{ "path": "/advisors/tx/houston/fee-only", "url": "https://advisorcensus.com/advisors/tx/houston/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Houston, TX", "filters": {}, "scope_total": 158, "faq": [ { "q": "How many financial advisory firms are there in Houston, TX?", "a": "AdvisorCensus lists 661 investment advisory firms with a principal office in the Houston metro area, from Form ADV filings as of October 2026: 303 SEC-registered, 203 state-registered, and 155 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 Houston, TX?", "a": "158 of the 661 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 Houston, TX offer financial planning?", "a": "254 of the 506 firms in Houston, TX 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 Houston, TX 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 158 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 158 investment advisory firms with a principal office in the Houston metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, 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": "Houston has 661 investment advisory firms with a principal office in the metro area as of October 2026: 303 SEC-registered, 203 state-registered, and 155 exempt reporting advisers. 158 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 172 report under $100 million in regulatory assets under management. The metro area has 2,661,739 households, 388,429 of them with income of $200,000 or more, or 588 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Houston, TX: 158 firms from Form ADV filings as of October 2026.", "total_firms": 158, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 71, "state": 87, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 158 }, { "code": "percentage_of_aum", "count": 146 }, { "code": "hourly", "count": 61 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 79 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 53 }, { "code": "5_to_9", "count": 34 }, { "code": "10_to_19", "count": 37 }, { "code": "20_plus", "count": 33 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 45 }, { "code": "25m_100m", "count": 34 }, { "code": "100m_500m", "count": 40 }, { "code": "500m_1b", "count": 15 }, { "code": "1b_5b", "count": 11 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 11 } ], "firms": [ { "crd_number": 332816, "name": "A Small Investment", "name_as_filed": "A SMALL INVESTMENT", "url": "https://advisorcensus.com/firm/a-small-investment-humble-tx-332816", "city": "Humble", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172715, "name": "Abendstern Wealth Management, Inc.", "name_as_filed": "ABENDSTERN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/abendstern-wealth-management-inc-shenandoah-tx-172715", "city": "Shenandoah", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304612, "name": "Abundo Wealth", "name_as_filed": "ABUNDO WEALTH", "url": "https://advisorcensus.com/firm/abundo-wealth-houston-tx-304612", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 107488, "name": "Adell Harriman & Carpenter", "name_as_filed": "ADELL HARRIMAN & CARPENTER", "url": "https://advisorcensus.com/firm/adell-harriman-and-carpenter-houston-tx-107488", "city": "Houston", "state": "TX", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109118, "name": "Affinity Capital, L.P.", "name_as_filed": "AFFINITY CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/affinity-capital-l-p-houston-tx-109118", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342542, "name": "Allzen Wealth and Financial Services", "name_as_filed": "ALLZEN WEALTH AND FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/allzen-wealth-and-financial-services-houston-tx-342542", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139757, "name": "Alpha Wealth Strategies, LLC", "name_as_filed": "ALPHA WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/alpha-wealth-strategies-llc-cypress-tx-139757", "city": "Cypress", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311490, "name": "Alpha-Tech Investments, LLC", "name_as_filed": "ALPHA-TECH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/alpha-tech-investments-llc-houston-tx-311490", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325301, "name": "Amana Advisors", "name_as_filed": "AMANA ADVISORS", "url": "https://advisorcensus.com/firm/amana-advisors-houston-tx-325301", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339783, "name": "Analog Capital AI, LLC", "name_as_filed": "ANALOG CAPITAL AI, LLC", "url": "https://advisorcensus.com/firm/analog-capital-ai-llc-houston-tx-339783", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309636, "name": "Analog Capital Partners LLC", "name_as_filed": "ANALOG CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/analog-capital-partners-llc-houston-tx-309636", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287466, "name": "Arkos Global Advisors, LLC", "name_as_filed": "ARKOS GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arkos-global-advisors-llc-houston-tx-287466", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327090, "name": "Armas Capital Management, LLC", "name_as_filed": "ARMAS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/armas-capital-management-llc-houston-tx-327090", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340942, "name": "Avanzza Investments LLC", "name_as_filed": "AVANZZA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/avanzza-investments-llc-the-woodlands-tx-340942", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318595, "name": "Bayou Bridge Capital Advisors, LLC", "name_as_filed": "BAYOU BRIDGE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bayou-bridge-capital-advisors-llc-houston-tx-318595", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106164, "name": "Beacon