# 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/13

## 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 13 of 24, 601 to 650 of 1,156, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Legacy Capital](https://advisorcensus.com/firm/legacy-capital-the-woodlands-tx-332184) ([md](https://advisorcensus.com/firm/legacy-capital-the-woodlands-tx-332184.md)) | 332184 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Legacy Financial Designs](https://advisorcensus.com/firm/legacy-financial-designs-the-woodlands-tx-314338) ([md](https://advisorcensus.com/firm/legacy-financial-designs-the-woodlands-tx-314338.md)) | 314338 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Legacy Group](https://advisorcensus.com/firm/legacy-group-tyler-tx-134797) ([md](https://advisorcensus.com/firm/legacy-group-tyler-tx-134797.md)) | 134797 | Tyler, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Legacy Knight MFO, LLC](https://advisorcensus.com/firm/legacy-knight-mfo-llc-dallas-tx-305927) ([md](https://advisorcensus.com/firm/legacy-knight-mfo-llc-dallas-tx-305927.md)) | 305927 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee, Performance fee |
| [Legacy Springs Advisors, LLC](https://advisorcensus.com/firm/legacy-springs-advisors-llc-166831) ([md](https://advisorcensus.com/firm/legacy-springs-advisors-llc-166831.md)) | 166831 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets, Fixed fee |
| [Lehrer Financial & Economic Advisory Services](https://advisorcensus.com/firm/lehrer-financial-and-economic-advisory-services-houston-tx-105835) ([md](https://advisorcensus.com/firm/lehrer-financial-and-economic-advisory-services-houston-tx-105835.md)) | 105835 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 40 | Hourly, Fixed fee |
| [Lemnis Capital](https://advisorcensus.com/firm/lemnis-capital-richardson-tx-340137) ([md](https://advisorcensus.com/firm/lemnis-capital-richardson-tx-340137.md)) | 340137 | Richardson, TX | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Leo Wealth Americas, LLC](https://advisorcensus.com/firm/leo-wealth-americas-llc-hurst-tx-338799) ([md](https://advisorcensus.com/firm/leo-wealth-americas-llc-hurst-tx-338799.md)) | 338799 | Hurst, TX | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee, Other |
| [Level Four Advisory Services](https://advisorcensus.com/firm/level-four-advisory-services-dallas-tx-134086) ([md](https://advisorcensus.com/firm/level-four-advisory-services-dallas-tx-134086.md)) | 134086 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee, Other |
| [Lewis Weil Co.](https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194) ([md](https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194.md)) | 332194 | Austin, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Lexington Hill Partners, LLC](https://advisorcensus.com/firm/lexington-hill-partners-llc-dallas-tx-301810) ([md](https://advisorcensus.com/firm/lexington-hill-partners-llc-dallas-tx-301810.md)) | 301810 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [LFS RIA, LLC](https://advisorcensus.com/firm/lfs-ria-llc-dallas-tx-153391) ([md](https://advisorcensus.com/firm/lfs-ria-llc-dallas-tx-153391.md)) | 153391 | Dallas, TX | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [LGBTQ Wealth Planning LLC](https://advisorcensus.com/firm/lgbtq-wealth-planning-llc-338553) ([md](https://advisorcensus.com/firm/lgbtq-wealth-planning-llc-338553.md)) | 338553 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [LGT Financial Advisors LLC](https://advisorcensus.com/firm/lgt-financial-advisors-llc-dallas-tx-111575) ([md](https://advisorcensus.com/firm/lgt-financial-advisors-llc-dallas-tx-111575.md)) | 111575 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Liberty Park Capital Management, LLC](https://advisorcensus.com/firm/liberty-park-capital-management-llc-austin-tx-160315) ([md](https://advisorcensus.com/firm/liberty-park-capital-management-llc-austin-tx-160315.md)) | 160315 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee, Performance fee |
| [Life Balance Financial](https://advisorcensus.com/firm/life-balance-financial-houston-tx-291718) ([md](https://advisorcensus.com/firm/life-balance-financial-houston-tx-291718.md)) | 291718 | Houston, TX | State-registered investment adviser | Not reported | 8 | % of assets, Fixed fee |
