{ "path": "/advisors/tx/fee-only", "url": "https://advisorcensus.com/advisors/tx/fee-only/page/14", "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": "Find financial advisors in Texas who are paid only by client fees. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "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": 14, "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": 133491, "name": "Scamardo Financial LLC", "name_as_filed": "SCAMARDO FINANCIAL LLC", "url": "https://advisorcensus.com/firm/scamardo-financial-llc-133491", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109132, "name": "Schlindwein Associates LLC", "name_as_filed": "SCHLINDWEIN ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132", "city": "Dallas", "state": "TX", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144166, "name": "Schneider Wealth Management", "name_as_filed": "SCHNEIDER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/schneider-wealth-management-austin-tx-144166", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126820, "name": "Schulz Financial, LLC", "name_as_filed": "SCHULZ FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/schulz-financial-llc-126820", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172194, "name": "Schulz Wealth, Ltd.", "name_as_filed": "SCHULZ WEALTH, LTD.", "url": "https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194", "city": "Mansfield", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321197, "name": "SCI, Inc.", "name_as_filed": "SCI, INC.", "url": "https://advisorcensus.com/firm/sci-inc-houston-tx-321197", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105523, "name": "Scott & Selber, Inc. Capital Management", "name_as_filed": "SCOTT & SELBER, INC. CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/scott-and-selber-inc-capital-management-houston-tx-105523", "city": "Houston", "state": "TX", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291038, "name": "SCP Steward Capital Advisers LLC", "name_as_filed": "SCP STEWARD CAPITAL ADVISERS LLC", "url": "https://advisorcensus.com/firm/scp-steward-capital-advisers-llc-291038", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327921, "name": "Second Opinion Financial", "name_as_filed": "SECOND OPINION FINANCIAL", "url": "https://advisorcensus.com/firm/second-opinion-financial-southlake-tx-327921", "city": "Southlake", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 164877, "name": "Segment Wealth Management, LLC", "name_as_filed": "SEGMENT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/segment-wealth-management-llc-houston-tx-164877", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333652, "name": "Sendera Wealth Advisors", "name_as_filed": "SENDERA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652", "city": "Richardson", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148194, "name": "Sequent Asset Management, LLC", "name_as_filed": "SEQUENT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194", "city": "Houston", "state": "TX", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174527, "name": "Sequoia Private Wealth Management, LLC", "name_as_filed": "SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527", "city": "Irving", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307709, "name": "Serendib Capital Management LLC", "name_as_filed": "SERENDIB CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/serendib-capital-management-llc-307709", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324450, "name": "Sevey Wealth Advisors", "name_as_filed": "SEVEY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sevey-wealth-advisors-324450", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 331145, "name": "SF Planning Group LLC", "name_as_filed": "SF PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145", "city": "The Woodlands", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107548, "name": "SFMG Wealth Advisors", "name_as_filed": "SFMG WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548", "city": "Plano", "state": "TX", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172412, "name": "SFO Capital, Inc.", "name_as_filed": "SFO CAPITAL, INC.", "url": "https://advisorcensus.com/firm/sfo-capital-inc-172412", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139552, "name": "SGMG Enterprise LLC", "name_as_filed": "SGMG ENTERPRISE LLC", "url": "https://advisorcensus.com/firm/sgmg-enterprise-llc-139552", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291763, "name": "Shah Tax and Financial Planning", "name_as_filed": "SHAH TAX AND FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/shah-tax-and-financial-planning-291763", "city": null, "state": null, "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331971, "name": "Sharpedge Financial", "name_as_filed": "SHARPEDGE FINANCIAL", "url": "https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971", "city": "Southlake", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341190, "name": "Shepherd Advisory LLC", "name_as_filed": "SHEPHERD ADVISORY LLC", "url": "https://advisorcensus.com/firm/shepherd-advisory-llc-341190", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 338600, "name": "Sightline Capital LLC", "name_as_filed": "SIGHTLINE CAPITAL LLC", "url": "https://advisorcensus.com/firm/sightline-capital-llc-mckinney-tx-338600", "city": "McKinney", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329997, "name": "Silver Lake Capital Partners", "name_as_filed": "SILVER LAKE CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/silver-lake-capital-partners-dallas-tx-329997", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340335, "name": "Silverhaven