Flat fee financial advisors in Texas
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Texas is $3,788, from 396 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,250-$7,750. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,788 | $2,250-$7,750 | 396 firms |
Flat fee financial advisors in Texas and their published fees
396 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 11 FinancialLufkin | $250/hr | $50-$5,000 | Not published |
| Advisor Resource CouncilDallas | $100-$500/hr | $50-$15,000 | Not published |
| Brownsboro FinancialLockhart | $150/hr | $100-$250 | $100-$250/mo |
| Cavner Social Enterprises, LLCAustinNo AUM fee | Not published | $100-$25,000 | Not published |
| Money Methods, Inc.AmarilloNo AUM fee | $100/hr | $100-$500 | Not published |
| Monument Retirement & Wealth Advisory, LLCAllen | Not published | $100-$2,500 | Not published |
| SF Planning Group LLCThe Woodlands | Not published | $100-$250 | Not published |
| BFG Wealth Management LLCDallas | Not published | $150-$500 | Not published |
| Hilton Financial Group, LLCAustinNo AUM fee | $300/hr | $150-$1,000 | $450-$750/qtr |
| Integra Wealth AdvisorsDallasNo AUM fee | Not published | $150-$3,000 | Not published |
| Carr Consulting P.A.San Antonio | Not published | $200-$600 | Not published |
| Grand Arbor AdvisorsRichland Hills | Not published | $200-$2,000 | Not published |
| Laughter FinancialCelina | Not published | $200-$5,000 | $300-$500/mo |
| Om InvestmentsHouston | $100/hr | $200-$2,500 | Not published |
| Trinvest Advisors, LLCVolente | Not published | $200-$1,000 | Not published |
| 3T Advisors LLCWaco | $250/hr | $250-$10,000 | Not published |
| 83 FinancialParker | $250/hr | $250-$10,000 | Not published |
| Ascension Capital Advisors, Inc.Houston | Not published | $250-$2,000 | Not published |
| Ataroke WealthMckinney | $300/hr | $250-$20,000 | $100-$2,000/mo |
| Centric Advisors, LLCCypress | $100-$500/hr | $250-$20,000 | $99-$10,000/mo |
| Circadia Financial PlanningSan Angelo | $250/hr | $250-$3,000 | Not published |
| HV Capital Advisors LLCDallas | $100-$250/hr | $250-$7,000 | Not published |
| Jos PlanningFort Worth | Not published | $250-$12,500 | $300-$784/mo |
| Luke Financial Company, LLCPlano | $250/hr | $250-$10,000 | Not published |
| Overridge Wealth AdvisorsFort Worth | Not published | $250-$1,000 | $250/qtr |
| Prestige Wealth ManagementSouthlake | $250/hr | $250-$1,500 | $100-$600/mo |
| Redfish CapitalCypress | $500/hr | $250-$5,000 | Not published |
| Strategic Financial Concepts, LLCSan Antonio | $500/hr | $250 | Not published |
| Westcenter Advisors LTDHouston | $100/hr | $250-$1,250 | Not published |
| Westpark Wealth Advisors, Inc.Houston | Not published | $250 | Not published |
| Xponify, Inc.Hickory Creek | Not published | $250-$2,000 | Not published |
| Tubreauxs Wealth & Legacy SolutionsJasper | $150/hr | $275-$1,000 | Not published |
| Boynton Financial LLCSan Antonio | $150/hr | $300-$1,000 | Not published |
| Collins Wealth ManagementSugar Land | Not published | $300-$2,000 | $125-$500/mo |
| Legacy GroupTyler | $200/hr | $300-$600 | Not published |
| Money Script Wealth Management, PLLCGrand Prairie | $400-$750/hr | $300-$40,000 | $150-$3,500/mo |
| B365investSan Antonio | Not published | $350 | Not published |
| J I Medina Investments, LLCFrisco | $149-$250/hr | $350 | Not published |
| Personal Money Planning, LLCWichita Falls | $250/hr | $350 | Not published |
