{ "path": "/advisors/tx/fee-only", "url": "https://advisorcensus.com/advisors/tx/fee-only/page/16", "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": 16, "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": 298862, "name": "Titania Investments LLC", "name_as_filed": "TITANIA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/titania-investments-llc-298862", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339410, "name": "Tiverton Wealth", "name_as_filed": "TIVERTON WEALTH", "url": "https://advisorcensus.com/firm/tiverton-wealth-the-woodlands-tx-339410", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111838, "name": "Tolleson Private Wealth Management", "name_as_filed": "TOLLESON PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838", "city": "Dallas", "state": "TX", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335293, "name": "Toprac Financial LLC", "name_as_filed": "TOPRAC FINANCIAL LLC", "url": "https://advisorcensus.com/firm/toprac-financial-llc-335293", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 296961, "name": "Torre Financial", "name_as_filed": "TORRE FINANCIAL", "url": "https://advisorcensus.com/firm/torre-financial-296961", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173919, "name": "Town Lake Capital Management", "name_as_filed": "TOWN LAKE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919", "city": "Lakeway", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128135, "name": "Traditions Wealth Advisors, LLC.", "name_as_filed": "TRADITIONS WEALTH ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/traditions-wealth-advisors-llc-college-station-tx-128135", "city": "College Station", "state": "TX", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151473, "name": "Trellisent Investments", "name_as_filed": "TRELLISENT INVESTMENTS", "url": "https://advisorcensus.com/firm/trellisent-investments-san-antonio-tx-151473", "city": "San Antonio", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337706, "name": "TRG Financial", "name_as_filed": "TRG FINANCIAL", "url": "https://advisorcensus.com/firm/trg-financial-houston-tx-337706", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340715, "name": "Trinchera Investments, LLC", "name_as_filed": "TRINCHERA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/trinchera-investments-llc-midland-tx-340715", "city": "Midland", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165949, "name": "Trinsic Capital, LLC", "name_as_filed": "TRINSIC CAPITAL, LLC", "url": "https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949", "city": "Fort Worth", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282304, "name": "Trinvest Advisors, LLC", "name_as_filed": "TRINVEST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trinvest-advisors-llc-282304", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336848, "name": "Triple Pine Wealth Management LLC", "name_as_filed": "TRIPLE PINE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/triple-pine-wealth-management-llc-336848", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142438, "name": "Trisperity Advisors, LLC", "name_as_filed": "TRISPERITY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trisperity-advisors-llc-katy-tx-142438", "city": "Katy", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285850, "name": "True Financial Group", "name_as_filed": "TRUE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/true-financial-group-cedar-park-tx-285850", "city": "Cedar Park", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157508, "name": "Trust Advisors, Inc.", "name_as_filed": "TRUST ADVISORS, INC.", "url": "https://advisorcensus.com/firm/trust-advisors-inc-houston-tx-157508", "city": "Houston", "state": "TX", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146134, "name": "Turner Capital Investments, LLC", "name_as_filed": "TURNER CAPITAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/turner-capital-investments-llc-austin-tx-146134", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140212, "name": "Turtle Creek Trust", "name_as_filed": "TURTLE CREEK TRUST", "url": "https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212", "city": "Dallas", "state": "TX", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142312, "name": "Turtle Creek Wealthcare", "name_as_filed": "TURTLE CREEK WEALTHCARE", "url": "https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312", "city": "Dallas", "state": "TX", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329989, "name": "Twoten Planning, PLLC", "name_as_filed": "TWOTEN PLANNING, PLLC", "url": "https://advisorcensus.com/firm/twoten-planning-pllc-329989", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111097, "name": "U.S. Global Investors, Inc.", "name_as_filed": "U.S. GLOBAL INVESTORS, INC.", "url": "https://advisorcensus.com/firm/u-s-global-investors-inc-san-antonio-tx-111097", "city": "San Antonio", "state": "TX", "years_registered": 58, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328842, "name": "Unifimoney RIA", "name_as_filed": "UNIFIMONEY RIA", "url": "https://advisorcensus.com/firm/unifimoney-ria-austin-tx-328842", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331564, "name": "Unitas Partners LLC", "name_as_filed": "UNITAS PARTNERS