# Flat-fee financial advisors in Texas

> Find financial advisors in Texas who charge a fixed fee. 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, 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/flat-fee/page/11

## At a glance

- Investment advisory firms: 1,156
- Registration: SEC-registered investment adviser: 478, State-registered investment adviser: 678
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 447 (39%); Percentage of assets 1,027 (89%); Hourly charges 684 (59%); Subscription fees (newsletter or periodical) 22 (2%); Fixed fees 1,156 (100%); Commissions 24 (2%); Performance-based fees 137 (12%); Other 140 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 368 (32%); $25 million to $100 million 206 (18%); $100 million to $500 million 260 (22%); $500 million to $1 billion 90 (8%); $1 billion to $5 billion 82 (7%); Over $5 billion 35 (3%); Not reported 115 (10%)
- Years registered: Under 5 years 429 (37%); 5 to 9 years 314 (27%); 10 to 19 years 258 (22%); 20 years or more 147 (13%); Not reported 8 (1%)

## Firms (page 11 of 24, 501 to 550 of 1,156, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Impactful Wealth Solutions](https://advisorcensus.com/firm/impactful-wealth-solutions-red-oak-tx-306976) ([md](https://advisorcensus.com/firm/impactful-wealth-solutions-red-oak-tx-306976.md)) | 306976 | Red Oak, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Other |
| [Imperium Wealth Management, LLC](https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148) ([md](https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148.md)) | 159148 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Increase Consultants LLC](https://advisorcensus.com/firm/increase-consultants-llc-missouri-city-tx-289368) ([md](https://advisorcensus.com/firm/increase-consultants-llc-missouri-city-tx-289368.md)) | 289368 | Missouri City, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Inflection Financial](https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631) ([md](https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631.md)) | 309631 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Innova Wealth, LLC](https://advisorcensus.com/firm/innova-wealth-llc-houston-tx-173900) ([md](https://advisorcensus.com/firm/innova-wealth-llc-houston-tx-173900.md)) | 173900 | Houston, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Inscription Capital, LLC](https://advisorcensus.com/firm/inscription-capital-llc-houston-tx-291780) ([md](https://advisorcensus.com/firm/inscription-capital-llc-houston-tx-291780.md)) | 291780 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Inscription Family Office, LLC](https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900) ([md](https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900.md)) | 301900 | Houston, TX | SEC-registered investment adviser | Not reported | 7 | % of assets, Fixed fee |
| [Insight Wealth Partners](https://advisorcensus.com/firm/insight-wealth-partners-plano-tx-153635) ([md](https://advisorcensus.com/firm/insight-wealth-partners-plano-tx-153635.md)) | 153635 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Integra Asset Advisors, L.C.](https://advisorcensus.com/firm/integra-asset-advisors-l-c-austin-tx-114394) ([md](https://advisorcensus.com/firm/integra-asset-advisors-l-c-austin-tx-114394.md)) | 114394 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly, Fixed fee |
| [Integra Wealth Advisors](https://advisorcensus.com/firm/integra-wealth-advisors-dallas-tx-285610) ([md](https://advisorcensus.com/firm/integra-wealth-advisors-dallas-tx-285610.md)) | 285610 | Dallas, TX | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Other |
| [Integra Wealth Advisors, LLC](https://advisorcensus.com/firm/integra-wealth-advisors-llc-houston-tx-156216) ([md](https://advisorcensus.com/firm/integra-wealth-advisors-llc-houston-tx-156216.md)) | 156216 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Integrated Advisors Network LLC](https://advisorcensus.com/firm/integrated-advisors-network-llc-dallas-tx-171991) ([md](https://advisorcensus.com/firm/integrated-advisors-network-llc-dallas-tx-171991.md)) | 171991 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Integrated Wealth Strategies, LLC](https://advisorcensus.com/firm/integrated-wealth-strategies-llc-austin-tx-155254) ([md](https://advisorcensus.com/firm/integrated-wealth-strategies-llc-austin-tx-155254.md)) | 155254 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Integrity Advisory Solutions](https://advisorcensus.com/firm/integrity-advisory-solutions-dallas-tx-288817) ([md](https://advisorcensus.com/firm/integrity-advisory-solutions-dallas-tx-288817.md)) | 288817 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Integrity Financial Planning, LLC](https://advisorcensus.com/firm/integrity-financial-planning-llc-katy-tx-310974) ([md](https://advisorcensus.com/firm/integrity-financial-planning-llc-katy-tx-310974.md)) | 310974 | Katy, TX | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Integrity Road Wealth Partners LLC](https://advisorcensus.com/firm/integrity-road-wealth-partners-llc-houston-tx-333154) ([md](https://advisorcensus.com/firm/integrity-road-wealth-partners-llc-houston-tx-333154.md)) | 333154 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Intentional Living FP](https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500) ([md](https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500.md)) | 312500 | New Braunfelss, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Interlinc Financial Advisors, Inc.](https://advisorcensus.com/firm/interlinc-financial-advisors-inc-plano-tx-290740) ([md](https://advisorcensus.com/firm/interlinc-financial-advisors-inc-plano-tx-290740.md)) | 290740 | Plano, TX | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee, Other |
| [International Asset Management, Inc.](https://advisorcensus.com/firm/international-asset-management-inc-114651) ([md](https://advisorcensus.com/firm/international-asset-management-inc-114651.md)) | 114651 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 32 | % of assets, Hourly, Fixed fee |
| [Intrua Financial](https://advisorcensus.com/firm/intrua-financial-houston-tx-281554) ([md](https://advisorcensus.com/firm/intrua-financial-houston-tx-281554.md)) | 281554 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Investa Asset Management LLC](https://advisorcensus.com/firm/investa-asset-management-llc-157546) ([md](https://advisorcensus.com/firm/investa-asset-management-llc-157546.md)) | 157546 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets, Fixed fee |
| [Investment Strategies, L.L.C.](https://advisorcensus.com/firm/investment-strategies-l-l-c-corpus-christi-tx-155481) ([md](https://advisorcensus.com/firm/investment-strategies-l-l-c-corpus-christi-tx-155481.md)) | 155481 | Corpus Christi, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Fixed fee |
