{ "path": "/advisors/tx/flat-fee", "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/16", "page_type": "state_fee", "title": "Flat-fee financial advisors in Texas", "filters": {}, "scope_total": 1156, "faq": [ { "q": "How many financial advisory firms are there in Texas?", "a": "AdvisorCensus lists 3,052 investment advisory firms with a principal office in Texas, from Form ADV filings as of October 2026: 1,108 SEC-registered, 1,270 state-registered, and 674 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Texas?", "a": "831 of the 3,052 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Texas offer financial planning?", "a": "1,291 of the 2,378 firms in Texas that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Texas fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 831 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 1,156 investment advisory firms with a principal office in Texas that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Texas: 1,156 firms from Form ADV filings as of October 2026.", "total_firms": 1156, "page": 16, "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": 300320, "name": "Orchard Financial", "name_as_filed": "ORCHARD FINANCIAL", "url": "https://advisorcensus.com/firm/orchard-financial-austin-tx-300320", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327750, "name": "Orchid Advisory", "name_as_filed": "ORCHID ADVISORY", "url": "https://advisorcensus.com/firm/orchid-advisory-dallas-tx-327750", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134163, "name": "ORF Capital Management", "name_as_filed": "ORF CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/orf-capital-management-134163", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334919, "name": "Orgallic Wealth", "name_as_filed": "ORGALLIC WEALTH", "url": "https://advisorcensus.com/firm/orgallic-wealth-mckinney-tx-334919", "city": "McKinney", "state": "TX", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171946, "name": "Origin Wealth Advisers", "name_as_filed": "ORIGIN WEALTH ADVISERS", "url": "https://advisorcensus.com/firm/origin-wealth-advisers-austin-tx-171946", "city": "Austin", "state": "TX", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 308463, "name": "Oris Wealth Designs LLC", "name_as_filed": "ORIS WEALTH DESIGNS LLC", "url": "https://advisorcensus.com/firm/oris-wealth-designs-llc-308463", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313328, "name": "Ormonde Investment Management, LLC", "name_as_filed": "ORMONDE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ormonde-investment-management-llc-dallas-tx-313328", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314713, "name": "Osgood Capital Management, Inc.", "name_as_filed": "OSGOOD CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/osgood-capital-management-inc-spring-tx-314713", "city": "Spring", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330474, "name": "Outlier Financial Partners, LLC", "name_as_filed": "OUTLIER FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/outlier-financial-partners-llc-san-angelo-tx-330474", "city": "San Angelo", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 291465, "name": "Outlook Wealth Advisors, LLC", "name_as_filed": "OUTLOOK WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/outlook-wealth-advisors-llc-the-woodlands-tx-291465", "city": "The Woodlands", "state": "TX", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331377, "name": "Outrunner Capital, LLC", "name_as_filed": "OUTRUNNER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/outrunner-capital-llc-austin-tx-331377", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325459, "name": "Overflow Financial", "name_as_filed": "OVERFLOW FINANCIAL", "url": "https://advisorcensus.com/firm/overflow-financial-325459", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300955, "name": "Overlook Park Wealth, LLC", "name_as_filed": "OVERLOOK PARK WEALTH, LLC", "url": "https://advisorcensus.com/firm/overlook-park-wealth-llc-humble-tx-300955", "city": "Humble", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115009, "name": "Overridge Wealth Advisors", "name_as_filed": "OVERRIDGE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/overridge-wealth-advisors-fort-worth-tx-115009", "city": "Fort Worth", "state": "TX", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300372, "name": "Overshare", "name_as_filed": "OVERSHARE", "url": "https://advisorcensus.com/firm/overshare-300372", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156393, "name": "Oxbow Advisors, LLC", "name_as_filed": "OXBOW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/oxbow-advisors-llc-austin-tx-156393", "city": "Austin", "state": "TX", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135325, "name": "P38 Enterprises, Inc.", "name_as_filed": "P38 ENTERPRISES, INC.", "url": "https://advisorcensus.com/firm/p38-enterprises-inc-135325", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114515, "name": "Paradigm Advisors, LLC", "name_as_filed": "PARADIGM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/paradigm-advisors-llc-dallas-tx-114515", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338287, "name": "Paradigm Global Investors", "name_as_filed": "PARADIGM GLOBAL INVESTORS", "url": "https://advisorcensus.com/firm/paradigm-global-investors-dallas-tx-338287", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 143721, "name": "Paragon Financial Advisors", "name_as_filed": "PARAGON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/paragon-financial-advisors-college-station-tx-143721", "city": "College Station", "state": "TX", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133361, "name": "Paratus Financial, Inc.", "name_as_filed": "PARATUS FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361", "city": "Dallas", "state": "TX", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226717, "name": "Park 10 Financial LLC", "name_as_filed": "PARK 10 FINANCIAL LLC", "url": "https://advisorcensus.com/firm/park-10-financial-llc-houston-tx-226717", "city": "Houston", "state": "TX", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314196, "name": "Park 64 Capital, LLC", "name_as_filed": "PARK 64 CAPITAL, LLC", "url": "https://advisorcensus.com/firm/park-64-capital-llc-314196", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290862, "name": "Parker Prescott Capital