{
  "path": "/advisors/tx/flat-fee",
  "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/14",
  "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": "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.",
  "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": 14,
  "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": 141887,
      "name": "Mark L. Westerman, CPA",
      "name_as_filed": "MARK L. WESTERMAN, CPA",
      "url": "https://advisorcensus.com/firm/mark-l-westerman-cpa-141887",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134346,
      "name": "Mark Monreal & Associates",
      "name_as_filed": "MARK MONREAL & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/mark-monreal-and-associates-134346",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123661,
      "name": "Marshall Wealth Management, LLC",
      "name_as_filed": "MARSHALL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/marshall-wealth-management-llc-sugar-land-tx-123661",
      "city": "Sugar Land",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107722,
      "name": "Maslow Wealth Advisors",
      "name_as_filed": "MASLOW WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722",
      "city": "Austin",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290075,
      "name": "Masterpiece Capital, LLC",
      "name_as_filed": "MASTERPIECE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/masterpiece-capital-llc-austin-tx-290075",
      "city": "Austin",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290213,
      "name": "May Tree Financial Planning LLC",
      "name_as_filed": "MAY TREE FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/may-tree-financial-planning-llc-290213",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168333,
      "name": "MBR Financial",
      "name_as_filed": "MBR FINANCIAL",
      "url": "https://advisorcensus.com/firm/mbr-financial-houston-tx-168333",
      "city": "Houston",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159981,
      "name": "McClure Capital Advisors, Inc.",
      "name_as_filed": "MCCLURE CAPITAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/mcclure-capital-advisors-inc-frisco-tx-159981",
      "city": "Frisco",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331695,
      "name": "McCullough Wealth Management LLC",
      "name_as_filed": "MCCULLOUGH WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/mccullough-wealth-management-llc-van-alstyne-tx-331695",
      "city": "Van Alstyne",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114531,
      "name": "McDonald Capital Management",
      "name_as_filed": "MCDONALD CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mcdonald-capital-management-lubbock-tx-114531",
      "city": "Lubbock",
      "state": "TX",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115120,
      "name": "McElhenny Sheffield Capital Management, LLC",
      "name_as_filed": "MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mcelhenny-sheffield-capital-management-llc-dallas-tx-115120",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142132,
      "name": "McKeel Capital Management",
      "name_as_filed": "MCKEEL CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mckeel-capital-management-flower-mound-tx-142132",
      "city": "Flower Mound",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121196,
      "name": "McNally Financial Services Corporation",
      "name_as_filed": "MCNALLY FINANCIAL SERVICES CORPORATION",
      "url": "https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122907,
      "name": "McNally, David D.",
      "name_as_filed": "MCNALLY, DAVID D.",
      "url": "https://advisorcensus.com/firm/mcnally-david-d-122907",
      "city": null,
      "state": null,
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324518,
      "name": "MCP Management, LP",
      "name_as_filed": "MCP MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/mcp-management-lp-austin-tx-324518",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319059,
      "name": "MDO Financial Planning, LLC",
      "name_as_filed": "MDO FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/mdo-financial-planning-llc-319059",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340925,
      "name": "MDT Financial Advisors, LLC",
      "name_as_filed": "MDT FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mdt-financial-advisors-llc-webster-tx-340925",
      "city": "Webster",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313656,
      "name": "Measure Twice Financial LLC",
      "name_as_filed": "MEASURE TWICE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/measure-twice-financial-llc-pearland-tx-313656",
      "city": "Pearland",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283152,
      "name": "Mellig Group, LLC",
      "name_as_filed": "MELLIG GROUP, LLC",
      "url": "https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286274,
      "name": "Meraki Advisors LLC",
      "name_as_filed": "MERAKI ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/meraki-advisors-llc-dallas-tx-286274",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292972,
      "name": "Mercer Street Personal Financial Services",
      "name_as_filed": "MERCER STREET PERSONAL FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/mercer-street-personal-financial-services-bellaire-tx-292972",
      "city": "Bellaire",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282609,
      "name": "Meridian Wealth Advisors, LLC",
      "name_as_filed": "MERIDIAN WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/meridian-wealth-advisors-llc-austin-tx-282609",
      "city": "Austin",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332216,
      "name": "Messina Wealth Management, LLC",
      "name_as_filed": "MESSINA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/messina-wealth-management-llc-dallas-tx-332216",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111695,
      "name": "Miai, Inc.",
      "name_as_filed": "MIAI, INC.",
      "url": "https://advisorcensus.com/firm/miai-inc-dallas-tx-111695",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319311,