| Deaj Insurance and Investments ConsultingFlower Mound | $250-$400/hr | $400 | Not published |
| One Life AdvisoryColeman | Not published | $400 | $100-$500/mo |
| Wealthstar Advisors, LLCPlano | Not published | $400-$12,000 | Not published |
| Strada Wealth Management, LLCAustinNo AUM fee | Not published | $450 | $500/mo |
| Wealthportrait Financial, LLCAustinNo AUM fee | $225/hr | $450-$4,500 | Not published |
| Bridge To Wealth LLCCorinth | $200/hr | $495-$2,995 | $200-$1,200/mo |
| Flourish Financial PlanningGrapevine | $250/hr | $497-$3,000 | $97-$450/mo |
| 7 Saturdays FinancialWylie | $250/hr | $500-$10,000 | Not published |
| Aim Advisory Group, LLCLubbock | $300/hr | $500-$10,000 | Not published |
| Angel Legacy Advisors, LLCLubbock | $300/hr | $500-$3,000 | Not published |
| Artham AdvisorsDallas | $350/hr | $500-$2,500 | $500-$5,000/qtr |
| Bentoak CapitalWeatherford | $50-$300/hr | $500-$20,000 | Not published |
| Blue Ladder Financial Planning, LLCBenbrook | Not published | $500-$1,250 | Not published |
| Brownlee Wealth ManagementHouston | $450/hr | $500-$5,000 | Not published |
| Capstar Financial Services LLCAustin | Not published | $500-$5,000 | Not published |
| Caviness Wealth Management, LLCDallas | $150/hr | $500-$5,000 | Not published |
| Chambers Financial ConsultingSonora | $300/hr | $500-$10,000 | Not published |
| Collective Wealth Advisors LLCCoppell | $300/hr | $500-$5,000 | Not published |
| Conceptum StrategiesSan Antonio | $150-$300/hr | $500-$5,000 | Not published |
| Cronkhite Wealth StrategiesGainsville | Not published | $500-$5,000 | Not published |
| Dallas Financial Advisors, LLCDallas | Not published | $500-$1,500 | Not published |
| Desmo Wealth Advisors, LLCLakeway | Not published | $500-$4,000 | $100-$500/mo |
| Eagan Ventures LLCAustinNo AUM fee | $150/hr | $500-$1,500 | Not published |
| Earls FinancialLindale | Not published | $500-$25,000 | Not published |
| Edk AdvisoryFrisco | $200/hr | $500-$5,000 | $2,000-$7,200/yr |
| Eightone Capital LLCPearland | Not published | $500-$5,000 | $150-$800/mo |
| Family Cfo, LLCDallas | Not published | $500-$15,000 | Not published |
| Fieldstone Advisory LLCAustin | Not published | $500-$25,000 | Not published |
| Financial ExcavationMckinneyNo AUM fee | $300/hr | $500-$4,000 | $100-$1,000/mo |
| Forthright Financial ServicesWeatherford | $250/hr | $500-$10,000 | $500-$10,000/mo |
| Forward Financial LLCHouston | Not published | $500-$5,000 | Not published |
| Increase Consultants LLCMissouri City | $350/hr | $500-$1,500 | Not published |
| Is Capital ManagementDallas | Not published | $500-$2,500 | Not published |
| Kingstone Capital Partners Texas, LLCFrisco | $250-$350/hr | $500-$10,000 | $4,000-$10,000/yr |
| Luminary Wealth AdvisorsMckinney | Not published | $500-$5,000 | $250-$750/qtr |
| Main Street Asset ManagmentSherman | $100/hr | $500-$3,000 | Not published |
| Malone Financial Planning LLCMckinney | $400/hr | $500-$15,000 | Not published |
| Marc C Helfrich Registered Investment AdvisorVan Alstyne | Not published | $500-$5,000 | Not published |
| Marin Financial GroupKaty | Not published | $500 | Not published |
| Masterpiece Capital, LLCAustin | Not published | $500-$75,000 | $1,000/yr |
| Money HolisticsHouston | Not published | $500-$2,500 | $99-$1,000/mo |
| Murphy & SylvestDallas | Not published | $500-$24,000 | Not published |
