# 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/3

## 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 3 of 8, 101 to 150 of 389, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [ECP Investment Advisors LLC](https://advisorcensus.com/firm/ecp-investment-advisors-llc-dallas-tx-284686) ([md](https://advisorcensus.com/firm/ecp-investment-advisors-llc-dallas-tx-284686.md)) | 284686 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee, Performance 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 |
| [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 |
| [Estes Financial Services, Inc.](https://advisorcensus.com/firm/estes-financial-services-inc-fort-worth-tx-146590) ([md](https://advisorcensus.com/firm/estes-financial-services-inc-fort-worth-tx-146590.md)) | 146590 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Fair Asset Management, LLC](https://advisorcensus.com/firm/fair-asset-management-llc-dallas-tx-334853) ([md](https://advisorcensus.com/firm/fair-asset-management-llc-dallas-tx-334853.md)) | 334853 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Family Freedom Wealth Management, LLC](https://advisorcensus.com/firm/family-freedom-wealth-management-llc-addison-tx-333216) ([md](https://advisorcensus.com/firm/family-freedom-wealth-management-llc-addison-tx-333216.md)) | 333216 | Addison, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Other |
| [Family Wealth Coaching, LLC](https://advisorcensus.com/firm/family-wealth-coaching-llc-plano-tx-290736) ([md](https://advisorcensus.com/firm/family-wealth-coaching-llc-plano-tx-290736.md)) | 290736 | Plano, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Farris Capital Management Inc.](https://advisorcensus.com/firm/farris-capital-management-inc-carrollton-tx-169051) ([md](https://advisorcensus.com/firm/farris-capital-management-inc-carrollton-tx-169051.md)) | 169051 | Carrollton, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [FBS Securities](https://advisorcensus.com/firm/fbs-securities-mckinney-tx-326538) ([md](https://advisorcensus.com/firm/fbs-securities-mckinney-tx-326538.md)) | 326538 | McKinney, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Felix Garcia, RIA](https://advisorcensus.com/firm/felix-garcia-ria-dallas-tx-114720) ([md](https://advisorcensus.com/firm/felix-garcia-ria-dallas-tx-114720.md)) | 114720 | Dallas, TX | State-registered investment adviser | Under $25 million | 19 | % of assets, Fixed fee, Performance fee |
| [Fifth Force Management](https://advisorcensus.com/firm/fifth-force-management-dallas-tx-325161) ([md](https://advisorcensus.com/firm/fifth-force-management-dallas-tx-325161.md)) | 325161 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Fifth Partners Management, LLC](https://advisorcensus.com/firm/fifth-partners-management-llc-dallas-tx-326712) ([md](https://advisorcensus.com/firm/fifth-partners-management-llc-dallas-tx-326712.md)) | 326712 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Financial Advantage](https://advisorcensus.com/firm/financial-advantage-lewisville-tx-127273) ([md](https://advisorcensus.com/firm/financial-advantage-lewisville-tx-127273.md)) | 127273 | Lewisville, TX | State-registered investment adviser | Under $25 million | 22 | % of assets, Fixed fee |
| [Financial Excavation](https://advisorcensus.com/firm/financial-excavation-plano-tx-334503) ([md](https://advisorcensus.com/firm/financial-excavation-plano-tx-334503.md)) | 334503 | Plano, TX | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Financial Lifestyle Management](https://advisorcensus.com/firm/financial-lifestyle-management-greenville-tx-127138) ([md](https://advisorcensus.com/firm/financial-lifestyle-management-greenville-tx-127138.md)) | 127138 | Greenville, TX | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Financial Security Services Group, Inc.](https://advisorcensus.com/firm/financial-security-services-group-inc-highland-village-tx-167464) ([md](https://advisorcensus.com/firm/financial-security-services-group-inc-highland-village-tx-167464.md)) | 167464 | Highland Village, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Finhive Distribution](https://advisorcensus.com/firm/finhive-distribution-dallas-tx-340342) ([md](https://advisorcensus.com/firm/finhive-distribution-dallas-tx-340342.md)) | 340342 | Dallas, TX | State-registered investment adviser | Not reported | 0 | Fixed fee |