Strategic Wealth, LLC", "name_as_filed": "SILVERHAVEN STRATEGIC WEALTH, LLC", "url": "https://advisorcensus.com/firm/silverhaven-strategic-wealth-llc-340335", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300386, "name": "Simaris Financial", "name_as_filed": "SIMARIS FINANCIAL", "url": "https://advisorcensus.com/firm/simaris-financial-austin-tx-300386", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283561, "name": "Simonet Financial Group, LLC", "name_as_filed": "SIMONET FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/simonet-financial-group-llc-kyle-tx-283561", "city": "Kyle", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319482, "name": "Simply Human Advisors", "name_as_filed": "SIMPLY HUMAN ADVISORS", "url": "https://advisorcensus.com/firm/simply-human-advisors-319482", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119311, "name": "Simplyrich", "name_as_filed": "SIMPLYRICH", "url": "https://advisorcensus.com/firm/simplyrich-jacksonville-tx-119311", "city": "Jacksonville", "state": "TX", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306564, "name": "Slaton Capital Advisors", "name_as_filed": "SLATON CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/slaton-capital-advisors-bartonville-tx-306564", "city": "Bartonville", "state": "TX", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329881, "name": "Smith, Michael, Glen", "name_as_filed": "SMITH, MICHAEL, GLEN", "url": "https://advisorcensus.com/firm/smith-michael-glen-329881", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 146883, "name": "Snowcap Capital Management", "name_as_filed": "SNOWCAP CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/snowcap-capital-management-dallas-tx-146883", "city": "Dallas", "state": "TX", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304401, "name": "Socorro Asset Management", "name_as_filed": "SOCORRO ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/socorro-asset-management-dallas-tx-304401", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140180, "name": "Solaris Private Wealth Management", "name_as_filed": "SOLARIS PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180", "city": "Austin", "state": "TX", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316097, "name": "Solid Rock Capital Management", "name_as_filed": "SOLID ROCK CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/solid-rock-capital-management-316097", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338642, "name": "Somos Financial Partners LLC", "name_as_filed": "SOMOS FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/somos-financial-partners-llc-338642", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329967, "name": "Sophronia Wealth Advisors", "name_as_filed": "SOPHRONIA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sophronia-wealth-advisors-el-paso-tx-329967", "city": "El Paso", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328426, "name": "Southmore Financial Advisory LLC", "name_as_filed": "SOUTHMORE FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/southmore-financial-advisory-llc-328426", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304033, "name": "Southwestern Money Management LLC", "name_as_filed": "SOUTHWESTERN MONEY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/southwestern-money-management-llc-san-antonio-tx-304033", "city": "San Antonio", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311083, "name": "Sovereign Asset Advisors LLC", "name_as_filed": "SOVEREIGN ASSET ADVISORS LLC", "url": "https://advisorcensus.com/firm/sovereign-asset-advisors-llc-311083", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338070, "name": "Spenditright LLC", "name_as_filed": "SPENDITRIGHT LLC", "url": "https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145518, "name": "Spindletop Commonwealth Advisors LLC", "name_as_filed": "SPINDLETOP COMMONWEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/spindletop-commonwealth-advisors-llc-beaumont-tx-145518", "city": "Beaumont", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131190, "name": "Springwood Financial Advisors", "name_as_filed": "SPRINGWOOD FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190", "city": "Dallas", "state": "TX", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286359, "name": "Sprout Capital Management, LLC", "name_as_filed": "SPROUT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sprout-capital-management-llc-286359", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328102, "name": "SSB&T Wealth Management, LLC", "name_as_filed": "SSB&T WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ssb-and-t-wealth-management-llc-fredericksburg-tx-328102", "city": "Fredericksburg", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124777, "name": "ST. James Investment Company, LLC", "name_as_filed": "ST. JAMES INVESTMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777", "city": "Southlake", "state": "TX", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145804, "name": "Steed Investments, LLC", "name_as_filed": "STEED INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/steed-investments-llc-145804", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 114518, "name": "Stegent Equity Advisors Inc.", "name_as_filed": "STEGENT EQUITY ADVISORS INC.", "url": "https://advisorcensus.com/firm/stegent-equity-advisors-inc-houston-tx-114518", "city": "Houston", "state": "TX", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137067, "name": "Stephanie E. Doyle Investment Management", "name_as_filed": "STEPHANIE E. 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