# Fee-only financial advisors in Austin, TX

> AdvisorCensus lists 113 investment advisory firms with a principal office in the Austin metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/austin/fee-only/page/2

## At a glance

- Investment advisory firms: 113
- Registration: SEC-registered investment adviser: 45, State-registered investment adviser: 68
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 113 (100%); Percentage of assets 106 (94%); Hourly charges 50 (44%); Subscription fees (newsletter or periodical) 2 (2%); Fixed fees 61 (54%)
- Regulatory assets under management (Item 5.F): Under $25 million 39 (35%); $25 million to $100 million 26 (23%); $100 million to $500 million 25 (22%); $500 million to $1 billion 8 (7%); $1 billion to $5 billion 8 (7%); Over $5 billion 1 (1%); Not reported 6 (5%)
- Years registered: Under 5 years 41 (36%); 5 to 9 years 26 (23%); 10 to 19 years 24 (21%); 20 years or more 21 (19%); Not reported 1 (1%)

## Firms (page 2 of 3, 51 to 100 of 113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [GEN Y Planning](https://advisorcensus.com/firm/gen-y-planning-austin-tx-167656) ([md](https://advisorcensus.com/firm/gen-y-planning-austin-tx-167656.md)) | 167656 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Global Solutions Wealth Consultants](https://advisorcensus.com/firm/global-solutions-wealth-consultants-austin-tx-333858) ([md](https://advisorcensus.com/firm/global-solutions-wealth-consultants-austin-tx-333858.md)) | 333858 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Growth Horizons Wealth Management LLC](https://advisorcensus.com/firm/growth-horizons-wealth-management-llc-georgetown-tx-328037) ([md](https://advisorcensus.com/firm/growth-horizons-wealth-management-llc-georgetown-tx-328037.md)) | 328037 | Georgetown, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Halbert Wealth Management, Inc](https://advisorcensus.com/firm/halbert-wealth-management-inc-austin-tx-108294) ([md](https://advisorcensus.com/firm/halbert-wealth-management-inc-austin-tx-108294.md)) | 108294 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets |
| [Haven Financial Advisors](https://advisorcensus.com/firm/haven-financial-advisors-austin-tx-118607) ([md](https://advisorcensus.com/firm/haven-financial-advisors-austin-tx-118607.md)) | 118607 | Austin, TX | State-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly |
| [Hilltop Planning](https://advisorcensus.com/firm/hilltop-planning-austin-tx-334342) ([md](https://advisorcensus.com/firm/hilltop-planning-austin-tx-334342.md)) | 334342 | Austin, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [HM International L.L.C.](https://advisorcensus.com/firm/hm-international-l-l-c-austin-tx-321885) ([md](https://advisorcensus.com/firm/hm-international-l-l-c-austin-tx-321885.md)) | 321885 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets |
| [Hoisington Investment Management Co](https://advisorcensus.com/firm/hoisington-investment-management-co-austin-tx-107710) ([md](https://advisorcensus.com/firm/hoisington-investment-management-co-austin-tx-107710.md)) | 107710 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 45 | % of assets |
| [III Financial, LLC](https://advisorcensus.com/firm/iii-financial-llc-cedar-park-tx-159844) ([md](https://advisorcensus.com/firm/iii-financial-llc-cedar-park-tx-159844.md)) | 159844 | Cedar Park, TX | State-registered investment adviser | $25 million to $100 million | 14 | Fixed fee |
| [Integra Asset Advisors, L.C.](https://advisorcensus.com/firm/integra-asset-advisors-l-c-austin-tx-114394) ([md](https://advisorcensus.com/firm/integra-asset-advisors-l-c-austin-tx-114394.md)) | 114394 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly, Fixed fee |
| [J.P. Wealth Management, LLC](https://advisorcensus.com/firm/j-p-wealth-management-llc-austin-tx-251787) ([md](https://advisorcensus.com/firm/j-p-wealth-management-llc-austin-tx-251787.md)) | 251787 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Lake Hills Wealth Management, LLC](https://advisorcensus.com/firm/lake-hills-wealth-management-llc-austin-tx-286175) ([md](https://advisorcensus.com/firm/lake-hills-wealth-management-llc-austin-tx-286175.md)) | 286175 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Lewis Weil Co.](https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194) ([md](https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194.md)) | 332194 | Austin, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Lucien Stirling & Gray Advisory Group Inc](https://advisorcensus.com/firm/lucien-stirling-and-gray-advisory-group-inc-austin-tx-112641) ([md](https://advisorcensus.com/firm/lucien-stirling-and-gray-advisory-group-inc-austin-tx-112641.md)) | 112641 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Maroon Pass Advisors LP](https://advisorcensus.com/firm/maroon-pass-advisors-lp-austin-tx-323742) ([md](https://advisorcensus.com/firm/maroon-pass-advisors-lp-austin-tx-323742.md)) | 