| Next Step Financial TransitionsCypress | Not published | $500 | $275/mo |
| Nxt:gen Financial PlanningHouston | $200-$300/hr | $500-$20,000 | $3,600-$7,200/yr |
| Optimus Capital Advisors, LLCCoppell | $250/hr | $500 | Not published |
| Pathsetter FinancialCoppell | $250/hr | $500-$8,000 | $42-$667/mo |
| Perennial Wealth Advisors, LLCCanadian | Not published | $500-$10,000 | Not published |
| Personal Prosperity LLCSpring | $200/hr | $500-$5,000 | $2,400-$12,000/yr |
| Planguide FinancialSouthlake | Not published | $500-$5,000 | Not published |
| Riverchase Wealth Management, LLCFlower Mound | Not published | $500-$15,000 | Not published |
| Rockwall Wealth AdvisorsRockwall | $250/hr | $500-$4,000 | $100-$1,000/mo |
| Sagefolio AdvisorsLubbock | Not published | $500-$1,250 | $500-$1,250/yr |
| Scott and Associates of Texas, Inc.Garland | $300/hr | $500-$5,000 | Not published |
| Spectrum Advisors, Inc.Plano | $250/hr | $500-$10,000 | Not published |
| Stillforest Wealth ManagementHouston | $400/hr | $500 | Not published |
| Strategic Portfolio Solutions, LLCDallas | Not published | $500 | $150/mo |
| Succession Financial, IncMckinney | Not published | $500-$5,000 | Not published |
| Synergy Wealth ManagementHouston | Not published | $500-$10,000 | Not published |
| The Watchman Group, Inc.Plano | $250-$450/hr | $500-$10,000 | Not published |
| Thirteen Twenty-Two AdvisorsFort Worth | $225-$350/hr | $500-$50,000 | Not published |
| Tiverton WealthThe WoodlandsNo AUM fee | Not published | $500-$10,000 | Up to $1,250/mo |
| TLWM FinancialSan Antonio | $600/hr | $500 | $100/mo |
| Transce3nd LLCBuda | Not published | $500-$10,000 | Not published |
| True Financial GroupCedar Park | Not published | $500-$2,000 | Not published |
| Uniplan Financial Investments Inc.DallasNo AUM fee | $150/hr | $500-$1,500 | Not published |
| Victory FinancialAustin | Not published | $500-$50,000 | $5,000/qtr |
| Virescent Financial LLCHoustonNo AUM fee | $175/hr | $500-$3,000 | $175-$250/mo |
| Walnut Hill Wealth ManagementDallas | Not published | $500-$5,000 | $166-$1,000/mo |
| Western Reserve Wealth Management LLCMineral Wells | $250/hr | $500-$5,000 | Not published |
| Whitfill Investment Management, LLCKingwood | $300/hr | $500-$1,500 | Not published |
| Zuwa Financial LLCLewisville | $100-$200/hr | $500 | $50-$500/mo |
| Garza Financial PlanningDallas | $225/hr | $600-$1,200 | Not published |
| The Menard Financial Group, LLCHouston | $400/hr | $600-$15,000 | Not published |
| Verus Financial GroupSugar Land | $200-$400/hr | $600-$25,000 | Not published |
| Icon ImperialMissouri City | $150-$350/hr | $700-$5,000 | $10-$50/mo |
| The Jacobs Financial GroupMontgomery | Not published | $700-$2,500 | Not published |
| DFW Wealthcare Advisors, LLCEuless | $250/hr | $750-$9,500 | Not published |
| Financial Security Services Group, Inc.Highland Village | $550/hr | $750-$5,000 | Not published |
| Overlook Park Wealth, LLCHumble | Not published | $750-$2,500 | Not published |
| Retire Lab LLCNatalia | Not published | $750-$15,000 | Not published |
| Strategic Wealth Management, LLCBedford | $80-$300/hr | $750-$15,000 | Not published |
| Truvize Financial PlanningEl Paso | Not published | $750 | $5,500-$18,000/yr |
| Worthwise Financial PartnersHouston | $250/hr | $750-$2,700 | $250-$900/mo |
| Endurance Financial Planning, LLCMcallen | Not published | $800 | Not published |
