# 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/14

## 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 14 of 17, 651 to 700 of 831, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Scamardo Financial LLC](https://advisorcensus.com/firm/scamardo-financial-llc-133491) ([md](https://advisorcensus.com/firm/scamardo-financial-llc-133491.md)) | 133491 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Schlindwein Associates LLC](https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132) ([md](https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132.md)) | 109132 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Schneider Wealth Management](https://advisorcensus.com/firm/schneider-wealth-management-austin-tx-144166) ([md](https://advisorcensus.com/firm/schneider-wealth-management-austin-tx-144166.md)) | 144166 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Schulz Financial, LLC](https://advisorcensus.com/firm/schulz-financial-llc-126820) ([md](https://advisorcensus.com/firm/schulz-financial-llc-126820.md)) | 126820 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Schulz Wealth, Ltd.](https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194) ([md](https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194.md)) | 172194 | Mansfield, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [SCI, Inc.](https://advisorcensus.com/firm/sci-inc-houston-tx-321197) ([md](https://advisorcensus.com/firm/sci-inc-houston-tx-321197.md)) | 321197 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Scott & Selber, Inc. Capital Management](https://advisorcensus.com/firm/scott-and-selber-inc-capital-management-houston-tx-105523) ([md](https://advisorcensus.com/firm/scott-and-selber-inc-capital-management-houston-tx-105523.md)) | 105523 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 39 | % of assets |
| [SCP Steward Capital Advisers LLC](https://advisorcensus.com/firm/scp-steward-capital-advisers-llc-291038) ([md](https://advisorcensus.com/firm/scp-steward-capital-advisers-llc-291038.md)) | 291038 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Second Opinion Financial](https://advisorcensus.com/firm/second-opinion-financial-southlake-tx-327921) ([md](https://advisorcensus.com/firm/second-opinion-financial-southlake-tx-327921.md)) | 327921 | Southlake, TX | State-registered investment adviser | Not reported | 2 | Fixed fee |
| [Segment Wealth Management, LLC](https://advisorcensus.com/firm/segment-wealth-management-llc-houston-tx-164877) ([md](https://advisorcensus.com/firm/segment-wealth-management-llc-houston-tx-164877.md)) | 164877 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Sendera Wealth Advisors](https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652) ([md](https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652.md)) | 333652 | Richardson, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Sequent Asset Management, LLC](https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194) ([md](https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194.md)) | 148194 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee |
| [Sequoia Private Wealth Management, LLC](https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527) ([md](https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527.md)) | 174527 | Irving, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Serendib Capital Management LLC](https://advisorcensus.com/firm/serendib-capital-management-llc-307709) ([md](https://advisorcensus.com/firm/serendib-capital-management-llc-307709.md)) | 307709 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Sevey Wealth Advisors](https://advisorcensus.com/firm/sevey-wealth-advisors-324450) ([md](https://advisorcensus.com/firm/sevey-wealth-advisors-324450.md)) | 324450 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | Fixed fee |
| [SF Planning Group LLC](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145) ([md](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145.md)) | 331145 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [SFMG Wealth Advisors](https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548) ([md](https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548.md)) | 107548 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Fixed fee |
| [SFO Capital, Inc.](https://advisorcensus.com/firm/sfo-capital-inc-172412) ([md](https://advisorcensus.com/firm/sfo-capital-inc-172412.md)) | 172412 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [SGMG Enterprise LLC](https://advisorcensus.com/firm/sgmg-enterprise-llc-139552) ([md](https://advisorcensus.com/firm/sgmg-enterprise-llc-139552.md)) | 139552 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Shah Tax and Financial Planning](https://advisorcensus.com/firm/shah-tax-and-financial-planning-291763) ([md](https://advisorcensus.com/firm/shah-tax-and-financial-planning-291763.md)) | 291763 | Not reported, Not reported | State-registered investment adviser | Not reported | 8 | % of assets, Hourly, Fixed fee |
