{ "path": "/advisors/tx/flat-fee", "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/12", "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": 12, "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": 324503, "name": "JPL Wealth Management", "name_as_filed": "JPL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/jpl-wealth-management-dripping-springs-tx-324503", "city": "Dripping Springs", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316742, "name": "JV Global Capital, Inc.", "name_as_filed": "JV GLOBAL CAPITAL, INC.", "url": "https://advisorcensus.com/firm/jv-global-capital-inc-houston-tx-316742", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309601, "name": "Kapela", "name_as_filed": "KAPELA", "url": "https://advisorcensus.com/firm/kapela-san-antonio-tx-309601", "city": "San Antonio", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104536, "name": "Kayne Anderson Capital Advisors, L.P.", "name_as_filed": "KAYNE ANDERSON CAPITAL ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/kayne-anderson-capital-advisors-l-p-houston-tx-104536", "city": "Houston", "state": "TX", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 147615, "name": "Keener Financial Planning", "name_as_filed": "KEENER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/keener-financial-planning-keller-tx-147615", "city": "Keller", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111610, "name": "Keller Wealth Advisors", "name_as_filed": "KELLER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/keller-wealth-advisors-victoria-tx-111610", "city": "Victoria", "state": "TX", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "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": 114996, "name": "Kentor Financial", "name_as_filed": "KENTOR FINANCIAL", "url": "https://advisorcensus.com/firm/kentor-financial-austin-tx-114996", "city": "Austin", "state": "TX", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 169471, "name": "Kercheville Advisors LLC", "name_as_filed": "KERCHEVILLE ADVISORS LLC", "url": "https://advisorcensus.com/firm/kercheville-advisors-llc-san-antonio-tx-169471", "city": "San Antonio", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286106, "name": "Kessler Energy, LLC", "name_as_filed": "KESSLER ENERGY, LLC", "url": "https://advisorcensus.com/firm/kessler-energy-llc-austin-tx-286106", "city": "Austin", "state": "TX", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 283330, "name": "Kestra Advisory Services, LLC", "name_as_filed": "KESTRA ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/kestra-advisory-services-llc-austin-tx-283330", "city": "Austin", "state": "TX", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151790, "name": "Kestra Institutional Services, LLC", "name_as_filed": "KESTRA INSTITUTIONAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/kestra-institutional-services-llc-austin-tx-151790", "city": "Austin", "state": "TX", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155193, "name": "Kestra Private Wealth Services, LLC", "name_as_filed": "KESTRA PRIVATE WEALTH SERVICES, LLC", "url": "https://advisorcensus.com/firm/kestra-private-wealth-services-llc-austin-tx-155193", "city": "Austin", "state": "TX", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 281593, "name": "Kingstone Capital Partners Texas, LLC", "name_as_filed": "KINGSTONE CAPITAL PARTNERS TEXAS, LLC", "url": "https://advisorcensus.com/firm/kingstone-capital-partners-texas-llc-frisco-tx-281593", "city": "Frisco", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330330, "name": "Kingwood Investment Group", "name_as_filed": "KINGWOOD INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/kingwood-investment-group-kingwood-tx-330330", "city": "Kingwood", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132887, "name": "KM Capital Management, Ltd.", "name_as_filed": "KM CAPITAL MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/km-capital-management-ltd-austin-tx-132887", "city": "Austin", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 167437, "name": "KMC Wealth Management, LLC", "name_as_filed": "KMC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kmc-wealth-management-llc-san-antonio-tx-167437", "city": "San Antonio", "state": "TX", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 336114, "name": "Knode Wealth Management LLC", "name_as_filed": "KNODE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/knode-wealth-management-llc-plano-tx-336114", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325700, "name": "Koda Wealth Management", "name_as_filed": "KODA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/koda-wealth-management-abilene-tx-325700", "city": "Abilene", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": 302087, "name": "Komons Financial LLC", "name_as_filed": "KOMONS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/komons-financial-llc-carrollton-tx-302087", "city": "Carrollton", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 282797, "name": "Kraus Capital Management, LLC", "name_as_filed": "KRAUS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kraus-capital-management-llc-san-antonio-tx-282797", "city": "San Antonio", "state": "TX", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 309184, "name": "KWS Advisory Group, LLC", "name_as_filed": "KWS ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/kws-advisory-group-llc-edinburg-tx-309184", "city": "Edinburg", "state": "TX", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 170479, "name": "Lagrande Global LLC", "name_as_filed": "LAGRANDE GLOBAL LLC", "url": "https://advisorcensus.com/firm/lagrande-global-llc-dallas-tx-170479", "city": "Dallas", "state": "TX", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 