# Hourly financial advisors in Dallas, TX

> AdvisorCensus lists 251 investment advisory firms with a principal office in the Dallas metro area that report hourly charges 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/hourly/page/4

## At a glance

- Investment advisory firms: 251
- Registration: SEC-registered investment adviser: 113, State-registered investment adviser: 138
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 91 (36%); Percentage of assets 227 (90%); Hourly charges 251 (100%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 219 (87%); Commissions 12 (5%); Performance-based fees 15 (6%); Other 31 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 65 (26%); $25 million to $100 million 50 (20%); $100 million to $500 million 69 (27%); $500 million to $1 billion 23 (9%); $1 billion to $5 billion 16 (6%); Over $5 billion 7 (3%); Not reported 21 (8%)
- Years registered: Under 5 years 78 (31%); 5 to 9 years 65 (26%); 10 to 19 years 66 (26%); 20 years or more 40 (16%); Not reported 2 (1%)

## Firms (page 4 of 6, 151 to 200 of 251, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mills Wealth Advisors, LLC](https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251) ([md](https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251.md)) | 159251 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Mission Advisory Group](https://advisorcensus.com/firm/mission-advisory-group-fort-worth-tx-312055) ([md](https://advisorcensus.com/firm/mission-advisory-group-fort-worth-tx-312055.md)) | 312055 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Moffatt Financial Strategies](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975) ([md](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975.md)) | 335975 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Momentum Independent Network Inc.](https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587) ([md](https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587.md)) | 17587 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Money Script Wealth Management, PLLC](https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134) ([md](https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134.md)) | 286134 | Cedar Hill, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [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 |
| [Nashional Investments](https://advisorcensus.com/firm/nashional-investments-mckinney-tx-289955) ([md](https://advisorcensus.com/firm/nashional-investments-mckinney-tx-289955.md)) | 289955 | McKinney, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Nautical Star Financial Group LLC](https://advisorcensus.com/firm/nautical-star-financial-group-llc-las-colinas-tx-316426) ([md](https://advisorcensus.com/firm/nautical-star-financial-group-llc-las-colinas-tx-316426.md)) | 316426 | Las Colinas, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Nexadvisors, LLC](https://advisorcensus.com/firm/nexadvisors-llc-dallas-tx-317477) ([md](https://advisorcensus.com/firm/nexadvisors-llc-dallas-tx-317477.md)) | 317477 | Dallas, TX | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [NFWM](https://advisorcensus.com/firm/nfwm-plano-tx-317406) ([md](https://advisorcensus.com/firm/nfwm-plano-tx-317406.md)) | 317406 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Noblehouse Family Office, LLC](https://advisorcensus.com/firm/noblehouse-family-office-llc-plano-tx-338855) ([md](https://advisorcensus.com/firm/noblehouse-family-office-llc-plano-tx-338855.md)) | 338855 | Plano, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Nobles & Richards Advisors, LLC](https://advisorcensus.com/firm/nobles-and-richards-advisors-llc-plano-tx-281539) ([md](https://advisorcensus.com/firm/nobles-and-richards-advisors-llc-plano-tx-281539.md)) | 281539 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [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 |
| [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 |
| [Olympus Capital, LLC](https://advisorcensus.com/firm/olympus-capital-llc-richardson-tx-310659) ([md](https://advisorcensus.com/firm/olympus-capital-llc-richardson-tx-310659.md)) | 310659 | Richardson, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [One XVI Wealth](https://advisorcensus.com/firm/one-xvi-wealth-southlake-tx-329940) ([md](https://advisorcensus.com/firm/one-xvi-wealth-southlake-tx-329940.md)) | 329940 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Optimal Wealth Advisors, LLC](https://advisorcensus.com/firm/optimal-wealth-advisors-llc-dallas-tx-149602) ([md](https://advisorcensus.com/firm/optimal-wealth-advisors-llc-dallas-tx-149602.md)) | 149602 | Dallas, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Optimus Capital Advisors, LLC](https://advisorcensus.com/firm/optimus-capital-advisors-llc-coppell-tx-147500) ([md](https://advisorcensus.com/firm/optimus-capital-advisors-llc-coppell-tx-147500.md)) | 147500 | Coppell, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, 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 |
