{ "path": "/advisors/tx/flat-fee", "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/10", "page_type": "state_fee", "title": "Flat-fee financial advisors in Texas", "filters": {}, "scope_total": 1156, "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 1,156 investment advisory firms with a principal office in Texas that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Texas: 1,156 firms from Form ADV filings as of October 2026.", "total_firms": 1156, "page": 10, "total_pages": 24, "sort": "name", "registration_types": { "sec": 478, "state": 678, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 447 }, { "code": "percentage_of_aum", "count": 1027 }, { "code": "hourly", "count": 684 }, { "code": "subscription", "count": 22 }, { "code": "fixed", "count": 1156 }, { "code": "commissions", "count": 24 }, { "code": "performance_based", "count": 137 }, { "code": "other", "count": 140 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 429 }, { "code": "5_to_9", "count": 314 }, { "code": "10_to_19", "count": 258 }, { "code": "20_plus", "count": 147 }, { "code": "not_reported", "count": 8 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 368 }, { "code": "25m_100m", "count": 206 }, { "code": "100m_500m", "count": 260 }, { "code": "500m_1b", "count": 90 }, { "code": "1b_5b", "count": 82 }, { "code": "over_5b", "count": 35 }, { "code": "not_reported", "count": 115 } ], "firms": [ { "crd_number": 283000, "name": "Hamilton Gray Wealth Management LLC", "name_as_filed": "HAMILTON GRAY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hamilton-gray-wealth-management-llc-houston-tx-283000", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 331682, "name": "Hampton Rock Wealth Management", "name_as_filed": "HAMPTON ROCK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hampton-rock-wealth-management-austin-tx-331682", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133918, "name": "Harlow Capital Management LLC", "name_as_filed": "HARLOW CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/harlow-capital-management-llc-dallas-tx-133918", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 299166, "name": "Harrell Investment Partners, LLC", "name_as_filed": "HARRELL INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/harrell-investment-partners-llc-austin-tx-299166", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319760, "name": "Harris Financial Consulting, PLLC", "name_as_filed": "HARRIS FINANCIAL CONSULTING, PLLC", "url": "https://advisorcensus.com/firm/harris-financial-consulting-pllc-319760", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170938, "name": "Harris Wealth Advisors, LLC", "name_as_filed": "HARRIS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/harris-wealth-advisors-llc-170938", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310334, "name": "Hartmann Taylor Wealth Management, LLC", "name_as_filed": "HARTMANN TAYLOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hartmann-taylor-wealth-management-llc-dallas-tx-310334", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317746, "name": "Harvester Wealth, LLC", "name_as_filed": "HARVESTER WEALTH, LLC", "url": "https://advisorcensus.com/firm/harvester-wealth-llc-dallas-tx-317746", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292442, "name": "Hedgefield Wealth Management", "name_as_filed": "HEDGEFIELD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hedgefield-wealth-management-denton-tx-292442", "city": "Denton", "state": "TX", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168924, "name": "Heiser Investment Advisers", "name_as_filed": "HEISER INVESTMENT ADVISERS", "url": "https://advisorcensus.com/firm/heiser-investment-advisers-168924", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134444, "name": "Helios Wealth Advisors, LLC", "name_as_filed": "HELIOS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/helios-wealth-advisors-llc-pearland-tx-134444", "city": "Pearland", "state": "TX", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144035, "name": "Henderson Capital & Wealth Management, LLC", "name_as_filed": "HENDERSON CAPITAL & WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/henderson-capital-and-wealth-management-llc-brownsville-tx-144035", "city": "Brownsville", "state": "TX", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311388, "name": "Henry Bragg & Co.", "name_as_filed": "HENRY BRAGG & CO.", "url": "https://advisorcensus.com/firm/henry-bragg-and-co-houston-tx-311388", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342736, "name": "Heritage Haus Wealth Partners LLC", "name_as_filed": "HERITAGE HAUS WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/heritage-haus-wealth-partners-llc-new-braunfels-tx-342736", "city": "New Braunfels", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165191, "name": "Heritage Retirement Advisors, LLC", "name_as_filed": "HERITAGE RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/heritage-retirement-advisors-llc-colleyville-tx-165191", "city": "Colleyville", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 122394, "name": "Heritage Wealth Management", "name_as_filed": "HERITAGE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/heritage-wealth-management-houston-tx-122394", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 44971, "name": "Herndon Plant Oakley Ltd", "name_as_filed": "HERNDON PLANT OAKLEY LTD", "url": "https://advisorcensus.com/firm/herndon-plant-oakley-ltd-corpus-christi-tx-44971", "city": "Corpus Christi", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305202, "name": "Herrington Wealth Management Corporation", "name_as_filed": "HERRINGTON WEALTH MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/herrington-wealth-management-corporation-frisco-tx-305202", "city": "Frisco", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148406, "name": "HFG Wealth Management, LLC", "name_as_filed": "HFG WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hfg-wealth-management-llc-the-woodlands-tx-148406", "city": "The Woodlands", "state": "TX", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114653, "name": "HG Capital Advisors, LLC", "name_as_filed": "HG CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hg-capital-advisors-llc-114653", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309799, "name": "Hicks Management & Financial Services, LLC", "name_as_filed": "HICKS MANAGEMENT & FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/hicks-management-and-financial-services-llc-309799", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128561, "name": "Higginbotham