# Fee-only financial advisors in Texas

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/fee-only/page/13

## At a glance

- Investment advisory firms: 831
- Registration: SEC-registered investment adviser: 244, State-registered investment adviser: 587
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 831 (100%); Percentage of assets 755 (91%); Hourly charges 364 (44%); Subscription fees (newsletter or periodical) 14 (2%); Fixed fees 447 (54%)
- Regulatory assets under management (Item 5.F): Under $25 million 356 (43%); $25 million to $100 million 174 (21%); $100 million to $500 million 148 (18%); $500 million to $1 billion 43 (5%); $1 billion to $5 billion 38 (5%); Over $5 billion 6 (1%); Not reported 66 (8%)
- Years registered: Under 5 years 303 (36%); 5 to 9 years 212 (26%); 10 to 19 years 190 (23%); 20 years or more 120 (14%); Not reported 6 (1%)

## Firms (page 13 of 17, 601 to 650 of 831, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Quattro Financial Advisors](https://advisorcensus.com/firm/quattro-financial-advisors-montgomery-tx-284852) ([md](https://advisorcensus.com/firm/quattro-financial-advisors-montgomery-tx-284852.md)) | 284852 | Montgomery, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Quillpen Advisors, LLC](https://advisorcensus.com/firm/quillpen-advisors-llc-bee-cave-tx-308896) ([md](https://advisorcensus.com/firm/quillpen-advisors-llc-bee-cave-tx-308896.md)) | 308896 | Bee Cave, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Quoinage Capital LLC](https://advisorcensus.com/firm/quoinage-capital-llc-310802) ([md](https://advisorcensus.com/firm/quoinage-capital-llc-310802.md)) | 310802 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Rabbanian Financial Planning, Inc.](https://advisorcensus.com/firm/rabbanian-financial-planning-inc-austin-tx-114395) ([md](https://advisorcensus.com/firm/rabbanian-financial-planning-inc-austin-tx-114395.md)) | 114395 | Austin, TX | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets, Hourly, Fixed fee |
| [Redemptive Wealth Management LLC](https://advisorcensus.com/firm/redemptive-wealth-management-llc-328751) ([md](https://advisorcensus.com/firm/redemptive-wealth-management-llc-328751.md)) | 328751 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Reflective Wealth Planning, LLC](https://advisorcensus.com/firm/reflective-wealth-planning-llc-dallas-tx-317997) ([md](https://advisorcensus.com/firm/reflective-wealth-planning-llc-dallas-tx-317997.md)) | 317997 | Dallas, TX | State-registered investment adviser | Under $25 million | Not reported | Fixed fee |
| [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 |
| [Relyon Financial Advisors, LLC](https://advisorcensus.com/firm/relyon-financial-advisors-llc-san-antonio-tx-269934) ([md](https://advisorcensus.com/firm/relyon-financial-advisors-llc-san-antonio-tx-269934.md)) | 269934 | San Antonio, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Retirement Plan Fiduciaries, LLC](https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137) ([md](https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137.md)) | 161137 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Retirement Resources Wealth Management, LP](https://advisorcensus.com/firm/retirement-resources-wealth-management-lp-el-paso-tx-142428) ([md](https://advisorcensus.com/firm/retirement-resources-wealth-management-lp-el-paso-tx-142428.md)) | 142428 | El Paso, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Rhonda L Russell](https://advisorcensus.com/firm/rhonda-l-russell-streetman-tx-114268) ([md](https://advisorcensus.com/firm/rhonda-l-russell-streetman-tx-114268.md)) | 114268 | Streetman, TX | State-registered investment adviser | Not reported | 20 | Hourly |
| [Richard P. Slaughter Associates, Inc.](https://advisorcensus.com/firm/richard-p-slaughter-associates-inc-austin-tx-109080) ([md](https://advisorcensus.com/firm/richard-p-slaughter-associates-inc-austin-tx-109080.md)) | 109080 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly |
| [Richardson Financial, Inc.](https://advisorcensus.com/firm/richardson-financial-inc-159249) ([md](https://advisorcensus.com/firm/richardson-financial-inc-159249.md)) | 159249 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Ridgewood Wealth Management LLC](https://advisorcensus.com/firm/ridgewood-wealth-management-llc-southlake-tx-302033) ([md](https://advisorcensus.com/firm/ridgewood-wealth-management-llc-southlake-tx-302033.md)) | 302033 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Ridley Wealth Management](https://advisorcensus.com/firm/ridley-wealth-management-337811) ([md](https://advisorcensus.com/firm/ridley-wealth-management-337811.md)) | 337811 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Riverchase Wealth Management, LLC](https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950) ([md](https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950.md)) | 156950 | Flower Mound, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [RMH Capital Advisors, LLC](https://advisorcensus.com/firm/rmh-capital-advisors-llc-houston-tx-136411) ([md](https://advisorcensus.com/firm/rmh-capital-advisors-llc-houston-tx-136411.md)) | 136411 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Robert Harrell, Incorporated](https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191) ([md](https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191.md)) | 106191 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Fixed fee |
| [Robert Hunt Financial, LLC](https://advisorcensus.com/firm/robert-hunt-financial-llc-284535) ([md](https://advisorcensus.com/firm/robert-hunt-financial-llc-284535.md)) | 284535 | Not reported, Not reported | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee |
| [Robinson Value Management, Ltd.](https://advisorcensus.com/firm/robinson-value-management-ltd-san-antonio-tx-110156) ([md](https://advisorcensus.com/firm/robinson-value-management-ltd-san-antonio-tx-110156.md)) | 110156 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Rockbound Wealth Management](https://advisorcensus.com/firm/rockbound-wealth-management-el-paso-tx-292616) ([md](https://advisorcensus.com/firm/rockbound-wealth-management-el-paso-tx-292616.md)) | 292616 | El Paso, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [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 |
| [Rogers Wealth Group, Inc.](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409) ([md](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409.md)) | 107409 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Ronald Ray Schulze](https://advisorcensus.com/firm/ronald-ray-schulze-yorktown-tx-115007) ([md](https://advisorcensus.com/firm/ronald-ray-schulze-yorktown-tx-115007.md)) | 115007 | Yorktown, TX | State-registered investment adviser | Under $25 million | 36 | % of assets, Fixed fee |
| [Roosevelt Capital Management LLC](https://advisorcensus.com/firm/roosevelt-capital-management-llc-dallas-tx-283217) ([md](https://advisorcensus.com/firm/roosevelt-capital-management-llc-dallas-tx-283217.md)) | 283217 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets |
| [Rootn Wealth Management, Inc.](https://advisorcensus.com/firm/rootn-wealth-management-inc-austin-tx-340886) ([md](https://advisorcensus.com/firm/rootn-wealth-management-inc-austin-tx-340886.md)) | 340886 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Roserock Wealth Management, LLC](https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088) ([md](https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088.md)) | 288088 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Rosman Asset Management, LLC](https://advisorcensus.com/firm/rosman-asset-management-llc-the-woodlands-tx-155922) ([md](https://advisorcensus.com/firm/rosman-asset-management-llc-the-woodlands-tx-155922.md)) | 155922 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Roth Financial Partners LLC](https://advisorcensus.com/firm/roth-financial-partners-llc-kingwood-tx-309814) ([md](https://advisorcensus.com/firm/roth-financial-partners-llc-kingwood-tx-309814.md)) | 309814 | Kingwood, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Rudd and Wisdom, Inc.](https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092) ([md](https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092.md)) | 115092 | Austin, TX | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [Rufus Hayes Asset Management, LLC](https://advisorcensus.com/firm/rufus-hayes-asset-management-llc-new-braunfels-tx-171421) ([md](https://advisorcensus.com/firm/rufus-hayes-asset-management-llc-new-braunfels-tx-171421.md)) | 171421 | New Braunfels, TX | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Sabana Capital Management, LLC](https://advisorcensus.com/firm/sabana-capital-management-llc-dallas-tx-156273) ([md](https://advisorcensus.com/firm/sabana-capital-management-llc-dallas-tx-156273.md)) | 156273 | Dallas, TX | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [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 |
| [Safe Landing Financial](https://advisorcensus.com/firm/safe-landing-financial-round-rock-tx-297835) ([md](https://advisorcensus.com/firm/safe-landing-financial-round-rock-tx-297835.md)) | 297835 | Round Rock, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Sage Advisory Services Ltd Co](https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236) ([md](https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236.md)) | 106236 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 30 | % of assets, Fixed fee |
