# 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/17

## 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 17 of 17, 801 to 831 of 831, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Wealth Beyond Math](https://advisorcensus.com/firm/wealth-beyond-math-austin-tx-331995) ([md](https://advisorcensus.com/firm/wealth-beyond-math-austin-tx-331995.md)) | 331995 | Austin, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Wealth Management Services of Austin, LLC](https://advisorcensus.com/firm/wealth-management-services-of-austin-llc-austin-tx-129588) ([md](https://advisorcensus.com/firm/wealth-management-services-of-austin-llc-austin-tx-129588.md)) | 129588 | Austin, TX | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, Fixed fee |
| [Wehling Investment Management](https://advisorcensus.com/firm/wehling-investment-management-north-richland-hills-tx-336249) ([md](https://advisorcensus.com/firm/wehling-investment-management-north-richland-hills-tx-336249.md)) | 336249 | North Richland Hills, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Weimer Financial Advisors LLC](https://advisorcensus.com/firm/weimer-financial-advisors-llc-334537) ([md](https://advisorcensus.com/firm/weimer-financial-advisors-llc-334537.md)) | 334537 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Wela Financial Advisory](https://advisorcensus.com/firm/wela-financial-advisory-san-antonio-tx-126266) ([md](https://advisorcensus.com/firm/wela-financial-advisory-san-antonio-tx-126266.md)) | 126266 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly, Fixed fee |
| [Wesley Owen Bales Investment Advisory Service](https://advisorcensus.com/firm/wesley-owen-bales-investment-advisory-service-114010) ([md](https://advisorcensus.com/firm/wesley-owen-bales-investment-advisory-service-114010.md)) | 114010 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Fixed fee |
| [Westmont Advisory, LLC](https://advisorcensus.com/firm/westmont-advisory-llc-flower-mound-tx-343407) ([md](https://advisorcensus.com/firm/westmont-advisory-llc-flower-mound-tx-343407.md)) | 343407 | Flower Mound, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Westmont Capital Advisors, LLC](https://advisorcensus.com/firm/westmont-capital-advisors-llc-165910) ([md](https://advisorcensus.com/firm/westmont-capital-advisors-llc-165910.md)) | 165910 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Westmount Realty Advisors, LLC](https://advisorcensus.com/firm/westmount-realty-advisors-llc-dallas-tx-293508) ([md](https://advisorcensus.com/firm/westmount-realty-advisors-llc-dallas-tx-293508.md)) | 293508 | Dallas, TX | State-registered investment adviser | Not reported | 7 | Fixed fee |
| [Whisper Wealth Advisors LLC](https://advisorcensus.com/firm/whisper-wealth-advisors-llc-temple-tx-339118) ([md](https://advisorcensus.com/firm/whisper-wealth-advisors-llc-temple-tx-339118.md)) | 339118 | Temple, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [White River Investments](https://advisorcensus.com/firm/white-river-investments-austin-tx-313722) ([md](https://advisorcensus.com/firm/white-river-investments-austin-tx-313722.md)) | 313722 | Austin, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [White Wing Wealth Management, LLC](https://advisorcensus.com/firm/white-wing-wealth-management-llc-the-woodlands-tx-226524) ([md](https://advisorcensus.com/firm/white-wing-wealth-management-llc-the-woodlands-tx-226524.md)) | 226524 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Whitfill Investment Management, LLC](https://advisorcensus.com/firm/whitfill-investment-management-llc-kingwood-tx-128668) ([md](https://advisorcensus.com/firm/whitfill-investment-management-llc-kingwood-tx-128668.md)) | 128668 | Kingwood, TX | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Wilkins Advisors, LLC](https://advisorcensus.com/firm/wilkins-advisors-llc-318746) ([md](https://advisorcensus.com/firm/wilkins-advisors-llc-318746.md)) | 318746 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | % of assets, Hourly |
| [William Madison Advisors, Inc.](https://advisorcensus.com/firm/william-madison-advisors-inc-abilene-tx-294782) ([md](https://advisorcensus.com/firm/william-madison-advisors-inc-abilene-tx-294782.md)) | 294782 | Abilene, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [William R. Scheel, Investment Adviser](https://advisorcensus.com/firm/william-r-scheel-investment-adviser-114798) ([md](https://advisorcensus.com/firm/william-r-scheel-investment-adviser-114798.md)) | 114798 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 35 | % of assets, Hourly |
| [Willis Johnson Wealth](https://advisorcensus.com/firm/willis-johnson-wealth-houston-tx-119759) ([md](https://advisorcensus.com/firm/willis-johnson-wealth-houston-tx-119759.md)) | 119759 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee |
| [Wilson Investment Services](https://advisorcensus.com/firm/wilson-investment-services-171157) ([md](https://advisorcensus.com/firm/wilson-investment-services-171157.md)) | 171157 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Wisdom Index Advisors](https://advisorcensus.com/firm/wisdom-index-advisors-prosper-tx-132567) ([md](https://advisorcensus.com/firm/wisdom-index-advisors-prosper-tx-132567.md)) | 132567 | Prosper, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Wise Investment Management](https://advisorcensus.com/firm/wise-investment-management-114731) ([md](https://advisorcensus.com/firm/wise-investment-management-114731.md)) | 114731 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [WJ Interests, LLC](https://advisorcensus.com/firm/wj-interests-llc-sugar-land-tx-114381) ([md](https://advisorcensus.com/firm/wj-interests-llc-sugar-land-tx-114381.md)) | 114381 | Sugar Land, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [Worthwise Financial Partners](https://advisorcensus.com/firm/worthwise-financial-partners-houston-tx-316812) ([md](https://advisorcensus.com/firm/worthwise-financial-partners-houston-tx-316812.md)) | 316812 | Houston, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [WPA Family Office, LLC](https://advisorcensus.com/firm/wpa-family-office-llc-dallas-tx-315566) ([md](https://advisorcensus.com/firm/wpa-family-office-llc-dallas-tx-315566.md)) | 315566 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Wrwco, LLC](https://advisorcensus.com/firm/wrwco-llc-houston-tx-113665) ([md](https://advisorcensus.com/firm/wrwco-llc-houston-tx-113665.md)) | 113665 | Houston, TX | State-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Wykrent, Damon](https://advisorcensus.com/firm/wykrent-damon-flower-mound-tx-153532) ([md](https://advisorcensus.com/firm/wykrent-damon-flower-mound-tx-153532.md)) | 153532 | Flower Mound, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Y2K Financial LLC](https://advisorcensus.com/firm/y2k-financial-llc-310585) ([md](https://advisorcensus.com/firm/y2k-financial-llc-310585.md)) | 310585 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | Hourly |
| [YCG, LLC](https://advisorcensus.com/firm/ycg-llc-austin-tx-145769) ([md](https://advisorcensus.com/firm/ycg-llc-austin-tx-145769.md)) | 145769 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [Yendrey Wealth Management LLC](https://advisorcensus.com/firm/yendrey-wealth-management-llc-victoria-tx-298940) ([md](https://advisorcensus.com/firm/yendrey-wealth-management-llc-victoria-tx-298940.md)) | 298940 | Victoria, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Your Richest Life](https://advisorcensus.com/firm/your-richest-life-plano-tx-171609) ([md](https://advisorcensus.com/firm/your-richest-life-plano-tx-171609.md)) | 171609 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Yuka Corp](https://advisorcensus.com/firm/yuka-corp-houston-tx-337865) ([md](https://advisorcensus.com/firm/yuka-corp-houston-tx-337865.md)) | 337865 | Houston, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Zuwa Financial LLC](https://advisorcensus.com/firm/zuwa-financial-llc-lewisville-tx-285050) ([md](https://advisorcensus.com/firm/zuwa-financial-llc-lewisville-tx-285050.md)) | 285050 | Lewisville, TX | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/tx/fee-only/page/16.md

## 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)
- [Fee-only financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/fee-only) (https://advisorcensus.com/advisors/tx/dallas/fee-only.md)
- [Fee-only financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston/fee-only) (https://advisorcensus.com/advisors/tx/houston/fee-only.md)
- [Fee-only financial advisors in Austin, TX](https://advisorcensus.com/advisors/tx/austin/fee-only) (https://advisorcensus.com/advisors/tx/austin/fee-only.md)
- [Fee-only financial advisors in San Antonio, TX](https://advisorcensus.com/advisors/tx/san-antonio/fee-only) (https://advisorcensus.com/advisors/tx/san-antonio/fee-only.md)
- [Fee-only financial advisors in El Paso, TX](https://advisorcensus.com/advisors/tx/el-paso/fee-only) (https://advisorcensus.com/advisors/tx/el-paso/fee-only.md)
- [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)
- [Fee-only financial advisors in Waco, TX](https://advisorcensus.com/advisors/tx/waco/fee-only) (https://advisorcensus.com/advisors/tx/waco/fee-only.md)
- [Fee-only financial advisors in Lubbock, TX](https://advisorcensus.com/advisors/tx/lubbock/fee-only) (https://advisorcensus.com/advisors/tx/lubbock/fee-only.md)
- [Fee-only financial advisors in Victoria, TX](https://advisorcensus.com/advisors/tx/victoria/fee-only) (https://advisorcensus.com/advisors/tx/victoria/fee-only.md)
- [Fee-only financial advisors in Abilene, TX](https://advisorcensus.com/advisors/tx/abilene/fee-only) (https://advisorcensus.com/advisors/tx/abilene/fee-only.md)
- [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.