# Flat-fee financial advisors in Texas

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/flat-fee/page/14

## 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 14 of 24, 651 to 700 of 1,156, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mark L. Westerman, CPA](https://advisorcensus.com/firm/mark-l-westerman-cpa-141887) ([md](https://advisorcensus.com/firm/mark-l-westerman-cpa-141887.md)) | 141887 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 19 | Hourly, Fixed fee |
| [Mark Monreal & Associates](https://advisorcensus.com/firm/mark-monreal-and-associates-134346) ([md](https://advisorcensus.com/firm/mark-monreal-and-associates-134346.md)) | 134346 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Marshall Wealth Management, LLC](https://advisorcensus.com/firm/marshall-wealth-management-llc-sugar-land-tx-123661) ([md](https://advisorcensus.com/firm/marshall-wealth-management-llc-sugar-land-tx-123661.md)) | 123661 | Sugar Land, TX | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Maslow Wealth Advisors](https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722) ([md](https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722.md)) | 107722 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee, Other |
| [Masterpiece Capital, LLC](https://advisorcensus.com/firm/masterpiece-capital-llc-austin-tx-290075) ([md](https://advisorcensus.com/firm/masterpiece-capital-llc-austin-tx-290075.md)) | 290075 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [May Tree Financial Planning LLC](https://advisorcensus.com/firm/may-tree-financial-planning-llc-290213) ([md](https://advisorcensus.com/firm/may-tree-financial-planning-llc-290213.md)) | 290213 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [MBR Financial](https://advisorcensus.com/firm/mbr-financial-houston-tx-168333) ([md](https://advisorcensus.com/firm/mbr-financial-houston-tx-168333.md)) | 168333 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee, Performance fee |
| [McClure Capital Advisors, Inc.](https://advisorcensus.com/firm/mcclure-capital-advisors-inc-frisco-tx-159981) ([md](https://advisorcensus.com/firm/mcclure-capital-advisors-inc-frisco-tx-159981.md)) | 159981 | Frisco, TX | State-registered investment adviser | Under $25 million | 14 | % of assets, Fixed fee, Other |
| [McCullough Wealth Management LLC](https://advisorcensus.com/firm/mccullough-wealth-management-llc-van-alstyne-tx-331695) ([md](https://advisorcensus.com/firm/mccullough-wealth-management-llc-van-alstyne-tx-331695.md)) | 331695 | Van Alstyne, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [McDonald Capital Management](https://advisorcensus.com/firm/mcdonald-capital-management-lubbock-tx-114531) ([md](https://advisorcensus.com/firm/mcdonald-capital-management-lubbock-tx-114531.md)) | 114531 | Lubbock, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee, Performance fee |
| [McElhenny Sheffield Capital Management, LLC](https://advisorcensus.com/firm/mcelhenny-sheffield-capital-management-llc-dallas-tx-115120) ([md](https://advisorcensus.com/firm/mcelhenny-sheffield-capital-management-llc-dallas-tx-115120.md)) | 115120 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee, Performance fee |
| [McKeel Capital Management](https://advisorcensus.com/firm/mckeel-capital-management-flower-mound-tx-142132) ([md](https://advisorcensus.com/firm/mckeel-capital-management-flower-mound-tx-142132.md)) | 142132 | Flower Mound, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [McNally Financial Services Corporation](https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196) ([md](https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196.md)) | 121196 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [McNally, David D.](https://advisorcensus.com/firm/mcnally-david-d-122907) ([md](https://advisorcensus.com/firm/mcnally-david-d-122907.md)) | 122907 | Not reported, Not reported | State-registered investment adviser | Not reported | 23 | % of assets, Hourly, Fixed fee, Commissions |
| [MCP Management, LP](https://advisorcensus.com/firm/mcp-management-lp-austin-tx-324518) ([md](https://advisorcensus.com/firm/mcp-management-lp-austin-tx-324518.md)) | 324518 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee, Performance fee |
