{
  "path": "/advisors/tx/flat-fee",
  "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/21",
  "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": 21,
  "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": 335249,
      "name": "Taylor Williams Private Wealth Management LLC",
      "name_as_filed": "TAYLOR WILLIAMS PRIVATE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/taylor-williams-private-wealth-management-llc-335249",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304191,
      "name": "TBMS Wealth LLC",
      "name_as_filed": "TBMS WEALTH LLC",
      "url": "https://advisorcensus.com/firm/tbms-wealth-llc-304191",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134104,
      "name": "Team Financial Strategies",
      "name_as_filed": "TEAM FINANCIAL STRATEGIES",
      "url": "https://advisorcensus.com/firm/team-financial-strategies-abilene-tx-134104",
      "city": "Abilene",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165237,
      "name": "Teamwork Financial Advisors, LLC",
      "name_as_filed": "TEAMWORK FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/teamwork-financial-advisors-llc-san-antonio-tx-165237",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339604,
      "name": "Tectonic Capital Advisors, LLC",
      "name_as_filed": "TECTONIC CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tectonic-capital-advisors-llc-houston-tx-339604",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114714,
      "name": "Texas Asset Management",
      "name_as_filed": "TEXAS ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714",
      "city": "Lakeway",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335988,
      "name": "Texas Assured Financial Planning LLC",
      "name_as_filed": "TEXAS ASSURED FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/texas-assured-financial-planning-llc-335988",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298422,
      "name": "Texas Capital Bank Private Wealth Advisors",
      "name_as_filed": "TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/texas-capital-bank-private-wealth-advisors-dallas-tx-298422",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327332,
      "name": "Texas Family Wealth, LLC",
      "name_as_filed": "TEXAS FAMILY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/texas-family-wealth-llc-friendswood-tx-327332",
      "city": "Friendswood",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333108,
      "name": "TFR Capital",
      "name_as_filed": "TFR CAPITAL",
      "url": "https://advisorcensus.com/firm/tfr-capital-plano-tx-333108",
      "city": "Plano",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118282,
      "name": "The Aspen Equity Group",
      "name_as_filed": "THE ASPEN EQUITY GROUP",
      "url": "https://advisorcensus.com/firm/the-aspen-equity-group-waco-tx-118282",
      "city": "Waco",
      "state": "TX",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164389,
      "name": "The Broughton Investment Group, Inc.",
      "name_as_filed": "THE BROUGHTON INVESTMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-broughton-investment-group-inc-houston-tx-164389",
      "city": "Houston",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117980,
      "name": "The Capital Chart Room, Ltd",
      "name_as_filed": "THE CAPITAL CHART ROOM, LTD",
      "url": "https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310163,
      "name": "The Clarus Group",
      "name_as_filed": "THE CLARUS GROUP",
      "url": "https://advisorcensus.com/firm/the-clarus-group-houston-tx-310163",
      "city": "Houston",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317383,
      "name": "The Dedicated Dollar",
      "name_as_filed": "THE DEDICATED DOLLAR",
      "url": "https://advisorcensus.com/firm/the-dedicated-dollar-317383",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340099,
      "name": "The Financial Sciences Company, LLC",
      "name_as_filed": "THE FINANCIAL SCIENCES COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/the-financial-sciences-company-llc-340099",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114263,
      "name": "The Gardner Group",
      "name_as_filed": "THE GARDNER GROUP",
      "url": "https://advisorcensus.com/firm/the-gardner-group-dallas-tx-114263",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114796,
      "name": "The Goff Financial Group",
      "name_as_filed": "THE GOFF FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/the-goff-financial-group-houston-tx-114796",
      "city": "Houston",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139136,
      "name": "The Jacobs Financial Group",
      "name_as_filed": "THE JACOBS FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/the-jacobs-financial-group-139136",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114591,
      "name": "The Legacy Collaborative, Inc.",
      "name_as_filed": "THE LEGACY COLLABORATIVE, INC.",
      "url": "https://advisorcensus.com/firm/the-legacy-collaborative-inc-san-antonio-tx-114591",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299404,
      "name": "The Menard Financial Group, LLC",
      "name_as_filed": "THE MENARD FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-menard-financial-group-llc-houston-tx-299404",
