{ "path": "/advisors/tx/fee-only", "url": "https://advisorcensus.com/advisors/tx/fee-only/page/3", "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": 3, "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": 327494, "name": "Black Sea Investment Group", "name_as_filed": "BLACK SEA INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/black-sea-investment-group-north-richland-hills-tx-327494", "city": "North Richland Hills", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112371, "name": "Black Swan Management Group, Inc.", "name_as_filed": "BLACK SWAN MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/black-swan-management-group-inc-dallas-tx-112371", "city": "Dallas", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312791, "name": "Blackbox Capital Management LLC", "name_as_filed": "BLACKBOX CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/blackbox-capital-management-llc-312791", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341353, "name": "Blanck Financial", "name_as_filed": "BLANCK FINANCIAL", "url": "https://advisorcensus.com/firm/blanck-financial-341353", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140066, "name": "Bland Garvey Wealth Advisors, LLC", "name_as_filed": "BLAND GARVEY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bland-garvey-wealth-advisors-llc-richardson-tx-140066", "city": "Richardson", "state": "TX", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337744, "name": "BLSH Wealth Management", "name_as_filed": "BLSH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/blsh-wealth-management-337744", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315830, "name": "Blue Mountain Financial Planning", "name_as_filed": "BLUE MOUNTAIN FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/blue-mountain-financial-planning-melissa-tx-315830", "city": "Melissa", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173342, "name": "Blue Tower Asset Management, LLC", "name_as_filed": "BLUE TOWER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-tower-asset-management-llc-austin-tx-173342", "city": "Austin", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305698, "name": "Boggs Wallace Wealth Partners LLC", "name_as_filed": "BOGGS WALLACE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/boggs-wallace-wealth-partners-llc-denton-tx-305698", "city": "Denton", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148654, "name": "Bolgiano Capital Management", "name_as_filed": "BOLGIANO CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/bolgiano-capital-management-midlothian-tx-148654", "city": "Midlothian", "state": "TX", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292344, "name": "Bollinger Wealth Management LLC", "name_as_filed": "BOLLINGER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bollinger-wealth-management-llc-292344", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114287, "name": "Bonner & Smith, LLC", "name_as_filed": "BONNER & SMITH, LLC", "url": "https://advisorcensus.com/firm/bonner-and-smith-llc-lubbock-tx-114287", "city": "Lubbock", "state": "TX", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147750, "name": "Bragg Comer Financial Advisors, LLC", "name_as_filed": "BRAGG COMER FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bragg-comer-financial-advisors-llc-147750", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340256, "name": "Bravo Zulu Capital Management", "name_as_filed": "BRAVO ZULU CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/bravo-zulu-capital-management-340256", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289749, "name": "Brazos Capital", "name_as_filed": "BRAZOS CAPITAL", "url": "https://advisorcensus.com/firm/brazos-capital-austin-tx-289749", "city": "Austin", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323508, "name": "Brazos Wealth Advisors LLC", "name_as_filed": "BRAZOS WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508", "city": "Fort Worth", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309643, "name": "Brexton Family Financial, LLC", "name_as_filed": "BREXTON FAMILY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/brexton-family-financial-llc-309643", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 105638, "name": "Briaud Financial Advisors", "name_as_filed": "BRIAUD FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/briaud-financial-advisors-college-station-tx-105638", "city": "College Station", "state": "TX", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301522, "name": "Bright Vision Wealth", "name_as_filed": "BRIGHT VISION WEALTH", "url": "https://advisorcensus.com/firm/bright-vision-wealth-the-woodlands-tx-301522", "city": "The Woodlands", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281416, "name": "Brio Consulting, LLC", "name_as_filed": "BRIO CONSULTING, LLC", "url": "https://advisorcensus.com/firm/brio-consulting-llc-austin-tx-281416", "city": "Austin", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132332, "name": "Broadhurst Financial Advisors, Inc.", "name_as_filed": "BROADHURST FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/broadhurst-financial-advisors-inc-austin-tx-132332", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337292, "name": "Broken Investing, LLC", "name_as_filed": "BROKEN INVESTING, LLC", "url": "https://advisorcensus.com/firm/broken-investing-llc-waco-tx-337292", "city": "Waco", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322787, "name": "Brookline Wealth, LLC", "name_as_filed": "BROOKLINE WEALTH, LLC", "url": "https://advisorcensus.com/firm/brookline-wealth-llc-austin-tx-322787", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 304855, "name": "Brownlee Wealth Management", "name_as_filed": "BROWNLEE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brownlee-wealth-management-houston-tx-304855", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285221, "name": "Brownsboro Financial", "name_as_filed": "BROWNSBORO FINANCIAL", "url": "https://advisorcensus.com/firm/brownsboro-financial-lockhart-tx-285221", "city": "Lockhart", "state": "TX", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285119, "name": "Broyles Advisory, LLC", "name_as_filed": "BROYLES ADVISORY, LLC", "url": "https://advisorcensus.com/firm/broyles-advisory-llc-dallas-tx-285119", "city": "Dallas", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306574, "name": "Burford Brothers, Inc.", "name_as_filed": "BURFORD BROTHERS, INC.", "url": "https://advisorcensus.com/firm/burford-brothers-inc-dallas-tx-306574", "city": "Dallas", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141807, "name": "Cadence Financial Advisors, LLC", "name_as_filed": "CADENCE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cadence-financial-advisors-llc-allen-tx-141807", "city": "Allen", "state": "TX", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326936, "name": "Caishen Financial", "name_as_filed": "CAISHEN FINANCIAL", "url": "https://advisorcensus.com/firm/caishen-financial-plano-tx-326936", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317283, "name": "Caldwell Investment Services LLC", "name_as_filed": "CALDWELL INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/caldwell-investment-services-llc-317283", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114058, "name": "Callahan Advisors, LLC", "name_as_filed": "CALLAHAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/callahan-advisors-llc-houston-tx-114058", "city": "Houston", "state": "TX", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286078, "name": "CAM Investor Solutions", "name_as_filed": "CAM INVESTOR SOLUTIONS", "url": "https://advisorcensus.com/firm/cam-investor-solutions-austin-tx-286078", "city": "Austin", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284978, "name": "Candor Asset Advisors, LLC", "name_as_filed": "CANDOR ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/candor-asset-advisors-llc-austin-tx-284978", "city": "Austin", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 120828, "name": "Cannoles Asset Management, Inc.", "name_as_filed": "CANNOLES ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cannoles-asset-management-inc-dwg-tx-120828", "city": "Dwg", "state": "TX", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325164, "name": "Cap Six Advisors", "name_as_filed": "CAP SIX ADVISORS", "url": "https://advisorcensus.com/firm/cap-six-advisors-houston-tx-325164", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312295, "name": "Caplo Advisory LLC", "name_as_filed": "CAPLO ADVISORY LLC", "url": "https://advisorcensus.com/firm/caplo-advisory-llc-houston-tx-312295", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 170672, "name": "Caprock Capital Advisors Inc.", "name_as_filed": "CAPROCK CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672", "city": "Plano", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339938, "name": "Cardinal Wealth Management LLC", "name_as_filed": "CARDINAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cardinal-wealth-management-llc-339938", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 129350, "name": "Carr Consulting P.A.", "name_as_filed": "CARR CONSULTING P.A.", "url": "https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350", "city": "San Antonio", "state": "TX", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164325, "name": "Carriage Services Investment Advisors, Inc.", "name_as_filed": "CARRIAGE SERVICES INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/carriage-services-investment-advisors-inc-houston-tx-164325", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123069, "name": "Carter Capital Management", "name_as_filed": "CARTER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/carter-capital-management-123069", "city": null, "state": null, "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312231, "name": "Carvalho Investment Group, LLC", "name_as_filed": "CARVALHO INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/carvalho-investment-group-llc-austin-tx-312231", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 329570, "name": "Casmilner Consulting LLC", "name_as_filed": "CASMILNER CONSULTING LLC", "url": "https://advisorcensus.com/firm/casmilner-consulting-llc-329570", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290650, "name": "Cates FP, Cates Tax Advisory", "name_as_filed": "CATES FP, CATES TAX ADVISORY", "url": "https://advisorcensus.com/firm/cates-fp-cates-tax-advisory-290650", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338168, "name": "CAZ GP Stakes Adviser LLC", "name_as_filed": "CAZ GP STAKES ADVISER LLC", "url": "https://advisorcensus.com/firm/caz-gp-stakes-adviser-llc-houston-tx-338168", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327614, "name": 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