| [Investors Brokerage of Texas, Ltd.](https://advisorcensus.com/firm/investors-brokerage-of-texas-ltd-waco-tx-13037) ([md](https://advisorcensus.com/firm/investors-brokerage-of-texas-ltd-waco-tx-13037.md)) | 13037 | Waco, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Iron Forge Financial](https://advisorcensus.com/firm/iron-forge-financial-334445) ([md](https://advisorcensus.com/firm/iron-forge-financial-334445.md)) | 334445 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Ironbridge Private Wealth, LLC](https://advisorcensus.com/firm/ironbridge-private-wealth-llc-austin-tx-287714) ([md](https://advisorcensus.com/firm/ironbridge-private-wealth-llc-austin-tx-287714.md)) | 287714 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Ironbridge Wealth Counsel, LLC](https://advisorcensus.com/firm/ironbridge-wealth-counsel-llc-bee-cave-tx-321893) ([md](https://advisorcensus.com/firm/ironbridge-wealth-counsel-llc-bee-cave-tx-321893.md)) | 321893 | Bee Cave, TX | State-registered investment adviser | Not reported | 4 | Fixed fee |
| [Ironhorn Advisors LLC](https://advisorcensus.com/firm/ironhorn-advisors-llc-austin-tx-339425) ([md](https://advisorcensus.com/firm/ironhorn-advisors-llc-austin-tx-339425.md)) | 339425 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Ironoak Wealth](https://advisorcensus.com/firm/ironoak-wealth-cedar-park-tx-306403) ([md](https://advisorcensus.com/firm/ironoak-wealth-cedar-park-tx-306403.md)) | 306403 | Cedar Park, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Ironwood Wealth Management LLC](https://advisorcensus.com/firm/ironwood-wealth-management-llc-171008) ([md](https://advisorcensus.com/firm/ironwood-wealth-management-llc-171008.md)) | 171008 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Is Capital Management](https://advisorcensus.com/firm/is-capital-management-garland-tx-306787) ([md](https://advisorcensus.com/firm/is-capital-management-garland-tx-306787.md)) | 306787 | Garland, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [ISC Advisors, Inc.](https://advisorcensus.com/firm/isc-advisors-inc-dallas-tx-166586) ([md](https://advisorcensus.com/firm/isc-advisors-inc-dallas-tx-166586.md)) | 166586 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [ISF Advisory, LLC](https://advisorcensus.com/firm/isf-advisory-llc-round-rock-tx-317376) ([md](https://advisorcensus.com/firm/isf-advisory-llc-round-rock-tx-317376.md)) | 317376 | Round Rock, TX | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [IWC Financial Planning](https://advisorcensus.com/firm/iwc-financial-planning-edinburg-tx-172090) ([md](https://advisorcensus.com/firm/iwc-financial-planning-edinburg-tx-172090.md)) | 172090 | Edinburg, TX | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [J C Texas Investment Advisors, Ltd.](https://advisorcensus.com/firm/j-c-texas-investment-advisors-ltd-dallas-tx-129565) ([md](https://advisorcensus.com/firm/j-c-texas-investment-advisors-ltd-dallas-tx-129565.md)) | 129565 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [J I Medina Investments, LLC](https://advisorcensus.com/firm/j-i-medina-investments-llc-226663) ([md](https://advisorcensus.com/firm/j-i-medina-investments-llc-226663.md)) | 226663 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [J.E. Simmons & Co., P.C.](https://advisorcensus.com/firm/j-e-simmons-and-co-p-c-dallas-tx-108789) ([md](https://advisorcensus.com/firm/j-e-simmons-and-co-p-c-dallas-tx-108789.md)) | 108789 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee |
| [Jackson Financial Services LLC](https://advisorcensus.com/firm/jackson-financial-services-llc-dallas-tx-153927) ([md](https://advisorcensus.com/firm/jackson-financial-services-llc-dallas-tx-153927.md)) | 153927 | Dallas, TX | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [James S. Marroquin, CFP](https://advisorcensus.com/firm/james-s-marroquin-cfp-austin-tx-114477) ([md](https://advisorcensus.com/firm/james-s-marroquin-cfp-austin-tx-114477.md)) | 114477 | Austin, TX | State-registered investment adviser | Not reported | Not reported | Hourly, Fixed fee |
| [Janus Financial Planning, LLC](https://advisorcensus.com/firm/janus-financial-planning-llc-322978) ([md](https://advisorcensus.com/firm/janus-financial-planning-llc-322978.md)) | 322978 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Jasper Ridge Partners, L.P.](https://advisorcensus.com/firm/jasper-ridge-partners-l-p-fort-worth-tx-144401) ([md](https://advisorcensus.com/firm/jasper-ridge-partners-l-p-fort-worth-tx-144401.md)) | 144401 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee, Performance fee, Other |
| [Jaykay Wealth Advisors, Inc.](https://advisorcensus.com/firm/jaykay-wealth-advisors-inc-houston-tx-170192) ([md](https://advisorcensus.com/firm/jaykay-wealth-advisors-inc-houston-tx-170192.md)) | 170192 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [JDG Wealth Management Group, LLC](https://advisorcensus.com/firm/jdg-wealth-management-group-llc-arlington-tx-154915) ([md](https://advisorcensus.com/firm/jdg-wealth-management-group-llc-arlington-tx-154915.md)) | 154915 | Arlington, TX | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [JDM Financial Group LLC](https://advisorcensus.com/firm/jdm-financial-group-llc-austin-tx-122057) ([md](https://advisorcensus.com/firm/jdm-financial-group-llc-austin-tx-122057.md)) | 122057 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Jmac Financial Planning & Investment Services PLLC](https://advisorcensus.com/firm/jmac-financial-planning-and-investment-services-pllc-164711) ([md](https://advisorcensus.com/firm/jmac-financial-planning-and-investment-services-pllc-164711.md)) | 164711 | Not reported, Not reported | State-registered investment adviser | Not reported | 6 | % of assets, Fixed fee |
| [John Line, CPA, Inc.](https://advisorcensus.com/firm/john-line-cpa-inc-dallas-tx-311399) ([md](https://advisorcensus.com/firm/john-line-cpa-inc-dallas-tx-311399.md)) | 311399 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [John Wessler & Associates](https://advisorcensus.com/firm/john-wessler-and-associates-waco-tx-140420) ([md](https://advisorcensus.com/firm/john-wessler-and-associates-waco-tx-140420.md)) | 140420 | Waco, TX | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Johnson, Jason L.](https://advisorcensus.com/firm/johnson-jason-l-141350) ([md](https://advisorcensus.com/firm/johnson-jason-l-141350.md)) | 141350 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 19 | Hourly, Fixed fee, Performance fee |
| [Jonathan P.lundmark, Cpa,cfp](https://advisorcensus.com/firm/jonathan-p-lundmark-cpa-cfp-tyler-tx-127727) ([md](https://advisorcensus.com/firm/jonathan-p-lundmark-cpa-cfp-tyler-tx-127727.md)) | 127727 | Tyler, TX | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [JOS Planning](https://advisorcensus.com/firm/jos-planning-fort-worth-tx-331432) ([md](https://advisorcensus.com/firm/jos-planning-fort-worth-tx-331432.md)) | 331432 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Joyce Wealth Management, LLC](https://advisorcensus.com/firm/joyce-wealth-management-llc-houston-tx-325221) ([md](https://advisorcensus.com/firm/joyce-wealth-management-llc-houston-tx-325221.md)) | 325221 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |

