# Financial advisors with no account minimum in Houston, TX > AdvisorCensus lists 35 investment advisory firms with a principal office in the Houston metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/houston/no-account-minimum ## At a glance - Investment advisory firms: 35 - Registration: SEC-registered investment adviser: 35 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (29%); Percentage of assets 34 (97%); Hourly charges 14 (40%); Fixed fees 18 (51%); Performance-based fees 2 (6%); Other 3 (9%) - Regulatory assets under management (Item 5.F): Under $25 million 3 (9%); $100 million to $500 million 23 (66%); $500 million to $1 billion 4 (11%); $1 billion to $5 billion 3 (9%); Not reported 2 (6%) - Years registered: Under 5 years 15 (43%); 5 to 9 years 14 (40%); 10 to 19 years 5 (14%); 20 years or more 1 (3%) ## Firms (page 1 of 1, 1 to 35 of 35, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Abundo Wealth](https://advisorcensus.com/firm/abundo-wealth-houston-tx-304612) ([md](https://advisorcensus.com/firm/abundo-wealth-houston-tx-304612.md)) | 304612 | Houston, TX | SEC-registered investment adviser | Not reported | 5 | Fixed fee | | [Alteris Capital Partners, LLC](https://advisorcensus.com/firm/alteris-capital-partners-llc-houston-tx-335079) ([md](https://advisorcensus.com/firm/alteris-capital-partners-llc-houston-tx-335079.md)) | 335079 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee | | [Artesa Financial Group](https://advisorcensus.com/firm/artesa-financial-group-conroe-tx-153741) ([md](https://advisorcensus.com/firm/artesa-financial-group-conroe-tx-153741.md)) | 153741 | Conroe, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets | | [Ascension Capital Advisors, Inc.](https://advisorcensus.com/firm/ascension-capital-advisors-inc-houston-tx-109518) ([md](https://advisorcensus.com/firm/ascension-capital-advisors-inc-houston-tx-109518.md)) | 109518 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Fixed fee | | [Bridge Capital Advisors](https://advisorcensus.com/firm/bridge-capital-advisors-houston-tx-317554) ([md](https://advisorcensus.com/firm/bridge-capital-advisors-houston-tx-317554.md)) | 317554 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee | | [Calderwood Financial Strategies, Inc.](https://advisorcensus.com/firm/calderwood-financial-strategies-inc-houston-tx-313466) ([md](https://advisorcensus.com/firm/calderwood-financial-strategies-inc-houston-tx-313466.md)) | 313466 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets | | [Centric Advisors, LLC](https://advisorcensus.com/firm/centric-advisors-llc-cypress-tx-282477) ([md](https://advisorcensus.com/firm/centric-advisors-llc-cypress-tx-282477.md)) | 282477 | Cypress, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [Childress Capital Advisors, LLC](https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277) ([md](https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277.md)) | 310277 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee | | [CSL Capital Management, L.P.](https://advisorcensus.com/firm/csl-capital-management-l-p-houston-tx-158340) ([md](https://advisorcensus.com/firm/csl-capital-management-l-p-houston-tx-158340.md)) | 158340 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee | | [E & G Advisors, LLC](https://advisorcensus.com/firm/e-and-g-advisors-llc-houston-tx-130550) ([md](https://advisorcensus.com/firm/e-and-g-advisors-llc-houston-tx-130550.md)) | 130550 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets | | [Equilibria Wealth Management, LLC](https://advisorcensus.com/firm/equilibria-wealth-management-llc-katy-tx-311785) ([md](https://advisorcensus.com/firm/equilibria-wealth-management-llc-katy-tx-311785.md)) | 311785 | Katy, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly | | [Everkey Financial LLC](https://advisorcensus.com/firm/everkey-financial-llc-katy-tx-325189) ([md](https://advisorcensus.com/firm/everkey-financial-llc-katy-tx-325189.md)) | 325189 | Katy, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee | | [Focus Wealth Advisors, LLC](https://advisorcensus.com/firm/focus-wealth-advisors-llc-houston-tx-165425) ([md](https://advisorcensus.com/firm/focus-wealth-advisors-llc-houston-tx-165425.md)) | 