      "name": "Michels Family Financial, LLC",
      "name_as_filed": "MICHELS FAMILY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/michels-family-financial-llc-fort-worth-tx-319311",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166621,
      "name": "Miles Wealth Management, L.L.C.",
      "name_as_filed": "MILES WEALTH MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/miles-wealth-management-l-l-c-houston-tx-166621",
      "city": "Houston",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144062,
      "name": "Miller Premier Investment Planning LLC",
      "name_as_filed": "MILLER PREMIER INVESTMENT PLANNING LLC",
      "url": "https://advisorcensus.com/firm/miller-premier-investment-planning-llc-144062",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159251,
      "name": "Mills Wealth Advisors, LLC",
      "name_as_filed": "MILLS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312055,
      "name": "Mission Advisory Group",
      "name_as_filed": "MISSION ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/mission-advisory-group-fort-worth-tx-312055",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171866,
      "name": "Mission Hill Advisors, LLC",
      "name_as_filed": "MISSION HILL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mission-hill-advisors-llc-austin-tx-171866",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151350,
      "name": "MNM Vested, LLC",
      "name_as_filed": "MNM VESTED, LLC",
      "url": "https://advisorcensus.com/firm/mnm-vested-llc-houston-tx-151350",
      "city": "Houston",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297193,
      "name": "Modern Financial Planning",
      "name_as_filed": "MODERN FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193",
      "city": "Georgetown",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335975,
      "name": "Moffatt Financial Strategies",
      "name_as_filed": "MOFFATT FINANCIAL STRATEGIES",
      "url": "https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 17587,
      "name": "Momentum Independent Network Inc.",
      "name_as_filed": "MOMENTUM INDEPENDENT NETWORK INC.",
      "url": "https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305502,
      "name": "Momentum Private Wealth Management",
      "name_as_filed": "MOMENTUM PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502",
      "city": "Cedar Park",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148123,
      "name": "Monex Asset Management, Inc.",
      "name_as_filed": "MONEX ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/monex-asset-management-inc-houston-tx-148123",
      "city": "Houston",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321221,
      "name": "Money Holistics",
      "name_as_filed": "MONEY HOLISTICS",
      "url": "https://advisorcensus.com/firm/money-holistics-houston-tx-321221",
      "city": "Houston",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104529,
      "name": "Money Managers, Inc.",
      "name_as_filed": "MONEY MANAGERS, INC.",
      "url": "https://advisorcensus.com/firm/money-managers-inc-san-antonio-tx-104529",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109298,
      "name": "Money Methods, Inc.",
      "name_as_filed": "MONEY METHODS, INC.",
      "url": "https://advisorcensus.com/firm/money-methods-inc-amarillo-tx-109298",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 41,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286134,
      "name": "Money Script Wealth Management, PLLC",
      "name_as_filed": "MONEY SCRIPT WEALTH MANAGEMENT, PLLC",
      "url": "https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134",
      "city": "Cedar Hill",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292299,
      "name": "Montlake Capital Management, LLC",
      "name_as_filed": "MONTLAKE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/montlake-capital-management-llc-292299",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135311,
      "name": "Monument Retirement & Wealth Advisory, LLC",
      "name_as_filed": "MONUMENT RETIREMENT & WEALTH ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/monument-retirement-and-wealth-advisory-llc-allen-tx-135311",
      "city": "Allen",
      "state": "TX",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325837,
      "name": "Mooring Bay Capital Management",
      "name_as_filed": "MOORING BAY CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mooring-bay-capital-management-dallas-tx-325837",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164913,
      "name": "Mosaic Advisors",
      "name_as_filed": "MOSAIC ADVISORS",
      "url": "https://advisorcensus.com/firm/mosaic-advisors-houston-tx-164913",
      "city": "Houston",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152841,
      "name": "Moss, Luse & Womble, LLC",
      "name_as_filed": "MOSS, LUSE & WOMBLE, LLC",
      "url": "https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841",
      "city": "Plano",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327428,
      "name": "Motif Planning",
      "name_as_filed": "MOTIF PLANNING",
      "url": "https://advisorcensus.com/firm/motif-planning-dallas-tx-327428",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156133,
      "name": "Motiwala Capital",
      "name_as_filed": "MOTIWALA CAPITAL",
      "url": "https://advisorcensus.com/firm/motiwala-capital-156133",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283032,
      "name": "MSM Advisory, LLC",
      "name_as_filed": "MSM ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/msm-advisory-llc-283032",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150356,
      "name": "Much Wealth Management, Inc.",
      "name_as_filed": "MUCH WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/much-wealth-management-inc-southlake-tx-150356",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165130,
      "name": "Murphy & Sylvest",
      "name_as_filed": "MURPHY & SYLVEST",
      "url": "https://advisorcensus.com/firm/murphy-and-sylvest-dallas-tx-165130",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "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"
  }
}
