{ "path": "/advisors/tx/flat-fee", "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/3", "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": 3, "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": 127186, "name": "Avidian Wealth Solutions", "name_as_filed": "AVIDIAN WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/avidian-wealth-solutions-houston-tx-127186", "city": "Houston", "state": "TX", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 134242, "name": "Avion Wealth", "name_as_filed": "AVION WEALTH", "url": "https://advisorcensus.com/firm/avion-wealth-the-woodlands-tx-134242", "city": "The Woodlands", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152590, "name": "Avondale Wealth Management LLC", "name_as_filed": "AVONDALE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/avondale-wealth-management-llc-west-lake-hills-tx-152590", "city": "West Lake Hills", "state": "TX", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339217, "name": "Avora Wealth LLC", "name_as_filed": "AVORA WEALTH LLC", "url": "https://advisorcensus.com/firm/avora-wealth-llc-339217", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341005, "name": "Awaken Wealth Partners LLC", "name_as_filed": "AWAKEN WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/awaken-wealth-partners-llc-houston-tx-341005", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334888, "name": "Axon Capital Management", "name_as_filed": "AXON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/axon-capital-management-334888", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310867, "name": "Azure Sky Financial Life Planning, LLC", "name_as_filed": "AZURE SKY FINANCIAL LIFE PLANNING, LLC", "url": "https://advisorcensus.com/firm/azure-sky-financial-life-planning-llc-310867", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 114777, "name": "B&F Investment Strategies", "name_as_filed": "B&F INVESTMENT STRATEGIES", "url": "https://advisorcensus.com/firm/b-and-f-investment-strategies-duncanville-tx-114777", "city": "Duncanville", "state": "TX", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 337742, "name": "B365INVEST", "name_as_filed": "B365INVEST", "url": "https://advisorcensus.com/firm/b365invest-san-antonio-tx-337742", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168733, "name": "Balefire, LLC", "name_as_filed": "BALEFIRE, LLC", "url": "https://advisorcensus.com/firm/balefire-llc-dallas-tx-168733", "city": "Dallas", "state": "TX", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335113, "name": "Bancroft Booth Capital Advisors", "name_as_filed": "BANCROFT BOOTH CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/bancroft-booth-capital-advisors-335113", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 284677, "name": "Bannerman Wealth", "name_as_filed": "BANNERMAN WEALTH", "url": "https://advisorcensus.com/firm/bannerman-wealth-lewisville-tx-284677", "city": "Lewisville", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339071, "name": "Bard Investment Group, LLC", "name_as_filed": "BARD INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/bard-investment-group-llc-339071", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170484, "name": "Baron Financial Advisors, LLC", "name_as_filed": "BARON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/baron-financial-advisors-llc-170484", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284466, "name": "Bartee Capital Management, LLC", "name_as_filed": "BARTEE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bartee-capital-management-llc-284466", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130994, "name": "Barton Creek Advisors, LLC", "name_as_filed": "BARTON CREEK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/barton-creek-advisors-llc-130994", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325215, "name": "Barton Financial Group LLC", "name_as_filed": "BARTON FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/barton-financial-group-llc-kyle-tx-325215", "city": "Kyle", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340391, "name": "BAT Financial Services LLC", "name_as_filed": "BAT FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/bat-financial-services-llc-340391", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332763, "name": "Baucom Wealth Management LLC", "name_as_filed": "BAUCOM WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/baucom-wealth-management-llc-victoria-tx-332763", "city": "Victoria", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322909, "name": "Baynes Investment Counsel LLC", "name_as_filed": "BAYNES INVESTMENT COUNSEL LLC", "url": "https://advisorcensus.com/firm/baynes-investment-counsel-llc-fort-worth-tx-322909", "city": "Fort Worth", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 309290, "name": "BDJ Wealth Management LLC", "name_as_filed": "BDJ WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290", "city": "Plano", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335101, "name": "Beacon Advisors", "name_as_filed": "BEACON ADVISORS", "url": "https://advisorcensus.com/firm/beacon-advisors-austin-tx-335101", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110038, "name": "Beacon Financial Group", "name_as_filed": "BEACON FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/beacon-financial-group-dallas-tx-110038", "city": "Dallas", "state": "TX", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 297938, "name": "Beacon Financial Planners, Inc", "name_as_filed": "BEACON FINANCIAL PLANNERS, INC", "url": "https://advisorcensus.com/firm/beacon-financial-planners-inc-houston-tx-297938", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107238, "name": "Beaird Harris", "name_as_filed": "BEAIRD HARRIS", "url": "https://advisorcensus.com/firm/beaird-harris-dallas-tx-107238", "city": "Dallas", "state": "TX", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305257, "name": "Bearing Financial Advisors, LLC", "name_as_filed": "BEARING FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bearing-financial-advisors-llc-austin-tx-305257", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150407, "name": "Beaumont Asset Management, LLC", "name_as_filed": "BEAUMONT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/beaumont-asset-management-llc-beaumont-tx-150407", "city": "Beaumont", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332761, "name": "Bee Financial Partners Wealth, LLC", "name_as_filed": "BEE FINANCIAL PARTNERS WEALTH, LLC", "url": "https://advisorcensus.com/firm/bee-financial-partners-wealth-llc-houston-tx-332761", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143543, "name": "Bellatore Financial, Inc.", "name_as_filed": "BELLATORE FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/bellatore-financial-inc-the-woodlands-tx-143543", "city": "The Woodlands", "state": "TX", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292974, "name": "Belonging Wealth Management", "name_as_filed": "BELONGING WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/belonging-wealth-management-longview-tx-292974", "city": "Longview", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129862, "name": "Bent Tree Trust Advisors, LLC", "name_as_filed": "BENT TREE TRUST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bent-tree-trust-advisors-llc-richardson-tx-129862", "city": "Richardson", "state": "TX", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 173563, "name": "Bentoak Capital", "name_as_filed": "BENTOAK CAPITAL", "url": "https://advisorcensus.com/firm/bentoak-capital-weatherford-tx-173563", "city": "Weatherford", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175286, "name": "Benzer Capital", "name_as_filed": "BENZER CAPITAL", "url": "https://advisorcensus.com/firm/benzer-capital-missouri-city-tx-175286", "city": "Missouri City", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290690, "name": "Beyond Balanced Financial Planning, LLC", "name_as_filed": "BEYOND BALANCED FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/beyond-balanced-financial-planning-llc-midland-tx-290690", "city": "Midland", "state": "TX", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299406, "name": "BFG Wealth Management LLC", "name_as_filed": "BFG WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bfg-wealth-management-llc-dallas-tx-299406", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299244, "name": "Bible & Sovereign Partners Financial Services", "name_as_filed": "BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/bible-and-sovereign-partners-financial-services-waco-tx-299244", "city": "Waco", "state": "TX", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149775, "name": "Bison Investment Advisors, LLC", "name_as_filed": "BISON INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bison-investment-advisors-llc-the-woodlands-tx-149775", "city": "The Woodlands", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 170885, "name": "Black Barn Financial, LLC", "name_as_filed": "BLACK BARN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/black-barn-financial-llc-austin-tx-170885", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341353, "name": "Blanck Financial", "name_as_filed": "BLANCK FINANCIAL", "url": "https://advisorcensus.com/firm/blanck-financial-341353", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144135, "name": "Bloch Private Wealth, LLC", "name_as_filed": "BLOCH PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/bloch-private-wealth-llc-144135", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337744, "name": "BLSH Wealth Management", "name_as_filed": "BLSH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/blsh-wealth-management-337744", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314727, "name": "Blue Aris", "name_as_filed": "BLUE ARIS", "url": "https://advisorcensus.com/firm/blue-aris-spring-tx-314727", "city": "Spring", "state": "TX", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 338691, "name": "Blue Horizon Investments LLC", "name_as_filed": "BLUE HORIZON INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/blue-horizon-investments-llc-amarillo-tx-338691", "city": "Amarillo", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319431, "name": "Blue Ladder Financial Planning, LLC", "name_as_filed": "BLUE LADDER FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/blue-ladder-financial-planning-llc-319431", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315830, "name": "Blue Mountain Financial Planning", "name_as_filed": "BLUE MOUNTAIN FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/blue-mountain-financial-planning-melissa-tx-315830", "city": "Melissa", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158536, "name": "Blue Waters Advisory Group, LLC", "name_as_filed": "BLUE WATERS ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/blue-waters-advisory-group-llc-austin-tx-158536", "city": "Austin", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114944, "name": "Bluechip Financial Planning, Inc.", "name_as_filed": "BLUECHIP FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/bluechip-financial-planning-inc-richardson-tx-114944", "city": "Richardson", "state": "TX", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 336386, "name": "Bluegrass Legacy Planning", "name_as_filed": "BLUEGRASS LEGACY PLANNING", "url": "https://advisorcensus.com/firm/bluegrass-legacy-planning-keller-tx-336386", "city": "Keller", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292136, "name": "Blueprint 360 LLC", "name_as_filed": "BLUEPRINT 360 LLC", "url": "https://advisorcensus.com/firm/blueprint-360-llc-houston-tx-292136", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152667, "name": "Bluespring Wealth Management, LLC", "name_as_filed": "BLUESPRING WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bluespring-wealth-management-llc-austin-tx-152667", "city": 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