LLC", "url": "https://advisorcensus.com/firm/unitas-partners-llc-austin-tx-331564", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324250, "name": "Uptick Partners, LLC", "name_as_filed": "UPTICK PARTNERS, LLC", "url": "https://advisorcensus.com/firm/uptick-partners-llc-nacogdoches-tx-324250", "city": "Nacogdoches", "state": "TX", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171401, "name": "Uptown Capital Advisors", "name_as_filed": "UPTOWN CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283481, "name": "US Freedom Capital Advisors LLC", "name_as_filed": "US FREEDOM CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/us-freedom-capital-advisors-llc-richardson-tx-283481", "city": "Richardson", "state": "TX", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318763, "name": "US Growth Partners, LLC", "name_as_filed": "US GROWTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/us-growth-partners-llc-318763", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342706, "name": "Valcorra Capital", "name_as_filed": "VALCORRA CAPITAL", "url": "https://advisorcensus.com/firm/valcorra-capital-houston-tx-342706", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285212, "name": "Valinor Wealth Management", "name_as_filed": "VALINOR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/valinor-wealth-management-plano-tx-285212", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169706, "name": "Valley Regional Capital Management LLC", "name_as_filed": "VALLEY REGIONAL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/valley-regional-capital-management-llc-169706", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304226, "name": "Valuetree Financial LLC", "name_as_filed": "VALUETREE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/valuetree-financial-llc-304226", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145806, "name": "Vannoy Advisory Group, Inc.", "name_as_filed": "VANNOY ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/vannoy-advisory-group-inc-austin-tx-145806", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324061, "name": "Vantage Wealth Management LLC", "name_as_filed": "VANTAGE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vantage-wealth-management-llc-rockwall-tx-324061", "city": "Rockwall", "state": "TX", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341821, "name": "Vantheon", "name_as_filed": "VANTHEON", "url": "https://advisorcensus.com/firm/vantheon-austin-tx-341821", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 226623, "name": "Vaulkshire Investment Advisors", "name_as_filed": "VAULKSHIRE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/vaulkshire-investment-advisors-san-antonio-tx-226623", "city": "San Antonio", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329122, "name": "Velaga Advisors", "name_as_filed": "VELAGA ADVISORS", "url": "https://advisorcensus.com/firm/velaga-advisors-329122", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318099, "name": "Verite Financial, LLC", "name_as_filed": "VERITE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/verite-financial-llc-318099", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 335828, "name": "Vesica Wealth Acquisition", "name_as_filed": "VESICA WEALTH ACQUISITION", "url": "https://advisorcensus.com/firm/vesica-wealth-acquisition-mcallen-tx-335828", "city": "McAllen", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 338938, "name": "Vestie", "name_as_filed": "VESTIE", "url": "https://advisorcensus.com/firm/vestie-dallas-tx-338938", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 152579, "name": "Vestis Advisors, LLC", "name_as_filed": "VESTIS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/vestis-advisors-llc-houston-tx-152579", "city": "Houston", "state": "TX", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339140, "name": "Vestted Wealth Advisors", "name_as_filed": "VESTTED WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312336, "name": "Vineyard Family Wealth Advisors", "name_as_filed": "VINEYARD FAMILY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/vineyard-family-wealth-advisors-houston-tx-312336", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339464, "name": "Virescent Financial LLC", "name_as_filed": "VIRESCENT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/virescent-financial-llc-339464", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291986, "name": "Virtuevian Ventures", "name_as_filed": "VIRTUEVIAN VENTURES", "url": "https://advisorcensus.com/firm/virtuevian-ventures-houston-tx-291986", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152692, "name": "Visionary Wealth Management LLC", "name_as_filed": "VISIONARY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/visionary-wealth-management-llc-152692", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324453, "name": "Walnut Hill Wealth Management", "name_as_filed": "WALNUT HILL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/walnut-hill-wealth-management-324453", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105951, "name": "Warwick Partners", "name_as_filed": "WARWICK PARTNERS", "url": "https://advisorcensus.com/firm/warwick-partners-bryan-tx-105951", "city": "Bryan", "state": 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