# Fee-only financial advisors in Texas

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/fee-only/page/15

## 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 15 of 17, 701 to 750 of 831, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sterling Growth Investments, LLC](https://advisorcensus.com/firm/sterling-growth-investments-llc-150009) ([md](https://advisorcensus.com/firm/sterling-growth-investments-llc-150009.md)) | 150009 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [Stevenson Advisory Services & Investments](https://advisorcensus.com/firm/stevenson-advisory-services-and-investments-317925) ([md](https://advisorcensus.com/firm/stevenson-advisory-services-and-investments-317925.md)) | 317925 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |
| [Stillforest Wealth Management](https://advisorcensus.com/firm/stillforest-wealth-management-houston-tx-332066) ([md](https://advisorcensus.com/firm/stillforest-wealth-management-houston-tx-332066.md)) | 332066 | Houston, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Stonebridge Wealth Management, LLC](https://advisorcensus.com/firm/stonebridge-wealth-management-llc-frisco-tx-146775) ([md](https://advisorcensus.com/firm/stonebridge-wealth-management-llc-frisco-tx-146775.md)) | 146775 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Strada Wealth Management, LLC](https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718) ([md](https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718.md)) | 167718 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 12 | Hourly, Fixed fee |
| [Stranberg Capital LLC](https://advisorcensus.com/firm/stranberg-capital-llc-southlake-tx-114581) ([md](https://advisorcensus.com/firm/stranberg-capital-llc-southlake-tx-114581.md)) | 114581 | Southlake, TX | State-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Strategic Financial Planning, Inc.](https://advisorcensus.com/firm/strategic-financial-planning-inc-plano-tx-118450) ([md](https://advisorcensus.com/firm/strategic-financial-planning-inc-plano-tx-118450.md)) | 118450 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Strategic Investment Management](https://advisorcensus.com/firm/strategic-investment-management-austin-tx-129949) ([md](https://advisorcensus.com/firm/strategic-investment-management-austin-tx-129949.md)) | 129949 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Street Light Wealth Management, LLC](https://advisorcensus.com/firm/street-light-wealth-management-llc-dallas-tx-312577) ([md](https://advisorcensus.com/firm/street-light-wealth-management-llc-dallas-tx-312577.md)) | 312577 | Dallas, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Subnani Investment Research, LLC](https://advisorcensus.com/firm/subnani-investment-research-llc-austin-tx-290044) ([md](https://advisorcensus.com/firm/subnani-investment-research-llc-austin-tx-290044.md)) | 290044 | Austin, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [Sueing Investments, LLC](https://advisorcensus.com/firm/sueing-investments-llc-dallas-tx-139154) ([md](https://advisorcensus.com/firm/sueing-investments-llc-dallas-tx-139154.md)) | 139154 | Dallas, TX | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Sunlight Investments](https://advisorcensus.com/firm/sunlight-investments-292139) ([md](https://advisorcensus.com/firm/sunlight-investments-292139.md)) | 292139 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Sunsage Capital Management](https://advisorcensus.com/firm/sunsage-capital-management-grapevine-tx-140332) ([md](https://advisorcensus.com/firm/sunsage-capital-management-grapevine-tx-140332.md)) | 140332 | Grapevine, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Symmetry Capital Advisors LLC](https://advisorcensus.com/firm/symmetry-capital-advisors-llc-dallas-tx-122563) ([md](https://advisorcensus.com/firm/symmetry-capital-advisors-llc-dallas-tx-122563.md)) | 122563 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets |
| [Synergos Capital Management](https://advisorcensus.com/firm/synergos-capital-management-315583) ([md](https://advisorcensus.com/firm/synergos-capital-management-315583.md)) | 315583 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Szafran Capital Management, LLC](https://advisorcensus.com/firm/szafran-capital-management-llc-146157) ([md](https://advisorcensus.com/firm/szafran-capital-management-llc-146157.md)) | 146157 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Tanglewood Total Wealth Management, Inc.](https://advisorcensus.com/firm/tanglewood-total-wealth-management-inc-houston-tx-107639) ([md](https://advisorcensus.com/firm/tanglewood-total-wealth-management-inc-houston-tx-107639.md)) | 107639 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets |
| [Tax Pro Advisor](https://advisorcensus.com/firm/tax-pro-advisor-304119) ([md](https://advisorcensus.com/firm/tax-pro-advisor-304119.md)) | 304119 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Taylor & Taylor Financial Services](https://advisorcensus.com/firm/taylor-and-taylor-financial-services-117968) ([md](https://advisorcensus.com/firm/taylor-and-taylor-financial-services-117968.md)) | 117968 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly |
| [Taylor Stephens, Inc.](https://advisorcensus.com/firm/taylor-stephens-inc-110055) ([md](https://advisorcensus.com/firm/taylor-stephens-inc-110055.md)) | 110055 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [TBMS Wealth LLC](https://advisorcensus.com/firm/tbms-wealth-llc-304191) ([md](https://advisorcensus.com/firm/tbms-wealth-llc-304191.md)) | 304191 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [TDC Capital Advisors, Inc.](https://advisorcensus.com/firm/tdc-capital-advisors-inc-college-station-tx-117769) ([md](https://advisorcensus.com/firm/tdc-capital-advisors-inc-college-station-tx-117769.md)) | 117769 | College Station, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Team Financial Strategies](https://advisorcensus.com/firm/team-financial-strategies-abilene-tx-134104) ([md](https://advisorcensus.com/firm/team-financial-strategies-abilene-tx-134104.md)) | 134104 | Abilene, TX | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee |
| [Terry McDaniel & Company](https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732) ([md](https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732.md)) | 104732 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets |
| [Texas Asset Management](https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714) ([md](https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714.md)) | 114714 | Lakeway, TX | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [Texas Assured Financial Planning LLC](https://advisorcensus.com/firm/texas-assured-financial-planning-llc-335988) ([md](https://advisorcensus.com/firm/texas-assured-financial-planning-llc-335988.md)) | 335988 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Texas Capital Management](https://advisorcensus.com/firm/texas-capital-management-baytown-tx-164137) ([md](https://advisorcensus.com/firm/texas-capital-management-baytown-tx-164137.md)) | 164137 | Baytown, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Texas First Investment Management Company](https://advisorcensus.com/firm/texas-first-investment-management-company-132907) ([md](https://advisorcensus.com/firm/texas-first-investment-management-company-132907.md)) | 132907 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets |
| [Texas Institutional Investment Management, LLC](https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300) ([md](https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300.md)) | 131300 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Texwealth](https://advisorcensus.com/firm/texwealth-328912) ([md](https://advisorcensus.com/firm/texwealth-328912.md)) | 328912 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Thales Investment Services, Inc.](https://advisorcensus.com/firm/thales-investment-services-inc-160774) ([md](https://advisorcensus.com/firm/thales-investment-services-inc-160774.md)) | 160774 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [The Aspen Equity Group](https://advisorcensus.com/firm/the-aspen-equity-group-waco-tx-118282) ([md](https://advisorcensus.com/firm/the-aspen-equity-group-waco-tx-118282.md)) | 118282 | Waco, TX | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee |
| [The Better 401(K) Source](https://advisorcensus.com/firm/the-better-401-k-source-plano-tx-285809) ([md](https://advisorcensus.com/firm/the-better-401-k-source-plano-tx-285809.md)) | 285809 | Plano, TX | State-registered investment adviser | Not reported | Not reported | % of assets |