      "city": "Houston",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165438,
      "name": "The Office of Heath O. Lauseng",
      "name_as_filed": "THE OFFICE OF HEATH O. LAUSENG",
      "url": "https://advisorcensus.com/firm/the-office-of-heath-o-lauseng-port-aransas-tx-165438",
      "city": "Port Aransas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144588,
      "name": "The Personal Wealth Coach",
      "name_as_filed": "THE PERSONAL WEALTH COACH",
      "url": "https://advisorcensus.com/firm/the-personal-wealth-coach-salado-tx-144588",
      "city": "Salado",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290902,
      "name": "The Rosamond Financial Group Wealth Management, LLC",
      "name_as_filed": "THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/the-rosamond-financial-group-wealth-management-llc-marble-falls-tx-290902",
      "city": "Marble Falls",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297658,
      "name": "The SUM",
      "name_as_filed": "THE SUM",
      "url": "https://advisorcensus.com/firm/the-sum-the-woodlands-tx-297658",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173130,
      "name": "The Summit Group",
      "name_as_filed": "THE SUMMIT GROUP",
      "url": "https://advisorcensus.com/firm/the-summit-group-san-antonio-tx-173130",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312592,
      "name": "The Tempest Financial Group PLLC",
      "name_as_filed": "THE TEMPEST FINANCIAL GROUP PLLC",
      "url": "https://advisorcensus.com/firm/the-tempest-financial-group-pllc-fort-worth-tx-312592",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288141,
      "name": "The Ujano Advisory Group LLC",
      "name_as_filed": "THE UJANO ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/the-ujano-advisory-group-llc-288141",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143266,
      "name": "The Viable Group, Inc.",
      "name_as_filed": "THE VIABLE GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-viable-group-inc-san-antonio-tx-143266",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172094,
      "name": "The von Dohlen Knuffke Financial Group, LLC",
      "name_as_filed": "THE VON DOHLEN KNUFFKE FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-von-dohlen-knuffke-financial-group-llc-san-antonio-tx-172094",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133690,
      "name": "The Watchman Group, Inc.",
      "name_as_filed": "THE WATCHMAN GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690",
      "city": "Plano",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336109,
      "name": "The Wealth Expedition",
      "name_as_filed": "THE WEALTH EXPEDITION",
      "url": "https://advisorcensus.com/firm/the-wealth-expedition-frisco-tx-336109",
      "city": "Frisco",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304864,
      "name": "The Wealth Observatory",
      "name_as_filed": "THE WEALTH OBSERVATORY",
      "url": "https://advisorcensus.com/firm/the-wealth-observatory-304864",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342184,
      "name": "THEORY79 Wealth Design LLC",
      "name_as_filed": "THEORY79 WEALTH DESIGN LLC",
      "url": "https://advisorcensus.com/firm/theory79-wealth-design-llc-austin-tx-342184",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337978,
      "name": "Therawealth, LLC",
      "name_as_filed": "THERAWEALTH, LLC",
      "url": "https://advisorcensus.com/firm/therawealth-llc-southlake-tx-337978",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289452,
      "name": "THINK818, LLC",
      "name_as_filed": "THINK818, LLC",
      "url": "https://advisorcensus.com/firm/think818-llc-289452",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300367,
      "name": "Third Generation Capital Management",
      "name_as_filed": "THIRD GENERATION CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/third-generation-capital-management-dallas-tx-300367",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339326,
      "name": "Thirteen Twenty-Two Advisors",
      "name_as_filed": "THIRTEEN TWENTY-TWO ADVISORS",
      "url": "https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159736,
      "name": "Three Bell Capital LLC",
      "name_as_filed": "THREE BELL CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/three-bell-capital-llc-dallas-tx-159736",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339056,
      "name": "Three-Sixty Wealth Management, LLC.",
      "name_as_filed": "THREE-SIXTY WEALTH MANAGEMENT, LLC.",
      "url": "https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292418,
      "name": "Thrifty Scotty Financial, LLC",
      "name_as_filed": "THRIFTY SCOTTY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/thrifty-scotty-financial-llc-292418",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322053,
      "name": "TIP Group LLC",
      "name_as_filed": "TIP GROUP LLC",
      "url": "https://advisorcensus.com/firm/tip-group-llc-houston-tx-322053",
      "city": "Houston",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166359,
      "name": "Titan Retirement Advisors LLC",
      "name_as_filed": "TITAN RETIREMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/titan-retirement-advisors-llc-fulshear-tx-166359",
      "city": "Fulshear",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298862,
