{
  "path": "/advisors/tx/houston/flat-fee",
  "url": "https://advisorcensus.com/advisors/tx/houston/flat-fee/page/2",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Houston, TX",
  "filters": {},
  "scope_total": 222,
  "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 222 investment advisory firms with a principal office in the Houston metro area 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": "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. Flat-fee financial advisors in Houston, TX: 222 firms from Form ADV filings as of October 2026.",
  "total_firms": 222,
  "page": 2,
  "total_pages": 5,
  "sort": "name",
  "registration_types": {
    "sec": 125,
    "state": 97,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 79
    },
    {
      "code": "percentage_of_aum",
      "count": 197
    },
    {
      "code": "hourly",
      "count": 133
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 222
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 27
    },
    {
      "code": "other",
      "count": 25
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 65
    },
    {
      "code": "5_to_9",
      "count": 71
    },
    {
      "code": "10_to_19",
      "count": 47
    },
    {
      "code": "20_plus",
      "count": 37
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 44
    },
    {
      "code": "25m_100m",
      "count": 34
    },
    {
      "code": "100m_500m",
      "count": 62
    },
    {
      "code": "500m_1b",
      "count": 32
    },
    {
      "code": "1b_5b",
      "count": 24
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 22
    }
  ],
  "firms": [
    {
      "crd_number": 285144,
      "name": "Crosstimbers Capital Group, LLC",
      "name_as_filed": "CROSSTIMBERS CAPITAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/crosstimbers-capital-group-llc-houston-tx-285144",
      "city": "Houston",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150076,
      "name": "Crosswell Family Wealth Advisors",
      "name_as_filed": "CROSSWELL FAMILY WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/crosswell-family-wealth-advisors-the-woodlands-tx-150076",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 310570,
      "name": "Diamond Client Group, LLC",
      "name_as_filed": "DIAMOND CLIENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/diamond-client-group-llc-the-woodlands-tx-310570",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169000,
      "name": "Direwolf Wealth Management, LLC",
      "name_as_filed": "DIREWOLF WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/direwolf-wealth-management-llc-woodlands-tx-169000",
      "city": "Woodlands",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "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": 174893,
      "name": "DPH Financial",
      "name_as_filed": "DPH FINANCIAL",
      "url": "https://advisorcensus.com/firm/dph-financial-pearland-tx-174893",
      "city": "Pearland",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115524,
      "name": "Edna J. Thompsen, CFP",
      "name_as_filed": "EDNA J. THOMPSEN, CFP",
      "url": "https://advisorcensus.com/firm/edna-j-thompsen-cfp-spring-tx-115524",
      "city": "Spring",
      "state": "TX",
      "years_registered": 33,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "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": 167761,
      "name": "EMC Capital Management, LLC",
      "name_as_filed": "EMC CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/emc-capital-management-llc-houston-tx-167761",
      "city": "Houston",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283574,
      "name": "Encompass Advisory Services, LLC",
      "name_as_filed": "ENCOMPASS ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/encompass-advisory-services-llc-katy-tx-283574",
      "city": "Katy",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324925,
      "name": "Endeavor Advisors, LLC",
      "name_as_filed": "ENDEAVOR ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/endeavor-advisors-llc-the-woodlands-tx-324925",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289132,
      "name": "Envisionvest",
      "name_as_filed": "ENVISIONVEST",
      "url": "https://advisorcensus.com/firm/envisionvest-houston-tx-289132",
      "city": "Houston",
      "state": "TX",
      "years_registered": 8,
      "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": "https://advisorcensus.com/firm/erguz-llc-the-woodlands-tx-168009",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325189,
      "name": "Everkey Financial LLC",
      "name_as_filed": "EVERKEY FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/everkey-financial-llc-katy-tx-325189",
      "city": "Katy",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110658,
      "name": "FCA Corp",
      "name_as_filed": "FCA CORP",
      "url": "https://advisorcensus.com/firm/fca-corp-houston-tx-110658",
      "city": "Houston",
      "state": "TX",
      "years_registered": 42,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282788,
      "name": "FIC Partners Management, LP",
      "name_as_filed": "FIC PARTNERS MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/fic-partners-management-lp-houston-tx-282788",
      "city": "Houston",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340921,
      "name": "Fifth Generation Advisers",
      "name_as_filed": "FIFTH GENERATION ADVISERS",
      "url": "https://advisorcensus.com/firm/fifth-generation-advisers-houston-tx-340921",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304260,
      "name": "Finamex Asset Management, LLC",
      "name_as_filed": "FINAMEX ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/finamex-asset-management-llc-houston-tx-304260",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105643,
      "name": "Financial Synergies",
      "name_as_filed": "FINANCIAL SYNERGIES",
