# 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/4

## 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 4 of 5, 151 to 200 of 206, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Reflective Wealth Planning, LLC](https://advisorcensus.com/firm/reflective-wealth-planning-llc-dallas-tx-317997) ([md](https://advisorcensus.com/firm/reflective-wealth-planning-llc-dallas-tx-317997.md)) | 317997 | Dallas, TX | State-registered investment adviser | Under $25 million | Not reported | Fixed fee |
| [Relevance Capital Management](https://advisorcensus.com/firm/relevance-capital-management-denton-tx-159983) ([md](https://advisorcensus.com/firm/relevance-capital-management-denton-tx-159983.md)) | 159983 | Denton, TX | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Ridgewood Wealth Management LLC](https://advisorcensus.com/firm/ridgewood-wealth-management-llc-southlake-tx-302033) ([md](https://advisorcensus.com/firm/ridgewood-wealth-management-llc-southlake-tx-302033.md)) | 302033 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Riverchase Wealth Management, LLC](https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950) ([md](https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950.md)) | 156950 | Flower Mound, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Rockwall Wealth Advisors](https://advisorcensus.com/firm/rockwall-wealth-advisors-rockwall-tx-310735) ([md](https://advisorcensus.com/firm/rockwall-wealth-advisors-rockwall-tx-310735.md)) | 310735 | Rockwall, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Rockwall Wealth Management](https://advisorcensus.com/firm/rockwall-wealth-management-rockwall-tx-339856) ([md](https://advisorcensus.com/firm/rockwall-wealth-management-rockwall-tx-339856.md)) | 339856 | Rockwall, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Rogers Wealth Group, Inc.](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409) ([md](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409.md)) | 107409 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Roosevelt Capital Management LLC](https://advisorcensus.com/firm/roosevelt-capital-management-llc-dallas-tx-283217) ([md](https://advisorcensus.com/firm/roosevelt-capital-management-llc-dallas-tx-283217.md)) | 283217 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets |
| [Roserock Wealth Management, LLC](https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088) ([md](https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088.md)) | 288088 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Sabana Capital Management, LLC](https://advisorcensus.com/firm/sabana-capital-management-llc-dallas-tx-156273) ([md](https://advisorcensus.com/firm/sabana-capital-management-llc-dallas-tx-156273.md)) | 156273 | Dallas, TX | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Saddock Wealth, LLC](https://advisorcensus.com/firm/saddock-wealth-llc-dallas-tx-161568) ([md](https://advisorcensus.com/firm/saddock-wealth-llc-dallas-tx-161568.md)) | 161568 | Dallas, TX | SEC-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Sammons Wealth](https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284) ([md](https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284.md)) | 286284 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Sawyer Investment Management Company](https://advisorcensus.com/firm/sawyer-investment-management-company-colleyville-tx-174535) ([md](https://advisorcensus.com/firm/sawyer-investment-management-company-colleyville-tx-174535.md)) | 174535 | Colleyville, TX | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Schlindwein Associates LLC](https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132) ([md](https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132.md)) | 109132 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Schulz Wealth, Ltd.](https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194) ([md](https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194.md)) | 172194 | Mansfield, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Second Opinion Financial](https://advisorcensus.com/firm/second-opinion-financial-southlake-tx-327921) ([md](https://advisorcensus.com/firm/second-opinion-financial-southlake-tx-327921.md)) | 327921 | Southlake, TX | State-registered investment adviser | Not reported | 2 | Fixed fee |
| [Sendera Wealth Advisors](https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652) ([md](https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652.md)) | 333652 | Richardson, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Sequoia Private Wealth Management, LLC](https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527) ([md](https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527.md)) | 174527 | Irving, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [SFMG Wealth Advisors](https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548) ([md](https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548.md)) | 107548 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Fixed fee |
| [Sharpedge Financial](https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971) ([md](https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971.md)) | 331971 | Southlake, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Sightline Capital LLC](https://advisorcensus.com/firm/sightline-capital-llc-mckinney-tx-338600) ([md](https://advisorcensus.com/firm/sightline-capital-llc-mckinney-tx-338600.md)) | 338600 | McKinney, TX | State-registered investment adviser | Not reported | 0 | % of assets |
| [Silver Lake Capital Partners](https://advisorcensus.com/firm/silver-lake-capital-partners-dallas-tx-329997) ([md](https://advisorcensus.com/firm/silver-lake-capital-partners-dallas-tx-329997.md)) | 329997 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Slaton Capital Advisors](https://advisorcensus.com/firm/slaton-capital-advisors-bartonville-tx-306564) ([md](https://advisorcensus.com/firm/slaton-capital-advisors-bartonville-tx-306564.md)) | 306564 | Bartonville, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Snowcap Capital Management](https://advisorcensus.com/firm/snowcap-capital-management-dallas-tx-146883) ([md](https://advisorcensus.com/firm/snowcap-capital-management-dallas-tx-146883.md)) | 146883 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Socorro Asset Management](https://advisorcensus.com/firm/socorro-asset-management-dallas-tx-304401) ([md](https://advisorcensus.com/firm/socorro-asset-management-dallas-tx-304401.md)) | 304401 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Springwood Financial Advisors](https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190) ([md](https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190.md)) | 