Management", "name_as_filed": "PARKER PRESCOTT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/parker-prescott-capital-management-dallas-tx-290862", "city": "Dallas", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 149240, "name": "Parkhurst Consulting CPA PC", "name_as_filed": "PARKHURST CONSULTING CPA PC", "url": "https://advisorcensus.com/firm/parkhurst-consulting-cpa-pc-cedar-park-tx-149240", "city": "Cedar Park", "state": "TX", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112629, "name": "Parkway Advisors, L.P.", "name_as_filed": "PARKWAY ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/parkway-advisors-l-p-abilene-tx-112629", "city": "Abilene", "state": "TX", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333971, "name": "Parkway Wealth Management Group, LLC", "name_as_filed": "PARKWAY WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/parkway-wealth-management-group-llc-plano-tx-333971", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173548, "name": "Partner Wealth Management, LLC", "name_as_filed": "PARTNER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/partner-wealth-management-llc-173548", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317577, "name": "Pathsetter Financial", "name_as_filed": "PATHSETTER FINANCIAL", "url": "https://advisorcensus.com/firm/pathsetter-financial-317577", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310629, "name": "Patron Partners, LLC", "name_as_filed": "PATRON PARTNERS, LLC", "url": "https://advisorcensus.com/firm/patron-partners-llc-houston-tx-310629", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105335, "name": "Paul Comstock Partners", "name_as_filed": "PAUL COMSTOCK PARTNERS", "url": "https://advisorcensus.com/firm/paul-comstock-partners-houston-tx-105335", "city": "Houston", "state": "TX", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284164, "name": "Pax Financial Group", "name_as_filed": "PAX FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/pax-financial-group-san-antonio-tx-284164", "city": "San Antonio", "state": "TX", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 145056, "name": "Peak American Investment Advisors, Inc.", "name_as_filed": "PEAK AMERICAN INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/peak-american-investment-advisors-inc-plano-tx-145056", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285206, "name": "Pegasus Wealth Management", "name_as_filed": "PEGASUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pegasus-wealth-management-285206", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282084, "name": "Penney Financial", "name_as_filed": "PENNEY FINANCIAL", "url": "https://advisorcensus.com/firm/penney-financial-houston-tx-282084", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151671, "name": "PER Stirling Capital Management, LLC", "name_as_filed": "PER STIRLING CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671", "city": "Austin", "state": "TX", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 304880, "name": "Perceptive Wealth Advisors LLC", "name_as_filed": "PERCEPTIVE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/perceptive-wealth-advisors-llc-houston-tx-304880", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329913, "name": "Perennial Wealth Advisors, LLC", "name_as_filed": "PERENNIAL WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/perennial-wealth-advisors-llc-canadian-tx-329913", "city": "Canadian", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153030, "name": "Performance Investment Group", "name_as_filed": "PERFORMANCE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/performance-investment-group-houston-tx-153030", "city": "Houston", "state": "TX", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150908, "name": "Perry Investment Management, LLC", "name_as_filed": "PERRY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/perry-investment-management-llc-round-rock-tx-150908", "city": "Round Rock", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107653, "name": "Perryman Financial Advisory, Inc.", "name_as_filed": "PERRYMAN FINANCIAL ADVISORY, INC.", "url": "https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653", "city": "Dallas", "state": "TX", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 112178, "name": "Personal Money Planning, LLC", "name_as_filed": "PERSONAL MONEY PLANNING, LLC", "url": "https://advisorcensus.com/firm/personal-money-planning-llc-wichita-falls-tx-112178", "city": "Wichita Falls", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313044, "name": "Personal Prosperity LLC", "name_as_filed": "PERSONAL PROSPERITY LLC", "url": "https://advisorcensus.com/firm/personal-prosperity-llc-spring-tx-313044", "city": "Spring", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301304, "name": "Phan Capital", "name_as_filed": "PHAN CAPITAL", "url": "https://advisorcensus.com/firm/phan-capital-301304", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105550, "name": "Pin Oak Investment Advisors Inc", "name_as_filed": "PIN OAK INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/pin-oak-investment-advisors-inc-houston-tx-105550", "city": "Houston", "state": "TX", "years_registered": 36, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 330556, "name": "Pine Valley Capital Partners LLC", "name_as_filed": "PINE VALLEY CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/pine-valley-capital-partners-llc-austin-tx-330556", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 148262, "name": "Pingora Partners LLC", "name_as_filed": "PINGORA PARTNERS LLC", "url": "https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133429, "name": "Pioneer Wealth Management Group", "name_as_filed": "PIONEER WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/pioneer-wealth-management-group-austin-tx-133429", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130562, "name": "Pivot Point Advisors, LLC", "name_as_filed": "PIVOT POINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pivot-point-advisors-llc-bellaire-tx-130562", "city": "Bellaire", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300278, "name": "Planb Tax & Wealth Advisors LLC", "name_as_filed": "PLANB TAX & WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278", "city": "Richardson", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": 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