| [MDO Financial Planning, LLC](https://advisorcensus.com/firm/mdo-financial-planning-llc-319059) ([md](https://advisorcensus.com/firm/mdo-financial-planning-llc-319059.md)) | 319059 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [MDT Financial Advisors, LLC](https://advisorcensus.com/firm/mdt-financial-advisors-llc-webster-tx-340925) ([md](https://advisorcensus.com/firm/mdt-financial-advisors-llc-webster-tx-340925.md)) | 340925 | Webster, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Measure Twice Financial LLC](https://advisorcensus.com/firm/measure-twice-financial-llc-pearland-tx-313656) ([md](https://advisorcensus.com/firm/measure-twice-financial-llc-pearland-tx-313656.md)) | 313656 | Pearland, TX | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Mellig Group, LLC](https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152) ([md](https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152.md)) | 283152 | The Woodlands, TX | State-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [Meraki Advisors LLC](https://advisorcensus.com/firm/meraki-advisors-llc-dallas-tx-286274) ([md](https://advisorcensus.com/firm/meraki-advisors-llc-dallas-tx-286274.md)) | 286274 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Mercer Street Personal Financial Services](https://advisorcensus.com/firm/mercer-street-personal-financial-services-bellaire-tx-292972) ([md](https://advisorcensus.com/firm/mercer-street-personal-financial-services-bellaire-tx-292972.md)) | 292972 | Bellaire, TX | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Meridian Wealth Advisors, LLC](https://advisorcensus.com/firm/meridian-wealth-advisors-llc-austin-tx-282609) ([md](https://advisorcensus.com/firm/meridian-wealth-advisors-llc-austin-tx-282609.md)) | 282609 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee |
| [Messina Wealth Management, LLC](https://advisorcensus.com/firm/messina-wealth-management-llc-dallas-tx-332216) ([md](https://advisorcensus.com/firm/messina-wealth-management-llc-dallas-tx-332216.md)) | 332216 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Miai, Inc.](https://advisorcensus.com/firm/miai-inc-dallas-tx-111695) ([md](https://advisorcensus.com/firm/miai-inc-dallas-tx-111695.md)) | 111695 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee, Commissions |
| [Michels Family Financial, LLC](https://advisorcensus.com/firm/michels-family-financial-llc-fort-worth-tx-319311) ([md](https://advisorcensus.com/firm/michels-family-financial-llc-fort-worth-tx-319311.md)) | 319311 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Miles Wealth Management, L.L.C.](https://advisorcensus.com/firm/miles-wealth-management-l-l-c-houston-tx-166621) ([md](https://advisorcensus.com/firm/miles-wealth-management-l-l-c-houston-tx-166621.md)) | 166621 | Houston, TX | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Miller Premier Investment Planning LLC](https://advisorcensus.com/firm/miller-premier-investment-planning-llc-144062) ([md](https://advisorcensus.com/firm/miller-premier-investment-planning-llc-144062.md)) | 144062 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 19 | % of assets, Fixed fee |
| [Mills Wealth Advisors, LLC](https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251) ([md](https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251.md)) | 159251 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Mission Advisory Group](https://advisorcensus.com/firm/mission-advisory-group-fort-worth-tx-312055) ([md](https://advisorcensus.com/firm/mission-advisory-group-fort-worth-tx-312055.md)) | 312055 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Mission Hill Advisors, LLC](https://advisorcensus.com/firm/mission-hill-advisors-llc-austin-tx-171866) ([md](https://advisorcensus.com/firm/mission-hill-advisors-llc-austin-tx-171866.md)) | 171866 | Austin, TX | State-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [MNM Vested, LLC](https://advisorcensus.com/firm/mnm-vested-llc-houston-tx-151350) ([md](https://advisorcensus.com/firm/mnm-vested-llc-houston-tx-151350.md)) | 151350 | Houston, TX | State-registered investment adviser | Not reported | 17 | Fixed fee |
| [Modern Financial Planning](https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193) ([md](https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193.md)) | 297193 | Georgetown, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Moffatt Financial Strategies](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975) ([md](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975.md)) | 335975 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Momentum Independent Network Inc.](https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587) ([md](https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587.md)) | 17587 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Hourly, Fixed fee, Other |
