# 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/16

## 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 16 of 17, 751 to 800 of 831, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Titania Investments LLC](https://advisorcensus.com/firm/titania-investments-llc-298862) ([md](https://advisorcensus.com/firm/titania-investments-llc-298862.md)) | 298862 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Tiverton Wealth](https://advisorcensus.com/firm/tiverton-wealth-the-woodlands-tx-339410) ([md](https://advisorcensus.com/firm/tiverton-wealth-the-woodlands-tx-339410.md)) | 339410 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Tolleson Private Wealth Management](https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838) ([md](https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838.md)) | 111838 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [Toprac Financial LLC](https://advisorcensus.com/firm/toprac-financial-llc-335293) ([md](https://advisorcensus.com/firm/toprac-financial-llc-335293.md)) | 335293 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly |
| [Torre Financial](https://advisorcensus.com/firm/torre-financial-296961) ([md](https://advisorcensus.com/firm/torre-financial-296961.md)) | 296961 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Town Lake Capital Management](https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919) ([md](https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919.md)) | 173919 | Lakeway, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Traditions Wealth Advisors, LLC.](https://advisorcensus.com/firm/traditions-wealth-advisors-llc-college-station-tx-128135) ([md](https://advisorcensus.com/firm/traditions-wealth-advisors-llc-college-station-tx-128135.md)) | 128135 | College Station, TX | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [Trellisent Investments](https://advisorcensus.com/firm/trellisent-investments-san-antonio-tx-151473) ([md](https://advisorcensus.com/firm/trellisent-investments-san-antonio-tx-151473.md)) | 151473 | San Antonio, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [TRG Financial](https://advisorcensus.com/firm/trg-financial-houston-tx-337706) ([md](https://advisorcensus.com/firm/trg-financial-houston-tx-337706.md)) | 337706 | Houston, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Trinchera Investments, LLC](https://advisorcensus.com/firm/trinchera-investments-llc-midland-tx-340715) ([md](https://advisorcensus.com/firm/trinchera-investments-llc-midland-tx-340715.md)) | 340715 | Midland, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Trinsic Capital, LLC](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949) ([md](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949.md)) | 165949 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Trinvest Advisors, LLC](https://advisorcensus.com/firm/trinvest-advisors-llc-282304) ([md](https://advisorcensus.com/firm/trinvest-advisors-llc-282304.md)) | 282304 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee |
| [Triple Pine Wealth Management LLC](https://advisorcensus.com/firm/triple-pine-wealth-management-llc-336848) ([md](https://advisorcensus.com/firm/triple-pine-wealth-management-llc-336848.md)) | 336848 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Trisperity Advisors, LLC](https://advisorcensus.com/firm/trisperity-advisors-llc-katy-tx-142438) ([md](https://advisorcensus.com/firm/trisperity-advisors-llc-katy-tx-142438.md)) | 142438 | Katy, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [True Financial Group](https://advisorcensus.com/firm/true-financial-group-cedar-park-tx-285850) ([md](https://advisorcensus.com/firm/true-financial-group-cedar-park-tx-285850.md)) | 285850 | Cedar Park, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Trust Advisors, Inc.](https://advisorcensus.com/firm/trust-advisors-inc-houston-tx-157508) ([md](https://advisorcensus.com/firm/trust-advisors-inc-houston-tx-157508.md)) | 157508 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 15 | % of assets |
| [Turner Capital Investments, LLC](https://advisorcensus.com/firm/turner-capital-investments-llc-austin-tx-146134) ([md](https://advisorcensus.com/firm/turner-capital-investments-llc-austin-tx-146134.md)) | 146134 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Turtle Creek Trust](https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212) ([md](https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212.md)) | 140212 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [Turtle Creek Wealthcare](https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312) ([md](https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312.md)) | 142312 | Dallas, TX | State-registered investment adviser | Under $25 million | 19 | % of assets, Fixed fee |
| [Twoten Planning, PLLC](https://advisorcensus.com/firm/twoten-planning-pllc-329989) ([md](https://advisorcensus.com/firm/twoten-planning-pllc-329989.md)) | 329989 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | Hourly, Fixed fee |
| [U.S. Global Investors, Inc.](https://advisorcensus.com/firm/u-s-global-investors-inc-san-antonio-tx-111097) ([md](https://advisorcensus.com/firm/u-s-global-investors-inc-san-antonio-tx-111097.md)) | 111097 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 58 | % of assets |
| [Unifimoney RIA](https://advisorcensus.com/firm/unifimoney-ria-austin-tx-328842) ([md](https://advisorcensus.com/firm/unifimoney-ria-austin-tx-328842.md)) | 328842 | Austin, TX | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Unitas Partners LLC](https://advisorcensus.com/firm/unitas-partners-llc-austin-tx-331564) ([md](https://advisorcensus.com/firm/unitas-partners-llc-austin-tx-331564.md)) | 331564 | Austin, TX | State-registered investment adviser | Not reported | 0 | % of assets, Hourly |
| [Uptick Partners, LLC](https://advisorcensus.com/firm/uptick-partners-llc-nacogdoches-tx-324250) ([md](https://advisorcensus.com/firm/uptick-partners-llc-nacogdoches-tx-324250.md)) | 324250 | Nacogdoches, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee |
| [Uptown Capital Advisors](https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401) ([md](https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401.md)) | 171401 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [US Freedom Capital Advisors LLC](https://advisorcensus.com/firm/us-freedom-capital-advisors-llc-richardson-tx-283481) ([md](https://advisorcensus.com/firm/us-freedom-capital-advisors-llc-richardson-tx-283481.md)) | 283481 | Richardson, TX | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [US Growth Partners, LLC](https://advisorcensus.com/firm/us-growth-partners-llc-318763) ([md](https://advisorcensus.com/firm/us-growth-partners-llc-318763.md)) | 318763 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Valcorra Capital](https://advisorcensus.com/firm/valcorra-capital-houston-tx-342706) ([md](https://advisorcensus.com/firm/valcorra-capital-houston-tx-342706.md)) | 342706 | Houston, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Valinor Wealth Management](https://advisorcensus.com/firm/valinor-wealth-management-plano-tx-285212) ([md](https://advisorcensus.com/firm/valinor-wealth-management-plano-tx-285212.md)) | 285212 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Valley Regional Capital Management LLC](https://advisorcensus.com/firm/valley-regional-capital-management-llc-169706) ([md](https://advisorcensus.com/firm/valley-regional-capital-management-llc-169706.md)) | 169706 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Valuetree Financial LLC](https://advisorcensus.com/firm/valuetree-financial-llc-304226) ([md](https://advisorcensus.com/firm/valuetree-financial-llc-304226.md)) | 304226 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Vannoy Advisory Group, Inc.](https://advisorcensus.com/firm/vannoy-advisory-group-inc-austin-tx-145806) ([md](https://advisorcensus.com/firm/vannoy-advisory-group-inc-austin-tx-145806.md)) | 145806 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Vantage Wealth Management LLC](https://advisorcensus.com/firm/vantage-wealth-management-llc-rockwall-tx-324061) ([md](https://advisorcensus.com/firm/vantage-wealth-management-llc-rockwall-tx-324061.md)) | 324061 | Rockwall, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Vantheon](https://advisorcensus.com/firm/vantheon-austin-tx-341821) ([md](https://advisorcensus.com/firm/vantheon-austin-tx-341821.md)) | 341821 | Austin, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Subscription |
| [Vaulkshire Investment Advisors](https://advisorcensus.com/firm/vaulkshire-investment-advisors-san-antonio-tx-226623) ([md](https://advisorcensus.com/firm/vaulkshire-investment-advisors-san-antonio-tx-226623.md)) | 226623 | San Antonio, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Velaga Advisors](https://advisorcensus.com/firm/velaga-advisors-329122) ([md](https://advisorcensus.com/firm/velaga-advisors-329122.md)) | 329122 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Verite Financial, LLC](https://advisorcensus.com/firm/verite-financial-llc-318099) ([md](https://advisorcensus.com/firm/verite-financial-llc-318099.md)) | 318099 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | Fixed fee |
| [Vesica Wealth Acquisition](https://advisorcensus.com/firm/vesica-wealth-acquisition-mcallen-tx-335828) ([md](https://advisorcensus.com/firm/vesica-wealth-acquisition-mcallen-tx-335828.md)) | 335828 | McAllen, TX | State-registered investment adviser | Under $25 million | 0 | Hourly, Subscription, Fixed fee |
| [Vestie](https://advisorcensus.com/firm/vestie-dallas-tx-338938) ([md](https://advisorcensus.com/firm/vestie-dallas-tx-338938.md)) | 338938 | Dallas, TX | SEC-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Vestis Advisors, LLC](https://advisorcensus.com/firm/vestis-advisors-llc-houston-tx-152579) ([md](https://advisorcensus.com/firm/vestis-advisors-llc-houston-tx-152579.md)) | 152579 | Houston, TX | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Vestted Wealth Advisors](https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140) ([md](https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140.md)) | 339140 | Dallas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Vineyard Family Wealth Advisors](https://advisorcensus.com/firm/vineyard-family-wealth-advisors-houston-tx-312336) ([md](https://advisorcensus.com/firm/vineyard-family-wealth-advisors-houston-tx-312336.md)) | 312336 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Virescent Financial LLC](https://advisorcensus.com/firm/virescent-financial-llc-339464) ([md](https://advisorcensus.com/firm/virescent-financial-llc-339464.md)) | 339464 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Virtuevian Ventures](https://advisorcensus.com/firm/virtuevian-ventures-houston-tx-291986) ([md](https://advisorcensus.com/firm/virtuevian-ventures-houston-tx-291986.md)) | 291986 | Houston, TX | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Visionary Wealth Management LLC](https://advisorcensus.com/firm/visionary-wealth-management-llc-152692) ([md](https://advisorcensus.com/firm/visionary-wealth-management-llc-152692.md)) | 152692 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Walnut Hill Wealth Management](https://advisorcensus.com/firm/walnut-hill-wealth-management-324453) ([md](https://advisorcensus.com/firm/walnut-hill-wealth-management-324453.md)) | 324453 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Warwick Partners](https://advisorcensus.com/firm/warwick-partners-bryan-tx-105951) ([md](https://advisorcensus.com/firm/warwick-partners-bryan-tx-105951.md)) | 105951 | Bryan, TX | SEC-registered investment adviser | $1 billion to $5 billion | 47 | % of assets, Fixed fee |
| [Watercolor Financial](https://advisorcensus.com/firm/watercolor-financial-austin-tx-327254) ([md](https://advisorcensus.com/firm/watercolor-financial-austin-tx-327254.md)) | 327254 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Waterway Wealth Management, L.L.C.](https://advisorcensus.com/firm/waterway-wealth-management-l-l-c-the-woodlands-tx-164975) ([md](https://advisorcensus.com/firm/waterway-wealth-management-l-l-c-the-woodlands-tx-164975.md)) | 164975 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Waymaker Financial Planning](https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177) ([md](https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177.md)) | 308177 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |

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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)
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- [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)
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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.