{ "path": "/advisors/tx/flat-fee", "url": "https://advisorcensus.com/advisors/tx/flat-fee/page/5", "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": 5, "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": 44970, "name": "Catalyst Strategic Solutions", "name_as_filed": "CATALYST STRATEGIC SOLUTIONS", "url": "https://advisorcensus.com/firm/catalyst-strategic-solutions-plano-tx-44970", "city": "Plano", "state": "TX", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290650, "name": "Cates FP, Cates Tax Advisory", "name_as_filed": "CATES FP, CATES TAX ADVISORY", "url": "https://advisorcensus.com/firm/cates-fp-cates-tax-advisory-290650", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172091, "name": "Caviness Wealth Management, LLC", "name_as_filed": "CAVINESS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/caviness-wealth-management-llc-dallas-tx-172091", "city": "Dallas", "state": "TX", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173606, "name": "Cavner Social Enterprises, LLC", "name_as_filed": "CAVNER SOCIAL ENTERPRISES, LLC", "url": "https://advisorcensus.com/firm/cavner-social-enterprises-llc-austin-tx-173606", "city": "Austin", "state": "TX", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 290076, "name": "Cayetano Development, LLC", "name_as_filed": "CAYETANO DEVELOPMENT, LLC", "url": "https://advisorcensus.com/firm/cayetano-development-llc-austin-tx-290076", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 290778, "name": "Centennial Advisors, LLC", "name_as_filed": "CENTENNIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/centennial-advisors-llc-austin-tx-290778", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282477, "name": "Centric Advisors, LLC", "name_as_filed": "CENTRIC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/centric-advisors-llc-cypress-tx-282477", "city": "Cypress", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112308, "name": "Century Management Financial Advisors", "name_as_filed": "CENTURY MANAGEMENT FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/century-management-financial-advisors-austin-tx-112308", "city": "Austin", "state": "TX", "years_registered": 47, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 114361, "name": "Certified Financial Strategies Corporation", "name_as_filed": "CERTIFIED FINANCIAL STRATEGIES CORPORATION", "url": "https://advisorcensus.com/firm/certified-financial-strategies-corporation-dallas-tx-114361", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311964, "name": "CF Financial", "name_as_filed": "CF FINANCIAL", "url": "https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964", "city": "Fort Worth", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305135, "name": "CFM Wealth Partners LLC", "name_as_filed": "CFM WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287600, "name": "CFO4LIFE", "name_as_filed": "CFO4LIFE", "url": "https://advisorcensus.com/firm/cfo4life-coppell-tx-287600", "city": "Coppell", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329781, "name": "Chambers Financial Consulting", "name_as_filed": "CHAMBERS FINANCIAL CONSULTING", "url": "https://advisorcensus.com/firm/chambers-financial-consulting-sonora-tx-329781", "city": "Sonora", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289762, "name": "CHCC Global Services LLC", "name_as_filed": "CHCC GLOBAL SERVICES LLC", "url": "https://advisorcensus.com/firm/chcc-global-services-llc-missouri-city-tx-289762", "city": "Missouri City", "state": "TX", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310277, "name": "Childress Capital Advisors, LLC", "name_as_filed": "CHILDRESS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321134, "name": "Chisholm Wealth Management", "name_as_filed": "CHISHOLM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134", "city": "Burleson", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304542, "name": "Chris Reddick Financial Planning", "name_as_filed": "CHRIS REDDICK FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/chris-reddick-financial-planning-304542", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165811, "name": "Christian Financial Advisors", "name_as_filed": "CHRISTIAN FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/christian-financial-advisors-new-braunfels-tx-165811", "city": "New Braunfels", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334451, "name": "Circadia Financial Planning", "name_as_filed": "CIRCADIA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/circadia-financial-planning-334451", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342087, "name": "Clairalpha Advisors LLC", "name_as_filed": "CLAIRALPHA ADVISORS LLC", "url": "https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087", "city": "Frisco", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 217515, "name": "Clare Market Investments, LLC", "name_as_filed": "CLARE MARKET INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329226, "name": "Clarified Wealth Advisory", "name_as_filed": "CLARIFIED WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309957, "name": "Clear and Simple Financial Group LLC", "name_as_filed": "CLEAR AND SIMPLE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/clear-and-simple-financial-group-llc-309957", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298551, "name": "Clear Sky Financial, LP", "name_as_filed": "CLEAR SKY FINANCIAL, LP", "url": "https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551", "city": "Prosper", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337595, "name": "Clear Trail Advisors, LLC", "name_as_filed": "CLEAR TRAIL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337649, "name": "Clearpoint Wealth