304452, "name": "Lake Highlands Capital Management", "name_as_filed": "LAKE HIGHLANDS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/lake-highlands-capital-management-dallas-tx-304452", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 174253, "name": "Lake Pacific Partners", "name_as_filed": "LAKE PACIFIC PARTNERS", "url": "https://advisorcensus.com/firm/lake-pacific-partners-dallas-tx-174253", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 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": 318482, "name": "Larsen Financial Management", "name_as_filed": "LARSEN FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/larsen-financial-management-san-antonio-tx-318482", "city": "San Antonio", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 158618, "name": "Larson Financial Advisors", "name_as_filed": "LARSON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/larson-financial-advisors-cedar-park-tx-158618", "city": "Cedar Park", "state": "TX", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145597, "name": "LAS Colinas Capital Management, LLC", "name_as_filed": "LAS COLINAS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/las-colinas-capital-management-llc-145597", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "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": 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": 129701, "name": "LBJ Family Wealth Advisors, Ltd.", "name_as_filed": "LBJ FAMILY WEALTH ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/lbj-family-wealth-advisors-ltd-austin-tx-129701", "city": "Austin", "state": "TX", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 136596, "name": "LD Lowe Wealth Advisory", "name_as_filed": "LD LOWE WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/ld-lowe-wealth-advisory-richardson-tx-136596", "city": "Richardson", "state": "TX", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332430, "name": "Leadership Financial Advisors, LLC", "name_as_filed": "LEADERSHIP FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/leadership-financial-advisors-llc-frisco-tx-332430", "city": "Frisco", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152253, "name": "Leap Wealth Management", "name_as_filed": "LEAP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/leap-wealth-management-dallas-tx-152253", "city": "Dallas", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "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 } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tx", "label": "Financial advisors in Texas" }, "fee_pages": [ { "path": "/advisors/tx/fee-only", "label": "Fee-only financial advisors in Texas", "firm_count": 831 }, { "path": "/advisors/tx/hourly", "label": "Hourly financial advisors in Texas", "firm_count": 850 } ], "metro_fee_pages": [ { "path": "/advisors/tx/dallas/flat-fee", "firm_count": 389, "label": "Flat-fee financial advisors in Dallas, TX" }, { "path": "/advisors/tx/houston/flat-fee", "firm_count": 222, "label": "Flat-fee financial advisors in Houston, TX" }, { "path": "/advisors/tx/austin/flat-fee", "firm_count": 171, "label": "Flat-fee financial advisors in Austin, TX" }, { "path": "/advisors/tx/san-antonio/flat-fee", "firm_count": 63, "label": "Flat-fee financial advisors in San Antonio, TX" }, { "path": "/advisors/tx/el-paso/flat-fee", "firm_count": 8, "label": "Flat-fee financial advisors in El Paso, TX" }, { "path": "/advisors/tx/lubbock/flat-fee", "firm_count": 8, "label": "Flat-fee financial advisors in Lubbock, TX" }, { "path": "/advisors/tx/waco/flat-fee", "firm_count": 8, "label": "Flat-fee financial advisors in Waco, TX" }, { "path": "/advisors/tx/mcallen/flat-fee", "firm_count": 6, "label": "Flat-fee financial advisors in McAllen, TX" }, { "path": "/advisors/tx/midland/flat-fee", "firm_count": 6, "label": "Flat-fee financial advisors in Midland, TX" }, { "path": "/advisors/tx/college-station/flat-fee", "firm_count": 5, "label": "Flat-fee financial advisors in College Station, TX" }, { "path": "/advisors/tx/abilene/flat-fee", "firm_count": 4, "label": "Flat-fee financial advisors in Abilene, TX" }, { "path": "/advisors/tx/amarillo/flat-fee", "firm_count": 4, "label": "Flat-fee financial advisors in Amarillo, TX" }, { "path": "/advisors/tx/corpus-christi/flat-fee", "firm_count": 4, "label": "Flat-fee financial advisors in Corpus Christi, TX" }, { "path": "/advisors/tx/tyler/flat-fee", "firm_count": 4, "label": "Flat-fee financial advisors in Tyler, TX" }, { "path": "/advisors/tx/killeen/flat-fee", "firm_count": 3, "label": "Flat-fee financial advisors in Killeen, TX" }, { "path": "/advisors/tx/sherman/flat-fee", "firm_count": 3, "label": "Flat-fee financial advisors in Sherman, TX" }, { "path": "/advisors/tx/victoria/flat-fee", "firm_count": 3, "label": "Flat-fee financial advisors in Victoria, TX" }, { "path": "/advisors/tx/wichita-falls/flat-fee", "firm_count": 3, "label": "Flat-fee financial advisors in Wichita Falls, TX" }, { "path": "/advisors/tx/longview/flat-fee", "firm_count": 2, "label": "Flat-fee financial advisors in Longview, TX" }, { "path": "/advisors/tx/beaumont/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Beaumont, TX" }, { "path": "/advisors/tx/brownsville/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Brownsville, TX" }, { "path": "/advisors/tx/laredo/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Laredo, TX" }, { "path": "/advisors/tx/san-angelo/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in San Angelo, TX" }, { "path": "/advisors/tx/texarkana/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Texarkana, TX" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }