{ "path": "/advisors/tx/fee-only", "url": "https://advisorcensus.com/advisors/tx/fee-only/page/12", "page_type": "state_fee", "title": "Fee-only financial advisors in Texas", "filters": {}, "scope_total": 831, "faq": [ { "q": "How many financial advisory firms are there in Texas?", "a": "AdvisorCensus lists 3,052 investment advisory firms with a principal office in Texas, from Form ADV filings as of October 2026: 1,108 SEC-registered, 1,270 state-registered, and 674 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 Texas?", "a": "831 of the 3,052 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 Texas offer financial planning?", "a": "1,291 of the 2,378 firms in Texas 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 Texas 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 831 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 831 investment advisory firms with a principal office in Texas 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.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Texas: 831 firms from Form ADV filings as of October 2026.", "total_firms": 831, "page": 12, "total_pages": 17, "sort": "name", "registration_types": { "sec": 244, "state": 587, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 831 }, { "code": "percentage_of_aum", "count": 755 }, { "code": "hourly", "count": 364 }, { "code": "subscription", "count": 14 }, { "code": "fixed", "count": 447 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 303 }, { "code": "5_to_9", "count": 212 }, { "code": "10_to_19", "count": 190 }, { "code": "20_plus", "count": 120 }, { "code": "not_reported", "count": 6 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 356 }, { "code": "25m_100m", "count": 174 }, { "code": "100m_500m", "count": 148 }, { "code": "500m_1b", "count": 43 }, { "code": "1b_5b", "count": 38 }, { "code": "over_5b", "count": 6 }, { "code": "not_reported", "count": 66 } ], "firms": [ { "crd_number": 149240, "name": "Parkhurst Consulting CPA PC", "name_as_filed": "PARKHURST CONSULTING CPA PC", "url": "https://advisorcensus.com/firm/parkhurst-consulting-cpa-pc-cedar-park-tx-149240", "city": "Cedar Park", "state": "TX", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168253, "name": "Parkstone Wealth Management, LLC", "name_as_filed": "PARKSTONE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/parkstone-wealth-management-llc-arlington-tx-168253", "city": "Arlington", "state": "TX", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173548, "name": "Partner Wealth Management, LLC", "name_as_filed": "PARTNER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/partner-wealth-management-llc-173548", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317577, "name": "Pathsetter Financial", "name_as_filed": "PATHSETTER FINANCIAL", "url": "https://advisorcensus.com/firm/pathsetter-financial-317577", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283774, "name": "Pathway Wealth Management, LLC", "name_as_filed": "PATHWAY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pathway-wealth-management-llc-dallas-tx-283774", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341329, "name": "Patterson Strategic Equity LLC", "name_as_filed": "PATTERSON STRATEGIC EQUITY LLC", "url": "https://advisorcensus.com/firm/patterson-strategic-equity-llc-341329", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146997, "name": "PCK Investments", "name_as_filed": "PCK INVESTMENTS", "url": "https://advisorcensus.com/firm/pck-investments-146997", "city": null, "state": null, "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339353, "name": "Peach Wealth Management", "name_as_filed": "PEACH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/peach-wealth-management-339353", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142654, "name": "Peirce Capital Management, LLC", "name_as_filed": "PEIRCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/peirce-capital-management-llc-the-woodlands-tx-142654", "city": "The Woodlands", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110417, "name": "Penn Davis McFarland Inc", "name_as_filed": "PENN DAVIS MCFARLAND INC", "url": "https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417", "city": "Dallas", "state": "TX", "years_registered": 49, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290278, "name": "Penn Street Capital Management LLC", "name_as_filed": "PENN STREET CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/penn-street-capital-management-llc-290278", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282084, "name": "Penney Financial", "name_as_filed": "PENNEY FINANCIAL", "url": "https://advisorcensus.com/firm/penney-financial-houston-tx-282084", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304880, "name": "Perceptive Wealth Advisors LLC", "name_as_filed": "PERCEPTIVE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/perceptive-wealth-advisors-llc-houston-tx-304880", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153030, "name": "Performance Investment Group", "name_as_filed": "PERFORMANCE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/performance-investment-group-houston-tx-153030", "city": "Houston", "state": "TX", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150908, "name": "Perry Investment Management, LLC", "name_as_filed": "PERRY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/perry-investment-management-llc-round-rock-tx-150908", "city": "Round Rock", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112178, "name": "Personal Money Planning, LLC", "name_as_filed": "PERSONAL MONEY PLANNING, LLC", "url": "https://advisorcensus.com/firm/personal-money-planning-llc-wichita-falls-tx-112178", "city": "Wichita Falls", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301304, "name": "Phan Capital", "name_as_filed": "PHAN