# Flat-fee financial advisors in Dallas, TX

> AdvisorCensus lists 389 investment advisory firms with a principal office in the Dallas metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/dallas/flat-fee/page/2

## At a glance

- Investment advisory firms: 389
- Registration: SEC-registered investment adviser: 200, State-registered investment adviser: 189
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 122 (31%); Percentage of assets 351 (90%); Hourly charges 219 (56%); Subscription fees (newsletter or periodical) 6 (2%); Fixed fees 389 (100%); Commissions 12 (3%); Performance-based fees 62 (16%); Other 53 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 98 (25%); $25 million to $100 million 68 (17%); $100 million to $500 million 108 (28%); $500 million to $1 billion 34 (9%); $1 billion to $5 billion 34 (9%); Over $5 billion 19 (5%); Not reported 28 (7%)
- Years registered: Under 5 years 140 (36%); 5 to 9 years 100 (26%); 10 to 19 years 89 (23%); 20 years or more 56 (14%); Not reported 4 (1%)

## Firms (page 2 of 8, 51 to 100 of 389, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Caird Investments](https://advisorcensus.com/firm/caird-investments-dallas-tx-334504) ([md](https://advisorcensus.com/firm/caird-investments-dallas-tx-334504.md)) | 334504 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [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 |
| [Callaway Financial Services](https://advisorcensus.com/firm/callaway-financial-services-arlington-tx-172117) ([md](https://advisorcensus.com/firm/callaway-financial-services-arlington-tx-172117.md)) | 172117 | Arlington, TX | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Candor Wealth Management, LLC](https://advisorcensus.com/firm/candor-wealth-management-llc-dallas-tx-329951) ([md](https://advisorcensus.com/firm/candor-wealth-management-llc-dallas-tx-329951.md)) | 329951 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Capital Advisory Group, Inc.](https://advisorcensus.com/firm/capital-advisory-group-inc-dallas-tx-114539) ([md](https://advisorcensus.com/firm/capital-advisory-group-inc-dallas-tx-114539.md)) | 114539 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Fixed fee |
| [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 |
| [Carrington Advisors, LLC](https://advisorcensus.com/firm/carrington-advisors-llc-dallas-tx-311522) ([md](https://advisorcensus.com/firm/carrington-advisors-llc-dallas-tx-311522.md)) | 311522 | Dallas, TX | State-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Carter Advisory Services, Inc](https://advisorcensus.com/firm/carter-advisory-services-inc-dallas-tx-116249) ([md](https://advisorcensus.com/firm/carter-advisory-services-inc-dallas-tx-116249.md)) | 116249 | Dallas, TX | State-registered investment adviser | Not reported | 45 | Hourly, Fixed fee |
| [Castleview Partners, LLC](https://advisorcensus.com/firm/castleview-partners-llc-dallas-tx-281410) ([md](https://advisorcensus.com/firm/castleview-partners-llc-dallas-tx-281410.md)) | 281410 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Catalyst Capital Advisers LLC](https://advisorcensus.com/firm/catalyst-capital-advisers-llc-dallas-tx-290191) ([md](https://advisorcensus.com/firm/catalyst-capital-advisers-llc-dallas-tx-290191.md)) | 290191 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee, Performance fee |
| [Catalyst Strategic Solutions](https://advisorcensus.com/firm/catalyst-strategic-solutions-plano-tx-44970) ([md](https://advisorcensus.com/firm/catalyst-strategic-solutions-plano-tx-44970.md)) | 44970 | Plano, TX | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee |
| [Caviness Wealth Management, LLC](https://advisorcensus.com/firm/caviness-wealth-management-llc-dallas-tx-172091) ([md](https://advisorcensus.com/firm/caviness-wealth-management-llc-dallas-tx-172091.md)) | 172091 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, 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 |
| [CF Financial](https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964) ([md](https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964.md)) | 311964 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [CFO4LIFE](https://advisorcensus.com/firm/cfo4life-coppell-tx-287600) ([md](https://advisorcensus.com/firm/cfo4life-coppell-tx-287600.md)) | 287600 | Coppell, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, 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 |
| [Clairalpha Advisors LLC](https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087) ([md](https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087.md)) | 342087 | Frisco, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [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 |
| [Clear Sky Financial, LP](https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551) ([md](https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551.md)) | 298551 | Prosper, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % 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 |
| [Collective Wealth Advisors LLC](https://advisorcensus.com/firm/collective-wealth-advisors-llc-coppell-tx-289157) ([md](https://advisorcensus.com/firm/collective-wealth-advisors-llc-coppell-tx-289157.md)) | 289157 | Coppell, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Commerce Street Investment Management](https://advisorcensus.com/firm/commerce-street-investment-management-dallas-tx-144278) ([md](https://advisorcensus.com/firm/commerce-street-investment-management-dallas-tx-144278.md)) | 144278 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee, Performance fee, Other |
| [Coppell Advisory Solutions LLC](https://advisorcensus.com/firm/coppell-advisory-solutions-llc-dallas-tx-156549) ([md](https://advisorcensus.com/firm/coppell-advisory-solutions-llc-dallas-tx-156549.md)) | 156549 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Coronado Resources Management LP](https://advisorcensus.com/firm/coronado-resources-management-lp-dallas-tx-282043) ([md](https://advisorcensus.com/firm/coronado-resources-management-lp-dallas-tx-282043.md)) | 282043 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee, Performance fee |
