{
  "path": "/advisors/tx/austin/flat-fee",
  "url": "https://advisorcensus.com/advisors/tx/austin/flat-fee/page/3",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Austin, TX",
  "filters": {},
  "scope_total": 171,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Austin, TX?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Austin, TX?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Austin, TX offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Austin, TX fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "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.",
  "about_market": "Austin has 521 investment advisory firms with a principal office in the metro area as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. 113 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 117 report under $100 million in regulatory assets under management. The metro area has 989,434 households, 189,518 of them with income of $200,000 or more, or 364 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Austin, TX: 171 firms from Form ADV filings as of October 2026.",
  "total_firms": 171,
  "page": 3,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 94,
    "state": 77,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 61
    },
    {
      "code": "percentage_of_aum",
      "count": 155
    },
    {
      "code": "hourly",
      "count": 97
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 171
    },
    {
      "code": "commissions",
      "count": 5
    },
    {
      "code": "performance_based",
      "count": 18
    },
    {
      "code": "other",
      "count": 20
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 71
    },
    {
      "code": "5_to_9",
      "count": 49
    },
    {
      "code": "10_to_19",
      "count": 31
    },
    {
      "code": "20_plus",
      "count": 18
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 39
    },
    {
      "code": "25m_100m",
      "count": 27
    },
    {
      "code": "100m_500m",
      "count": 58
    },
    {
      "code": "500m_1b",
      "count": 10
    },
    {
      "code": "1b_5b",
      "count": 13
    },
    {
      "code": "over_5b",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 16
    }
  ],
  "firms": [
    {
      "crd_number": 160315,
      "name": "Liberty Park Capital Management, LLC",
      "name_as_filed": "LIBERTY PARK CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/liberty-park-capital-management-llc-austin-tx-160315",
      "city": "Austin",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304406,
      "name": "Live Oak Investment Partners",
      "name_as_filed": "LIVE OAK INVESTMENT PARTNERS",
      "url": "https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406",
      "city": "Austin",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112641,
      "name": "Lucien Stirling & Gray Advisory Group Inc",
      "name_as_filed": "LUCIEN STIRLING & GRAY ADVISORY GROUP INC",
      "url": "https://advisorcensus.com/firm/lucien-stirling-and-gray-advisory-group-inc-austin-tx-112641",
      "city": "Austin",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107722,
      "name": "Maslow Wealth Advisors",
      "name_as_filed": "MASLOW WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722",
      "city": "Austin",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290075,
      "name": "Masterpiece Capital, LLC",
      "name_as_filed": "MASTERPIECE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/masterpiece-capital-llc-austin-tx-290075",
      "city": "Austin",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324518,
      "name": "MCP Management, LP",
      "name_as_filed": "MCP MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/mcp-management-lp-austin-tx-324518",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282609,
      "name": "Meridian Wealth Advisors, LLC",
      "name_as_filed": "MERIDIAN WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/meridian-wealth-advisors-llc-austin-tx-282609",
      "city": "Austin",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171866,
      "name": "Mission Hill Advisors, LLC",
      "name_as_filed": "MISSION HILL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mission-hill-advisors-llc-austin-tx-171866",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297193,
      "name": "Modern Financial Planning",
      "name_as_filed": "MODERN FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193",
      "city": "Georgetown",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305502,
      "name": "Momentum Private Wealth Management",
      "name_as_filed": "MOMENTUM PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502",
      "city": "Cedar Park",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299307,
      "name": "Nest Financial LLC",
      "name_as_filed": "NEST FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/nest-financial-llc-austin-tx-299307",
      "city": "Austin",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162096,
      "name": "Oakwell Private Wealth Management",
      "name_as_filed": "OAKWELL PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oakwell-private-wealth-management-austin-tx-162096",
      "city": "Austin",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337378,
      "name": "OFF-Trail Works LLC",
      "name_as_filed": "OFF-TRAIL WORKS LLC",
      "url": "https://advisorcensus.com/firm/off-trail-works-llc-austin-tx-337378",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324256,
      "name": "OM Investments",
      "name_as_filed": "OM INVESTMENTS",