      "url": "https://advisorcensus.com/firm/financial-synergies-houston-tx-105643",
      "city": "Houston",
      "state": "TX",
      "years_registered": 39,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283998,
      "name": "Fogarty Wealth Management, Inc.",
      "name_as_filed": "FOGARTY WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/fogarty-wealth-management-inc-missouri-city-tx-283998",
      "city": "Missouri City",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322623,
      "name": "Forth Capital (USA), LLC",
      "name_as_filed": "FORTH CAPITAL (USA), LLC",
      "url": "https://advisorcensus.com/firm/forth-capital-usa-llc-houston-tx-322623",
      "city": "Houston",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304547,
      "name": "Forthright Family Wealth Advisory LLC",
      "name_as_filed": "FORTHRIGHT FAMILY WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/forthright-family-wealth-advisory-llc-houston-tx-304547",
      "city": "Houston",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316517,
      "name": "Forward Financial LLC",
      "name_as_filed": "FORWARD FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/forward-financial-llc-houston-tx-316517",
      "city": "Houston",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138962,
      "name": "Freedom Day Solutions, LLC",
      "name_as_filed": "FREEDOM DAY SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/freedom-day-solutions-llc-houston-tx-138962",
      "city": "Houston",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107273,
      "name": "Fruth Investment Management",
      "name_as_filed": "FRUTH INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/fruth-investment-management-houston-tx-107273",
      "city": "Houston",
      "state": "TX",
      "years_registered": 34,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323631,
      "name": "Gerdes Energy Research LLC",
      "name_as_filed": "GERDES ENERGY RESEARCH LLC",
      "url": "https://advisorcensus.com/firm/gerdes-energy-research-llc-houston-tx-323631",
      "city": "Houston",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282667,
      "name": "Gessner Wealth Strategies LLC",
      "name_as_filed": "GESSNER WEALTH STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/gessner-wealth-strategies-llc-houston-tx-282667",
      "city": "Houston",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 179523,
      "name": "Granite Harbor Advisors, Inc.",
      "name_as_filed": "GRANITE HARBOR ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/granite-harbor-advisors-inc-houston-tx-179523",
      "city": "Houston",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307853,
      "name": "Grass Capital LLC",
      "name_as_filed": "GRASS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/grass-capital-llc-houston-tx-307853",
      "city": "Houston",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310056,
      "name": "Guided Capital Wealth Management, LLC",
      "name_as_filed": "GUIDED CAPITAL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/guided-capital-wealth-management-llc-houston-tx-310056",
      "city": "Houston",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317550,
      "name": "Gulf Coast RIA",
      "name_as_filed": "GULF COAST RIA",
      "url": "https://advisorcensus.com/firm/gulf-coast-ria-baytown-tx-317550",
      "city": "Baytown",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283000,
      "name": "Hamilton Gray Wealth Management LLC",
      "name_as_filed": "HAMILTON GRAY WEALTH MANAGEMENT LLC",
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      "crd_number": 148406,
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    {
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      "crd_number": 112486,
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      ],
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    {
      "crd_number": 289368,
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      "name_as_filed": "INCREASE CONSULTANTS LLC",
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    },
    {
      "crd_number": 173900,
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      "name_as_filed": "INNOVA WEALTH, LLC",
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    {
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    {
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  ],
  "states": [],
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    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
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    },
    "city_pages": [
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        "firm_count": 59
      },
      {
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    "fee_pages": [
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      },
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      }
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      },
      {
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        "label": "Financial advisors for retirement plans in Houston, TX"
      },
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        "label": "Financial advisors for businesses in Houston, TX"
      },
      {
        "path": "/advisors/tx/houston/for-charities",
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        "label": "Financial advisors for charitable organizations in Houston, TX"
      },
      {
        "path": "/advisors/tx/houston/no-account-minimum",
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      }
    ],
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      },
      {
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      },
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      }
    ],
    "state_fee": {
      "path": "/advisors/tx/flat-fee",
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    }
  },
  "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"
  }
}