{
  "path": "/advisors/tx/dallas/flat-fee",
  "url": "https://advisorcensus.com/advisors/tx/dallas/flat-fee/page/6",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Dallas, TX",
  "filters": {},
  "scope_total": 389,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Dallas, TX?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Dallas, TX?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Dallas, TX offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Dallas, TX fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "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.",
  "about_market": "Dallas has 1,076 investment advisory firms with a principal office in the metro area as of October 2026: 484 SEC-registered, 308 state-registered, and 284 exempt reporting advisers. 206 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 286 report under $100 million in regulatory assets under management. The metro area has 2,891,725 households, 456,500 of them with income of $200,000 or more, or 424 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Dallas, TX: 389 firms from Form ADV filings as of October 2026.",
  "total_firms": 389,
  "page": 6,
  "total_pages": 8,
  "sort": "name",
  "registration_types": {
    "sec": 200,
    "state": 189,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 122
    },
    {
      "code": "percentage_of_aum",
      "count": 351
    },
    {
      "code": "hourly",
      "count": 219
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 389
    },
    {
      "code": "commissions",
      "count": 12
    },
    {
      "code": "performance_based",
      "count": 62
    },
    {
      "code": "other",
      "count": 53
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 140
    },
    {
      "code": "5_to_9",
      "count": 100
    },
    {
      "code": "10_to_19",
      "count": 89
    },
    {
      "code": "20_plus",
      "count": 56
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 98
    },
    {
      "code": "25m_100m",
      "count": 68
    },
    {
      "code": "100m_500m",
      "count": 108
    },
    {
      "code": "500m_1b",
      "count": 34
    },
    {
      "code": "1b_5b",
      "count": 34
    },
    {
      "code": "over_5b",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 28
    }
  ],
  "firms": [
    {
      "crd_number": 329940,
      "name": "One XVI Wealth",
      "name_as_filed": "ONE XVI WEALTH",
      "url": "https://advisorcensus.com/firm/one-xvi-wealth-southlake-tx-329940",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300362,
      "name": "Openair Financial, LLC",
      "name_as_filed": "OPENAIR FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/openair-financial-llc-southlake-tx-300362",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106095,
      "name": "Optima Asset Management Inc",
      "name_as_filed": "OPTIMA ASSET MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/optima-asset-management-inc-dallas-tx-106095",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 30,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149602,
      "name": "Optimal Wealth Advisors, LLC",
      "name_as_filed": "OPTIMAL WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/optimal-wealth-advisors-llc-dallas-tx-149602",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147500,
      "name": "Optimus Capital Advisors, LLC",
      "name_as_filed": "OPTIMUS CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/optimus-capital-advisors-llc-coppell-tx-147500",
      "city": "Coppell",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327750,
      "name": "Orchid Advisory",
      "name_as_filed": "ORCHID ADVISORY",
      "url": "https://advisorcensus.com/firm/orchid-advisory-dallas-tx-327750",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334919,
      "name": "Orgallic Wealth",
      "name_as_filed": "ORGALLIC WEALTH",
      "url": "https://advisorcensus.com/firm/orgallic-wealth-mckinney-tx-334919",
      "city": "McKinney",
      "state": "TX",
      "years_registered": null,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313328,
      "name": "Ormonde Investment Management, LLC",
      "name_as_filed": "ORMONDE INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ormonde-investment-management-llc-dallas-tx-313328",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115009,
      "name": "Overridge Wealth Advisors",
      "name_as_filed": "OVERRIDGE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/overridge-wealth-advisors-fort-worth-tx-115009",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114515,
      "name": "Paradigm Advisors, LLC",
      "name_as_filed": "PARADIGM ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/paradigm-advisors-llc-dallas-tx-114515",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338287,
      "name": "Paradigm Global Investors",
      "name_as_filed": "PARADIGM GLOBAL INVESTORS",
      "url": "https://advisorcensus.com/firm/paradigm-global-investors-dallas-tx-338287",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133361,
      "name": "Paratus Financial, Inc.",
      "name_as_filed": "PARATUS FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "500m_1b",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290862,
      "name": "Parker Prescott Capital Management",
      "name_as_filed": "PARKER PRESCOTT CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/parker-prescott-capital-management-dallas-tx-290862",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333971,
      "name": "Parkway Wealth Management Group, LLC",
      "name_as_filed": "PARKWAY WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/parkway-wealth-management-group-llc-plano-tx-333971",
      "city": "Plano",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145056,
