{ "path": "/advisors/tx/flat-fee", "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/20", "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": 20, "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": 300084, "name": "Softvest Advisors", "name_as_filed": "SOFTVEST ADVISORS", "url": "https://advisorcensus.com/firm/softvest-advisors-abilene-tx-300084", "city": "Abilene", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 140180, "name": "Solaris Private Wealth Management", "name_as_filed": "SOLARIS PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180", "city": "Austin", "state": "TX", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281950, "name": "Solstice Wealth", "name_as_filed": "SOLSTICE WEALTH", "url": "https://advisorcensus.com/firm/solstice-wealth-austin-tx-281950", "city": "Austin", "state": "TX", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 170441, "name": "Solutia Global, LLC", "name_as_filed": "SOLUTIA GLOBAL, LLC", "url": "https://advisorcensus.com/firm/solutia-global-llc-austin-tx-170441", "city": "Austin", "state": "TX", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 143248, "name": "Solutions 4 Wealth", "name_as_filed": "SOLUTIONS 4 WEALTH", "url": "https://advisorcensus.com/firm/solutions-4-wealth-southlake-tx-143248", "city": "Southlake", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329967, "name": "Sophronia Wealth Advisors", "name_as_filed": "SOPHRONIA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sophronia-wealth-advisors-el-paso-tx-329967", "city": "El Paso", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282950, "name": "Southwestern Advisory Group LLC", "name_as_filed": "SOUTHWESTERN ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/southwestern-advisory-group-llc-stephenville-tx-282950", "city": "Stephenville", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 188524, "name": "Sovereign Wealth Advisors LLC", "name_as_filed": "SOVEREIGN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/sovereign-wealth-advisors-llc-houston-tx-188524", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327087, "name": "Sparrow Advisors, LLC", "name_as_filed": "SPARROW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sparrow-advisors-llc-dallas-tx-327087", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114805, "name": "Spectrum Advisors, Inc.", "name_as_filed": "SPECTRUM ADVISORS, INC.", "url": "https://advisorcensus.com/firm/spectrum-advisors-inc-plano-tx-114805", "city": "Plano", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115318, "name": "Spectrum Strategies, L.L.C.", "name_as_filed": "SPECTRUM STRATEGIES, L.L.C.", "url": "https://advisorcensus.com/firm/spectrum-strategies-l-l-c-dallas-tx-115318", "city": "Dallas", "state": "TX", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338070, "name": "Spenditright LLC", "name_as_filed": "SPENDITRIGHT LLC", "url": "https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150034, "name": "Springwater Advisors, LLC", "name_as_filed": "SPRINGWATER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/springwater-advisors-llc-corpus-christi-tx-150034", "city": "Corpus Christi", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 131190, "name": "Springwood Financial Advisors", "name_as_filed": "SPRINGWOOD FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190", "city": "Dallas", "state": "TX", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328102, "name": "SSB&T Wealth Management, LLC", "name_as_filed": "SSB&T WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ssb-and-t-wealth-management-llc-fredericksburg-tx-328102", "city": "Fredericksburg", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165880, "name": "Stability Partners Advisory Group, LLC", "name_as_filed": "STABILITY PARTNERS ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/stability-partners-advisory-group-llc-spring-tx-165880", "city": "Spring", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 156465, "name": "Stadtler Capital Management, LLC", "name_as_filed": "STADTLER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stadtler-capital-management-llc-fort-worth-tx-156465", "city": "Fort Worth", "state": "TX", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 328185, "name": "Stavis Wealth Transfer Solutions", "name_as_filed": "STAVIS WEALTH TRANSFER SOLUTIONS", "url": "https://advisorcensus.com/firm/stavis-wealth-transfer-solutions-houston-tx-328185", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 334416, "name": "Steadtrust", "name_as_filed": "STEADTRUST", "url": "https://advisorcensus.com/firm/steadtrust-allen-tx-334416", "city": "Allen", "state": "TX", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332066, "name": "Stillforest Wealth Management", "name_as_filed": "STILLFOREST WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/stillforest-wealth-management-houston-tx-332066", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119796, "name": "Stoecker Financial, Inc.", "name_as_filed": "STOECKER FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/stoecker-financial-inc-119796", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282930, "name": "Stone Hill Wealth Management, LLC", "name_as_filed": "STONE