Retirement Advisors, Inc.", "name_as_filed": "HIGGINBOTHAM RETIREMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/higginbotham-retirement-advisors-inc-houston-tx-128561", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335788, "name": "High Flight Financial LLC", "name_as_filed": "HIGH FLIGHT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/high-flight-financial-llc-dallas-tx-335788", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114404, "name": "High Plains Investment Advisors, Inc.", "name_as_filed": "HIGH PLAINS INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/high-plains-investment-advisors-inc-lubbock-tx-114404", "city": "Lubbock", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307376, "name": "Hill Country Group", "name_as_filed": "HILL COUNTRY GROUP", "url": "https://advisorcensus.com/firm/hill-country-group-boerne-tx-307376", "city": "Boerne", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334342, "name": "Hilltop Planning", "name_as_filed": "HILLTOP PLANNING", "url": "https://advisorcensus.com/firm/hilltop-planning-austin-tx-334342", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110760, "name": "Hilltop Securities Asset Management, LLC", "name_as_filed": "HILLTOP SECURITIES ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hilltop-securities-asset-management-llc-dallas-tx-110760", "city": "Dallas", "state": "TX", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 6220, "name": "Hilltop Securities Inc.", "name_as_filed": "HILLTOP SECURITIES INC.", "url": "https://advisorcensus.com/firm/hilltop-securities-inc-dallas-tx-6220", "city": "Dallas", "state": "TX", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 285226, "name": "Hilton Financial Group, LLC", "name_as_filed": "HILTON FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/hilton-financial-group-llc-285226", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168007, "name": "Holdfast Wealth Management, LLC", "name_as_filed": "HOLDFAST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/holdfast-wealth-management-llc-168007", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159060, "name": "Holland Investment Management, Inc.", "name_as_filed": "HOLLAND INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/holland-investment-management-inc-fort-worth-tx-159060", "city": "Fort Worth", "state": "TX", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318304, "name": "Holt Wealth Management LLC", "name_as_filed": "HOLT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/holt-wealth-management-llc-borger-tx-318304", "city": "Borger", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340589, "name": "Homage Wealth Group LLC", "name_as_filed": "HOMAGE WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/homage-wealth-group-llc-houston-tx-340589", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114102, "name": "Horizon Wealth Advisors", "name_as_filed": "HORIZON WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/horizon-wealth-advisors-houston-tx-114102", "city": "Houston", "state": "TX", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308216, "name": "Horizons Financial Planning", "name_as_filed": "HORIZONS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/horizons-financial-planning-midland-tx-308216", "city": "Midland", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168715, "name": "Houston Wealth Management", "name_as_filed": "HOUSTON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/houston-wealth-management-houston-tx-168715", "city": "Houston", "state": "TX", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107978, "name": "Howard Financial Services, Ltd.", "name_as_filed": "HOWARD FINANCIAL SERVICES, LTD.", "url": "https://advisorcensus.com/firm/howard-financial-services-ltd-dallas-tx-107978", "city": "Dallas", "state": "TX", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110192, "name": "Howland Advisory Corporation", "name_as_filed": "HOWLAND ADVISORY CORPORATION", "url": "https://advisorcensus.com/firm/howland-advisory-corporation-dallas-tx-110192", "city": "Dallas", "state": "TX", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310894, "name": "Hozie Consulting", "name_as_filed": "HOZIE CONSULTING", "url": "https://advisorcensus.com/firm/hozie-consulting-310894", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327285, "name": "HRC Financial", "name_as_filed": "HRC FINANCIAL", "url": "https://advisorcensus.com/firm/hrc-financial-327285", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307956, "name": "Hub Investment Partners, LLC", "name_as_filed": "HUB INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hub-investment-partners-llc-austin-tx-307956", "city": "Austin", "state": "TX", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147261, "name": "Human Financial", "name_as_filed": "HUMAN FINANCIAL", "url": "https://advisorcensus.com/firm/human-financial-147261", "city": null, "state": null, "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298289, "name": "Hunter Value Capital LLC", "name_as_filed": "HUNTER VALUE CAPITAL LLC", "url": "https://advisorcensus.com/firm/hunter-value-capital-llc-dallas-tx-298289", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163912, "name": "HV Capital Advisors LLC", "name_as_filed": "HV CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/hv-capital-advisors-llc-dallas-tx-163912", "city": "Dallas", "state": "TX", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339194, "name": "Hyvorian Financial", "name_as_filed": "HYVORIAN FINANCIAL", "url": "https://advisorcensus.com/firm/hyvorian-financial-garland-tx-339194", "city": "Garland", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112486, "name": "IAS Wealth Management, Inc.", "name_as_filed": "IAS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486", "city": "The Woodlands", "state": "TX", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144297, "name": "Icon Imperial", "name_as_filed": "ICON IMPERIAL", "url": "https://advisorcensus.com/firm/icon-imperial-144297", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 341909, "name": "Ihsan Wealth", "name_as_filed": "IHSAN WEALTH", "url": "https://advisorcensus.com/firm/ihsan-wealth-341909", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159844, "name": "III Financial, LLC", "name_as_filed": "III FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/iii-financial-llc-cedar-park-tx-159844", "city": "Cedar Park", "state": "TX", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ 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