| [Corus Family Wealth Advisors, Inc.](https://advisorcensus.com/firm/corus-family-wealth-advisors-inc-mckinney-tx-114702) ([md](https://advisorcensus.com/firm/corus-family-wealth-advisors-inc-mckinney-tx-114702.md)) | 114702 | McKinney, TX | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Cottonwood Capital Advisors](https://advisorcensus.com/firm/cottonwood-capital-advisors-irving-tx-322366) ([md](https://advisorcensus.com/firm/cottonwood-capital-advisors-irving-tx-322366.md)) | 322366 | Irving, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [CPR Financial & Insurance Services, Inc.](https://advisorcensus.com/firm/cpr-financial-and-insurance-services-inc-prosper-tx-145855) ([md](https://advisorcensus.com/firm/cpr-financial-and-insurance-services-inc-prosper-tx-145855.md)) | 145855 | Prosper, TX | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [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 Advisor Group, Inc.](https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974) ([md](https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974.md)) | 115974 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, 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 |
| [Crescent Real Estate LLC](https://advisorcensus.com/firm/crescent-real-estate-llc-fort-worth-tx-158397) ([md](https://advisorcensus.com/firm/crescent-real-estate-llc-fort-worth-tx-158397.md)) | 158397 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee, Performance fee, Other |
| [Cumbie Advisory Services, Inc](https://advisorcensus.com/firm/cumbie-advisory-services-inc-fort-worth-tx-142606) ([md](https://advisorcensus.com/firm/cumbie-advisory-services-inc-fort-worth-tx-142606.md)) | 142606 | Fort Worth, TX | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Other |
| [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 |
| [Dallas Financial Advisors, LLC](https://advisorcensus.com/firm/dallas-financial-advisors-llc-dallas-tx-328001) ([md](https://advisorcensus.com/firm/dallas-financial-advisors-llc-dallas-tx-328001.md)) | 328001 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Daniels & Erickson Financial Advisors, LLC](https://advisorcensus.com/firm/daniels-and-erickson-financial-advisors-llc-dallas-tx-119687) ([md](https://advisorcensus.com/firm/daniels-and-erickson-financial-advisors-llc-dallas-tx-119687.md)) | 119687 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Davis Financial Services](https://advisorcensus.com/firm/davis-financial-services-dallas-tx-316787) ([md](https://advisorcensus.com/firm/davis-financial-services-dallas-tx-316787.md)) | 316787 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Dean, Jacobson Financial Services](https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879) ([md](https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879.md)) | 115879 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Delos Private Client Group, LLC](https://advisorcensus.com/firm/delos-private-client-group-llc-dallas-tx-300734) ([md](https://advisorcensus.com/firm/delos-private-client-group-llc-dallas-tx-300734.md)) | 300734 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Subscription, Fixed fee |
| [Deramus Wealth Management, LLC](https://advisorcensus.com/firm/deramus-wealth-management-llc-plano-tx-289771) ([md](https://advisorcensus.com/firm/deramus-wealth-management-llc-plano-tx-289771.md)) | 289771 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee, Performance fee |
| [DFS Advisory](https://advisorcensus.com/firm/dfs-advisory-denton-tx-324992) ([md](https://advisorcensus.com/firm/dfs-advisory-denton-tx-324992.md)) | 324992 | Denton, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [DHL Wealth Management LLC](https://advisorcensus.com/firm/dhl-wealth-management-llc-richardson-tx-325335) ([md](https://advisorcensus.com/firm/dhl-wealth-management-llc-richardson-tx-325335.md)) | 325335 | Richardson, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Diesslin Group, Inc.](https://advisorcensus.com/firm/diesslin-group-inc-fort-worth-tx-110557) ([md](https://advisorcensus.com/firm/diesslin-group-inc-fort-worth-tx-110557.md)) | 110557 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Hourly, Fixed fee, Performance fee |
| [Digital Ascension Group - Wealth](https://advisorcensus.com/firm/digital-ascension-group-wealth-dallas-tx-328627) ([md](https://advisorcensus.com/firm/digital-ascension-group-wealth-dallas-tx-328627.md)) | 328627 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee, Performance fee, Other |
| [Disruptive Technology Advisers LLC](https://advisorcensus.com/firm/disruptive-technology-advisers-llc-dallas-tx-164828) ([md](https://advisorcensus.com/firm/disruptive-technology-advisers-llc-dallas-tx-164828.md)) | 164828 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee, Performance fee |
| [Dominion Financial Advisors, LLC](https://advisorcensus.com/firm/dominion-financial-advisors-llc-dallas-tx-338047) ([md](https://advisorcensus.com/firm/dominion-financial-advisors-llc-dallas-tx-338047.md)) | 338047 | Dallas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Double Eagle Family Offices, LLC](https://advisorcensus.com/firm/double-eagle-family-offices-llc-fort-worth-tx-315523) ([md](https://advisorcensus.com/firm/double-eagle-family-offices-llc-fort-worth-tx-315523.md)) | 315523 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Double Eagle Wealth Management LLC](https://advisorcensus.com/firm/double-eagle-wealth-management-llc-dallas-tx-330398) ([md](https://advisorcensus.com/firm/double-eagle-wealth-management-llc-dallas-tx-330398.md)) | 330398 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Dutton Financial Planning, LLC](https://advisorcensus.com/firm/dutton-financial-planning-llc-aledo-tx-328563) ([md](https://advisorcensus.com/firm/dutton-financial-planning-llc-aledo-tx-328563.md)) | 328563 | Aledo, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, 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.

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- [Financial advisors in Lubbock](https://advisorcensus.com/advisors/tx/lubbock) (https://advisorcensus.com/advisors/tx/lubbock.md)
- [Financial advisors in Amarillo](https://advisorcensus.com/advisors/tx/amarillo) (https://advisorcensus.com/advisors/tx/amarillo.md)
- [Financial advisors in College Station](https://advisorcensus.com/advisors/tx/college-station) (https://advisorcensus.com/advisors/tx/college-station.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Dallas, TX: 389 firms from Form ADV filings as of October 2026.