# 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/page/3

## 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 3 of 5, 101 to 150 of 206, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Legacy 401K Partners, LLC](https://advisorcensus.com/firm/legacy-401k-partners-llc-grapevine-tx-181525) ([md](https://advisorcensus.com/firm/legacy-401k-partners-llc-grapevine-tx-181525.md)) | 181525 | Grapevine, TX | State-registered investment adviser | Not reported | 11 | % of assets, Fixed fee |
| [Legacy Harbor](https://advisorcensus.com/firm/legacy-harbor-plano-tx-118187) ([md](https://advisorcensus.com/firm/legacy-harbor-plano-tx-118187.md)) | 118187 | Plano, TX | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [Legacy Wealth Advisors, Inc.](https://advisorcensus.com/firm/legacy-wealth-advisors-inc-waxahachie-tx-114868) ([md](https://advisorcensus.com/firm/legacy-wealth-advisors-inc-waxahachie-tx-114868.md)) | 114868 | Waxahachie, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [Lexington Hill Partners, LLC](https://advisorcensus.com/firm/lexington-hill-partners-llc-dallas-tx-301810) ([md](https://advisorcensus.com/firm/lexington-hill-partners-llc-dallas-tx-301810.md)) | 301810 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Lifeway Financial Corporation](https://advisorcensus.com/firm/lifeway-financial-corporation-plano-tx-114276) ([md](https://advisorcensus.com/firm/lifeway-financial-corporation-plano-tx-114276.md)) | 114276 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [LP Investment Management, LLC](https://advisorcensus.com/firm/lp-investment-management-llc-dallas-tx-306615) ([md](https://advisorcensus.com/firm/lp-investment-management-llc-dallas-tx-306615.md)) | 306615 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 6 | Fixed fee |
| [LRH Capital Advising LLC](https://advisorcensus.com/firm/lrh-capital-advising-llc-dallas-tx-342994) ([md](https://advisorcensus.com/firm/lrh-capital-advising-llc-dallas-tx-342994.md)) | 342994 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [Lummis Asset Management, L.P.](https://advisorcensus.com/firm/lummis-asset-management-l-p-fort-worth-tx-114357) ([md](https://advisorcensus.com/firm/lummis-asset-management-l-p-fort-worth-tx-114357.md)) | 114357 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Madden Asset Management](https://advisorcensus.com/firm/madden-asset-management-dallas-tx-18389) ([md](https://advisorcensus.com/firm/madden-asset-management-dallas-tx-18389.md)) | 18389 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Malone Financial Planning LLC](https://advisorcensus.com/firm/malone-financial-planning-llc-dallas-tx-328035) ([md](https://advisorcensus.com/firm/malone-financial-planning-llc-dallas-tx-328035.md)) | 328035 | Dallas, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Manzil Investment Advisors, LLC](https://advisorcensus.com/firm/manzil-investment-advisors-llc-frisco-tx-308500) ([md](https://advisorcensus.com/firm/manzil-investment-advisors-llc-frisco-tx-308500.md)) | 308500 | Frisco, TX | SEC-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Marienplatz Wealth Management LLC](https://advisorcensus.com/firm/marienplatz-wealth-management-llc-plano-tx-289049) ([md](https://advisorcensus.com/firm/marienplatz-wealth-management-llc-plano-tx-289049.md)) | 289049 | Plano, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [McGowan Group Asset Management, Inc.](https://advisorcensus.com/firm/mcgowan-group-asset-management-inc-dallas-tx-154127) ([md](https://advisorcensus.com/firm/mcgowan-group-asset-management-inc-dallas-tx-154127.md)) | 154127 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets |
| [McKeel Capital Management](https://advisorcensus.com/firm/mckeel-capital-management-flower-mound-tx-142132) ([md](https://advisorcensus.com/firm/mckeel-capital-management-flower-mound-tx-142132.md)) | 142132 | Flower Mound, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Meadowpark Capital, LLC](https://advisorcensus.com/firm/meadowpark-capital-llc-dallas-tx-173814) ([md](https://advisorcensus.com/firm/meadowpark-capital-llc-dallas-tx-173814.md)) | 173814 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Meraki Advisors LLC](https://advisorcensus.com/firm/meraki-advisors-llc-dallas-tx-286274) ([md](https://advisorcensus.com/firm/meraki-advisors-llc-dallas-tx-286274.md)) | 286274 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Meristead