| [Sharpedge Financial](https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971) ([md](https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971.md)) | 331971 | Southlake, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Shepherd Advisory LLC](https://advisorcensus.com/firm/shepherd-advisory-llc-341190) ([md](https://advisorcensus.com/firm/shepherd-advisory-llc-341190.md)) | 341190 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Fixed fee |
| [Sightline Capital LLC](https://advisorcensus.com/firm/sightline-capital-llc-mckinney-tx-338600) ([md](https://advisorcensus.com/firm/sightline-capital-llc-mckinney-tx-338600.md)) | 338600 | McKinney, TX | State-registered investment adviser | Not reported | 0 | % of assets |
| [Silver Lake Capital Partners](https://advisorcensus.com/firm/silver-lake-capital-partners-dallas-tx-329997) ([md](https://advisorcensus.com/firm/silver-lake-capital-partners-dallas-tx-329997.md)) | 329997 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Silverhaven Strategic Wealth, LLC](https://advisorcensus.com/firm/silverhaven-strategic-wealth-llc-340335) ([md](https://advisorcensus.com/firm/silverhaven-strategic-wealth-llc-340335.md)) | 340335 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Simaris Financial](https://advisorcensus.com/firm/simaris-financial-austin-tx-300386) ([md](https://advisorcensus.com/firm/simaris-financial-austin-tx-300386.md)) | 300386 | Austin, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Simonet Financial Group, LLC](https://advisorcensus.com/firm/simonet-financial-group-llc-kyle-tx-283561) ([md](https://advisorcensus.com/firm/simonet-financial-group-llc-kyle-tx-283561.md)) | 283561 | Kyle, TX | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Simply Human Advisors](https://advisorcensus.com/firm/simply-human-advisors-319482) ([md](https://advisorcensus.com/firm/simply-human-advisors-319482.md)) | 319482 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Simplyrich](https://advisorcensus.com/firm/simplyrich-jacksonville-tx-119311) ([md](https://advisorcensus.com/firm/simplyrich-jacksonville-tx-119311.md)) | 119311 | Jacksonville, TX | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Fixed fee |
| [Slaton Capital Advisors](https://advisorcensus.com/firm/slaton-capital-advisors-bartonville-tx-306564) ([md](https://advisorcensus.com/firm/slaton-capital-advisors-bartonville-tx-306564.md)) | 306564 | Bartonville, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Smith, Michael, Glen](https://advisorcensus.com/firm/smith-michael-glen-329881) ([md](https://advisorcensus.com/firm/smith-michael-glen-329881.md)) | 329881 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | Hourly |
| [Snowcap Capital Management](https://advisorcensus.com/firm/snowcap-capital-management-dallas-tx-146883) ([md](https://advisorcensus.com/firm/snowcap-capital-management-dallas-tx-146883.md)) | 146883 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Socorro Asset Management](https://advisorcensus.com/firm/socorro-asset-management-dallas-tx-304401) ([md](https://advisorcensus.com/firm/socorro-asset-management-dallas-tx-304401.md)) | 304401 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Solaris Private Wealth Management](https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180) ([md](https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180.md)) | 140180 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Solid Rock Capital Management](https://advisorcensus.com/firm/solid-rock-capital-management-316097) ([md](https://advisorcensus.com/firm/solid-rock-capital-management-316097.md)) | 316097 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |
| [Somos Financial Partners LLC](https://advisorcensus.com/firm/somos-financial-partners-llc-338642) ([md](https://advisorcensus.com/firm/somos-financial-partners-llc-338642.md)) | 338642 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Sophronia Wealth Advisors](https://advisorcensus.com/firm/sophronia-wealth-advisors-el-paso-tx-329967) ([md](https://advisorcensus.com/firm/sophronia-wealth-advisors-el-paso-tx-329967.md)) | 329967 | El Paso, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Southmore Financial Advisory LLC](https://advisorcensus.com/firm/southmore-financial-advisory-llc-328426) ([md](https://advisorcensus.com/firm/southmore-financial-advisory-llc-328426.md)) | 328426 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Southwestern Money Management LLC](https://advisorcensus.com/firm/southwestern-money-management-llc-san-antonio-tx-304033) ([md](https://advisorcensus.com/firm/southwestern-money-management-llc-san-antonio-tx-304033.md)) | 304033 | San Antonio, TX | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Sovereign Asset Advisors LLC](https://advisorcensus.com/firm/sovereign-asset-advisors-llc-311083) ([md](https://advisorcensus.com/firm/sovereign-asset-advisors-llc-311083.md)) | 311083 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Spenditright LLC](https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070) ([md](https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070.md)) | 338070 | The Woodlands, TX | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Spindletop Commonwealth Advisors LLC](https://advisorcensus.com/firm/spindletop-commonwealth-advisors-llc-beaumont-tx-145518) ([md](https://advisorcensus.com/firm/spindletop-commonwealth-advisors-llc-beaumont-tx-145518.md)) | 145518 | Beaumont, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Springwood Financial Advisors](https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190) ([md](https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190.md)) | 131190 | Dallas, TX | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Sprout Capital Management, LLC](https://advisorcensus.com/firm/sprout-capital-management-llc-286359) ([md](https://advisorcensus.com/firm/sprout-capital-management-llc-286359.md)) | 286359 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [SSB&T Wealth Management, LLC](https://advisorcensus.com/firm/ssb-and-t-wealth-management-llc-fredericksburg-tx-328102) ([md](https://advisorcensus.com/firm/ssb-and-t-wealth-management-llc-fredericksburg-tx-328102.md)) | 328102 | Fredericksburg, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [ST. James Investment Company, LLC](https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777) ([md](https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777.md)) | 124777 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [Steed Investments, LLC](https://advisorcensus.com/firm/steed-investments-llc-145804) ([md](https://advisorcensus.com/firm/steed-investments-llc-145804.md)) | 145804 | Not reported, Not reported | State-registered investment adviser | Not reported | 18 | Hourly |
| [Stegent Equity Advisors Inc.](https://advisorcensus.com/firm/stegent-equity-advisors-inc-houston-tx-114518) ([md](https://advisorcensus.com/firm/stegent-equity-advisors-inc-houston-tx-114518.md)) | 114518 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Stephanie E. Doyle Investment Management](https://advisorcensus.com/firm/stephanie-e-doyle-investment-management-137067) ([md](https://advisorcensus.com/firm/stephanie-e-doyle-investment-management-137067.md)) | 137067 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly |
| [Sterling Capital Advisors](https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544) ([md](https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544.md)) | 335544 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 0 | % 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 Corpus Christi, TX](https://advisorcensus.com/advisors/tx/corpus-christi/fee-only) (https://advisorcensus.com/advisors/tx/corpus-christi/fee-only.md)
- [Fee-only financial advisors in Longview, TX](https://advisorcensus.com/advisors/tx/longview/fee-only) (https://advisorcensus.com/advisors/tx/longview/fee-only.md)
- [Fee-only financial advisors in McAllen, TX](https://advisorcensus.com/advisors/tx/mcallen/fee-only) (https://advisorcensus.com/advisors/tx/mcallen/fee-only.md)
- [Fee-only financial advisors in Wichita Falls, TX](https://advisorcensus.com/advisors/tx/wichita-falls/fee-only) (https://advisorcensus.com/advisors/tx/wichita-falls/fee-only.md)
- [Fee-only financial advisors in Brownsville, TX](https://advisorcensus.com/advisors/tx/brownsville/fee-only) (https://advisorcensus.com/advisors/tx/brownsville/fee-only.md)
- [Fee-only financial advisors in Killeen, TX](https://advisorcensus.com/advisors/tx/killeen/fee-only) (https://advisorcensus.com/advisors/tx/killeen/fee-only.md)
- [Fee-only financial advisors in Laredo, TX](https://advisorcensus.com/advisors/tx/laredo/fee-only) (https://advisorcensus.com/advisors/tx/laredo/fee-only.md)
- [Fee-only financial advisors in San Angelo, TX](https://advisorcensus.com/advisors/tx/san-angelo/fee-only) (https://advisorcensus.com/advisors/tx/san-angelo/fee-only.md)
- [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.