      "url": "https://advisorcensus.com/firm/om-investments-austin-tx-324256",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344155,
      "name": "Omnimint Advisors LLC",
      "name_as_filed": "OMNIMINT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/omnimint-advisors-llc-austin-tx-344155",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299965,
      "name": "Optas, LLC",
      "name_as_filed": "OPTAS, LLC",
      "url": "https://advisorcensus.com/firm/optas-llc-dripping-springs-tx-299965",
      "city": "Dripping Springs",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300320,
      "name": "Orchard Financial",
      "name_as_filed": "ORCHARD FINANCIAL",
      "url": "https://advisorcensus.com/firm/orchard-financial-austin-tx-300320",
      "city": "Austin",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171946,
      "name": "Origin Wealth Advisers",
      "name_as_filed": "ORIGIN WEALTH ADVISERS",
      "url": "https://advisorcensus.com/firm/origin-wealth-advisers-austin-tx-171946",
      "city": "Austin",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331377,
      "name": "Outrunner Capital, LLC",
      "name_as_filed": "OUTRUNNER CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/outrunner-capital-llc-austin-tx-331377",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156393,
      "name": "Oxbow Advisors, LLC",
      "name_as_filed": "OXBOW ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/oxbow-advisors-llc-austin-tx-156393",
      "city": "Austin",
      "state": "TX",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149240,
      "name": "Parkhurst Consulting CPA PC",
      "name_as_filed": "PARKHURST CONSULTING CPA PC",
      "url": "https://advisorcensus.com/firm/parkhurst-consulting-cpa-pc-cedar-park-tx-149240",
      "city": "Cedar Park",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151671,
      "name": "PER Stirling Capital Management, LLC",
      "name_as_filed": "PER STIRLING CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671",
      "city": "Austin",
      "state": "TX",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150908,
      "name": "Perry Investment Management, LLC",
      "name_as_filed": "PERRY INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/perry-investment-management-llc-round-rock-tx-150908",
      "city": "Round Rock",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330556,
      "name": "Pine Valley Capital Partners LLC",
      "name_as_filed": "PINE VALLEY CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/pine-valley-capital-partners-llc-austin-tx-330556",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133429,
      "name": "Pioneer Wealth Management Group",
      "name_as_filed": "PIONEER WEALTH MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/pioneer-wealth-management-group-austin-tx-133429",
      "city": "Austin",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317834,
      "name": "Planning Works Advisory, Inc.",
      "name_as_filed": "PLANNING WORKS ADVISORY, INC.",
      "url": "https://advisorcensus.com/firm/planning-works-advisory-inc-austin-tx-317834",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114395,
      "name": "Rabbanian Financial Planning, Inc.",
      "name_as_filed": "RABBANIAN FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/rabbanian-financial-planning-inc-austin-tx-114395",
      "city": "Austin",
      "state": "TX",
      "years_registered": null,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309221,
      "name": "Real Advisers LLC RIA Series",
      "name_as_filed": "REAL ADVISERS LLC RIA SERIES",
      "url": "https://advisorcensus.com/firm/real-advisers-llc-ria-series-austin-tx-309221",
      "city": "Austin",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144560,
      "name": "Reap Financial Group, LLC",
      "name_as_filed": "REAP FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/reap-financial-group-llc-austin-tx-144560",
      "city": "Austin",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300477,
      "name": "Redbud Advisors",
      "name_as_filed": "REDBUD ADVISORS",
      "url": "https://advisorcensus.com/firm/redbud-advisors-austin-tx-300477",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112168,
      "name": "Resource Consulting Group, Inc.",
      "name_as_filed": "RESOURCE CONSULTING GROUP, INC.",
      "url": "https://advisorcensus.com/firm/resource-consulting-group-inc-austin-tx-112168",
      "city": "Austin",
      "state": "TX",
      "years_registered": 42,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340070,
      "name": "Retire LAB LLC",
      "name_as_filed": "RETIRE LAB LLC",
      "url": "https://advisorcensus.com/firm/retire-lab-llc-austin-tx-340070",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161137,
      "name": "Retirement Plan Fiduciaries, LLC",
      "name_as_filed": "RETIREMENT PLAN FIDUCIARIES, LLC",
      "url": "https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137",
      "city": "Austin",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326608,
      "name": "Rewbix",
      "name_as_filed": "REWBIX",
      "url": "https://advisorcensus.com/firm/rewbix-austin-tx-326608",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315575,
      "name": "Righteous Financial, LLC",
      "name_as_filed": "RIGHTEOUS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/righteous-financial-llc-austin-tx-315575",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311430,
      "name": "Rincon Wealth Management",
      "name_as_filed": "RINCON WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/rincon-wealth-management-lakeway-tx-311430",