323742 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Modern Financial Planning](https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193) ([md](https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193.md)) | 297193 | Georgetown, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Momentum Private Wealth Management](https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502) ([md](https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502.md)) | 305502 | Cedar Park, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Moveup Financial LLC](https://advisorcensus.com/firm/moveup-financial-llc-austin-tx-311423) ([md](https://advisorcensus.com/firm/moveup-financial-llc-austin-tx-311423.md)) | 311423 | Austin, TX | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [MTR Advisory Services, Inc.](https://advisorcensus.com/firm/mtr-advisory-services-inc-austin-tx-121140) ([md](https://advisorcensus.com/firm/mtr-advisory-services-inc-austin-tx-121140.md)) | 121140 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Nest Financial LLC](https://advisorcensus.com/firm/nest-financial-llc-austin-tx-299307) ([md](https://advisorcensus.com/firm/nest-financial-llc-austin-tx-299307.md)) | 299307 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [OFF-Trail Works LLC](https://advisorcensus.com/firm/off-trail-works-llc-austin-tx-337378) ([md](https://advisorcensus.com/firm/off-trail-works-llc-austin-tx-337378.md)) | 337378 | Austin, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Omnimint Advisors LLC](https://advisorcensus.com/firm/omnimint-advisors-llc-austin-tx-344155) ([md](https://advisorcensus.com/firm/omnimint-advisors-llc-austin-tx-344155.md)) | 344155 | Austin, TX | SEC-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Optas, LLC](https://advisorcensus.com/firm/optas-llc-dripping-springs-tx-299965) ([md](https://advisorcensus.com/firm/optas-llc-dripping-springs-tx-299965.md)) | 299965 | Dripping Springs, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Orchard Financial](https://advisorcensus.com/firm/orchard-financial-austin-tx-300320) ([md](https://advisorcensus.com/firm/orchard-financial-austin-tx-300320.md)) | 300320 | Austin, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Parkhurst Consulting CPA PC](https://advisorcensus.com/firm/parkhurst-consulting-cpa-pc-cedar-park-tx-149240) ([md](https://advisorcensus.com/firm/parkhurst-consulting-cpa-pc-cedar-park-tx-149240.md)) | 149240 | Cedar Park, TX | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Perry Investment Management, LLC](https://advisorcensus.com/firm/perry-investment-management-llc-round-rock-tx-150908) ([md](https://advisorcensus.com/firm/perry-investment-management-llc-round-rock-tx-150908.md)) | 150908 | Round Rock, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Pioneer Wealth Management Group](https://advisorcensus.com/firm/pioneer-wealth-management-group-austin-tx-133429) ([md](https://advisorcensus.com/firm/pioneer-wealth-management-group-austin-tx-133429.md)) | 133429 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Portfolio Management, LLC](https://advisorcensus.com/firm/portfolio-management-llc-austin-tx-107129) ([md](https://advisorcensus.com/firm/portfolio-management-llc-austin-tx-107129.md)) | 107129 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets |
| [Quillpen Advisors, LLC](https://advisorcensus.com/firm/quillpen-advisors-llc-bee-cave-tx-308896) ([md](https://advisorcensus.com/firm/quillpen-advisors-llc-bee-cave-tx-308896.md)) | 308896 | Bee Cave, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Rabbanian Financial Planning, Inc.](https://advisorcensus.com/firm/rabbanian-financial-planning-inc-austin-tx-114395) ([md](https://advisorcensus.com/firm/rabbanian-financial-planning-inc-austin-tx-114395.md)) | 114395 | Austin, TX | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets, Hourly, Fixed fee |
| [Retirement Plan Fiduciaries, LLC](https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137) ([md](https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137.md)) | 161137 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Richard P. Slaughter Associates, Inc.](https://advisorcensus.com/firm/richard-p-slaughter-associates-inc-austin-tx-109080) ([md](https://advisorcensus.com/firm/richard-p-slaughter-associates-inc-austin-tx-109080.md)) | 109080 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly |
| [Robert Harrell, Incorporated](https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191) ([md](https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191.md)) | 106191 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Fixed fee |