| [Momentum Private Wealth Management](https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502) ([md](https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502.md)) | 305502 | Cedar Park, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Monex Asset Management, Inc.](https://advisorcensus.com/firm/monex-asset-management-inc-houston-tx-148123) ([md](https://advisorcensus.com/firm/monex-asset-management-inc-houston-tx-148123.md)) | 148123 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Money Holistics](https://advisorcensus.com/firm/money-holistics-houston-tx-321221) ([md](https://advisorcensus.com/firm/money-holistics-houston-tx-321221.md)) | 321221 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Subscription, Fixed fee |
| [Money Managers, Inc.](https://advisorcensus.com/firm/money-managers-inc-san-antonio-tx-104529) ([md](https://advisorcensus.com/firm/money-managers-inc-san-antonio-tx-104529.md)) | 104529 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Money Methods, Inc.](https://advisorcensus.com/firm/money-methods-inc-amarillo-tx-109298) ([md](https://advisorcensus.com/firm/money-methods-inc-amarillo-tx-109298.md)) | 109298 | Amarillo, TX | State-registered investment adviser | Not reported | 41 | Hourly, Fixed fee, Other |
| [Money Script Wealth Management, PLLC](https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134) ([md](https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134.md)) | 286134 | Cedar Hill, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Montlake Capital Management, LLC](https://advisorcensus.com/firm/montlake-capital-management-llc-292299) ([md](https://advisorcensus.com/firm/montlake-capital-management-llc-292299.md)) | 292299 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Monument Retirement & Wealth Advisory, LLC](https://advisorcensus.com/firm/monument-retirement-and-wealth-advisory-llc-allen-tx-135311) ([md](https://advisorcensus.com/firm/monument-retirement-and-wealth-advisory-llc-allen-tx-135311.md)) | 135311 | Allen, TX | State-registered investment adviser | Under $25 million | 16 | % of assets, Fixed fee, Other |
| [Mooring Bay Capital Management](https://advisorcensus.com/firm/mooring-bay-capital-management-dallas-tx-325837) ([md](https://advisorcensus.com/firm/mooring-bay-capital-management-dallas-tx-325837.md)) | 325837 | Dallas, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Mosaic Advisors](https://advisorcensus.com/firm/mosaic-advisors-houston-tx-164913) ([md](https://advisorcensus.com/firm/mosaic-advisors-houston-tx-164913.md)) | 164913 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | Fixed fee |
| [Moss, Luse & Womble, LLC](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841) ([md](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841.md)) | 152841 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Motif Planning](https://advisorcensus.com/firm/motif-planning-dallas-tx-327428) ([md](https://advisorcensus.com/firm/motif-planning-dallas-tx-327428.md)) | 327428 | Dallas, TX | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Motiwala Capital](https://advisorcensus.com/firm/motiwala-capital-156133) ([md](https://advisorcensus.com/firm/motiwala-capital-156133.md)) | 156133 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee, Performance fee |
| [MSM Advisory, LLC](https://advisorcensus.com/firm/msm-advisory-llc-283032) ([md](https://advisorcensus.com/firm/msm-advisory-llc-283032.md)) | 283032 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Much Wealth Management, Inc.](https://advisorcensus.com/firm/much-wealth-management-inc-southlake-tx-150356) ([md](https://advisorcensus.com/firm/much-wealth-management-inc-southlake-tx-150356.md)) | 150356 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Murphy & Sylvest](https://advisorcensus.com/firm/murphy-and-sylvest-dallas-tx-165130) ([md](https://advisorcensus.com/firm/murphy-and-sylvest-dallas-tx-165130.md)) | 165130 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % 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)
- [Hourly financial advisors in Texas](https://advisorcensus.com/advisors/tx/hourly) (https://advisorcensus.com/advisors/tx/hourly.md)
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- [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.