{
  "path": "/advisors/tx/flat-fee",
  "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/15",
  "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": 15,
  "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": 152960,
      "name": "MVM Advisors, LLC",
      "name_as_filed": "MVM ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mvm-advisors-llc-152960",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289955,
      "name": "Nashional Investments",
      "name_as_filed": "NASHIONAL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/nashional-investments-mckinney-tx-289955",
      "city": "McKinney",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158740,
      "name": "Natalie M. Kassenyeva",
      "name_as_filed": "NATALIE M. KASSENYEVA",
      "url": "https://advisorcensus.com/firm/natalie-m-kassenyeva-158740",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316426,
      "name": "Nautical Star Financial Group LLC",
      "name_as_filed": "NAUTICAL STAR FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/nautical-star-financial-group-llc-las-colinas-tx-316426",
      "city": "Las Colinas",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146265,
      "name": "Navigo Wealth Management, LLC",
      "name_as_filed": "NAVIGO WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/navigo-wealth-management-llc-southlake-tx-146265",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149822,
      "name": "NB Alternatives Advisers LLC",
      "name_as_filed": "NB ALTERNATIVES ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/nb-alternatives-advisers-llc-dallas-tx-149822",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124112,
      "name": "Neal Financial Group, L.P.",
      "name_as_filed": "NEAL FINANCIAL GROUP, L.P.",
      "url": "https://advisorcensus.com/firm/neal-financial-group-l-p-tomball-tx-124112",
      "city": "Tomball",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299307,
      "name": "Nest Financial LLC",
      "name_as_filed": "NEST FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/nest-financial-llc-austin-tx-299307",
      "city": "Austin",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284016,
      "name": "Nestegg Wealth Advisors",
      "name_as_filed": "NESTEGG WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/nestegg-wealth-advisors-rowlett-tx-284016",
      "city": "Rowlett",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336825,
      "name": "Nestvst",
      "name_as_filed": "NESTVST",
      "url": "https://advisorcensus.com/firm/nestvst-sugar-land-tx-336825",
      "city": "Sugar Land",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131658,
      "name": "New Capital Management, LP",
      "name_as_filed": "NEW CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/new-capital-management-lp-houston-tx-131658",
      "city": "Houston",
      "state": "TX",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152136,
      "name": "New Dimensions Wealth Management, L.L.C.",
      "name_as_filed": "NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/new-dimensions-wealth-management-l-l-c-allen-tx-152136",
      "city": "Allen",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314959,
      "name": "New Heights Planning",
      "name_as_filed": "NEW HEIGHTS PLANNING",
      "url": "https://advisorcensus.com/firm/new-heights-planning-houston-tx-314959",
      "city": "Houston",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135896,
      "name": "Newmyer Wealth Management",
      "name_as_filed": "NEWMYER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/newmyer-wealth-management-houston-tx-135896",
      "city": "Houston",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139368,
      "name": "Newport Global Advisors L.P.",
      "name_as_filed": "NEWPORT GLOBAL ADVISORS L.P.",
      "url": "https://advisorcensus.com/firm/newport-global-advisors-l-p-the-woodlands-tx-139368",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311472,
      "name": "Next Step Financial Transitions",
      "name_as_filed": "NEXT STEP FINANCIAL TRANSITIONS",
      "url": "https://advisorcensus.com/firm/next-step-financial-transitions-houston-tx-311472",
      "city": "Houston",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342970,
      "name": "Next Wealth Advisers",
      "name_as_filed": "NEXT WEALTH ADVISERS",
      "url": "https://advisorcensus.com/firm/next-wealth-advisers-342970",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317406,
      "name": "NFWM",
      "name_as_filed": "NFWM",
      "url": "https://advisorcensus.com/firm/nfwm-plano-tx-317406",
      "city": "Plano",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316794,
      "name": "Nichol Capital Advisors, LLC",
      "name_as_filed": "NICHOL CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/nichol-capital-advisors-llc-houston-tx-316794",
      "city": "Houston",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338855,
      "name": "Noblehouse Family Office, LLC",
      "name_as_filed": "NOBLEHOUSE FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/noblehouse-family-office-llc-plano-tx-338855",
      "city": "Plano",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281539,
      "name": "Nobles & Richards Advisors, LLC",
      "name_as_filed": "NOBLES & RICHARDS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/nobles-and-richards-advisors-llc-plano-tx-281539",
      "city": "Plano",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329186,
      "name": "Nolet Wealth Management, LLC",
      "name_as_filed": "NOLET WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/nolet-wealth-management-llc-fort-worth-tx-329186",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323740,
      "name": "Norma Financial LLC",
      "name_as_filed": "NORMA FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/norma-financial-llc-323740",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334719,
      "name": "Normaltown Financial LLC",
      "name_as_filed": "NORMALTOWN FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/normaltown-financial-llc-mcallen-tx-334719",
      "city": "McAllen",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297028,
      "name": "Norstar Financial of Plano, LLC",
      "name_as_filed": "NORSTAR FINANCIAL OF PLANO, LLC",
      "url": "https://advisorcensus.com/firm/norstar-financial-of-plano-llc-plano-tx-297028",
      "city": "Plano",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168653,
      "name": "Noto Financial Planning",
      "name_as_filed": "NOTO FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/noto-financial-planning-dallas-tx-168653",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317730,
      "name": "Nuclo Wealth",
      "name_as_filed": "NUCLO WEALTH",
      "url": "https://advisorcensus.com/firm/nuclo-wealth-houston-tx-317730",
      "city": "Houston",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173293,
      "name": "Oak Harvest Investment Services",
      "name_as_filed": "OAK HARVEST INVESTMENT SERVICES",
      "url": "https://advisorcensus.com/firm/oak-harvest-investment-services-houston-tx-173293",
      "city": "Houston",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309759,
      "name": "Oaks Wealth Management",
      "name_as_filed": "OAKS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oaks-wealth-management-houston-tx-309759",
      "city": "Houston",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288723,
      "name": "Oakstreet Wealth Management, Inc.",
      "name_as_filed": "OAKSTREET WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/oakstreet-wealth-management-inc-magnolia-tx-288723",
      "city": "Magnolia",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162096,
      "name": "Oakwell Private Wealth Management",
      "name_as_filed": "OAKWELL PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oakwell-private-wealth-management-austin-tx-162096",
      "city": "Austin",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159691,
      "name": "Oakwood Advisory Group, LLC",
      "name_as_filed": "OAKWOOD ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/oakwood-advisory-group-llc-159691",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337378,
      "name": "OFF-Trail Works LLC",
      "name_as_filed": "OFF-TRAIL WORKS LLC",
      "url": "https://advisorcensus.com/firm/off-trail-works-llc-austin-tx-337378",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330600,
      "name": "OH Cap Asset Management",
      "name_as_filed": "OH CAP ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oh-cap-asset-management-frisco-tx-330600",
      "city": "Frisco",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318720,
      "name": "Old Drake, LLC",
      "name_as_filed": "OLD DRAKE, LLC",
      "url": "https://advisorcensus.com/firm/old-drake-llc-318720",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114752,
      "name": "Olimpio NEU & Associates, Inc.",
      "name_as_filed": "OLIMPIO NEU & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752",
      "city": "Frisco",
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  "csv": null,
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    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}