| [Rootn Wealth Management, Inc.](https://advisorcensus.com/firm/rootn-wealth-management-inc-austin-tx-340886) ([md](https://advisorcensus.com/firm/rootn-wealth-management-inc-austin-tx-340886.md)) | 340886 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Rudd and Wisdom, Inc.](https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092) ([md](https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092.md)) | 115092 | Austin, TX | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [Safe Landing Financial](https://advisorcensus.com/firm/safe-landing-financial-round-rock-tx-297835) ([md](https://advisorcensus.com/firm/safe-landing-financial-round-rock-tx-297835.md)) | 297835 | Round Rock, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Sage Advisory Services Ltd Co](https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236) ([md](https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236.md)) | 106236 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 30 | % of assets, Fixed fee |
| [Sage Wealth Planning](https://advisorcensus.com/firm/sage-wealth-planning-georgetown-tx-300747) ([md](https://advisorcensus.com/firm/sage-wealth-planning-georgetown-tx-300747.md)) | 300747 | Georgetown, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [San Gabriel Capital](https://advisorcensus.com/firm/san-gabriel-capital-cedar-park-tx-170486) ([md](https://advisorcensus.com/firm/san-gabriel-capital-cedar-park-tx-170486.md)) | 170486 | Cedar Park, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Schneider Wealth Management](https://advisorcensus.com/firm/schneider-wealth-management-austin-tx-144166) ([md](https://advisorcensus.com/firm/schneider-wealth-management-austin-tx-144166.md)) | 144166 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Simaris Financial](https://advisorcensus.com/firm/simaris-financial-austin-tx-300386) ([md](https://advisorcensus.com/firm/simaris-financial-austin-tx-300386.md)) | 300386 | Austin, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Simonet Financial Group, LLC](https://advisorcensus.com/firm/simonet-financial-group-llc-kyle-tx-283561) ([md](https://advisorcensus.com/firm/simonet-financial-group-llc-kyle-tx-283561.md)) | 283561 | Kyle, TX | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Solaris Private Wealth Management](https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180) ([md](https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180.md)) | 140180 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Strada Wealth Management, LLC](https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718) ([md](https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718.md)) | 167718 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 12 | Hourly, Fixed fee |
| [Strategic Investment Management](https://advisorcensus.com/firm/strategic-investment-management-austin-tx-129949) ([md](https://advisorcensus.com/firm/strategic-investment-management-austin-tx-129949.md)) | 129949 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Subnani Investment Research, LLC](https://advisorcensus.com/firm/subnani-investment-research-llc-austin-tx-290044) ([md](https://advisorcensus.com/firm/subnani-investment-research-llc-austin-tx-290044.md)) | 290044 | Austin, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [Terry McDaniel & Company](https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732) ([md](https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732.md)) | 104732 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets |
| [Texas Asset Management](https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714) ([md](https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714.md)) | 114714 | Lakeway, TX | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [THEORY79 Wealth Design LLC](https://advisorcensus.com/firm/theory79-wealth-design-llc-austin-tx-342184) ([md](https://advisorcensus.com/firm/theory79-wealth-design-llc-austin-tx-342184.md)) | 342184 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Three-Sixty Wealth Management, LLC.](https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056) ([md](https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056.md)) | 339056 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Austin, TX?**
AdvisorCensus lists 521 investment advisory firms with a principal office in the Austin metro area, from Form ADV filings as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Austin, TX?**
113 of the 521 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Austin, TX offer financial planning?**
183 of the 341 firms in Austin, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Austin, TX fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 113 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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- [Financial advisors in Austin, TX](https://advisorcensus.com/advisors/tx/austin) (https://advisorcensus.com/advisors/tx/austin.md)
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Cite as: AdvisorCensus. Fee-only financial advisors in Austin, TX: 113 firms from Form ADV filings as of October 2026.