# Flat-fee financial advisors in Houston, TX

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/houston/flat-fee/page/4

## At a glance

- Investment advisory firms: 222
- Registration: SEC-registered investment adviser: 125, State-registered investment adviser: 97
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 79 (36%); Percentage of assets 197 (89%); Hourly charges 133 (60%); Subscription fees (newsletter or periodical) 6 (3%); Fixed fees 222 (100%); Commissions 1 (0%); Performance-based fees 27 (12%); Other 25 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 44 (20%); $25 million to $100 million 34 (15%); $100 million to $500 million 62 (28%); $500 million to $1 billion 32 (14%); $1 billion to $5 billion 24 (11%); Over $5 billion 4 (2%); Not reported 22 (10%)
- Years registered: Under 5 years 65 (29%); 5 to 9 years 71 (32%); 10 to 19 years 47 (21%); 20 years or more 37 (17%); Not reported 2 (1%)

## Firms (page 4 of 5, 151 to 200 of 222, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Performance Investment Group](https://advisorcensus.com/firm/performance-investment-group-houston-tx-153030) ([md](https://advisorcensus.com/firm/performance-investment-group-houston-tx-153030.md)) | 153030 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Personal Prosperity LLC](https://advisorcensus.com/firm/personal-prosperity-llc-spring-tx-313044) ([md](https://advisorcensus.com/firm/personal-prosperity-llc-spring-tx-313044.md)) | 313044 | Spring, TX | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Pin Oak Investment Advisors Inc](https://advisorcensus.com/firm/pin-oak-investment-advisors-inc-houston-tx-105550) ([md](https://advisorcensus.com/firm/pin-oak-investment-advisors-inc-houston-tx-105550.md)) | 105550 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 36 | % of assets, Fixed fee, Performance fee, Other |
| [Pivot Point Advisors, LLC](https://advisorcensus.com/firm/pivot-point-advisors-llc-bellaire-tx-130562) ([md](https://advisorcensus.com/firm/pivot-point-advisors-llc-bellaire-tx-130562.md)) | 130562 | Bellaire, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Portfolio Advisory Council,l.l.c.](https://advisorcensus.com/firm/portfolio-advisory-council-l-l-c-houston-tx-107465) ([md](https://advisorcensus.com/firm/portfolio-advisory-council-l-l-c-houston-tx-107465.md)) | 107465 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Hourly, Fixed fee |
| [Potter Advisors LLC](https://advisorcensus.com/firm/potter-advisors-llc-houston-tx-165126) ([md](https://advisorcensus.com/firm/potter-advisors-llc-houston-tx-165126.md)) | 165126 | Houston, TX | State-registered investment adviser | Not reported | 11 | % of assets, Hourly, Fixed fee |
| [Precedent Wealth Partners, LLC](https://advisorcensus.com/firm/precedent-wealth-partners-llc-houston-tx-325203) ([md](https://advisorcensus.com/firm/precedent-wealth-partners-llc-houston-tx-325203.md)) | 325203 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Presidio Financial, LLC](https://advisorcensus.com/firm/presidio-financial-llc-houston-tx-300270) ([md](https://advisorcensus.com/firm/presidio-financial-llc-houston-tx-300270.md)) | 300270 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Provident Wealth Advisors, LLC](https://advisorcensus.com/firm/provident-wealth-advisors-llc-the-woodlands-tx-157392) ([md](https://advisorcensus.com/firm/provident-wealth-advisors-llc-the-woodlands-tx-157392.md)) | 157392 | The Woodlands, TX | State-registered investment adviser | Not reported | 15 | Fixed fee, Other |
| [Redfish Capital](https://advisorcensus.com/firm/redfish-capital-cypress-tx-323348) ([md](https://advisorcensus.com/firm/redfish-capital-cypress-tx-323348.md)) | 323348 | Cypress, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [RHP Wealth Management](https://advisorcensus.com/firm/rhp-wealth-management-houston-tx-304735) ([md](https://advisorcensus.com/firm/rhp-wealth-management-houston-tx-304735.md)) | 304735 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [RIA Advisors](https://advisorcensus.com/firm/ria-advisors-houston-tx-150661) ([md](https://advisorcensus.com/firm/ria-advisors-houston-tx-150661.md)) | 150661 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Subscription, Fixed fee |
| [Ridgewood Energy Corporation](https://advisorcensus.com/firm/ridgewood-energy-corporation-houston-tx-142136) ([md](https://advisorcensus.com/firm/ridgewood-energy-corporation-houston-tx-142136.md)) | 142136 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 19 | Fixed fee, Other |
