# Flat-fee financial advisors in Austin, TX

> AdvisorCensus lists 171 investment advisory firms with a principal office in the Austin metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee

## At a glance

- Investment advisory firms: 171
- Registration: SEC-registered investment adviser: 94, State-registered investment adviser: 77
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 61 (36%); Percentage of assets 155 (91%); Hourly charges 97 (57%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 171 (100%); Commissions 5 (3%); Performance-based fees 18 (11%); Other 20 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 39 (23%); $25 million to $100 million 27 (16%); $100 million to $500 million 58 (34%); $500 million to $1 billion 10 (6%); $1 billion to $5 billion 13 (8%); Over $5 billion 8 (5%); Not reported 16 (9%)
- Years registered: Under 5 years 71 (42%); 5 to 9 years 49 (29%); 10 to 19 years 31 (18%); 20 years or more 18 (11%); Not reported 2 (1%)

## Firms (page 1 of 4, 1 to 50 of 171, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [360 Wealth Creation](https://advisorcensus.com/firm/360-wealth-creation-austin-tx-339237) ([md](https://advisorcensus.com/firm/360-wealth-creation-austin-tx-339237.md)) | 339237 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [49 Financial](https://advisorcensus.com/firm/49-financial-austin-tx-319484) ([md](https://advisorcensus.com/firm/49-financial-austin-tx-319484.md)) | 319484 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Commissions |
| [818 Family Office, LLC](https://advisorcensus.com/firm/818-family-office-llc-austin-tx-339082) ([md](https://advisorcensus.com/firm/818-family-office-llc-austin-tx-339082.md)) | 339082 | Austin, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Commissions |
| [994 Group](https://advisorcensus.com/firm/994-group-austin-tx-289923) ([md](https://advisorcensus.com/firm/994-group-austin-tx-289923.md)) | 289923 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Other |
| [AA Wealth Strategies LLC](https://advisorcensus.com/firm/aa-wealth-strategies-llc-austin-tx-319496) ([md](https://advisorcensus.com/firm/aa-wealth-strategies-llc-austin-tx-319496.md)) | 319496 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [AB Private Credit Investors LLC](https://advisorcensus.com/firm/ab-private-credit-investors-llc-austin-tx-173027) ([md](https://advisorcensus.com/firm/ab-private-credit-investors-llc-austin-tx-173027.md)) | 173027 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Fixed fee, Performance fee |
| [Alongside, LLC](https://advisorcensus.com/firm/alongside-llc-austin-tx-333587) ([md](https://advisorcensus.com/firm/alongside-llc-austin-tx-333587.md)) | 333587 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee |
| [Ankerstar Wealth, LLC](https://advisorcensus.com/firm/ankerstar-wealth-llc-leander-tx-170819) ([md](https://advisorcensus.com/firm/ankerstar-wealth-llc-leander-tx-170819.md)) | 170819 | Leander, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [Argent Wealth Management, Inc.](https://advisorcensus.com/firm/argent-wealth-management-inc-round-rock-tx-135376) ([md](https://advisorcensus.com/firm/argent-wealth-management-inc-round-rock-tx-135376.md)) | 135376 | Round Rock, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Argus Wealth Management](https://advisorcensus.com/firm/argus-wealth-management-austin-tx-168994) ([md](https://advisorcensus.com/firm/argus-wealth-management-austin-tx-168994.md)) | 168994 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [ARK Wealth Management](https://advisorcensus.com/firm/ark-wealth-management-austin-tx-317264) ([md](https://advisorcensus.com/firm/ark-wealth-management-austin-tx-317264.md)) | 317264 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Arusha Wealth Limited Liability Company](https://advisorcensus.com/firm/arusha-wealth-limited-liability-company-leander-tx-339208) ([md](https://advisorcensus.com/firm/arusha-wealth-limited-liability-company-leander-tx-339208.md)) | 339208 | Leander, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Asset Achievers](https://advisorcensus.com/firm/asset-achievers-austin-tx-322573) ([md](https://advisorcensus.com/firm/asset-achievers-austin-tx-322573.md)) | 322573 | Austin, TX | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Atom Investors LP](https://advisorcensus.com/firm/atom-investors-lp-austin-tx-296819) ([md](https://advisorcensus.com/firm/atom-investors-lp-austin-tx-296819.md)) | 296819 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [ATX Portfolio Advisors, LLC](https://advisorcensus.com/firm/atx-portfolio-advisors-llc-austin-tx-173821) ([md](https://advisorcensus.com/firm/atx-portfolio-advisors-llc-austin-tx-173821.md)) | 173821 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Austin Asset](https://advisorcensus.com/firm/austin-asset-austin-tx-105441) ([md](https://advisorcensus.com/firm/austin-asset-austin-tx-105441.md)) | 105441 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Fixed fee |