Wealth, LLC](https://advisorcensus.com/firm/meristead-wealth-llc-westlake-tx-282103) ([md](https://advisorcensus.com/firm/meristead-wealth-llc-westlake-tx-282103.md)) | 282103 | Westlake, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Milestone Wealth Strategies](https://advisorcensus.com/firm/milestone-wealth-strategies-plano-tx-162625) ([md](https://advisorcensus.com/firm/milestone-wealth-strategies-plano-tx-162625.md)) | 162625 | Plano, TX | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Miller Global Investments, L.L.C.](https://advisorcensus.com/firm/miller-global-investments-l-l-c-dallas-tx-114683) ([md](https://advisorcensus.com/firm/miller-global-investments-l-l-c-dallas-tx-114683.md)) | 114683 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Money Calculus LLC](https://advisorcensus.com/firm/money-calculus-llc-allen-tx-331211) ([md](https://advisorcensus.com/firm/money-calculus-llc-allen-tx-331211.md)) | 331211 | Allen, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Mooring Bay Capital Management](https://advisorcensus.com/firm/mooring-bay-capital-management-dallas-tx-325837) ([md](https://advisorcensus.com/firm/mooring-bay-capital-management-dallas-tx-325837.md)) | 325837 | Dallas, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Moss, Luse & Womble, LLC](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841) ([md](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841.md)) | 152841 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Motif Planning](https://advisorcensus.com/firm/motif-planning-dallas-tx-327428) ([md](https://advisorcensus.com/firm/motif-planning-dallas-tx-327428.md)) | 327428 | Dallas, TX | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [New Century Partners-The No-Load Group, Inc.](https://advisorcensus.com/firm/new-century-partners-the-no-load-group-inc-fort-worth-tx-114509) ([md](https://advisorcensus.com/firm/new-century-partners-the-no-load-group-inc-fort-worth-tx-114509.md)) | 114509 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [New Dimensions Wealth Management, L.L.C.](https://advisorcensus.com/firm/new-dimensions-wealth-management-l-l-c-allen-tx-152136) ([md](https://advisorcensus.com/firm/new-dimensions-wealth-management-l-l-c-allen-tx-152136.md)) | 152136 | Allen, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Noble Advisors, LLC](https://advisorcensus.com/firm/noble-advisors-llc-dallas-tx-149796) ([md](https://advisorcensus.com/firm/noble-advisors-llc-dallas-tx-149796.md)) | 149796 | Dallas, TX | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [Norstar Financial of Plano, LLC](https://advisorcensus.com/firm/norstar-financial-of-plano-llc-plano-tx-297028) ([md](https://advisorcensus.com/firm/norstar-financial-of-plano-llc-plano-tx-297028.md)) | 297028 | Plano, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Noto Financial Planning](https://advisorcensus.com/firm/noto-financial-planning-dallas-tx-168653) ([md](https://advisorcensus.com/firm/noto-financial-planning-dallas-tx-168653.md)) | 168653 | Dallas, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Oakview Capital Management, L.P.](https://advisorcensus.com/firm/oakview-capital-management-l-p-dallas-tx-144877) ([md](https://advisorcensus.com/firm/oakview-capital-management-l-p-dallas-tx-144877.md)) | 144877 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [OH Cap Asset Management](https://advisorcensus.com/firm/oh-cap-asset-management-frisco-tx-330600) ([md](https://advisorcensus.com/firm/oh-cap-asset-management-frisco-tx-330600.md)) | 330600 | Frisco, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Olimpio NEU & Associates, Inc.](https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752) ([md](https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752.md)) | 114752 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Optima Asset Management Inc](https://advisorcensus.com/firm/optima-asset-management-inc-dallas-tx-106095) ([md](https://advisorcensus.com/firm/optima-asset-management-inc-dallas-tx-106095.md)) | 106095 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Fixed fee |
| [Orchid Advisory](https://advisorcensus.com/firm/orchid-advisory-dallas-tx-327750) ([md](https://advisorcensus.com/firm/orchid-advisory-dallas-tx-327750.md)) | 327750 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Orgallic Wealth](https://advisorcensus.com/firm/orgallic-wealth-mckinney-tx-334919) ([md](https://advisorcensus.com/firm/orgallic-wealth-mckinney-tx-334919.md)) | 334919 | McKinney, TX | State-registered investment adviser | Under $25 million | Not reported | % of assets, Hourly, Fixed fee |
