# Fee-only financial advisors in Dallas, TX

> AdvisorCensus lists 206 investment advisory firms with a principal office in the Dallas 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/dallas/fee-only

## At a glance

- Investment advisory firms: 206
- Registration: SEC-registered investment adviser: 87, State-registered investment adviser: 119
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 206 (100%); Percentage of assets 187 (91%); Hourly charges 91 (44%); Subscription fees (newsletter or periodical) 4 (2%); Fixed fees 122 (59%)
- Regulatory assets under management (Item 5.F): Under $25 million 67 (33%); $25 million to $100 million 41 (20%); $100 million to $500 million 57 (28%); $500 million to $1 billion 14 (7%); $1 billion to $5 billion 12 (6%); Over $5 billion 2 (1%); Not reported 13 (6%)
- Years registered: Under 5 years 75 (36%); 5 to 9 years 55 (27%); 10 to 19 years 46 (22%); 20 years or more 26 (13%); Not reported 4 (2%)

## Firms (page 1 of 5, 1 to 50 of 206, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Acruence Capital, LLC](https://advisorcensus.com/firm/acruence-capital-llc-dallas-tx-305482) ([md](https://advisorcensus.com/firm/acruence-capital-llc-dallas-tx-305482.md)) | 305482 | Dallas, TX | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [ACT Wealth Management, LLC](https://advisorcensus.com/firm/act-wealth-management-llc-allen-tx-155131) ([md](https://advisorcensus.com/firm/act-wealth-management-llc-allen-tx-155131.md)) | 155131 | Allen, TX | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets |
| [Adams Asset Advisors LLC](https://advisorcensus.com/firm/adams-asset-advisors-llc-dallas-tx-120573) ([md](https://advisorcensus.com/firm/adams-asset-advisors-llc-dallas-tx-120573.md)) | 120573 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [Addie Capital](https://advisorcensus.com/firm/addie-capital-dallas-tx-282144) ([md](https://advisorcensus.com/firm/addie-capital-dallas-tx-282144.md)) | 282144 | Dallas, TX | State-registered investment adviser | Not reported | 10 | Fixed fee |
| [Aesop Advisor, LLC](https://advisorcensus.com/firm/aesop-advisor-llc-denton-tx-301160) ([md](https://advisorcensus.com/firm/aesop-advisor-llc-denton-tx-301160.md)) | 301160 | Denton, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Alka Partners, LLC](https://advisorcensus.com/firm/alka-partners-llc-farmers-branch-tx-338183) ([md](https://advisorcensus.com/firm/alka-partners-llc-farmers-branch-tx-338183.md)) | 338183 | Farmers Branch, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Amerina International Capital Management LLC](https://advisorcensus.com/firm/amerina-international-capital-management-llc-dallas-tx-164030) ([md](https://advisorcensus.com/firm/amerina-international-capital-management-llc-dallas-tx-164030.md)) | 164030 | Dallas, TX | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Applewhite & Buys Financial Advisors](https://advisorcensus.com/firm/applewhite-and-buys-financial-advisors-dallas-tx-169799) ([md](https://advisorcensus.com/firm/applewhite-and-buys-financial-advisors-dallas-tx-169799.md)) | 169799 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Artham Advisors](https://advisorcensus.com/firm/artham-advisors-dallas-tx-318709) ([md](https://advisorcensus.com/firm/artham-advisors-dallas-tx-318709.md)) | 318709 | Dallas, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Aspen Wealth Management, LLC](https://advisorcensus.com/firm/aspen-wealth-management-llc-fort-worth-tx-159594) ([md](https://advisorcensus.com/firm/aspen-wealth-management-llc-fort-worth-tx-159594.md)) | 159594 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [Asset Management Corporation](https://advisorcensus.com/firm/asset-management-corporation-plano-tx-105967) ([md](https://advisorcensus.com/firm/asset-management-corporation-plano-tx-105967.md)) | 105967 | Plano, TX | State-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Assetbuilder, Inc.](https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665) ([md](https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665.md)) | 142665 | Allen, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Fixed fee |
| [Atwood Capital Management, LLC](https://advisorcensus.com/firm/atwood-capital-management-llc-dallas-tx-328157) ([md](https://advisorcensus.com/firm/atwood-capital-management-llc-dallas-tx-328157.md)) | 328157 | Dallas, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Avenue Retirement Services](https://advisorcensus.com/firm/avenue-retirement-services-frisco-tx-165606) ([md](https://advisorcensus.com/firm/avenue-retirement-services-frisco-tx-165606.md)) | 165606 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [B&F Investment Strategies](https://advisorcensus.com/firm/b-and-f-investment-strategies-duncanville-tx-114777) ([md](https://advisorcensus.com/firm/b-and-f-investment-strategies-duncanville-tx-114777.md)) | 114777 | Duncanville, TX | State-registered investment adviser | Not reported | 11 | Hourly, Subscription, Fixed fee |