| [Austin Money Management Corporation](https://advisorcensus.com/firm/austin-money-management-corporation-austin-tx-302038) ([md](https://advisorcensus.com/firm/austin-money-management-corporation-austin-tx-302038.md)) | 302038 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Austin Wealth Management, LLC](https://advisorcensus.com/firm/austin-wealth-management-llc-austin-tx-172793) ([md](https://advisorcensus.com/firm/austin-wealth-management-llc-austin-tx-172793.md)) | 172793 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [Avant Financial Advisors](https://advisorcensus.com/firm/avant-financial-advisors-austin-tx-297894) ([md](https://advisorcensus.com/firm/avant-financial-advisors-austin-tx-297894.md)) | 297894 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Avondale Wealth Management LLC](https://advisorcensus.com/firm/avondale-wealth-management-llc-west-lake-hills-tx-152590) ([md](https://advisorcensus.com/firm/avondale-wealth-management-llc-west-lake-hills-tx-152590.md)) | 152590 | West Lake Hills, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Barton Financial Group LLC](https://advisorcensus.com/firm/barton-financial-group-llc-kyle-tx-325215) ([md](https://advisorcensus.com/firm/barton-financial-group-llc-kyle-tx-325215.md)) | 325215 | Kyle, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Beacon Advisors](https://advisorcensus.com/firm/beacon-advisors-austin-tx-335101) ([md](https://advisorcensus.com/firm/beacon-advisors-austin-tx-335101.md)) | 335101 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Bearing Financial Advisors, LLC](https://advisorcensus.com/firm/bearing-financial-advisors-llc-austin-tx-305257) ([md](https://advisorcensus.com/firm/bearing-financial-advisors-llc-austin-tx-305257.md)) | 305257 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Black Barn Financial, LLC](https://advisorcensus.com/firm/black-barn-financial-llc-austin-tx-170885) ([md](https://advisorcensus.com/firm/black-barn-financial-llc-austin-tx-170885.md)) | 170885 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Blue Waters Advisory Group, LLC](https://advisorcensus.com/firm/blue-waters-advisory-group-llc-austin-tx-158536) ([md](https://advisorcensus.com/firm/blue-waters-advisory-group-llc-austin-tx-158536.md)) | 158536 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Bluespring Wealth Management, LLC](https://advisorcensus.com/firm/bluespring-wealth-management-llc-austin-tx-152667) ([md](https://advisorcensus.com/firm/bluespring-wealth-management-llc-austin-tx-152667.md)) | 152667 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Boyce & Associates Wealth Consulting, Inc.](https://advisorcensus.com/firm/boyce-and-associates-wealth-consulting-inc-cedar-park-tx-288157) ([md](https://advisorcensus.com/firm/boyce-and-associates-wealth-consulting-inc-cedar-park-tx-288157.md)) | 288157 | Cedar Park, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Brazos Capital](https://advisorcensus.com/firm/brazos-capital-austin-tx-289749) ([md](https://advisorcensus.com/firm/brazos-capital-austin-tx-289749.md)) | 289749 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Brio Consulting, LLC](https://advisorcensus.com/firm/brio-consulting-llc-austin-tx-281416) ([md](https://advisorcensus.com/firm/brio-consulting-llc-austin-tx-281416.md)) | 281416 | Austin, TX | State-registered investment adviser | Not reported | 3 | % of assets, Hourly, Fixed fee |
| [Broadhurst Financial Advisors, Inc.](https://advisorcensus.com/firm/broadhurst-financial-advisors-inc-austin-tx-132332) ([md](https://advisorcensus.com/firm/broadhurst-financial-advisors-inc-austin-tx-132332.md)) | 132332 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Brookline Wealth, LLC](https://advisorcensus.com/firm/brookline-wealth-llc-austin-tx-322787) ([md](https://advisorcensus.com/firm/brookline-wealth-llc-austin-tx-322787.md)) | 322787 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | Fixed fee |
| [Brownsboro Financial](https://advisorcensus.com/firm/brownsboro-financial-lockhart-tx-285221) ([md](https://advisorcensus.com/firm/brownsboro-financial-lockhart-tx-285221.md)) | 285221 | Lockhart, TX | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [CAM Investor Solutions](https://advisorcensus.com/firm/cam-investor-solutions-austin-tx-286078) ([md](https://advisorcensus.com/firm/cam-investor-solutions-austin-tx-286078.md)) | 286078 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Capital Creek Partners](https://advisorcensus.com/firm/capital-creek-partners-austin-tx-301211) ([md](https://advisorcensus.com/firm/capital-creek-partners-austin-tx-301211.md)) | 301211 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee, Performance fee |