165425 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets | | [Fogarty Wealth Management, Inc.](https://advisorcensus.com/firm/fogarty-wealth-management-inc-missouri-city-tx-283998) ([md](https://advisorcensus.com/firm/fogarty-wealth-management-inc-missouri-city-tx-283998.md)) | 283998 | Missouri City, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Icon Wealth Partners](https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609) ([md](https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609.md)) | 319609 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Other | | [Inscription Family Office, LLC](https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900) ([md](https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900.md)) | 301900 | Houston, TX | SEC-registered investment adviser | Not reported | 7 | % of assets, Fixed fee | | [Kingwood Investment Group](https://advisorcensus.com/firm/kingwood-investment-group-kingwood-tx-330330) ([md](https://advisorcensus.com/firm/kingwood-investment-group-kingwood-tx-330330.md)) | 330330 | Kingwood, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [M.C. Byrd Wealth Management, LLC](https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070) ([md](https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070.md)) | 151070 | Bellville, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee | | [McAlister, Sweet & Associates, Inc.](https://advisorcensus.com/firm/mcalister-sweet-and-associates-inc-houston-tx-290626) ([md](https://advisorcensus.com/firm/mcalister-sweet-and-associates-inc-houston-tx-290626.md)) | 290626 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets | | [McKinney Capital Management](https://advisorcensus.com/firm/mckinney-capital-management-houston-tx-338774) ([md](https://advisorcensus.com/firm/mckinney-capital-management-houston-tx-338774.md)) | 338774 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [MTR Financial Services, LLC](https://advisorcensus.com/firm/mtr-financial-services-llc-kingwood-tx-149078) ([md](https://advisorcensus.com/firm/mtr-financial-services-llc-kingwood-tx-149078.md)) | 149078 | Kingwood, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly | | [Murray Investment Management, LLC](https://advisorcensus.com/firm/murray-investment-management-llc-houston-tx-146921) ([md](https://advisorcensus.com/firm/murray-investment-management-llc-houston-tx-146921.md)) | 146921 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly | | [Nestvst](https://advisorcensus.com/firm/nestvst-sugar-land-tx-336825) ([md](https://advisorcensus.com/firm/nestvst-sugar-land-tx-336825.md)) | 336825 | Sugar Land, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee | | [Patron Partners, LLC](https://advisorcensus.com/firm/patron-partners-llc-houston-tx-310629) ([md](https://advisorcensus.com/firm/patron-partners-llc-houston-tx-310629.md)) | 310629 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee | | [Prota Financial](https://advisorcensus.com/firm/prota-financial-houston-tx-283776) ([md](https://advisorcensus.com/firm/prota-financial-houston-tx-283776.md)) | 283776 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | | [Public Safety Financial Group, LLC](https://advisorcensus.com/firm/public-safety-financial-group-llc-houston-tx-342737) ([md](https://advisorcensus.com/firm/public-safety-financial-group-llc-houston-tx-342737.md)) | 342737 | Houston, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets | | [Red Swan Private Client](https://advisorcensus.com/firm/red-swan-private-client-houston-tx-307278) ([md](https://advisorcensus.com/firm/red-swan-private-client-houston-tx-307278.md)) | 307278 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, 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 | | [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 | | [Terraform Wealth, LLC](https://advisorcensus.com/firm/terraform-wealth-llc-houston-tx-325530) ([md](https://advisorcensus.com/firm/terraform-wealth-llc-houston-tx-325530.md)) | 325530 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets | | [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 | | [Trinity Legacy Partners, LLC](https://advisorcensus.com/firm/trinity-legacy-partners-llc-houston-tx-159179) ([md](https://advisorcensus.com/firm/trinity-legacy-partners-llc-houston-tx-159179.md)) | 159179 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee | | [Trisperity Advisors, LLC](https://advisorcensus.com/firm/trisperity-advisors-llc-katy-tx-142438) ([md](https://advisorcensus.com/firm/trisperity-advisors-llc-katy-tx-142438.md)) | 142438 | Katy, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee | | [Wealth Benefit Advisors, LLC](https://advisorcensus.com/firm/wealth-benefit-advisors-llc-houston-tx-319324) ([md](https://advisorcensus.com/firm/wealth-benefit-advisors-llc-houston-tx-319324.md)) | 319324 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | ## Questions people ask **Which financial advisors in Houston, TX have no account minimum?** 35 investment advisory firms with a principal office in the Houston metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states one. **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. ## Related pages - [Financial advisors in Texas](https://advisorcensus.com/advisors/tx) (https://advisorcensus.com/advisors/tx.md) - [Financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston) (https://advisorcensus.com/advisors/tx/houston.md) - [Fee-only financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston/fee-only) (https://advisorcensus.com/advisors/tx/houston/fee-only.md) - [Flat-fee financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston/flat-fee) (https://advisorcensus.com/advisors/tx/houston/flat-fee.md) - [Hourly financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston/hourly) (https://advisorcensus.com/advisors/tx/houston/hourly.md) - [Financial advisors for corporate executives in Houston, TX](https://advisorcensus.com/advisors/tx/houston/corporate-executives) (https://advisorcensus.com/advisors/tx/houston/corporate-executives.md) - [Financial advisors for educators in Houston, TX](https://advisorcensus.com/advisors/tx/houston/educators) (https://advisorcensus.com/advisors/tx/houston/educators.md) - [Financial advisors for retirees in Houston, TX](https://advisorcensus.com/advisors/tx/houston/retirees) (https://advisorcensus.com/advisors/tx/houston/retirees.md) - [Financial advisors in The Woodlands, TX](https://advisorcensus.com/advisors/tx/houston/the-woodlands) (https://advisorcensus.com/advisors/tx/houston/the-woodlands.md) - [Financial advisors in Sugar Land, TX](https://advisorcensus.com/advisors/tx/houston/sugar-land) (https://advisorcensus.com/advisors/tx/houston/sugar-land.md) - [Financial advisors in Katy, TX](https://advisorcensus.com/advisors/tx/houston/katy) (https://advisorcensus.com/advisors/tx/houston/katy.md) - [Financial advisors in Spring, TX](https://advisorcensus.com/advisors/tx/houston/spring) (https://advisorcensus.com/advisors/tx/houston/spring.md) - [Financial advisors in Dallas](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md) - [Financial advisors in Austin](https://advisorcensus.com/advisors/tx/austin) (https://advisorcensus.com/advisors/tx/austin.md) - [Financial advisors in San Antonio](https://advisorcensus.com/advisors/tx/san-antonio) (https://advisorcensus.com/advisors/tx/san-antonio.md) - [Financial advisors in Waco](https://advisorcensus.com/advisors/tx/waco) (https://advisorcensus.com/advisors/tx/waco.md) - [Financial advisors in El Paso](https://advisorcensus.com/advisors/tx/el-paso) (https://advisorcensus.com/advisors/tx/el-paso.md) - [Financial advisors in Lubbock](https://advisorcensus.com/advisors/tx/lubbock) (https://advisorcensus.com/advisors/tx/lubbock.md) - [Financial advisors in Amarillo](https://advisorcensus.com/advisors/tx/amarillo) (https://advisorcensus.com/advisors/tx/amarillo.md) - [Financial advisors in College Station](https://advisorcensus.com/advisors/tx/college-station) (https://advisorcensus.com/advisors/tx/college-station.md) Cite as: AdvisorCensus. Financial advisors with no account minimum in Houston, TX: 35 firms from Form ADV filings as of October 2026.