{ "path": "/advisors/tx/fee-only", "url": "https://advisorcensus.com/advisors/tx/fee-only/page/4", "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": "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.", "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": 4, "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": 321134, "name": "Chisholm Wealth Management", "name_as_filed": "CHISHOLM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134", "city": "Burleson", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304542, "name": "Chris Reddick Financial Planning", "name_as_filed": "CHRIS REDDICK FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/chris-reddick-financial-planning-304542", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343166, "name": "Christopher James Capital Advisors", "name_as_filed": "CHRISTOPHER JAMES CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/christopher-james-capital-advisors-343166", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334451, "name": "Circadia Financial Planning", "name_as_filed": "CIRCADIA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/circadia-financial-planning-334451", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 217515, "name": "Clare Market Investments, LLC", "name_as_filed": "CLARE MARKET INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329226, "name": "Clarified Wealth Advisory", "name_as_filed": "CLARIFIED WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337649, "name": "Clearpoint Wealth Management", "name_as_filed": "CLEARPOINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649", "city": "Colleyville", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337831, "name": "Clearwater Wealth Management", "name_as_filed": "CLEARWATER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clearwater-wealth-management-337831", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325543, "name": "CMH Wealth Management", "name_as_filed": "CMH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148513, "name": "Coleman Investment Counsel", "name_as_filed": "COLEMAN INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/coleman-investment-counsel-148513", "city": null, "state": null, "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 314610, "name": "Collins Wealth Management", "name_as_filed": "COLLINS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/collins-wealth-management-sugar-land-tx-314610", "city": "Sugar Land", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283475, "name": "Compendium Wealth Advisors, LLC", "name_as_filed": "COMPENDIUM WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/compendium-wealth-advisors-llc-austin-tx-283475", "city": "Austin", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 305247, "name": "Complete View Financial LLC", "name_as_filed": "COMPLETE VIEW FINANCIAL LLC", "url": "https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247", "city": "San Antonio", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297440, "name": "Composedpro, Inc.", "name_as_filed": "COMPOSEDPRO, INC.", "url": "https://advisorcensus.com/firm/composedpro-inc-san-antonio-tx-297440", "city": "San Antonio", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338635, "name": "Conceptum Strategies", "name_as_filed": "CONCEPTUM STRATEGIES", "url": "https://advisorcensus.com/firm/conceptum-strategies-san-antonio-tx-338635", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304831, "name": "Concert Financial Planning, LLC", "name_as_filed": "CONCERT FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/concert-financial-planning-llc-houston-tx-304831", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293564, "name": "Concurrent Wealth Management", "name_as_filed": "CONCURRENT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/concurrent-wealth-management-houston-tx-293564", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 300451, "name": "Cooksen Wealth, LLC", "name_as_filed": "COOKSEN WEALTH, LLC", "url": "https://advisorcensus.com/firm/cooksen-wealth-llc-the-woodlands-tx-300451", "city": "The Woodlands", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108046, "name": "Corda Investment Management, LLC", "name_as_filed": "CORDA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/corda-investment-management-llc-houston-tx-108046", "city": "Houston", "state": "TX", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120678, "name": "Core Capital Management, LLC", "name_as_filed": "CORE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/core-capital-management-llc-the-woodlands-tx-120678", "city": "The Woodlands", "state": "TX", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304643, "name": "Corps Capital Advisors, LLC", "name_as_filed": "CORPS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/corps-capital-advisors-llc-southlake-tx-304643", "city": "Southlake", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 293620, "name": "Corrigo Investment Partners, LLC", "name_as_filed": "CORRIGO INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/corrigo-investment-partners-llc-austin-tx-293620", "city": "Austin", "state": "TX", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114236, "name": "Cove Wealth Management", "name_as_filed": "COVE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cove-wealth-management-houston-tx-114236", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162306, "name": "COX & Company Investment Advisors, Inc.", "name_as_filed": "COX & COMPANY INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cox-and-company-investment-advisors-inc-162306", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173822, "name": "Coyle Capital, LLC", "name_as_filed": "COYLE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/coyle-capital-llc-lakeway-tx-173822", "city": "Lakeway", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162673, "name": "Cravens Brothers Private Wealth Management LLC", "name_as_filed": "CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cravens-brothers-private-wealth-management-llc-dallas-tx-162673", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331945, "name": "Crescent Investment Solutions LLC", "name_as_filed": "CRESCENT INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/crescent-investment-solutions-llc-plano-tx-331945", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307679, "name": "Crestridge Wealth Advisors, LLC", "name_as_filed": "CRESTRIDGE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/crestridge-wealth-advisors-llc-houston-tx-307679", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333252, "name": "Cresvita Capital", "name_as_filed": "CRESVITA CAPITAL", "url": "https://advisorcensus.com/firm/cresvita-capital-333252", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111779, "name": "Crimson Management", "name_as_filed": "CRIMSON MANAGEMENT", "url": "https://advisorcensus.com/firm/crimson-management-houston-tx-111779", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301085, "name": "Cross Financial Strategies, LLC", "name_as_filed": "CROSS FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/cross-financial-strategies-llc-301085", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315476, "name": "CRU Wealth Management", "name_as_filed": "CRU WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cru-wealth-management-315476", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324035, "name": "CST Financial Advisory LLC", "name_as_filed": "CST FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/cst-financial-advisory-llc-the-colony-tx-324035", "city": "The Colony", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281524, "name": "Curran Financial Partners, LLC", "name_as_filed": "CURRAN FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/curran-financial-partners-llc-dripping-springs-tx-281524", "city": "Dripping Springs", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106593, "name": "Cypress Asset Management Inc", "name_as_filed": "CYPRESS ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cypress-asset-management-inc-houston-tx-106593", "city": "Houston", "state": "TX", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325688, "name": "Cypress Lane Advisors", "name_as_filed": "CYPRESS LANE ADVISORS", "url": "https://advisorcensus.com/firm/cypress-lane-advisors-325688", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 143771, "name": "Cypress Point Wealth Management, LLC", "name_as_filed": "CYPRESS POINT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771", "city": "Dallas", "state": "TX", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166414, "name": "Cypress Wealth Advisors, LLC", "name_as_filed": "CYPRESS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cypress-wealth-advisors-llc-shavano-park-tx-166414", "city": "Shavano Park", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163698, "name": "Dancourt Management, LLC", "name_as_filed": "DANCOURT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dancourt-management-llc-houston-tx-163698", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156501, "name": "Dark Horse LLC", "name_as_filed": "DARK HORSE LLC", "url": "https://advisorcensus.com/firm/dark-horse-llc-156501", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135281, "name": "Dash Investments", "name_as_filed": "DASH INVESTMENTS", "url": "https://advisorcensus.com/firm/dash-investments-plano-tx-135281", "city": "Plano", "state": "TX", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327314, "name": "David Rhodes Cannon, C.P.A., LLC", "name_as_filed": "DAVID RHODES CANNON, C.P.A., LLC", "url": "https://advisorcensus.com/firm/david-rhodes-cannon-c-p-a-llc-frisco-tx-327314", "city": "Frisco", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112232, "name": "Davidson Capital Management, Inc", "name_as_filed": "DAVIDSON CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/davidson-capital-management-inc-corpus-christi-tx-112232", "city": "Corpus Christi", "state": "TX", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114618, "name": "DBA FEE Only Financial Planning, Inc.", "name_as_filed": "DBA FEE ONLY FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/dba-fee-only-financial-planning-inc-114618", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147504, "name": "DBG Capital Advisors, LLC", "name_as_filed": "DBG CAPITAL ADVISORS, LLC", 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