| [Lifeplan Financial Services, LP](https://advisorcensus.com/firm/lifeplan-financial-services-lp-kingwood-tx-156548) ([md](https://advisorcensus.com/firm/lifeplan-financial-services-lp-kingwood-tx-156548.md)) | 156548 | Kingwood, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Lifetime Capital Planning Group LLC](https://advisorcensus.com/firm/lifetime-capital-planning-group-llc-flower-mound-tx-292120) ([md](https://advisorcensus.com/firm/lifetime-capital-planning-group-llc-flower-mound-tx-292120.md)) | 292120 | Flower Mound, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Lifetime Financial Planners LLC](https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275) ([md](https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275.md)) | 328275 | San Antonio, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Lifetime Wealth Management P.C.](https://advisorcensus.com/firm/lifetime-wealth-management-p-c-rockwall-tx-145492) ([md](https://advisorcensus.com/firm/lifetime-wealth-management-p-c-rockwall-tx-145492.md)) | 145492 | Rockwall, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Lifeway Financial Corporation](https://advisorcensus.com/firm/lifeway-financial-corporation-plano-tx-114276) ([md](https://advisorcensus.com/firm/lifeway-financial-corporation-plano-tx-114276.md)) | 114276 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Lindus Advisors, Inc.](https://advisorcensus.com/firm/lindus-advisors-inc-dallas-tx-114782) ([md](https://advisorcensus.com/firm/lindus-advisors-inc-dallas-tx-114782.md)) | 114782 | Dallas, TX | State-registered investment adviser | Under $25 million | 25 | % of assets, Hourly, Fixed fee |
| [Link Financial Corporation](https://advisorcensus.com/firm/link-financial-corporation-115570) ([md](https://advisorcensus.com/firm/link-financial-corporation-115570.md)) | 115570 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Linscomb Wealth, Inc.](https://advisorcensus.com/firm/linscomb-wealth-inc-houston-tx-106779) ([md](https://advisorcensus.com/firm/linscomb-wealth-inc-houston-tx-106779.md)) | 106779 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Hourly, Fixed fee |
| [Live Oak Investment Partners](https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406) ([md](https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406.md)) | 304406 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Live Oak Wealth Advisory Group, LLC](https://advisorcensus.com/firm/live-oak-wealth-advisory-group-llc-houston-tx-154962) ([md](https://advisorcensus.com/firm/live-oak-wealth-advisory-group-llc-houston-tx-154962.md)) | 154962 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Lonestar Registered Investment Advisors, LLC](https://advisorcensus.com/firm/lonestar-registered-investment-advisors-llc-lubbock-tx-144200) ([md](https://advisorcensus.com/firm/lonestar-registered-investment-advisors-llc-lubbock-tx-144200.md)) | 144200 | Lubbock, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Longitude Financial Planning](https://advisorcensus.com/firm/longitude-financial-planning-330023) ([md](https://advisorcensus.com/firm/longitude-financial-planning-330023.md)) | 330023 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Look Both Ways Financial, LLC](https://advisorcensus.com/firm/look-both-ways-financial-llc-328755) ([md](https://advisorcensus.com/firm/look-both-ways-financial-llc-328755.md)) | 328755 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Lorintine Capital](https://advisorcensus.com/firm/lorintine-capital-dallas-tx-151204) ([md](https://advisorcensus.com/firm/lorintine-capital-dallas-tx-151204.md)) | 151204 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Performance fee |
| [LP Investment Management, LLC](https://advisorcensus.com/firm/lp-investment-management-llc-dallas-tx-306615) ([md](https://advisorcensus.com/firm/lp-investment-management-llc-dallas-tx-306615.md)) | 306615 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 6 | Fixed fee |