| [Ormonde Investment Management, LLC](https://advisorcensus.com/firm/ormonde-investment-management-llc-dallas-tx-313328) ([md](https://advisorcensus.com/firm/ormonde-investment-management-llc-dallas-tx-313328.md)) | 313328 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Orser Capital Management LLC](https://advisorcensus.com/firm/orser-capital-management-llc-southlake-tx-144847) ([md](https://advisorcensus.com/firm/orser-capital-management-llc-southlake-tx-144847.md)) | 144847 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Pacific Global Advisory Group LLC](https://advisorcensus.com/firm/pacific-global-advisory-group-llc-dallas-tx-158601) ([md](https://advisorcensus.com/firm/pacific-global-advisory-group-llc-dallas-tx-158601.md)) | 158601 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Paradigm Advisors, LLC](https://advisorcensus.com/firm/paradigm-advisors-llc-dallas-tx-114515) ([md](https://advisorcensus.com/firm/paradigm-advisors-llc-dallas-tx-114515.md)) | 114515 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Paratus Financial, Inc.](https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361) ([md](https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361.md)) | 133361 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | Hourly, Fixed fee |
| [Parkstone Wealth Management, LLC](https://advisorcensus.com/firm/parkstone-wealth-management-llc-arlington-tx-168253) ([md](https://advisorcensus.com/firm/parkstone-wealth-management-llc-arlington-tx-168253.md)) | 168253 | Arlington, TX | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Pathway Wealth Management, LLC](https://advisorcensus.com/firm/pathway-wealth-management-llc-dallas-tx-283774) ([md](https://advisorcensus.com/firm/pathway-wealth-management-llc-dallas-tx-283774.md)) | 283774 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Penn Davis McFarland Inc](https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417) ([md](https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417.md)) | 110417 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 49 | % of assets |
| [Piccolo Investment Consulting, LLC](https://advisorcensus.com/firm/piccolo-investment-consulting-llc-denton-tx-170272) ([md](https://advisorcensus.com/firm/piccolo-investment-consulting-llc-denton-tx-170272.md)) | 170272 | Denton, TX | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly |
| [Pingora Partners LLC](https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262) ([md](https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262.md)) | 148262 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Planguide Financial](https://advisorcensus.com/firm/planguide-financial-southlake-tx-329089) ([md](https://advisorcensus.com/firm/planguide-financial-southlake-tx-329089.md)) | 329089 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [PMG Family Office, LLC](https://advisorcensus.com/firm/pmg-family-office-llc-plano-tx-312154) ([md](https://advisorcensus.com/firm/pmg-family-office-llc-plano-tx-312154.md)) | 312154 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Portia Capital Management](https://advisorcensus.com/firm/portia-capital-management-fort-worth-tx-286662) ([md](https://advisorcensus.com/firm/portia-capital-management-fort-worth-tx-286662.md)) | 286662 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Principia Wealth Advisory, LLC](https://advisorcensus.com/firm/principia-wealth-advisory-llc-dallas-tx-152678) ([md](https://advisorcensus.com/firm/principia-wealth-advisory-llc-dallas-tx-152678.md)) | 152678 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Promus Advisors](https://advisorcensus.com/firm/promus-advisors-dallas-tx-157484) ([md](https://advisorcensus.com/firm/promus-advisors-dallas-tx-157484.md)) | 157484 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Provident Financial Planning, LLC](https://advisorcensus.com/firm/provident-financial-planning-llc-addison-tx-291830) ([md](https://advisorcensus.com/firm/provident-financial-planning-llc-addison-tx-291830.md)) | 291830 | Addison, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | Hourly, Fixed fee |

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## 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.

## Related pages

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