      "city": "Lakeway",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106191,
      "name": "Robert Harrell, Incorporated",
      "name_as_filed": "ROBERT HARRELL, INCORPORATED",
      "url": "https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191",
      "city": "Austin",
      "state": "TX",
      "years_registered": 34,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290289,
      "name": "Root Financial Partners",
      "name_as_filed": "ROOT FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/root-financial-partners-austin-tx-290289",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319220,
      "name": "RPS Retirement Plan Advisors",
      "name_as_filed": "RPS RETIREMENT PLAN ADVISORS",
      "url": "https://advisorcensus.com/firm/rps-retirement-plan-advisors-austin-tx-319220",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115092,
      "name": "Rudd and Wisdom, Inc.",
      "name_as_filed": "RUDD AND WISDOM, INC.",
      "url": "https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092",
      "city": "Austin",
      "state": "TX",
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297835,
      "name": "Safe Landing Financial",
      "name_as_filed": "SAFE LANDING FINANCIAL",
      "url": "https://advisorcensus.com/firm/safe-landing-financial-round-rock-tx-297835",
      "city": "Round Rock",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106236,
      "name": "Sage Advisory Services Ltd Co",
      "name_as_filed": "SAGE ADVISORY SERVICES LTD CO",
      "url": "https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236",
      "city": "Austin",
      "state": "TX",
      "years_registered": 30,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300747,
      "name": "Sage Wealth Planning",
      "name_as_filed": "SAGE WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/sage-wealth-planning-georgetown-tx-300747",
      "city": "Georgetown",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124235,
      "name": "Sali Fund Services",
      "name_as_filed": "SALI FUND SERVICES",
      "url": "https://advisorcensus.com/firm/sali-fund-services-austin-tx-124235",
      "city": "Austin",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329446,
      "name": "Samco Proprietary Trading, Inc.",
      "name_as_filed": "SAMCO PROPRIETARY TRADING, INC.",
      "url": "https://advisorcensus.com/firm/samco-proprietary-trading-inc-austin-tx-329446",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144166,
      "name": "Schneider Wealth Management",
      "name_as_filed": "SCHNEIDER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/schneider-wealth-management-austin-tx-144166",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162066,
      "name": "Shadowridge Asset Management, LLC",
      "name_as_filed": "SHADOWRIDGE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/shadowridge-asset-management-llc-austin-tx-162066",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283921,
      "name": "Shorebreak Capital, LLC",
      "name_as_filed": "SHOREBREAK CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/shorebreak-capital-llc-austin-tx-283921",
      "city": "Austin",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300386,
      "name": "Simaris Financial",
      "name_as_filed": "SIMARIS FINANCIAL",
      "url": "https://advisorcensus.com/firm/simaris-financial-austin-tx-300386",
      "city": "Austin",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283561,
      "name": "Simonet Financial Group, LLC",
      "name_as_filed": "SIMONET FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/simonet-financial-group-llc-kyle-tx-283561",
      "city": "Kyle",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "metro": {
      "path": "/advisors/tx/austin",
      "label": "Financial advisors in Austin, TX"
    },
    "city_pages": [
      {
        "path": "/advisors/tx/austin/cedar-park",
        "label": "Financial advisors in Cedar Park, TX",
        "firm_count": 14
      },
      {
        "path": "/advisors/tx/austin/round-rock",
        "label": "Financial advisors in Round Rock, TX",
        "firm_count": 12
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/tx/austin/fee-only",
        "label": "Fee-only financial advisors in Austin, TX",
        "firm_count": 113
      },
      {
        "path": "/advisors/tx/austin/hourly",
        "label": "Hourly financial advisors in Austin, TX",
        "firm_count": 114
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/tx/austin/for-high-net-worth-individuals",
        "firm_count": 195,
        "label": "Financial advisors for high-net-worth individuals in Austin, TX"
      },
      {
        "path": "/advisors/tx/austin/for-retirement-plans",
        "firm_count": 64,
        "label": "Financial advisors for retirement plans in Austin, TX"
      },
      {
        "path": "/advisors/tx/austin/for-businesses",
        "firm_count": 82,
        "label": "Financial advisors for businesses in Austin, TX"
      },
      {
        "path": "/advisors/tx/austin/for-charities",
        "firm_count": 73,
        "label": "Financial advisors for charitable organizations in Austin, TX"
      },
      {
        "path": "/advisors/tx/austin/no-account-minimum",
        "firm_count": 26,
        "label": "Financial advisors with no account minimum in Austin, TX"
      }
    ],
    "niche_pages": [],
    "state_fee": {
      "path": "/advisors/tx/flat-fee",
      "label": "Flat-fee financial advisors in Texas"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}