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## 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)
- [Fee-only financial advisors in Texas](https://advisorcensus.com/advisors/tx/fee-only) (https://advisorcensus.com/advisors/tx/fee-only.md)
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- [Flat-fee financial advisors in Beaumont, TX](https://advisorcensus.com/advisors/tx/beaumont/flat-fee) (https://advisorcensus.com/advisors/tx/beaumont/flat-fee.md)
- [Flat-fee financial advisors in Brownsville, TX](https://advisorcensus.com/advisors/tx/brownsville/flat-fee) (https://advisorcensus.com/advisors/tx/brownsville/flat-fee.md)
- [Flat-fee financial advisors in Laredo, TX](https://advisorcensus.com/advisors/tx/laredo/flat-fee) (https://advisorcensus.com/advisors/tx/laredo/flat-fee.md)
- [Flat-fee financial advisors in San Angelo, TX](https://advisorcensus.com/advisors/tx/san-angelo/flat-fee) (https://advisorcensus.com/advisors/tx/san-angelo/flat-fee.md)
- [Flat-fee financial advisors in Texarkana, TX](https://advisorcensus.com/advisors/tx/texarkana/flat-fee) (https://advisorcensus.com/advisors/tx/texarkana/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Texas: 1,156 firms from Form ADV filings as of October 2026.