      "name": "Peak American Investment Advisors, Inc.",
      "name_as_filed": "PEAK AMERICAN INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/peak-american-investment-advisors-inc-plano-tx-145056",
      "city": "Plano",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107653,
      "name": "Perryman Financial Advisory, Inc.",
      "name_as_filed": "PERRYMAN FINANCIAL ADVISORY, INC.",
      "url": "https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 31,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148262,
      "name": "Pingora Partners LLC",
      "name_as_filed": "PINGORA PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300278,
      "name": "Planb Tax & Wealth Advisors LLC",
      "name_as_filed": "PLANB TAX & WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278",
      "city": "Richardson",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329089,
      "name": "Planguide Financial",
      "name_as_filed": "PLANGUIDE FINANCIAL",
      "url": "https://advisorcensus.com/firm/planguide-financial-southlake-tx-329089",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334608,
      "name": "Plumb Financial",
      "name_as_filed": "PLUMB FINANCIAL",
      "url": "https://advisorcensus.com/firm/plumb-financial-arlington-tx-334608",
      "city": "Arlington",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312154,
      "name": "PMG Family Office, LLC",
      "name_as_filed": "PMG FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/pmg-family-office-llc-plano-tx-312154",
      "city": "Plano",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145253,
      "name": "Premier Wealth Management, LLC",
      "name_as_filed": "PREMIER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/premier-wealth-management-llc-fort-worth-tx-145253",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336264,
      "name": "Prestige Wealth Management",
      "name_as_filed": "PRESTIGE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prestige-wealth-management-southlake-tx-336264",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152678,
      "name": "Principia Wealth Advisory, LLC",
      "name_as_filed": "PRINCIPIA WEALTH ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/principia-wealth-advisory-llc-dallas-tx-152678",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291495,
      "name": "Privus Financial, LLC",
      "name_as_filed": "PRIVUS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/privus-financial-llc-irving-tx-291495",
      "city": "Irving",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121849,
      "name": "Probity Advisors, Inc.",
      "name_as_filed": "PROBITY ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/probity-advisors-inc-dallas-tx-121849",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157484,
      "name": "Promus Advisors",
      "name_as_filed": "PROMUS ADVISORS",
      "url": "https://advisorcensus.com/firm/promus-advisors-dallas-tx-157484",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 10740,
      "name": "Prospera Financial Services, Inc.",
      "name_as_filed": "PROSPERA FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/prospera-financial-services-inc-dallas-tx-10740",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291830,
      "name": "Provident Financial Planning, LLC",
      "name_as_filed": "PROVIDENT FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/provident-financial-planning-llc-addison-tx-291830",
      "city": "Addison",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128472,
      "name": "Prudent Money Financial Services",
      "name_as_filed": "PRUDENT MONEY FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/prudent-money-financial-services-addison-tx-128472",
      "city": "Addison",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333659,
      "name": "Prudent Prosperity",
      "name_as_filed": "PRUDENT PROSPERITY",
      "url": "https://advisorcensus.com/firm/prudent-prosperity-little-elm-tx-333659",
      "city": "Little Elm",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166154,
      "name": "Purewater Capital, LLC",
      "name_as_filed": "PUREWATER CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/purewater-capital-llc-fort-worth-tx-166154",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151490,
      "name": "Quadcap Wealth Management, LLC",
      "name_as_filed": "QUADCAP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/quadcap-wealth-management-llc-frisco-tx-151490",
      "city": "Frisco",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326819,
      "name": "Quotient Wealth Partners, LLC",
      "name_as_filed": "QUOTIENT WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/quotient-wealth-partners-llc-dallas-tx-326819",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166051,
      "name": "R1 Financial Group",
      "name_as_filed": "R1 FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/r1-financial-group-dallas-tx-166051",
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      },
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      },
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      },
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      },
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      },
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      }
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      },
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        "label": "Financial advisors for charitable organizations in Dallas, TX"
      },
      {
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      }
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    "state_fee": {
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}