{ "path": "/advisors/tx/hourly", "url": "https://advisorcensus.com/advisors/tx/hourly/page/4", "page_type": "state_fee", "title": "Hourly financial advisors in Texas", "filters": {}, "scope_total": 850, "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 850 investment advisory firms with a principal office in Texas that report hourly charges 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. Hourly financial advisors in Texas: 850 firms from Form ADV filings as of October 2026.", "total_firms": 850, "page": 4, "total_pages": 17, "sort": "name", "registration_types": { "sec": 280, "state": 570, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 364 }, { "code": "percentage_of_aum", "count": 759 }, { "code": "hourly", "count": 850 }, { "code": "subscription", "count": 18 }, { "code": "fixed", "count": 684 }, { "code": "commissions", "count": 21 }, { "code": "performance_based", "count": 55 }, { "code": "other", "count": 88 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 285 }, { "code": "5_to_9", "count": 230 }, { "code": "10_to_19", "count": 212 }, { "code": "20_plus", "count": 117 }, { "code": "not_reported", "count": 6 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 300 }, { "code": "25m_100m", "count": 171 }, { "code": "100m_500m", "count": 178 }, { "code": "500m_1b", "count": 59 }, { "code": "1b_5b", "count": 36 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 91 } ], "firms": [ { "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": 148513, "name": "Coleman Investment Counsel", "name_as_filed": "COLEMAN INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/coleman-investment-counsel-148513", "city": null, "state": null, "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "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": 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": 288794, "name": "Complete Wealth Management, LLC", "name_as_filed": "COMPLETE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/complete-wealth-management-llc-denton-tx-288794", "city": "Denton", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 105237, "name": "Concorde Investment Management", "name_as_filed": "CONCORDE INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/concorde-investment-management-dallas-tx-105237", "city": "Dallas", "state": "TX", "years_registered": 44, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 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": 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": 323179, "name": "Cornermen Financial, LLC", "name_as_filed": "CORNERMEN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/cornermen-financial-llc-san-antonio-tx-323179", "city": "San Antonio", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304643, "name": "Corps Capital Advisors, LLC", "name_as_filed": "CORPS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/corps-capital-advisors-llc-southlake-tx-304643", "city": "Southlake", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 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", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145855, "name": "CPR Financial & Insurance Services, Inc.", "name_as_filed": "CPR FINANCIAL & INSURANCE SERVICES, INC.", "url": "https://advisorcensus.com/firm/cpr-financial-and-insurance-services-inc-prosper-tx-145855", "city": "Prosper", "state": "TX", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 162673, "name": "Cravens Brothers Private Wealth Management LLC", "name_as_filed": "CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cravens-brothers-private-wealth-management-llc-dallas-tx-162673", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115676, "name": "Crawford Advisory Group, LLC", "name_as_filed": "CRAWFORD ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/crawford-advisory-group-llc-austin-tx-115676", "city": "Austin", "state": "TX", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169641, "name": "Cresta Advisors", "name_as_filed": "CRESTA ADVISORS", "url": "https://advisorcensus.com/firm/cresta-advisors-laredo-tx-169641", "city": "Laredo", "state": "TX", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307679, "name": "Crestridge Wealth Advisors, LLC", "name_as_filed": "CRESTRIDGE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/crestridge-wealth-advisors-llc-houston-tx-307679", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309278, "name": "Crestway Advisory Group", "name_as_filed": "CRESTWAY ADVISORY GROUP", "url": "https://advisorcensus.com/firm/crestway-advisory-group-309278", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333252, "name": "Cresvita Capital", "name_as_filed": "CRESVITA CAPITAL", "url": "https://advisorcensus.com/firm/cresvita-capital-333252", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315476, "name": "CRU Wealth Management", "name_as_filed": "CRU WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cru-wealth-management-315476", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142606, "name": "Cumbie Advisory Services, Inc", "name_as_filed": "CUMBIE ADVISORY SERVICES, INC", "url": "https://advisorcensus.com/firm/cumbie-advisory-services-inc-fort-worth-tx-142606", "city": "Fort Worth", "state": "TX", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 281524, "name": "Curran Financial Partners, LLC", "name_as_filed": "CURRAN FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/curran-financial-partners-llc-dripping-springs-tx-281524", "city": "Dripping Springs", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325688, "name": "Cypress Lane Advisors", "name_as_filed": "CYPRESS LANE ADVISORS", "url": "https://advisorcensus.com/firm/cypress-lane-advisors-325688", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 166414, "name": "Cypress Wealth Advisors, LLC", "name_as_filed": "CYPRESS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cypress-wealth-advisors-llc-shavano-park-tx-166414", "city": "Shavano Park", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116324, "name": "D.H. Hill Advisors, Inc.", "name_as_filed": "D.H. HILL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/d-h-hill-advisors-inc-kingwood-tx-116324", "city": "Kingwood", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 338591, "name": "Dallas Financial Planning LLC", "name_as_filed": "DALLAS FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/dallas-financial-planning-llc-dallas-tx-338591", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 119687, "name": "Daniels & Erickson Financial Advisors, LLC", "name_as_filed": "DANIELS & ERICKSON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/daniels-and-erickson-financial-advisors-llc-dallas-tx-119687", "city": "Dallas", "state": "TX", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 156501, "name": "Dark Horse LLC", "name_as_filed": "DARK HORSE LLC", "url": "https://advisorcensus.com/firm/dark-horse-llc-156501", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327314, "name": "David Rhodes Cannon, C.P.A., LLC", "name_as_filed": "DAVID RHODES CANNON, C.P.A., LLC", "url": "https://advisorcensus.com/firm/david-rhodes-cannon-c-p-a-llc-frisco-tx-327314", "city": "Frisco", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144572, "name": "Davis & Wehrle, LLC", "name_as_filed": "DAVIS & WEHRLE, LLC", "url": "https://advisorcensus.com/firm/davis-and-wehrle-llc-round-rock-tx-144572", "city": "Round Rock", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316787, "name": "Davis Financial Services", "name_as_filed": "DAVIS FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/davis-financial-services-dallas-tx-316787", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114618, "name": "DBA FEE Only Financial Planning, Inc.", "name_as_filed": "DBA FEE ONLY FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/dba-fee-only-financial-planning-inc-114618", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337314, "name": "Deaj Insurance and Investments Consulting", "name_as_filed": "DEAJ INSURANCE AND INVESTMENTS CONSULTING", "url": "https://advisorcensus.com/firm/deaj-insurance-and-investments-consulting-337314", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172563, "name": "Dean Wealth Management, LLC", "name_as_filed": "DEAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dean-wealth-management-llc-lindale-tx-172563", "city": "Lindale", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 298237, "name": "Dean Wealth Partners, LLC", "name_as_filed": "DEAN WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/dean-wealth-partners-llc-austin-tx-298237", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115879, "name": "Dean, Jacobson Financial Services", "name_as_filed": "DEAN, JACOBSON FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879", "city": "Fort Worth", "state": "TX", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339346, "name": "Definitive Advisor Group, LLC.", "name_as_filed": "DEFINITIVE ADVISOR GROUP, LLC.", "url": "https://advisorcensus.com/firm/definitive-advisor-group-llc-339346", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 300734, "name": "Delos Private Client Group, LLC", "name_as_filed": "DELOS PRIVATE CLIENT GROUP, LLC", "url": "https://advisorcensus.com/firm/delos-private-client-group-llc-dallas-tx-300734", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": 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