CAPITAL", "url": "https://advisorcensus.com/firm/phan-capital-301304", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170272, "name": "Piccolo Investment Consulting, LLC", "name_as_filed": "PICCOLO INVESTMENT CONSULTING, LLC", "url": "https://advisorcensus.com/firm/piccolo-investment-consulting-llc-denton-tx-170272", "city": "Denton", "state": "TX", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 323426, "name": "Pinnacle Stream Capital LLC", "name_as_filed": "PINNACLE STREAM CAPITAL LLC", "url": "https://advisorcensus.com/firm/pinnacle-stream-capital-llc-323426", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133429, "name": "Pioneer Wealth Management Group", "name_as_filed": "PIONEER WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/pioneer-wealth-management-group-austin-tx-133429", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332333, "name": "Pistol Hill Capital", "name_as_filed": "PISTOL HILL CAPITAL", "url": "https://advisorcensus.com/firm/pistol-hill-capital-overton-tx-332333", "city": "Overton", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130562, "name": "Pivot Point Advisors, LLC", "name_as_filed": "PIVOT POINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pivot-point-advisors-llc-bellaire-tx-130562", "city": "Bellaire", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335178, "name": "Plagens & Taylor Wealth Management", "name_as_filed": "PLAGENS & TAYLOR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/plagens-and-taylor-wealth-management-san-angelo-tx-335178", "city": "San Angelo", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113492, "name": "Plan Ahead Financial Management, Inc.", "name_as_filed": "PLAN AHEAD FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/plan-ahead-financial-management-inc-abilene-tx-113492", "city": "Abilene", "state": "TX", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 291315, "name": "PLW Financial", "name_as_filed": "PLW FINANCIAL", "url": "https://advisorcensus.com/firm/plw-financial-new-braunfels-tx-291315", "city": "New Braunfels", "state": "TX", "years_registered": 8, "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": 329023, "name": "Portafolio Capital Management", "name_as_filed": "PORTAFOLIO CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/portafolio-capital-management-san-antonio-tx-329023", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114366, "name": "Porter Investments", "name_as_filed": "PORTER INVESTMENTS", "url": "https://advisorcensus.com/firm/porter-investments-houston-tx-114366", "city": "Houston", "state": "TX", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107129, "name": "Portfolio Management, LLC", "name_as_filed": "PORTFOLIO MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/portfolio-management-llc-austin-tx-107129", "city": "Austin", "state": "TX", "years_registered": 34, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286662, "name": "Portia Capital Management", "name_as_filed": "PORTIA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/portia-capital-management-fort-worth-tx-286662", "city": "Fort Worth", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339262, "name": "Potentia Wealth Advisors LLC", "name_as_filed": "POTENTIA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/potentia-wealth-advisors-llc-339262", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165126, "name": "Potter Advisors LLC", "name_as_filed": "POTTER ADVISORS LLC", "url": "https://advisorcensus.com/firm/potter-advisors-llc-houston-tx-165126", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325203, "name": "Precedent Wealth Partners, LLC", "name_as_filed": "PRECEDENT WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/precedent-wealth-partners-llc-houston-tx-325203", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147993, "name": "Presley Capital Management, LLC", "name_as_filed": "PRESLEY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/presley-capital-management-llc-147993", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332190, "name": "Prime Personal Finance", "name_as_filed": "PRIME PERSONAL FINANCE", "url": "https://advisorcensus.com/firm/prime-personal-finance-332190", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "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": 118231, "name": "Private Group Wealth Management, LLC", "name_as_filed": "PRIVATE GROUP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/private-group-wealth-management-llc-118231", "city": null, "state": null, "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143656, "name": "Pro:act Capital Management", "name_as_filed": "PRO:ACT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/pro-act-capital-management-143656", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105096, "name": "Professional Investment Counsel, Inc", "name_as_filed": "PROFESSIONAL INVESTMENT COUNSEL, INC", "url": "https://advisorcensus.com/firm/professional-investment-counsel-inc-el-paso-tx-105096", "city": "El Paso", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165836, "name": "Prominent Financial Planning LLC", "name_as_filed": "PROMINENT FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/prominent-financial-planning-llc-165836", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "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": 292253, "name": "Prosperity First Wealth Management", "name_as_filed": "PROSPERITY FIRST WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/prosperity-first-wealth-management-292253", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283776, "name": "Prota Financial", "name_as_filed": "PROTA FINANCIAL", "url": "https://advisorcensus.com/firm/prota-financial-houston-tx-283776", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], 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