| [First Choice Financial Planning LLC](https://advisorcensus.com/firm/first-choice-financial-planning-llc-allen-tx-309162) ([md](https://advisorcensus.com/firm/first-choice-financial-planning-llc-allen-tx-309162.md)) | 309162 | Allen, TX | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee |
| [First Command Advisory Services](https://advisorcensus.com/firm/first-command-advisory-services-fort-worth-tx-281958) ([md](https://advisorcensus.com/firm/first-command-advisory-services-fort-worth-tx-281958.md)) | 281958 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee |
| [Fisher\smb](https://advisorcensus.com/firm/fisher-smb-carrollton-tx-331205) ([md](https://advisorcensus.com/firm/fisher-smb-carrollton-tx-331205.md)) | 331205 | Carrollton, TX | SEC-registered investment adviser | Over $5 billion | 2 | % of assets, Fixed fee |
| [FLB Capital Management, LLC](https://advisorcensus.com/firm/flb-capital-management-llc-rowlett-tx-146379) ([md](https://advisorcensus.com/firm/flb-capital-management-llc-rowlett-tx-146379.md)) | 146379 | Rowlett, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Flourish Financial Planning](https://advisorcensus.com/firm/flourish-financial-planning-grapevine-tx-295401) ([md](https://advisorcensus.com/firm/flourish-financial-planning-grapevine-tx-295401.md)) | 295401 | Grapevine, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Fluent Financial, LLC](https://advisorcensus.com/firm/fluent-financial-llc-dallas-tx-170041) ([md](https://advisorcensus.com/firm/fluent-financial-llc-dallas-tx-170041.md)) | 170041 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Focus 401 (K) Group, LLC](https://advisorcensus.com/firm/focus-401-k-group-llc-addison-tx-172217) ([md](https://advisorcensus.com/firm/focus-401-k-group-llc-addison-tx-172217.md)) | 172217 | Addison, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Fondren Oaks Capital Management](https://advisorcensus.com/firm/fondren-oaks-capital-management-dallas-tx-290726) ([md](https://advisorcensus.com/firm/fondren-oaks-capital-management-dallas-tx-290726.md)) | 290726 | Dallas, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Forthright Financial Services](https://advisorcensus.com/firm/forthright-financial-services-weatherford-tx-326786) ([md](https://advisorcensus.com/firm/forthright-financial-services-weatherford-tx-326786.md)) | 326786 | Weatherford, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Fortress Estate Solutions, PLLC](https://advisorcensus.com/firm/fortress-estate-solutions-pllc-frisco-tx-142809) ([md](https://advisorcensus.com/firm/fortress-estate-solutions-pllc-frisco-tx-142809.md)) | 142809 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Freedom Financial Advisors](https://advisorcensus.com/firm/freedom-financial-advisors-the-colony-tx-330516) ([md](https://advisorcensus.com/firm/freedom-financial-advisors-the-colony-tx-330516.md)) | 330516 | The Colony, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Freeman Wealth Management](https://advisorcensus.com/firm/freeman-wealth-management-dallas-tx-333431) ([md](https://advisorcensus.com/firm/freeman-wealth-management-dallas-tx-333431.md)) | 333431 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Frontline Wealth Management](https://advisorcensus.com/firm/frontline-wealth-management-denton-tx-340468) ([md](https://advisorcensus.com/firm/frontline-wealth-management-denton-tx-340468.md)) | 340468 | Denton, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [FS Financial Advisors, LLC](https://advisorcensus.com/firm/fs-financial-advisors-llc-dallas-tx-299823) ([md](https://advisorcensus.com/firm/fs-financial-advisors-llc-dallas-tx-299823.md)) | 299823 | Dallas, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [FSO Wealth](https://advisorcensus.com/firm/fso-wealth-dallas-tx-336409) ([md](https://advisorcensus.com/firm/fso-wealth-dallas-tx-336409.md)) | 336409 | Dallas, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Fulcrum Wealth Management](https://advisorcensus.com/firm/fulcrum-wealth-management-plano-tx-159099) ([md](https://advisorcensus.com/firm/fulcrum-wealth-management-plano-tx-159099.md)) | 159099 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [GA Bishop and Associates, LLC](https://advisorcensus.com/firm/ga-bishop-and-associates-llc-carrollton-tx-116725) ([md](https://advisorcensus.com/firm/ga-bishop-and-associates-llc-carrollton-tx-116725.md)) | 116725 | Carrollton, TX | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [Garza Financial Planning](https://advisorcensus.com/firm/garza-financial-planning-dallas-tx-321126) ([md](https://advisorcensus.com/firm/garza-financial-planning-dallas-tx-321126.md)) | 321126 | Dallas, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Generational Wealth Advisors](https://advisorcensus.com/firm/generational-wealth-advisors-richardson-tx-135145) ([md](https://advisorcensus.com/firm/generational-wealth-advisors-richardson-tx-135145.md)) | 135145 | Richardson, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Gerald Baker Financial Group, L.l.c.dba Baker Financial Services](https://advisorcensus.com/firm/gerald-baker-financial-group-l-l-c-dba-baker-financial-services-arlington-tx-112248) ([md](https://advisorcensus.com/firm/gerald-baker-financial-group-l-l-c-dba-baker-financial-services-arlington-tx-112248.md)) | 112248 | Arlington, TX | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [GFN Capital Management](https://advisorcensus.com/firm/gfn-capital-management-richardson-tx-139403) ([md](https://advisorcensus.com/firm/gfn-capital-management-richardson-tx-139403.md)) | 139403 | Richardson, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Subscription, Fixed fee |
| [Global Advisory Partners, LLC](https://advisorcensus.com/firm/global-advisory-partners-llc-dallas-tx-317228) ([md](https://advisorcensus.com/firm/global-advisory-partners-llc-dallas-tx-317228.md)) | 317228 | Dallas, TX | State-registered investment adviser | Not reported | 4 | Fixed fee |
| [Gordon Oak Financial, LLC](https://advisorcensus.com/firm/gordon-oak-financial-llc-plano-tx-310697) ([md](https://advisorcensus.com/firm/gordon-oak-financial-llc-plano-tx-310697.md)) | 310697 | Plano, TX | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee, Other |
| [Grand Arbor Advisors](https://advisorcensus.com/firm/grand-arbor-advisors-n-richland-hills-tx-149176) ([md](https://advisorcensus.com/firm/grand-arbor-advisors-n-richland-hills-tx-149176.md)) | 149176 | N Richland Hills, TX | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Grant Thornton Financial Advisors LLC](https://advisorcensus.com/firm/grant-thornton-financial-advisors-llc-dallas-tx-168751) ([md](https://advisorcensus.com/firm/grant-thornton-financial-advisors-llc-dallas-tx-168751.md)) | 168751 | Dallas, TX | State-registered investment adviser | Not reported | 12 | Fixed fee |
| [Gray Financial Planning LLC](https://advisorcensus.com/firm/gray-financial-planning-llc-mckinney-tx-157583) ([md](https://advisorcensus.com/firm/gray-financial-planning-llc-mckinney-tx-157583.md)) | 157583 | McKinney, TX | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Guidestone Advisors](https://advisorcensus.com/firm/guidestone-advisors-dallas-tx-149624) ([md](https://advisorcensus.com/firm/guidestone-advisors-dallas-tx-149624.md)) | 149624 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Guiding Wealth Management, LLC](https://advisorcensus.com/firm/guiding-wealth-management-llc-richardson-tx-175242) ([md](https://advisorcensus.com/firm/guiding-wealth-management-llc-richardson-tx-175242.md)) | 175242 | Richardson, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Halcyon Global Advisors](https://advisorcensus.com/firm/halcyon-global-advisors-dallas-tx-170600) ([md](https://advisorcensus.com/firm/halcyon-global-advisors-dallas-tx-170600.md)) | 170600 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee |
| [Harlow Capital Management LLC](https://advisorcensus.com/firm/harlow-capital-management-llc-dallas-tx-133918) ([md](https://advisorcensus.com/firm/harlow-capital-management-llc-dallas-tx-133918.md)) | 133918 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Commissions, Performance fee, Other |
| [Hartmann Taylor Wealth Management, LLC](https://advisorcensus.com/firm/hartmann-taylor-wealth-management-llc-dallas-tx-310334) ([md](https://advisorcensus.com/firm/hartmann-taylor-wealth-management-llc-dallas-tx-310334.md)) | 310334 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, 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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- [Financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md)
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Cite as: AdvisorCensus. Flat-fee financial advisors in Dallas, TX: 389 firms from Form ADV filings as of October 2026.