{ "path": "/advisors/tx/flat-fee", "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/18", "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": 18, "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": 269934, "name": "Relyon Financial Advisors, LLC", "name_as_filed": "RELYON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/relyon-financial-advisors-llc-san-antonio-tx-269934", "city": "San Antonio", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283107, "name": "Requisite Capital Management LLC", "name_as_filed": "REQUISITE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/requisite-capital-management-llc-dallas-tx-283107", "city": "Dallas", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 112168, "name": "Resource Consulting Group, Inc.", "name_as_filed": "RESOURCE CONSULTING GROUP, INC.", "url": "https://advisorcensus.com/firm/resource-consulting-group-inc-austin-tx-112168", "city": "Austin", "state": "TX", "years_registered": 42, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340070, "name": "Retire LAB LLC", "name_as_filed": "RETIRE LAB LLC", "url": "https://advisorcensus.com/firm/retire-lab-llc-austin-tx-340070", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310807, "name": "Retire With Swan", "name_as_filed": "RETIRE WITH SWAN", "url": "https://advisorcensus.com/firm/retire-with-swan-310807", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147701, "name": "Retirement Advisors, LLC", "name_as_filed": "RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701", "city": "Dallas", "state": "TX", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161137, "name": "Retirement Plan Fiduciaries, LLC", "name_as_filed": "RETIREMENT PLAN FIDUCIARIES, LLC", "url": "https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137", "city": "Austin", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142428, "name": "Retirement Resources Wealth Management, LP", "name_as_filed": "RETIREMENT RESOURCES WEALTH MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/retirement-resources-wealth-management-lp-el-paso-tx-142428", "city": "El Paso", "state": "TX", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118733, "name": "Retirement Solutions", "name_as_filed": "RETIREMENT SOLUTIONS", "url": "https://advisorcensus.com/firm/retirement-solutions-118733", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326608, "name": "Rewbix", "name_as_filed": "REWBIX", "url": "https://advisorcensus.com/firm/rewbix-austin-tx-326608", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 173862, "name": "RFG Wealth Advisory", "name_as_filed": "RFG WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/rfg-wealth-advisory-argyle-tx-173862", "city": "Argyle", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304735, "name": "RHP Wealth Management", "name_as_filed": "RHP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rhp-wealth-management-houston-tx-304735", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150661, "name": "RIA Advisors", "name_as_filed": "RIA ADVISORS", "url": "https://advisorcensus.com/firm/ria-advisors-houston-tx-150661", "city": "Houston", "state": "TX", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 142136, "name": "Ridgewood Energy Corporation", "name_as_filed": "RIDGEWOOD ENERGY CORPORATION", "url": "https://advisorcensus.com/firm/ridgewood-energy-corporation-houston-tx-142136", "city": "Houston", "state": "TX", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 337811, "name": "Ridley Wealth Management", "name_as_filed": "RIDLEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ridley-wealth-management-337811", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315575, "name": "Righteous Financial, LLC", "name_as_filed": "RIGHTEOUS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/righteous-financial-llc-austin-tx-315575", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311430, "name": "Rincon Wealth Management", "name_as_filed": "RINCON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rincon-wealth-management-lakeway-tx-311430", "city": "Lakeway", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 156950, "name": "Riverchase Wealth Management, LLC", "name_as_filed": "RIVERCHASE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950", "city": "Flower Mound", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114799, "name": "RJG Financial", "name_as_filed": "RJG FINANCIAL", "url": "https://advisorcensus.com/firm/rjg-financial-dallas-tx-114799", "city": "Dallas", "state": "TX", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118473, "name": "RMDR Advisors, Inc.", "name_as_filed": "RMDR ADVISORS, INC.", "url": "https://advisorcensus.com/firm/rmdr-advisors-inc-pearland-tx-118473", "city": "Pearland", "state": "TX", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136411, "name": "RMH Capital Advisors, LLC", "name_as_filed": "RMH CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rmh-capital-advisors-llc-houston-tx-136411", "city": "Houston", "state": "TX", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297486, "name": "RNS Wealth Management, LLC", "name_as_filed": "RNS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rns-wealth-management-llc-houston-tx-297486", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 106191, "name": "Robert Harrell, Incorporated", "name_as_filed": "ROBERT