| [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 |
| [Parker Wealth Group, LLC](https://advisorcensus.com/firm/parker-wealth-group-llc-mansfield-tx-328036) ([md](https://advisorcensus.com/firm/parker-wealth-group-llc-mansfield-tx-328036.md)) | 328036 | Mansfield, TX | State-registered investment adviser | Not reported | 2 | % of assets, Hourly |
| [Perryman Financial Advisory, Inc.](https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653) ([md](https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653.md)) | 107653 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Hourly, Fixed fee, Commissions |
| [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 |
| [Planb Tax & Wealth Advisors LLC](https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278) ([md](https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278.md)) | 300278 | Richardson, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, 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 |
| [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 |
| [Probity Advisors, Inc.](https://advisorcensus.com/firm/probity-advisors-inc-dallas-tx-121849) ([md](https://advisorcensus.com/firm/probity-advisors-inc-dallas-tx-121849.md)) | 121849 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % 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 |
| [Prospera Financial Services, Inc.](https://advisorcensus.com/firm/prospera-financial-services-inc-dallas-tx-10740) ([md](https://advisorcensus.com/firm/prospera-financial-services-inc-dallas-tx-10740.md)) | 10740 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee, Commissions, Performance fee, Other |
| [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 |
| [Prudent Money Financial Services](https://advisorcensus.com/firm/prudent-money-financial-services-addison-tx-128472) ([md](https://advisorcensus.com/firm/prudent-money-financial-services-addison-tx-128472.md)) | 128472 | Addison, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [R1 Financial Group](https://advisorcensus.com/firm/r1-financial-group-dallas-tx-166051) ([md](https://advisorcensus.com/firm/r1-financial-group-dallas-tx-166051.md)) | 166051 | Dallas, TX | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Redwood Family Wealth LLC](https://advisorcensus.com/firm/redwood-family-wealth-llc-plano-tx-334013) ([md](https://advisorcensus.com/firm/redwood-family-wealth-llc-plano-tx-334013.md)) | 334013 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [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 |
| [Retirement Advisors, LLC](https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701) ([md](https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701.md)) | 147701 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Rhodes Investment Advisors, Inc.](https://advisorcensus.com/firm/rhodes-investment-advisors-inc-fort-worth-tx-114245) ([md](https://advisorcensus.com/firm/rhodes-investment-advisors-inc-fort-worth-tx-114245.md)) | 114245 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Commissions |
| [RJG Financial](https://advisorcensus.com/firm/rjg-financial-dallas-tx-114799) ([md](https://advisorcensus.com/firm/rjg-financial-dallas-tx-114799.md)) | 114799 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, 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 |
| [Roland, Criss Investment Research, LLC](https://advisorcensus.com/firm/roland-criss-investment-research-llc-arlington-tx-292171) ([md](https://advisorcensus.com/firm/roland-criss-investment-research-llc-arlington-tx-292171.md)) | 292171 | Arlington, TX | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee, Other |
| [Ross Wealth Group, LLC](https://advisorcensus.com/firm/ross-wealth-group-llc-arlington-tx-331750) ([md](https://advisorcensus.com/firm/ross-wealth-group-llc-arlington-tx-331750.md)) | 331750 | Arlington, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [RTB Wealth Advisors, LLC](https://advisorcensus.com/firm/rtb-wealth-advisors-llc-mckinney-tx-338599) ([md](https://advisorcensus.com/firm/rtb-wealth-advisors-llc-mckinney-tx-338599.md)) | 338599 | McKinney, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [RTW Financial Advisors Inc](https://advisorcensus.com/firm/rtw-financial-advisors-inc-dallas-tx-109934) ([md](https://advisorcensus.com/firm/rtw-financial-advisors-inc-dallas-tx-109934.md)) | 109934 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Hourly, Fixed fee, Commissions |
| [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 |
| [Scherer Financial Advisory Services, LLC](https://advisorcensus.com/firm/scherer-financial-advisory-services-llc-dallas-tx-317435) ([md](https://advisorcensus.com/firm/scherer-financial-advisory-services-llc-dallas-tx-317435.md)) | 317435 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Commissions |

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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. Hourly financial advisors in Dallas, TX: 251 firms from Form ADV filings as of October 2026.