| [RMDR Advisors, Inc.](https://advisorcensus.com/firm/rmdr-advisors-inc-pearland-tx-118473) ([md](https://advisorcensus.com/firm/rmdr-advisors-inc-pearland-tx-118473.md)) | 118473 | Pearland, TX | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [RMH Capital Advisors, LLC](https://advisorcensus.com/firm/rmh-capital-advisors-llc-houston-tx-136411) ([md](https://advisorcensus.com/firm/rmh-capital-advisors-llc-houston-tx-136411.md)) | 136411 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [RNS Wealth Management, LLC](https://advisorcensus.com/firm/rns-wealth-management-llc-houston-tx-297486) ([md](https://advisorcensus.com/firm/rns-wealth-management-llc-houston-tx-297486.md)) | 297486 | Houston, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [ROG VI L.L.C.](https://advisorcensus.com/firm/rog-vi-l-l-c-houston-tx-285639) ([md](https://advisorcensus.com/firm/rog-vi-l-l-c-houston-tx-285639.md)) | 285639 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Roth Financial Partners LLC](https://advisorcensus.com/firm/roth-financial-partners-llc-kingwood-tx-309814) ([md](https://advisorcensus.com/firm/roth-financial-partners-llc-kingwood-tx-309814.md)) | 309814 | Kingwood, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [RWM Capital, LLC](https://advisorcensus.com/firm/rwm-capital-llc-sugar-land-tx-310635) ([md](https://advisorcensus.com/firm/rwm-capital-llc-sugar-land-tx-310635.md)) | 310635 | Sugar Land, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Sanders Morris LLC](https://advisorcensus.com/firm/sanders-morris-llc-houston-tx-20580) ([md](https://advisorcensus.com/firm/sanders-morris-llc-houston-tx-20580.md)) | 20580 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Saxon Financial Group](https://advisorcensus.com/firm/saxon-financial-group-houston-tx-311687) ([md](https://advisorcensus.com/firm/saxon-financial-group-houston-tx-311687.md)) | 311687 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Segment Wealth Management, LLC](https://advisorcensus.com/firm/segment-wealth-management-llc-houston-tx-164877) ([md](https://advisorcensus.com/firm/segment-wealth-management-llc-houston-tx-164877.md)) | 164877 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Sequent Asset Management, LLC](https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194) ([md](https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194.md)) | 148194 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee |
| [SF Planning Group LLC](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145) ([md](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145.md)) | 331145 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Signature Financial Advisors](https://advisorcensus.com/firm/signature-financial-advisors-houston-tx-283964) ([md](https://advisorcensus.com/firm/signature-financial-advisors-houston-tx-283964.md)) | 283964 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Silverstone Private Wealth](https://advisorcensus.com/firm/silverstone-private-wealth-kingwood-tx-338605) ([md](https://advisorcensus.com/firm/silverstone-private-wealth-kingwood-tx-338605.md)) | 338605 | Kingwood, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Skybound Wealth USA](https://advisorcensus.com/firm/skybound-wealth-usa-houston-tx-313358) ([md](https://advisorcensus.com/firm/skybound-wealth-usa-houston-tx-313358.md)) | 313358 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Sovereign Wealth Advisors LLC](https://advisorcensus.com/firm/sovereign-wealth-advisors-llc-houston-tx-188524) ([md](https://advisorcensus.com/firm/sovereign-wealth-advisors-llc-houston-tx-188524.md)) | 188524 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Spenditright LLC](https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070) ([md](https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070.md)) | 338070 | The Woodlands, TX | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Stability Partners Advisory Group, LLC](https://advisorcensus.com/firm/stability-partners-advisory-group-llc-spring-tx-165880) ([md](https://advisorcensus.com/firm/stability-partners-advisory-group-llc-spring-tx-165880.md)) | 165880 | Spring, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Other |
| [Stavis Wealth Transfer Solutions](https://advisorcensus.com/firm/stavis-wealth-transfer-solutions-houston-tx-328185) ([md](https://advisorcensus.com/firm/stavis-wealth-transfer-solutions-houston-tx-328185.md)) | 328185 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Other |
| [Stillforest Wealth Management](https://advisorcensus.com/firm/stillforest-wealth-management-houston-tx-332066) ([md](https://advisorcensus.com/firm/stillforest-wealth-management-houston-tx-332066.md)) | 332066 | Houston, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Sucre'-Vail Wealth Advisors](https://advisorcensus.com/firm/sucre-vail-wealth-advisors-houston-tx-114679) ([md](https://advisorcensus.com/firm/sucre-vail-wealth-advisors-houston-tx-114679.md)) | 114679 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Summa Corp.](https://advisorcensus.com/firm/summa-corp-the-woodlands-tx-113091) ([md](https://advisorcensus.com/firm/summa-corp-the-woodlands-tx-113091.md)) | 113091 | The Woodlands, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee |
| [Sunbelt Securities](https://advisorcensus.com/firm/sunbelt-securities-houston-tx-42180) ([md](https://advisorcensus.com/firm/sunbelt-securities-houston-tx-42180.md)) | 42180 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [Sweetwater Financial Advisors, LLC](https://advisorcensus.com/firm/sweetwater-financial-advisors-llc-sugar-land-tx-118372) ([md](https://advisorcensus.com/firm/sweetwater-financial-advisors-llc-sugar-land-tx-118372.md)) | 118372 | Sugar Land, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Performance fee |
| [Symphony Financial, Ltd. Co.](https://advisorcensus.com/firm/symphony-financial-ltd-co-houston-tx-171816) ([md](https://advisorcensus.com/firm/symphony-financial-ltd-co-houston-tx-171816.md)) | 171816 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Tanglewood Legacy Advisors, LLC](https://advisorcensus.com/firm/tanglewood-legacy-advisors-llc-houston-tx-127289) ([md](https://advisorcensus.com/firm/tanglewood-legacy-advisors-llc-houston-tx-127289.md)) | 127289 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Tectonic Capital Advisors, LLC](https://advisorcensus.com/firm/tectonic-capital-advisors-llc-houston-tx-339604) ([md](https://advisorcensus.com/firm/tectonic-capital-advisors-llc-houston-tx-339604.md)) | 339604 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Texas Family Wealth, LLC](https://advisorcensus.com/firm/texas-family-wealth-llc-friendswood-tx-327332) ([md](https://advisorcensus.com/firm/texas-family-wealth-llc-friendswood-tx-327332.md)) | 327332 | Friendswood, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [The Broughton Investment Group, Inc.](https://advisorcensus.com/firm/the-broughton-investment-group-inc-houston-tx-164389) ([md](https://advisorcensus.com/firm/the-broughton-investment-group-inc-houston-tx-164389.md)) | 164389 | Houston, TX | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [The Clarus Group](https://advisorcensus.com/firm/the-clarus-group-houston-tx-310163) ([md](https://advisorcensus.com/firm/the-clarus-group-houston-tx-310163.md)) | 310163 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee, Other |
| [The Goff Financial Group](https://advisorcensus.com/firm/the-goff-financial-group-houston-tx-114796) ([md](https://advisorcensus.com/firm/the-goff-financial-group-houston-tx-114796.md)) | 114796 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [The Menard Financial Group, LLC](https://advisorcensus.com/firm/the-menard-financial-group-llc-houston-tx-299404) ([md](https://advisorcensus.com/firm/the-menard-financial-group-llc-houston-tx-299404.md)) | 299404 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [The SUM](https://advisorcensus.com/firm/the-sum-the-woodlands-tx-297658) ([md](https://advisorcensus.com/firm/the-sum-the-woodlands-tx-297658.md)) | 297658 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | Hourly, Fixed fee |
| [TIP Group LLC](https://advisorcensus.com/firm/tip-group-llc-houston-tx-322053) ([md](https://advisorcensus.com/firm/tip-group-llc-houston-tx-322053.md)) | 322053 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Titan Retirement Advisors LLC](https://advisorcensus.com/firm/titan-retirement-advisors-llc-fulshear-tx-166359) ([md](https://advisorcensus.com/firm/titan-retirement-advisors-llc-fulshear-tx-166359.md)) | 166359 | Fulshear, TX | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Tiverton Wealth](https://advisorcensus.com/firm/tiverton-wealth-the-woodlands-tx-339410) ([md](https://advisorcensus.com/firm/tiverton-wealth-the-woodlands-tx-339410.md)) | 339410 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Transpose Platform Management, LLC](https://advisorcensus.com/firm/transpose-platform-management-llc-houston-tx-287674) ([md](https://advisorcensus.com/firm/transpose-platform-management-llc-houston-tx-287674.md)) | 287674 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [TRB Wealth Management, LLC](https://advisorcensus.com/firm/trb-wealth-management-llc-houston-tx-309370) ([md](https://advisorcensus.com/firm/trb-wealth-management-llc-houston-tx-309370.md)) | 309370 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Houston, TX?**
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.

**How many fee-only financial advisors are in Houston, TX?**
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.

**How many financial advisors in Houston, TX offer financial planning?**
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.

**Are the financial advisors in Houston, TX fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Flat-fee financial advisors in Houston, TX: 222 firms from Form ADV filings as of October 2026.