HILL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stone-hill-wealth-management-llc-dallas-tx-282930", "city": "Dallas", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 142095, "name": "Stonecrest Advisors, Inc.", "name_as_filed": "STONECREST ADVISORS, INC.", "url": "https://advisorcensus.com/firm/stonecrest-advisors-inc-austin-tx-142095", "city": "Austin", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167718, "name": "Strada Wealth Management, LLC", "name_as_filed": "STRADA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718", "city": "Austin", "state": "TX", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285973, "name": "Strata Wealth Advisors, LLC", "name_as_filed": "STRATA WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/strata-wealth-advisors-llc-dallas-tx-285973", "city": "Dallas", "state": "TX", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141849, "name": "Strategic Financial Concepts, LLC", "name_as_filed": "STRATEGIC FINANCIAL CONCEPTS, LLC", "url": "https://advisorcensus.com/firm/strategic-financial-concepts-llc-san-antonio-tx-141849", "city": "San Antonio", "state": "TX", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 118450, "name": "Strategic Financial Planning, Inc.", "name_as_filed": "STRATEGIC FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/strategic-financial-planning-inc-plano-tx-118450", "city": "Plano", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156374, "name": "Strategic Portfolio Solutions, LLC", "name_as_filed": "STRATEGIC PORTFOLIO SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/strategic-portfolio-solutions-llc-dallas-tx-156374", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171908, "name": "Strategic Wealth Management, LLC", "name_as_filed": "STRATEGIC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strategic-wealth-management-llc-bedford-tx-171908", "city": "Bedford", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149134, "name": "Strategic Wealth Planning", "name_as_filed": "STRATEGIC WEALTH PLANNING", "url": "https://advisorcensus.com/firm/strategic-wealth-planning-richardson-tx-149134", "city": "Richardson", "state": "TX", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289276, "name": "Styre Wealth", "name_as_filed": "STYRE WEALTH", "url": "https://advisorcensus.com/firm/styre-wealth-fort-worth-tx-289276", "city": "Fort Worth", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336434, "name": "Succession Financial, Inc", "name_as_filed": "SUCCESSION FINANCIAL, INC", "url": "https://advisorcensus.com/firm/succession-financial-inc-mckinney-tx-336434", "city": "McKinney", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114679, "name": "Sucre'-Vail Wealth Advisors", "name_as_filed": "SUCRE'-VAIL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sucre-vail-wealth-advisors-houston-tx-114679", "city": "Houston", "state": "TX", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139154, "name": "Sueing Investments, LLC", "name_as_filed": "SUEING INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/sueing-investments-llc-dallas-tx-139154", "city": "Dallas", "state": "TX", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113091, "name": "Summa Corp.", "name_as_filed": "SUMMA CORP.", "url": "https://advisorcensus.com/firm/summa-corp-the-woodlands-tx-113091", "city": "The Woodlands", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306823, "name": "Summit House Capital Management, LLC", "name_as_filed": "SUMMIT HOUSE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/summit-house-capital-management-llc-dallas-tx-306823", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 42180, "name": "Sunbelt Securities", "name_as_filed": "SUNBELT SECURITIES", "url": "https://advisorcensus.com/firm/sunbelt-securities-houston-tx-42180", "city": "Houston", "state": "TX", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 222518, "name": "SVRN Asset Management, LLC", "name_as_filed": "SVRN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/svrn-asset-management-llc-austin-tx-222518", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 156155, "name": "SWBC Investment Advisory Services LLC", "name_as_filed": "SWBC INVESTMENT ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/swbc-investment-advisory-services-llc-austin-tx-156155", "city": "Austin", "state": "TX", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140994, "name": "SWBC Investment Company", "name_as_filed": "SWBC INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/swbc-investment-company-san-antonio-tx-140994", "city": "San Antonio", "state": "TX", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 118372, "name": "Sweetwater Financial Advisors, LLC", "name_as_filed": "SWEETWATER FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sweetwater-financial-advisors-llc-sugar-land-tx-118372", "city": "Sugar Land", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 166688, "name": "SWMG, LLC", "name_as_filed": "SWMG, LLC", "url": "https://advisorcensus.com/firm/swmg-llc-fort-worth-tx-166688", "city": "Fort Worth", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171816, "name": "Symphony Financial, Ltd. Co.", "name_as_filed": "SYMPHONY FINANCIAL, LTD. 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