HARRELL, INCORPORATED", "url": "https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191", "city": "Austin", "state": "TX", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284535, "name": "Robert Hunt Financial, LLC", "name_as_filed": "ROBERT HUNT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/robert-hunt-financial-llc-284535", "city": null, "state": null, "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310735, "name": "Rockwall Wealth Advisors", "name_as_filed": "ROCKWALL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/rockwall-wealth-advisors-rockwall-tx-310735", "city": "Rockwall", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339856, "name": "Rockwall Wealth Management", "name_as_filed": "ROCKWALL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rockwall-wealth-management-rockwall-tx-339856", "city": "Rockwall", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285639, "name": "ROG VI L.L.C.", "name_as_filed": "ROG VI L.L.C.", "url": "https://advisorcensus.com/firm/rog-vi-l-l-c-houston-tx-285639", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 175500, "name": "Rogers Capital Advisors, LLC", "name_as_filed": "ROGERS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rogers-capital-advisors-llc-horseshoe-bay-tx-175500", "city": "Horseshoe Bay", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107409, "name": "Rogers Wealth Group, Inc.", "name_as_filed": "ROGERS WEALTH GROUP, INC.", "url": "https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409", "city": "Fort Worth", "state": "TX", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292171, "name": "Roland, Criss Investment Research, LLC", "name_as_filed": "ROLAND, CRISS INVESTMENT RESEARCH, LLC", "url": "https://advisorcensus.com/firm/roland-criss-investment-research-llc-arlington-tx-292171", "city": "Arlington", "state": "TX", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 115007, "name": "Ronald Ray Schulze", "name_as_filed": "RONALD RAY SCHULZE", "url": "https://advisorcensus.com/firm/ronald-ray-schulze-yorktown-tx-115007", "city": "Yorktown", "state": "TX", "years_registered": 36, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290289, "name": "Root Financial Partners", "name_as_filed": "ROOT FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/root-financial-partners-austin-tx-290289", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288088, "name": "Roserock Wealth Management, LLC", "name_as_filed": "ROSEROCK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331750, "name": "Ross Wealth Group, LLC", "name_as_filed": "ROSS WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/ross-wealth-group-llc-arlington-tx-331750", "city": "Arlington", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309814, "name": "Roth Financial Partners LLC", "name_as_filed": "ROTH FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/roth-financial-partners-llc-kingwood-tx-309814", "city": "Kingwood", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319220, "name": "RPS Retirement Plan Advisors", "name_as_filed": "RPS RETIREMENT PLAN ADVISORS", "url": "https://advisorcensus.com/firm/rps-retirement-plan-advisors-austin-tx-319220", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 338599, "name": "RTB Wealth Advisors, LLC", "name_as_filed": "RTB WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rtb-wealth-advisors-llc-mckinney-tx-338599", "city": "McKinney", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109934, "name": "RTW Financial Advisors Inc", "name_as_filed": "RTW FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/rtw-financial-advisors-inc-dallas-tx-109934", "city": "Dallas", "state": "TX", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 115092, "name": "Rudd and Wisdom, Inc.", "name_as_filed": "RUDD AND WISDOM, INC.", "url": "https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092", "city": "Austin", "state": "TX", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310635, "name": "RWM Capital, LLC", "name_as_filed": "RWM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/rwm-capital-llc-sugar-land-tx-310635", "city": "Sugar Land", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157966, "name": "RWR Investments LLC", "name_as_filed": "RWR INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/rwr-investments-llc-dallas-tx-157966", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 151899, "name": "S Harris Financial Group, LLC", "name_as_filed": "S HARRIS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/s-harris-financial-group-llc-san-antonio-tx-151899", "city": "San Antonio", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139162, "name": "S.B. Value Partners, L.P.", "name_as_filed": "S.B. VALUE PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/s-b-value-partners-l-p-san-antonio-tx-139162", "city": "San Antonio", "state": "TX", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 157790, "name": "SA Financial Solutions, LLC", "name_as_filed": "SA FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/sa-financial-solutions-llc-san-antonio-tx-157790", "city": "San Antonio", "state": "TX", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 161568, "name": "Saddock Wealth, LLC", "name_as_filed": "SADDOCK WEALTH, LLC", "url": "https://advisorcensus.com/firm/saddock-wealth-llc-dallas-tx-161568", "city": "Dallas", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", 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