131190 | Dallas, TX | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [ST. James Investment Company, LLC](https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777) ([md](https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777.md)) | 124777 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [Sterling Capital Advisors](https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544) ([md](https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544.md)) | 335544 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Stonebridge Wealth Management, LLC](https://advisorcensus.com/firm/stonebridge-wealth-management-llc-frisco-tx-146775) ([md](https://advisorcensus.com/firm/stonebridge-wealth-management-llc-frisco-tx-146775.md)) | 146775 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Stranberg Capital LLC](https://advisorcensus.com/firm/stranberg-capital-llc-southlake-tx-114581) ([md](https://advisorcensus.com/firm/stranberg-capital-llc-southlake-tx-114581.md)) | 114581 | Southlake, TX | State-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Strategic Financial Planning, Inc.](https://advisorcensus.com/firm/strategic-financial-planning-inc-plano-tx-118450) ([md](https://advisorcensus.com/firm/strategic-financial-planning-inc-plano-tx-118450.md)) | 118450 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Street Light Wealth Management, LLC](https://advisorcensus.com/firm/street-light-wealth-management-llc-dallas-tx-312577) ([md](https://advisorcensus.com/firm/street-light-wealth-management-llc-dallas-tx-312577.md)) | 312577 | Dallas, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Sueing Investments, LLC](https://advisorcensus.com/firm/sueing-investments-llc-dallas-tx-139154) ([md](https://advisorcensus.com/firm/sueing-investments-llc-dallas-tx-139154.md)) | 139154 | Dallas, TX | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Sunsage Capital Management](https://advisorcensus.com/firm/sunsage-capital-management-grapevine-tx-140332) ([md](https://advisorcensus.com/firm/sunsage-capital-management-grapevine-tx-140332.md)) | 140332 | Grapevine, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Symmetry Capital Advisors LLC](https://advisorcensus.com/firm/symmetry-capital-advisors-llc-dallas-tx-122563) ([md](https://advisorcensus.com/firm/symmetry-capital-advisors-llc-dallas-tx-122563.md)) | 122563 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets |
| [The Better 401(K) Source](https://advisorcensus.com/firm/the-better-401-k-source-plano-tx-285809) ([md](https://advisorcensus.com/firm/the-better-401-k-source-plano-tx-285809.md)) | 285809 | Plano, TX | State-registered investment adviser | Not reported | Not reported | % of assets |
| [The Watchman Group, Inc.](https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690) ([md](https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690.md)) | 133690 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Tolleson Private Wealth Management](https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838) ([md](https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838.md)) | 111838 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [Trinsic Capital, LLC](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949) ([md](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949.md)) | 165949 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Turtle Creek Trust](https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212) ([md](https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212.md)) | 140212 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [Turtle Creek Wealthcare](https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312) ([md](https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312.md)) | 142312 | Dallas, TX | State-registered investment adviser | Under $25 million | 19 | % of assets, Fixed fee |
| [Uptown Capital Advisors](https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401) ([md](https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401.md)) | 171401 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [US Freedom Capital Advisors LLC](https://advisorcensus.com/firm/us-freedom-capital-advisors-llc-richardson-tx-283481) ([md](https://advisorcensus.com/firm/us-freedom-capital-advisors-llc-richardson-tx-283481.md)) | 283481 | Richardson, TX | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Valinor Wealth Management](https://advisorcensus.com/firm/valinor-wealth-management-plano-tx-285212) ([md](https://advisorcensus.com/firm/valinor-wealth-management-plano-tx-285212.md)) | 285212 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Vantage Wealth Management LLC](https://advisorcensus.com/firm/vantage-wealth-management-llc-rockwall-tx-324061) ([md](https://advisorcensus.com/firm/vantage-wealth-management-llc-rockwall-tx-324061.md)) | 324061 | Rockwall, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Vestie](https://advisorcensus.com/firm/vestie-dallas-tx-338938) ([md](https://advisorcensus.com/firm/vestie-dallas-tx-338938.md)) | 338938 | Dallas, TX | SEC-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Vestted Wealth Advisors](https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140) ([md](https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140.md)) | 339140 | Dallas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Waymaker Financial Planning](https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177) ([md](https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177.md)) | 308177 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Wehling Investment Management](https://advisorcensus.com/firm/wehling-investment-management-north-richland-hills-tx-336249) ([md](https://advisorcensus.com/firm/wehling-investment-management-north-richland-hills-tx-336249.md)) | 336249 | North Richland Hills, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Westmont Advisory, LLC](https://advisorcensus.com/firm/westmont-advisory-llc-flower-mound-tx-343407) ([md](https://advisorcensus.com/firm/westmont-advisory-llc-flower-mound-tx-343407.md)) | 343407 | Flower Mound, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |

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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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- [Financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md)
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- [Financial advisors in San Antonio](https://advisorcensus.com/advisors/tx/san-antonio) (https://advisorcensus.com/advisors/tx/san-antonio.md)
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Cite as: AdvisorCensus. Fee-only financial advisors in Dallas, TX: 206 firms from Form ADV filings as of October 2026.