| [Ballast Asset Management](https://advisorcensus.com/firm/ballast-asset-management-dallas-tx-311116) ([md](https://advisorcensus.com/firm/ballast-asset-management-dallas-tx-311116.md)) | 311116 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Bios Research](https://advisorcensus.com/firm/bios-research-fort-worth-tx-163720) ([md](https://advisorcensus.com/firm/bios-research-fort-worth-tx-163720.md)) | 163720 | Fort Worth, TX | State-registered investment adviser | Not reported | 14 | Subscription |
| [Black Sea Investment Group](https://advisorcensus.com/firm/black-sea-investment-group-north-richland-hills-tx-327494) ([md](https://advisorcensus.com/firm/black-sea-investment-group-north-richland-hills-tx-327494.md)) | 327494 | North Richland Hills, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Black Swan Management Group, Inc.](https://advisorcensus.com/firm/black-swan-management-group-inc-dallas-tx-112371) ([md](https://advisorcensus.com/firm/black-swan-management-group-inc-dallas-tx-112371.md)) | 112371 | Dallas, TX | State-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Bland Garvey Wealth Advisors, LLC](https://advisorcensus.com/firm/bland-garvey-wealth-advisors-llc-richardson-tx-140066) ([md](https://advisorcensus.com/firm/bland-garvey-wealth-advisors-llc-richardson-tx-140066.md)) | 140066 | Richardson, TX | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly |
| [Blue Mountain Financial Planning](https://advisorcensus.com/firm/blue-mountain-financial-planning-melissa-tx-315830) ([md](https://advisorcensus.com/firm/blue-mountain-financial-planning-melissa-tx-315830.md)) | 315830 | Melissa, TX | State-registered investment adviser | Under $25 million | 5 | Hourly, Fixed fee |
| [Boggs Wallace Wealth Partners LLC](https://advisorcensus.com/firm/boggs-wallace-wealth-partners-llc-denton-tx-305698) ([md](https://advisorcensus.com/firm/boggs-wallace-wealth-partners-llc-denton-tx-305698.md)) | 305698 | Denton, TX | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Bolgiano Capital Management](https://advisorcensus.com/firm/bolgiano-capital-management-midlothian-tx-148654) ([md](https://advisorcensus.com/firm/bolgiano-capital-management-midlothian-tx-148654.md)) | 148654 | Midlothian, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Brazos Wealth Advisors LLC](https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508) ([md](https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508.md)) | 323508 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Broyles Advisory, LLC](https://advisorcensus.com/firm/broyles-advisory-llc-dallas-tx-285119) ([md](https://advisorcensus.com/firm/broyles-advisory-llc-dallas-tx-285119.md)) | 285119 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Burford Brothers, Inc.](https://advisorcensus.com/firm/burford-brothers-inc-dallas-tx-306574) ([md](https://advisorcensus.com/firm/burford-brothers-inc-dallas-tx-306574.md)) | 306574 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Cadence Financial Advisors, LLC](https://advisorcensus.com/firm/cadence-financial-advisors-llc-allen-tx-141807) ([md](https://advisorcensus.com/firm/cadence-financial-advisors-llc-allen-tx-141807.md)) | 141807 | Allen, TX | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee |
| [Caishen Financial](https://advisorcensus.com/firm/caishen-financial-plano-tx-326936) ([md](https://advisorcensus.com/firm/caishen-financial-plano-tx-326936.md)) | 326936 | Plano, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Cannoles Asset Management, Inc.](https://advisorcensus.com/firm/cannoles-asset-management-inc-dwg-tx-120828) ([md](https://advisorcensus.com/firm/cannoles-asset-management-inc-dwg-tx-120828.md)) | 120828 | Dwg, TX | State-registered investment adviser | Under $25 million | 24 | % of assets |
| [Caprock Capital Advisors Inc.](https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672) ([md](https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672.md)) | 170672 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Certified Financial Strategies Corporation](https://advisorcensus.com/firm/certified-financial-strategies-corporation-dallas-tx-114361) ([md](https://advisorcensus.com/firm/certified-financial-strategies-corporation-dallas-tx-114361.md)) | 114361 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Chisholm Wealth Management](https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134) ([md](https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134.md)) | 321134 | Burleson, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Clare Market Investments, LLC](https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515) ([md](https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515.md)) | 217515 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Clearpoint Wealth Management](https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649) ([md](https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649.md)) | 337649 | Colleyville, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [CMH Wealth Management](https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543) ([md](https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543.md)) | 325543 | Dallas, TX | State-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Corps Capital Advisors, LLC](https://advisorcensus.com/firm/corps-capital-advisors-llc-southlake-tx-304643) ([md](https://advisorcensus.com/firm/corps-capital-advisors-llc-southlake-tx-304643.md)) | 304643 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Cravens Brothers Private Wealth Management LLC](https://advisorcensus.com/firm/cravens-brothers-private-wealth-management-llc-dallas-tx-162673) ([md](https://advisorcensus.com/firm/cravens-brothers-private-wealth-management-llc-dallas-tx-162673.md)) | 162673 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Crescent Investment Solutions LLC](https://advisorcensus.com/firm/crescent-investment-solutions-llc-plano-tx-331945) ([md](https://advisorcensus.com/firm/crescent-investment-solutions-llc-plano-tx-331945.md)) | 331945 | Plano, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [CST Financial Advisory LLC](https://advisorcensus.com/firm/cst-financial-advisory-llc-the-colony-tx-324035) ([md](https://advisorcensus.com/firm/cst-financial-advisory-llc-the-colony-tx-324035.md)) | 324035 | The Colony, TX | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Cypress Point Wealth Management, LLC](https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771) ([md](https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771.md)) | 143771 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee |
| [Dash Investments](https://advisorcensus.com/firm/dash-investments-plano-tx-135281) ([md](https://advisorcensus.com/firm/dash-investments-plano-tx-135281.md)) | 135281 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [David Rhodes Cannon, C.P.A., LLC](https://advisorcensus.com/firm/david-rhodes-cannon-c-p-a-llc-frisco-tx-327314) ([md](https://advisorcensus.com/firm/david-rhodes-cannon-c-p-a-llc-frisco-tx-327314.md)) | 327314 | Frisco, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Dornick Wealth Management](https://advisorcensus.com/firm/dornick-wealth-management-dallas-tx-335053) ([md](https://advisorcensus.com/firm/dornick-wealth-management-dallas-tx-335053.md)) | 335053 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Eagle Guardian Advisors](https://advisorcensus.com/firm/eagle-guardian-advisors-dallas-tx-336260) ([md](https://advisorcensus.com/firm/eagle-guardian-advisors-dallas-tx-336260.md)) | 336260 | Dallas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [EDK Advisory](https://advisorcensus.com/firm/edk-advisory-frisco-tx-292227) ([md](https://advisorcensus.com/firm/edk-advisory-frisco-tx-292227.md)) | 292227 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [EFS Asset Management LLC](https://advisorcensus.com/firm/efs-asset-management-llc-dallas-tx-106184) ([md](https://advisorcensus.com/firm/efs-asset-management-llc-dallas-tx-106184.md)) | 106184 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [EID Capital](https://advisorcensus.com/firm/eid-capital-dallas-tx-317634) ([md](https://advisorcensus.com/firm/eid-capital-dallas-tx-317634.md)) | 317634 | Dallas, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Elm Asset Management Inc.](https://advisorcensus.com/firm/elm-asset-management-inc-denton-tx-114199) ([md](https://advisorcensus.com/firm/elm-asset-management-inc-denton-tx-114199.md)) | 114199 | Denton, TX | State-registered investment adviser | Under $25 million | 36 | % of assets |
| [Eubank, Hutson & Associates, LLC](https://advisorcensus.com/firm/eubank-hutson-and-associates-llc-plano-tx-226519) ([md](https://advisorcensus.com/firm/eubank-hutson-and-associates-llc-plano-tx-226519.md)) | 226519 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly |
| [Everglade Capital, LLC](https://advisorcensus.com/firm/everglade-capital-llc-frisco-tx-341491) ([md](https://advisorcensus.com/firm/everglade-capital-llc-frisco-tx-341491.md)) | 341491 | Frisco, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/tx/dallas/fee-only/page/2.md

## Questions people ask

**How many financial advisory firms are there in Dallas, TX?**
AdvisorCensus lists 1,076 investment advisory firms with a principal office in the Dallas metro area, from Form ADV filings as of October 2026: 484 SEC-registered, 308 state-registered, and 284 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 Dallas, TX?**
206 of the 1,076 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 Dallas, TX offer financial planning?**
397 of the 792 firms in Dallas, 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 Dallas, 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 206 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.

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Cite as: AdvisorCensus. Fee-only financial advisors in Dallas, TX: 206 firms from Form ADV filings as of October 2026.