| [Capstar Financial Services LLC](https://advisorcensus.com/firm/capstar-financial-services-llc-austin-tx-300349) ([md](https://advisorcensus.com/firm/capstar-financial-services-llc-austin-tx-300349.md)) | 300349 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Carlin Wealth Management Group, LLC](https://advisorcensus.com/firm/carlin-wealth-management-group-llc-austin-tx-325306) ([md](https://advisorcensus.com/firm/carlin-wealth-management-group-llc-austin-tx-325306.md)) | 325306 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Cavner Social Enterprises, LLC](https://advisorcensus.com/firm/cavner-social-enterprises-llc-austin-tx-173606) ([md](https://advisorcensus.com/firm/cavner-social-enterprises-llc-austin-tx-173606.md)) | 173606 | Austin, TX | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other |
| [Cayetano Development, LLC](https://advisorcensus.com/firm/cayetano-development-llc-austin-tx-290076) ([md](https://advisorcensus.com/firm/cayetano-development-llc-austin-tx-290076.md)) | 290076 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | Fixed fee, Performance fee, Other |
| [Centennial Advisors, LLC](https://advisorcensus.com/firm/centennial-advisors-llc-austin-tx-290778) ([md](https://advisorcensus.com/firm/centennial-advisors-llc-austin-tx-290778.md)) | 290778 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Century Management Financial Advisors](https://advisorcensus.com/firm/century-management-financial-advisors-austin-tx-112308) ([md](https://advisorcensus.com/firm/century-management-financial-advisors-austin-tx-112308.md)) | 112308 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 47 | % of assets, Fixed fee, Performance fee |
| [CFM Wealth Partners LLC](https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135) ([md](https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135.md)) | 305135 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Clarified Wealth Advisory](https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226) ([md](https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226.md)) | 329226 | Austin, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Compendium Wealth Advisors, LLC](https://advisorcensus.com/firm/compendium-wealth-advisors-llc-austin-tx-283475) ([md](https://advisorcensus.com/firm/compendium-wealth-advisors-llc-austin-tx-283475.md)) | 283475 | Austin, TX | State-registered investment adviser | Under $25 million | 10 | Fixed fee |
| [Core Partners](https://advisorcensus.com/firm/core-partners-austin-tx-300771) ([md](https://advisorcensus.com/firm/core-partners-austin-tx-300771.md)) | 300771 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Crawford Advisory Group, LLC](https://advisorcensus.com/firm/crawford-advisory-group-llc-austin-tx-115676) ([md](https://advisorcensus.com/firm/crawford-advisory-group-llc-austin-tx-115676.md)) | 115676 | Austin, TX | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee |
| [Curran Financial Partners, LLC](https://advisorcensus.com/firm/curran-financial-partners-llc-dripping-springs-tx-281524) ([md](https://advisorcensus.com/firm/curran-financial-partners-llc-dripping-springs-tx-281524.md)) | 281524 | Dripping Springs, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Davis & Wehrle, LLC](https://advisorcensus.com/firm/davis-and-wehrle-llc-round-rock-tx-144572) ([md](https://advisorcensus.com/firm/davis-and-wehrle-llc-round-rock-tx-144572.md)) | 144572 | Round Rock, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Dean Wealth Partners, LLC](https://advisorcensus.com/firm/dean-wealth-partners-llc-austin-tx-298237) ([md](https://advisorcensus.com/firm/dean-wealth-partners-llc-austin-tx-298237.md)) | 298237 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Douglas Capital Advisors](https://advisorcensus.com/firm/douglas-capital-advisors-manor-tx-315059) ([md](https://advisorcensus.com/firm/douglas-capital-advisors-manor-tx-315059.md)) | 315059 | Manor, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Dovetail Wealth Management, LLC](https://advisorcensus.com/firm/dovetail-wealth-management-llc-taylor-tx-291068) ([md](https://advisorcensus.com/firm/dovetail-wealth-management-llc-taylor-tx-291068.md)) | 291068 | Taylor, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/tx/austin/flat-fee/page/2.md

## 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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Cite as: AdvisorCensus. Flat-fee financial advisors in Austin, TX: 171 firms from Form ADV filings as of October 2026.