| [The Broughton Investment Group, Inc.](https://advisorcensus.com/firm/the-broughton-investment-group-inc-houston-tx-164389) ([md](https://advisorcensus.com/firm/the-broughton-investment-group-inc-houston-tx-164389.md)) | 164389 | Houston, TX | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [The Dedicated Dollar](https://advisorcensus.com/firm/the-dedicated-dollar-317383) ([md](https://advisorcensus.com/firm/the-dedicated-dollar-317383.md)) | 317383 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [The Goff Financial Group](https://advisorcensus.com/firm/the-goff-financial-group-houston-tx-114796) ([md](https://advisorcensus.com/firm/the-goff-financial-group-houston-tx-114796.md)) | 114796 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [The Office of Heath O. Lauseng](https://advisorcensus.com/firm/the-office-of-heath-o-lauseng-port-aransas-tx-165438) ([md](https://advisorcensus.com/firm/the-office-of-heath-o-lauseng-port-aransas-tx-165438.md)) | 165438 | Port Aransas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [The SUM](https://advisorcensus.com/firm/the-sum-the-woodlands-tx-297658) ([md](https://advisorcensus.com/firm/the-sum-the-woodlands-tx-297658.md)) | 297658 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | Hourly, Fixed fee |
| [The Ujano Advisory Group LLC](https://advisorcensus.com/firm/the-ujano-advisory-group-llc-288141) ([md](https://advisorcensus.com/firm/the-ujano-advisory-group-llc-288141.md)) | 288141 | Not reported, Not reported | State-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [The Watchman Group, Inc.](https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690) ([md](https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690.md)) | 133690 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [The Wealth Observatory](https://advisorcensus.com/firm/the-wealth-observatory-304864) ([md](https://advisorcensus.com/firm/the-wealth-observatory-304864.md)) | 304864 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [THEORY79 Wealth Design LLC](https://advisorcensus.com/firm/theory79-wealth-design-llc-austin-tx-342184) ([md](https://advisorcensus.com/firm/theory79-wealth-design-llc-austin-tx-342184.md)) | 342184 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Thomas Meyer Investments](https://advisorcensus.com/firm/thomas-meyer-investments-327049) ([md](https://advisorcensus.com/firm/thomas-meyer-investments-327049.md)) | 327049 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Thornton Financial Management and Services](https://advisorcensus.com/firm/thornton-financial-management-and-services-houston-tx-114457) ([md](https://advisorcensus.com/firm/thornton-financial-management-and-services-houston-tx-114457.md)) | 114457 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 33 | % of assets |
| [Three-Sixty Wealth Management, LLC.](https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056) ([md](https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056.md)) | 339056 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Thrifty Scotty Financial, LLC](https://advisorcensus.com/firm/thrifty-scotty-financial-llc-292418) ([md](https://advisorcensus.com/firm/thrifty-scotty-financial-llc-292418.md)) | 292418 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | Hourly, Fixed fee |
| [Tigris Consulting LLC](https://advisorcensus.com/firm/tigris-consulting-llc-284070) ([md](https://advisorcensus.com/firm/tigris-consulting-llc-284070.md)) | 284070 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Time Value of Money, L.P.](https://advisorcensus.com/firm/time-value-of-money-l-p-austin-tx-134151) ([md](https://advisorcensus.com/firm/time-value-of-money-l-p-austin-tx-134151.md)) | 134151 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Timothy Craig Steenwyk](https://advisorcensus.com/firm/timothy-craig-steenwyk-montgomery-tx-313753) ([md](https://advisorcensus.com/firm/timothy-craig-steenwyk-montgomery-tx-313753.md)) | 313753 | Montgomery, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Timothy L. Conner](https://advisorcensus.com/firm/timothy-l-conner-121661) ([md](https://advisorcensus.com/firm/timothy-l-conner-121661.md)) | 121661 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 23 | % 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 College Station, TX](https://advisorcensus.com/advisors/tx/college-station/fee-only) (https://advisorcensus.com/advisors/tx/college-station/fee-only.md)
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- [Fee-only financial advisors in Amarillo, TX](https://advisorcensus.com/advisors/tx/amarillo/fee-only) (https://advisorcensus.com/advisors/tx/amarillo/fee-only.md)
- [Fee-only financial advisors in Midland, TX](https://advisorcensus.com/advisors/tx/midland/fee-only) (https://advisorcensus.com/advisors/tx/midland/fee-only.md)
- [Fee-only financial advisors in Beaumont, TX](https://advisorcensus.com/advisors/tx/beaumont/fee-only) (https://advisorcensus.com/advisors/tx/beaumont/fee-only.md)
- [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.