Management", "name_as_filed": "CLEARPOINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649", "city": "Colleyville", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325543, "name": "CMH Wealth Management", "name_as_filed": "CMH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289157, "name": "Collective Wealth Advisors LLC", "name_as_filed": "COLLECTIVE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/collective-wealth-advisors-llc-coppell-tx-289157", "city": "Coppell", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314610, "name": "Collins Wealth Management", "name_as_filed": "COLLINS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/collins-wealth-management-sugar-land-tx-314610", "city": "Sugar Land", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309352, "name": "Comal Wealth Management", "name_as_filed": "COMAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/comal-wealth-management-new-braunfels-tx-309352", "city": "New Braunfels", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144278, "name": "Commerce Street Investment Management", "name_as_filed": "COMMERCE STREET INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/commerce-street-investment-management-dallas-tx-144278", "city": "Dallas", "state": "TX", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 283475, "name": "Compendium Wealth Advisors, LLC", "name_as_filed": "COMPENDIUM WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/compendium-wealth-advisors-llc-austin-tx-283475", "city": "Austin", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 305247, "name": "Complete View Financial LLC", "name_as_filed": "COMPLETE VIEW FINANCIAL LLC", "url": "https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247", "city": "San Antonio", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297440, "name": "Composedpro, Inc.", "name_as_filed": "COMPOSEDPRO, INC.", "url": "https://advisorcensus.com/firm/composedpro-inc-san-antonio-tx-297440", "city": "San Antonio", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316859, "name": "Comprehensive Financial Planning for Doctors, LLC", "name_as_filed": "COMPREHENSIVE FINANCIAL PLANNING FOR DOCTORS, LLC", "url": "https://advisorcensus.com/firm/comprehensive-financial-planning-for-doctors-llc-316859", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 338635, "name": "Conceptum Strategies", "name_as_filed": "CONCEPTUM STRATEGIES", "url": "https://advisorcensus.com/firm/conceptum-strategies-san-antonio-tx-338635", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114849, "name": "Conceptwealth", "name_as_filed": "CONCEPTWEALTH", "url": "https://advisorcensus.com/firm/conceptwealth-san-antonio-tx-114849", "city": "San Antonio", "state": "TX", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 304831, "name": "Concert Financial Planning, LLC", "name_as_filed": "CONCERT FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/concert-financial-planning-llc-houston-tx-304831", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293564, "name": "Concurrent Wealth Management", "name_as_filed": "CONCURRENT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/concurrent-wealth-management-houston-tx-293564", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 300451, "name": "Cooksen Wealth, LLC", "name_as_filed": "COOKSEN WEALTH, LLC", "url": "https://advisorcensus.com/firm/cooksen-wealth-llc-the-woodlands-tx-300451", "city": "The Woodlands", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173290, "name": "Copiam Wealth Management, LLC", "name_as_filed": "COPIAM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/copiam-wealth-management-llc-173290", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156549, "name": "Coppell Advisory Solutions LLC", "name_as_filed": "COPPELL ADVISORY SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/coppell-advisory-solutions-llc-dallas-tx-156549", "city": "Dallas", "state": "TX", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146285, "name": "Core Capital Management and Research Inc.", "name_as_filed": "CORE CAPITAL MANAGEMENT AND RESEARCH INC.", "url": "https://advisorcensus.com/firm/core-capital-management-and-research-inc-houston-tx-146285", "city": "Houston", "state": "TX", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300771, "name": "Core Partners", "name_as_filed": "CORE PARTNERS", "url": "https://advisorcensus.com/firm/core-partners-austin-tx-300771", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282043, "name": "Coronado Resources Management LP", "name_as_filed": "CORONADO RESOURCES MANAGEMENT LP", "url": "https://advisorcensus.com/firm/coronado-resources-management-lp-dallas-tx-282043", "city": "Dallas", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333390, "name": "Cortez Wealth Management", "name_as_filed": "CORTEZ WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cortez-wealth-management-el-paso-tx-333390", "city": "El Paso", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114702, "name": "Corus Family Wealth Advisors, Inc.", "name_as_filed": "CORUS FAMILY WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/corus-family-wealth-advisors-inc-mckinney-tx-114702", "city": "McKinney", "state": "TX", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322366, "name": "Cottonwood Capital Advisors", "name_as_filed": "COTTONWOOD CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/cottonwood-capital-advisors-irving-tx-322366", "city": "Irving", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 114236, "name": "Cove Wealth Management", "name_as_filed": "COVE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cove-wealth-management-houston-tx-114236", "city": "Houston", "state": "TX", 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