Financial Advisors Ltd", "name_as_filed": "BEACON FINANCIAL ADVISORS LTD", "url": "https://advisorcensus.com/firm/beacon-financial-advisors-ltd-houston-tx-106164", "city": "Houston", "state": "TX", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131633, "name": "Beta Management Consulting", "name_as_filed": "BETA MANAGEMENT CONSULTING", "url": "https://advisorcensus.com/firm/beta-management-consulting-houston-tx-131633", "city": "Houston", "state": "TX", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 301522, "name": "Bright Vision Wealth", "name_as_filed": "BRIGHT VISION WEALTH", "url": "https://advisorcensus.com/firm/bright-vision-wealth-the-woodlands-tx-301522", "city": "The Woodlands", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304855, "name": "Brownlee Wealth Management", "name_as_filed": "BROWNLEE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brownlee-wealth-management-houston-tx-304855", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114058, "name": "Callahan Advisors, LLC", "name_as_filed": "CALLAHAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/callahan-advisors-llc-houston-tx-114058", "city": "Houston", "state": "TX", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325164, "name": "Cap Six Advisors", "name_as_filed": "CAP SIX ADVISORS", "url": "https://advisorcensus.com/firm/cap-six-advisors-houston-tx-325164", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312295, "name": "Caplo Advisory LLC", "name_as_filed": "CAPLO ADVISORY LLC", "url": "https://advisorcensus.com/firm/caplo-advisory-llc-houston-tx-312295", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 164325, "name": "Carriage Services Investment Advisors, Inc.", "name_as_filed": "CARRIAGE SERVICES INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/carriage-services-investment-advisors-inc-houston-tx-164325", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338168, "name": "CAZ GP Stakes Adviser LLC", "name_as_filed": "CAZ GP STAKES ADVISER LLC", "url": "https://advisorcensus.com/firm/caz-gp-stakes-adviser-llc-houston-tx-338168", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327614, "name": "CAZ Investments Registered Adviser LLC", "name_as_filed": "CAZ INVESTMENTS REGISTERED ADVISER LLC", "url": "https://advisorcensus.com/firm/caz-investments-registered-adviser-llc-houston-tx-327614", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "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": 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": 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": 108046, "name": "Corda Investment Management, LLC", "name_as_filed": "CORDA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/corda-investment-management-llc-houston-tx-108046", "city": "Houston", "state": "TX", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120678, "name": "Core Capital Management, LLC", "name_as_filed": "CORE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/core-capital-management-llc-the-woodlands-tx-120678", "city": "The Woodlands", "state": "TX", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 111779, "name": "Crimson Management", "name_as_filed": "CRIMSON MANAGEMENT", "url": "https://advisorcensus.com/firm/crimson-management-houston-tx-111779", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106593, "name": "Cypress Asset Management Inc", "name_as_filed": "CYPRESS ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cypress-asset-management-inc-houston-tx-106593", "city": "Houston", "state": "TX", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163698, "name": "Dancourt Management, LLC", "name_as_filed": "DANCOURT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dancourt-management-llc-houston-tx-163698", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124124, "name": "Domani Investments Inc.", "name_as_filed": "DOMANI INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/domani-investments-inc-sugar-land-tx-124124", "city": "Sugar Land", "state": "TX", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145776, "name": "DP Capital Management Inc.", "name_as_filed": "DP CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/dp-capital-management-inc-katy-tx-145776", "city": "Katy", "state": "TX", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318676, "name": "Durable Dividend Growth Strategies, L.P.", "name_as_filed": "DURABLE DIVIDEND GROWTH STRATEGIES, L.P.", "url": "https://advisorcensus.com/firm/durable-dividend-growth-strategies-l-p-kemah-tx-318676", "city": "Kemah", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130550, "name": "E & G Advisors, LLC", "name_as_filed": "E & G ADVISORS, LLC", "url": "https://advisorcensus.com/firm/e-and-g-advisors-llc-houston-tx-130550", "city": "Houston", "state": "TX", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159196, "name": "Edgar Investment Management, LLC", "name_as_filed": "EDGAR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/edgar-investment-management-llc-houston-tx-159196", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341830, "name": "Elite Data Solutions LLC", "name_as_filed": "ELITE DATA SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/elite-data-solutions-llc-houston-tx-341830", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171463, "name": "Epiphany Wealth Management", "name_as_filed": "EPIPHANY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/epiphany-wealth-management-houston-tx-171463", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168009, "name": "Erguz, LLC", "name_as_filed": "ERGUZ, LLC", "url": 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