{ "path": "/advisors/tx/fee-only", "url": "https://advisorcensus.com/advisors/tx/fee-only/page/9", "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": 9, "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": 316410, "name": "Kelley Lane Capital, LLC", "name_as_filed": "KELLEY LANE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/kelley-lane-capital-llc-dallas-tx-316410", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306286, "name": "Kelly Klingaman Financial Planning LLC", "name_as_filed": "KELLY KLINGAMAN FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/kelly-klingaman-financial-planning-llc-306286", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 139722, "name": "Kevin Clariday Investment Advisor", "name_as_filed": "KEVIN CLARIDAY INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/kevin-clariday-investment-advisor-139722", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339644, "name": "Kindred Peak Wealth Management LLC", "name_as_filed": "KINDRED PEAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kindred-peak-wealth-management-llc-san-antonio-tx-339644", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304351, "name": "Kinetix Financial Planning", "name_as_filed": "KINETIX FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/kinetix-financial-planning-304351", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 269876, "name": "Kings Path Partners LLC", "name_as_filed": "KINGS PATH PARTNERS LLC", "url": "https://advisorcensus.com/firm/kings-path-partners-llc-sugar-land-tx-269876", "city": "Sugar Land", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114492, "name": "Kingsbury Financial Management, Inc.", "name_as_filed": "KINGSBURY FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kingsbury-financial-management-inc-114492", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315355, "name": "Koin Capital Inc", "name_as_filed": "KOIN CAPITAL INC", "url": "https://advisorcensus.com/firm/koin-capital-inc-houston-tx-315355", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "subscription", "fixed" ], "enhanced": false }, { "crd_number": 166933, "name": "Konnect Health and Wealth", "name_as_filed": "KONNECT HEALTH AND WEALTH", "url": "https://advisorcensus.com/firm/konnect-health-and-wealth-166933", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152693, "name": "Kopion Asset Management, LLC", "name_as_filed": "KOPION ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kopion-asset-management-llc-mckinney-tx-152693", "city": "McKinney", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310851, "name": "Kopkin Capital Management, LLC", "name_as_filed": "KOPKIN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kopkin-capital-management-llc-310851", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304613, "name": "Krishna Wealth Planning", "name_as_filed": "KRISHNA WEALTH PLANNING", "url": "https://advisorcensus.com/firm/krishna-wealth-planning-mckinney-tx-304613", "city": "McKinney", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110059, "name": "L. Cooper Investments", "name_as_filed": "L. COOPER INVESTMENTS", "url": "https://advisorcensus.com/firm/l-cooper-investments-110059", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314620, "name": "Ladewig Investment Management, LLC", "name_as_filed": "LADEWIG INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ladewig-investment-management-llc-314620", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341523, "name": "Lafayette Financial Planning LLC", "name_as_filed": "LAFAYETTE FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/lafayette-financial-planning-llc-341523", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286175, "name": "Lake Hills Wealth Management, LLC", "name_as_filed": "LAKE HILLS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lake-hills-wealth-management-llc-austin-tx-286175", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339602, "name": "Lakeline Financial", "name_as_filed": "LAKELINE FINANCIAL", "url": "https://advisorcensus.com/firm/lakeline-financial-339602", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150666, "name": "Lakes Wealth Advisory, LLC", "name_as_filed": "LAKES WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/lakes-wealth-advisory-llc-150666", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338971, "name": "Lambda Wealth Management LLC", "name_as_filed": "LAMBDA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lambda-wealth-management-llc-338971", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315375, "name": "Lampados Financial Group, LLC", "name_as_filed": "LAMPADOS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/lampados-financial-group-llc-ft-worth-tx-315375", "city": "Ft Worth", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301316, "name": "Laughter Financial", "name_as_filed": "LAUGHTER FINANCIAL", "url": "https://advisorcensus.com/firm/laughter-financial-301316", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114431, "name": "Lauterbach Financial Advisors, LLC", "name_as_filed": "LAUTERBACH FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lauterbach-financial-advisors-llc-el-paso-tx-114431", "city": "El Paso", "state": "TX", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118072, "name": "Lawrence Financial Services", "name_as_filed": "LAWRENCE FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/lawrence-financial-services-houston-tx-118072", "city": "Houston", "state": "TX", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311160, "name": "Lawrence, Alan", "name_as_filed": "LAWRENCE, ALAN", "url": "https://advisorcensus.com/firm/lawrence-alan-311160", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330543, "name": "LCM Financial", "name_as_filed": "LCM FINANCIAL", "url": "https://advisorcensus.com/firm/lcm-financial-kingwood-tx-330543", "city": "Kingwood", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153038, "name": "LCR Financial Group, LLC", "name_as_filed": "LCR FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/lcr-financial-group-llc-153038", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 174119, "name": "Lear Investment Management", "name_as_filed": "LEAR INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/lear-investment-management-dallas-tx-174119", "city": "Dallas", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285490, "name": "Leder Fiduciary Capital LLC", "name_as_filed": "LEDER FIDUCIARY CAPITAL LLC", "url": "https://advisorcensus.com/firm/leder-fiduciary-capital-llc-bellaire-tx-285490", "city": "Bellaire", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105910, "name": "Lee Financial Company, LLC", "name_as_filed": "LEE FINANCIAL COMPANY, LLC", "url": "https://advisorcensus.com/firm/lee-financial-company-llc-dallas-tx-105910", "city": "Dallas", "state": "TX", "years_registered": 51, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 181525, "name": "Legacy 401K Partners, LLC", "name_as_filed": "LEGACY 401K PARTNERS, LLC", "url": "https://advisorcensus.com/firm/legacy-401k-partners-llc-grapevine-tx-181525", "city": "Grapevine", "state": "TX", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300873, "name": "Legacy Chief Financial Office, LLC", "name_as_filed": "LEGACY CHIEF FINANCIAL OFFICE, LLC", "url": "https://advisorcensus.com/firm/legacy-chief-financial-office-llc-shenandoah-tx-300873", "city": "Shenandoah", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 314338, "name": "Legacy Financial Designs", "name_as_filed": "LEGACY FINANCIAL DESIGNS", "url": "https://advisorcensus.com/firm/legacy-financial-designs-the-woodlands-tx-314338", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118187, "name": "Legacy Harbor", "name_as_filed": "LEGACY HARBOR", "url": "https://advisorcensus.com/firm/legacy-harbor-plano-tx-118187", "city": "Plano", "state": "TX", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114868, "name": "Legacy Wealth Advisors, Inc.", "name_as_filed": "LEGACY WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-inc-waxahachie-tx-114868", "city": "Waxahachie", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 162212, "name": "Lemuel James Financial", "name_as_filed": "LEMUEL JAMES FINANCIAL", "url": "https://advisorcensus.com/firm/lemuel-james-financial-162212", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332194, "name": "Lewis Weil Co.", "name_as_filed": "LEWIS WEIL CO.", "url": "https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301810, "name": "Lexington Hill Partners, LLC", "name_as_filed": "LEXINGTON HILL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/lexington-hill-partners-llc-dallas-tx-301810", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338553, "name": "LGBTQ Wealth Planning LLC", "name_as_filed": "LGBTQ WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/lgbtq-wealth-planning-llc-338553", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328275, "name": "Lifetime Financial Planners LLC", "name_as_filed": "LIFETIME FINANCIAL PLANNERS LLC", "url": "https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114276, "name": "Lifeway Financial Corporation", "name_as_filed": "LIFEWAY FINANCIAL CORPORATION", "url": "https://advisorcensus.com/firm/lifeway-financial-corporation-plano-tx-114276", "city": "Plano", "state": "TX", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322364, "name": "Lime Rock Investment Management Company, Inc.", "name_as_filed": "LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/lime-rock-investment-management-company-inc-san-antonio-tx-322364", "city": "San Antonio", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336849, "name": "Livingston Wealth Advisory", "name_as_filed": "LIVINGSTON WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/livingston-wealth-advisory-336849", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307839, "name": "Lloyds Intrepid Wealth Management", "name_as_filed": "LLOYDS INTREPID WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lloyds-intrepid-wealth-management-the-woodlands-tx-307839", "city": "The Woodlands", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 327781, "name": "Lockwood Wealth Strategies, LLC", "name_as_filed": "LOCKWOOD WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/lockwood-wealth-strategies-llc-houston-tx-327781", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328755, "name": "Look Both Ways Financial, LLC", "name_as_filed": "LOOK BOTH WAYS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/look-both-ways-financial-llc-328755", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299880, "name": "Lowercase Capital, LLC", "name_as_filed": "LOWERCASE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/lowercase-capital-llc-299880", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 306615, "name": "LP Investment Management, LLC", "name_as_filed": "LP INVESTMENT MANAGEMENT, LLC", "url": 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