaks your language.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 12, 2025
Spenser Liszt is someone that is a credit to both the financial planning industry as well as to the music industry. I love his approach as a more holistic planner, and being a former musician himself, he speaks the same language as artists and other creative types. I worked with Spenser, when I asked him to speak to a group of creative artists, performers, writers, producers, and musicians, and they loved his talk. Spenser was engaging and made financial concepts easy to understand without "dumbing" anything down. I have also referred Spenser to many of my clients and would refer his financial planning services and expertise again and again.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 10, 2025
Spenser’s background as a musician, combined with his knowledge of finance, gives him a unique perspective, especially for those of us in the music industry.
At Motif Planning, he brings clarity, empathy, and smart strategy to financial conversations that often feel overwhelming.
He gets it because he’s lived it.
I highly recommend him for anyone in the creative world looking to get their financial life dialed in.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 8, 2025
It is so important to have somebody in your court that can explain financial concepts in a way that's easily understood. Spenser is the perfect combination of being well-versed in financial planning while also able to present everything in a clear and easily digestible way.
His insights have been incredibly useful to me as an entrepreneur in the music industry, and it is very evident that he cares about his clients and financial literacy as a whole. I highly recommend!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 7, 2025
Spenser is an accomplished musician who is dedicated to helping musicians and music executives manage their finances effectively into the future.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 6, 2025
Spenser is a thoughtful and knowledgeable financial planner who has an inspiring passion for improving the lives of those in the music community.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
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