| [Sage Wealth Planning](https://advisorcensus.com/firm/sage-wealth-planning-georgetown-tx-300747) ([md](https://advisorcensus.com/firm/sage-wealth-planning-georgetown-tx-300747.md)) | 300747 | Georgetown, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Sahni, Inc.](https://advisorcensus.com/firm/sahni-inc-173759) ([md](https://advisorcensus.com/firm/sahni-inc-173759.md)) | 173759 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly |
| [Salinas Asset Management, LLC](https://advisorcensus.com/firm/salinas-asset-management-llc-texas-city-tx-331141) ([md](https://advisorcensus.com/firm/salinas-asset-management-llc-texas-city-tx-331141.md)) | 331141 | Texas City, TX | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Samju Capital LLC](https://advisorcensus.com/firm/samju-capital-llc-337477) ([md](https://advisorcensus.com/firm/samju-capital-llc-337477.md)) | 337477 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Sammons Wealth](https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284) ([md](https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284.md)) | 286284 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [San Antonio Wealth, LLC](https://advisorcensus.com/firm/san-antonio-wealth-llc-324080) ([md](https://advisorcensus.com/firm/san-antonio-wealth-llc-324080.md)) | 324080 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [San Gabriel Capital](https://advisorcensus.com/firm/san-gabriel-capital-cedar-park-tx-170486) ([md](https://advisorcensus.com/firm/san-gabriel-capital-cedar-park-tx-170486.md)) | 170486 | Cedar Park, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Sanjac Alpha LP](https://advisorcensus.com/firm/sanjac-alpha-lp-houston-tx-329302) ([md](https://advisorcensus.com/firm/sanjac-alpha-lp-houston-tx-329302.md)) | 329302 | Houston, TX | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Sansoterra Group LLC](https://advisorcensus.com/firm/sansoterra-group-llc-133586) ([md](https://advisorcensus.com/firm/sansoterra-group-llc-133586.md)) | 133586 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Santa Monica Wealth Management, LLC](https://advisorcensus.com/firm/santa-monica-wealth-management-llc-298174) ([md](https://advisorcensus.com/firm/santa-monica-wealth-management-llc-298174.md)) | 298174 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Sarofim International Management Co](https://advisorcensus.com/firm/sarofim-international-management-co-houston-tx-106933) ([md](https://advisorcensus.com/firm/sarofim-international-management-co-houston-tx-106933.md)) | 106933 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Sather Financial Group, Inc.](https://advisorcensus.com/firm/sather-financial-group-inc-victoria-tx-109344) ([md](https://advisorcensus.com/firm/sather-financial-group-inc-victoria-tx-109344.md)) | 109344 | Victoria, TX | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Savoy Investment Management, Inc.](https://advisorcensus.com/firm/savoy-investment-management-inc-117921) ([md](https://advisorcensus.com/firm/savoy-investment-management-inc-117921.md)) | 117921 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 43 | % of assets |
| [Sawyer Investment Management Company](https://advisorcensus.com/firm/sawyer-investment-management-company-colleyville-tx-174535) ([md](https://advisorcensus.com/firm/sawyer-investment-management-company-colleyville-tx-174535.md)) | 174535 | Colleyville, TX | State-registered investment adviser | Under $25 million | 11 | % of assets |

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## Questions people ask

**How many financial advisory firms are there in Texas?**
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.

**How many fee-only financial advisors are in Texas?**
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.

**How many financial advisors in Texas offer financial planning?**
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.

**Are the financial advisors in Texas 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 831 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

- [Financial advisors in Texas](https://advisorcensus.com/advisors/tx) (https://advisorcensus.com/advisors/tx.md)
- [Flat-fee financial advisors in Texas](https://advisorcensus.com/advisors/tx/flat-fee) (https://advisorcensus.com/advisors/tx/flat-fee.md)
- [Hourly financial advisors in Texas](https://advisorcensus.com/advisors/tx/hourly) (https://advisorcensus.com/advisors/tx/hourly.md)
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- [Fee-only financial advisors in Texarkana, TX](https://advisorcensus.com/advisors/tx/texarkana/fee-only) (https://advisorcensus.com/advisors/tx/texarkana/fee-only.md)
- [Fee-only financial advisors in Tyler, TX](https://advisorcensus.com/advisors/tx/tyler/fee-only) (https://advisorcensus.com/advisors/tx/tyler/fee-only.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Texas: 831 firms from Form ADV filings as of October 2026.