      "name": "Titania Investments LLC",
      "name_as_filed": "TITANIA INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/titania-investments-llc-298862",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323567,
      "name": "Titleist Asset Management, LLC",
      "name_as_filed": "TITLEIST ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/titleist-asset-management-llc-san-antonio-tx-323567",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339410,
      "name": "Tiverton Wealth",
      "name_as_filed": "TIVERTON WEALTH",
      "url": "https://advisorcensus.com/firm/tiverton-wealth-the-woodlands-tx-339410",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170075,
      "name": "TK^2 Advisers",
      "name_as_filed": "TK^2 ADVISERS",
      "url": "https://advisorcensus.com/firm/tk-2-advisers-170075",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158305,
      "name": "TLWM Financial",
      "name_as_filed": "TLWM FINANCIAL",
      "url": "https://advisorcensus.com/firm/tlwm-financial-san-antonio-tx-158305",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111838,
      "name": "Tolleson Private Wealth Management",
      "name_as_filed": "TOLLESON PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288435,
      "name": "Toro Bravo Investment Advisors, LLC",
      "name_as_filed": "TORO BRAVO INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/toro-bravo-investment-advisors-llc-amarillo-tx-288435",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "fee_pages": [
      {
        "path": "/advisors/tx/fee-only",
        "label": "Fee-only financial advisors in Texas",
        "firm_count": 831
      },
      {
        "path": "/advisors/tx/hourly",
        "label": "Hourly financial advisors in Texas",
        "firm_count": 850
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/tx/dallas/flat-fee",
        "firm_count": 389,
        "label": "Flat-fee financial advisors in Dallas, TX"
      },
      {
        "path": "/advisors/tx/houston/flat-fee",
        "firm_count": 222,
        "label": "Flat-fee financial advisors in Houston, TX"
      },
      {
        "path": "/advisors/tx/austin/flat-fee",
        "firm_count": 171,
        "label": "Flat-fee financial advisors in Austin, TX"
      },
      {
        "path": "/advisors/tx/san-antonio/flat-fee",
        "firm_count": 63,
        "label": "Flat-fee financial advisors in San Antonio, TX"
      },
      {
        "path": "/advisors/tx/el-paso/flat-fee",
        "firm_count": 8,
        "label": "Flat-fee financial advisors in El Paso, TX"
      },
      {
        "path": "/advisors/tx/lubbock/flat-fee",
        "firm_count": 8,
        "label": "Flat-fee financial advisors in Lubbock, TX"
      },
      {
        "path": "/advisors/tx/waco/flat-fee",
        "firm_count": 8,
        "label": "Flat-fee financial advisors in Waco, TX"
      },
      {
        "path": "/advisors/tx/mcallen/flat-fee",
        "firm_count": 6,
        "label": "Flat-fee financial advisors in McAllen, TX"
      },
      {
        "path": "/advisors/tx/midland/flat-fee",
        "firm_count": 6,
        "label": "Flat-fee financial advisors in Midland, TX"
      },
      {
        "path": "/advisors/tx/college-station/flat-fee",
        "firm_count": 5,
        "label": "Flat-fee financial advisors in College Station, TX"
      },
      {
        "path": "/advisors/tx/abilene/flat-fee",
        "firm_count": 4,
        "label": "Flat-fee financial advisors in Abilene, TX"
      },
      {
        "path": "/advisors/tx/amarillo/flat-fee",
        "firm_count": 4,
        "label": "Flat-fee financial advisors in Amarillo, TX"
      },
      {
        "path": "/advisors/tx/corpus-christi/flat-fee",
        "firm_count": 4,
        "label": "Flat-fee financial advisors in Corpus Christi, TX"
      },
      {
        "path": "/advisors/tx/tyler/flat-fee",
        "firm_count": 4,
        "label": "Flat-fee financial advisors in Tyler, TX"
      },
      {
        "path": "/advisors/tx/killeen/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in Killeen, TX"
      },
      {
        "path": "/advisors/tx/sherman/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in Sherman, TX"
      },
      {
        "path": "/advisors/tx/victoria/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in Victoria, TX"
      },
      {
        "path": "/advisors/tx/wichita-falls/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in Wichita Falls, TX"
      },
      {
        "path": "/advisors/tx/longview/flat-fee",
        "firm_count": 2,
        "label": "Flat-fee financial advisors in Longview, TX"
      },
      {
        "path": "/advisors/tx/beaumont/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Beaumont, TX"
      },
      {
        "path": "/advisors/tx/brownsville/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Brownsville, TX"
      },
      {
        "path": "/advisors/tx/laredo/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Laredo, TX"
      },
      {
        "path": "/advisors/tx/san-angelo/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in San Angelo, TX"
      },
      {
        "path": "/advisors/tx/texarkana/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Texarkana, TX"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}