| [LRH Capital Advising LLC](https://advisorcensus.com/firm/lrh-capital-advising-llc-dallas-tx-342994) ([md](https://advisorcensus.com/firm/lrh-capital-advising-llc-dallas-tx-342994.md)) | 342994 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [Lucien Stirling & Gray Advisory Group Inc](https://advisorcensus.com/firm/lucien-stirling-and-gray-advisory-group-inc-austin-tx-112641) ([md](https://advisorcensus.com/firm/lucien-stirling-and-gray-advisory-group-inc-austin-tx-112641.md)) | 112641 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Luke Financial Company, LLC](https://advisorcensus.com/firm/luke-financial-company-llc-plano-tx-147118) ([md](https://advisorcensus.com/firm/luke-financial-company-llc-plano-tx-147118.md)) | 147118 | Plano, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Luminary Wealth Advisors](https://advisorcensus.com/firm/luminary-wealth-advisors-316140) ([md](https://advisorcensus.com/firm/luminary-wealth-advisors-316140.md)) | 316140 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Luther King Capital Management Corporation](https://advisorcensus.com/firm/luther-king-capital-management-corporation-fort-worth-tx-110093) ([md](https://advisorcensus.com/firm/luther-king-capital-management-corporation-fort-worth-tx-110093.md)) | 110093 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Fixed fee, Performance fee |
| [M.C. Byrd Wealth Management, LLC](https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070) ([md](https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070.md)) | 151070 | Bellville, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [M2G Ventures LLC](https://advisorcensus.com/firm/m2g-ventures-llc-fort-worth-tx-322399) ([md](https://advisorcensus.com/firm/m2g-ventures-llc-fort-worth-tx-322399.md)) | 322399 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee, Other |
| [Mack & Co. Partners, LP](https://advisorcensus.com/firm/mack-and-co-partners-lp-dallas-tx-324218) ([md](https://advisorcensus.com/firm/mack-and-co-partners-lp-dallas-tx-324218.md)) | 324218 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee, Performance fee |
| [Macro Wealth Advisors, Inc.](https://advisorcensus.com/firm/macro-wealth-advisors-inc-mckinney-tx-127586) ([md](https://advisorcensus.com/firm/macro-wealth-advisors-inc-mckinney-tx-127586.md)) | 127586 | McKinney, TX | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Madden Asset Management](https://advisorcensus.com/firm/madden-asset-management-dallas-tx-18389) ([md](https://advisorcensus.com/firm/madden-asset-management-dallas-tx-18389.md)) | 18389 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Magister Wealth](https://advisorcensus.com/firm/magister-wealth-170829) ([md](https://advisorcensus.com/firm/magister-wealth-170829.md)) | 170829 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Magnolia Wealth](https://advisorcensus.com/firm/magnolia-wealth-spring-tx-330124) ([md](https://advisorcensus.com/firm/magnolia-wealth-spring-tx-330124.md)) | 330124 | Spring, TX | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Maguire Stewardship Partners](https://advisorcensus.com/firm/maguire-stewardship-partners-309782) ([md](https://advisorcensus.com/firm/maguire-stewardship-partners-309782.md)) | 309782 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Main Street Asset Managment](https://advisorcensus.com/firm/main-street-asset-managment-sherman-tx-149610) ([md](https://advisorcensus.com/firm/main-street-asset-managment-sherman-tx-149610.md)) | 149610 | Sherman, TX | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee, Performance fee |
| [Malone Financial Planning LLC](https://advisorcensus.com/firm/malone-financial-planning-llc-dallas-tx-328035) ([md](https://advisorcensus.com/firm/malone-financial-planning-llc-dallas-tx-328035.md)) | 328035 | Dallas, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Manske Wealth Management, LLC](https://advisorcensus.com/firm/manske-wealth-management-llc-houston-tx-164401) ([md](https://advisorcensus.com/firm/manske-wealth-management-llc-houston-tx-164401.md)) | 164401 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Manzil Investment Advisors, LLC](https://advisorcensus.com/firm/manzil-investment-advisors-llc-frisco-tx-308500) ([md](https://advisorcensus.com/firm/manzil-investment-advisors-llc-frisco-tx-308500.md)) | 308500 | Frisco, TX | SEC-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Marc C Helfrich Registered Investment Advisor](https://advisorcensus.com/firm/marc-c-helfrich-registered-investment-advisor-van-alstyne-tx-160051) ([md](https://advisorcensus.com/firm/marc-c-helfrich-registered-investment-advisor-van-alstyne-tx-160051.md)) | 160051 | Van Alstyne, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Marienplatz Wealth Management LLC](https://advisorcensus.com/firm/marienplatz-wealth-management-llc-plano-tx-289049) ([md](https://advisorcensus.com/firm/marienplatz-wealth-management-llc-plano-tx-289049.md)) | 289049 | Plano, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, 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.