| Kinetix Financial PlanningGranbury | $200/hr | $800 | Not published |
| Blue ArisSpringNo AUM fee | $300-$1,000/hr | $900-$2,000 | $175/mo |
| Waymaker Financial PlanningFort Worth | $300/hr | $900 | $50-$1,200/mo |
| Premier Wealth Management, LLCFort Worth | Not published | $950 | $2,000/yr |
| Everyplan FinancialRound Rock | $209/hr | $999-$8,000 | Not published |
| Aspen Creek Wealth Management, LLCSouthlake | $100/hr | $1,000-$15,000 | Not published |
| Axon Capital ManagementLiberty Hill | $300/hr | $1,000-$5,000 | Not published |
| Benzer CapitalMissouri City | $950/hr | $1,000-$100,000 | Not published |
| Carrington Advisors, LLCDallas | Not published | $1,000-$5,000 | Not published |
| Conviction Wealth Management LLCAustin | $150-$400/hr | $1,000-$3,000 | Not published |
| Coppell Advisory Solutions LLCDallas | $300/hr | $1,000-$20,000 | Not published |
| Corvum Investment ManagementTexarkana | $200/hr | $1,000 | Not published |
| Cravens Brothers Private Wealth Management LLCDallas | $300/hr | $1,000-$20,000 | Not published |
| Dickson Financial Group, LLC.Comfort | Not published | $1,000-$3,000 | Not published |
| Eid CapitalDallas | $250/hr | $1,000-$3,000 | $150-$550/mo |
| Emory Wealth LLCAustin | $300/hr | $1,000-$10,000 | Not published |
| Everlong FinancialAustin | $250/hr | $1,000-$5,000 | Not published |
| Fogarty Wealth Management, Inc.Missouri City | $350/hr | $1,000-$10,000 | Not published |
| Frontline Wealth ManagementDenton | $350/hr | $1,000 | $100-$1,000/qtr |
| Golden Spread Wealth, LLCCanadian | $150/hr | $1,000-$1,500 | Not published |
| Growth Horizons Wealth Management LLCGeorgetown | $350/hr | $1,000-$20,000 | Not published |
| Guiding FinancialAustin | $400/hr | $1,000-$10,000 | Not published |
| Holdfast Wealth Management, LLCAustin | $150/hr | $1,000-$2,000 | Not published |
| Interlinc Financial Advisors, Inc.Plano | $500/hr | $1,000-$5,000 | Not published |
| International Asset Management, Inc.Laredo | $240/hr | $1,000-$4,000 | Not published |
| Janus Financial Planning, LLCSan Antonio | $200/hr | $1,000-$5,000 | $3,000-$15,000/yr |
| Knode Wealth Management LLCPlano | $250/hr | $1,000-$10,000 | Not published |
| Konnect Health and WealthNew Braunfels | $200/hr | $1,000-$3,500 | Not published |
| Leadership Financial Advisors, LLCFrisco | $250-$500/hr | $1,000-$15,000 | Not published |
| Legacy Financial DesignsThe Woodlands | Not published | $1,000-$10,000 | $425-$2,000/mo |
| Legacy Springs Advisors, LLCHutto | Not published | $1,000 | Not published |
| Lifetime Financial Planners LLCSan Antonio | Not published | $1,000-$10,000 | $416-$2,500/mo |
| M.c. Byrd Wealth Management, LLCBellville | $250/hr | $1,000 | Not published |
| Maguire Stewardship PartnersAllen | Not published | $1,000-$5,000 | $100-$500/mo |
| Miles Wealth Management, L.L.C.Houston | $300/hr | $1,000-$5,000 | Not published |
| Moffatt Financial StrategiesFort Worth | $100-$400/hr | $1,000-$25,000 | Not published |
| Much Wealth Management, Inc.Southlake | Not published | $1,000-$10,000 | Not published |
| Normaltown Financial LLCMcallen | $150-$400/hr | $1,000-$7,500 | $100/qtr |
| Oh Cap Asset ManagementFrisco | Not published | $1,000-$3,000 | Not published |
| Perceptive Wealth Advisors LLCHouston | Not published | $1,000-$4,000 | $2,100-$9,000/yr |
| Perry Investment Management, LLCRound Rock | $200/hr | $1,000-$10,000 | Not published |
| Potentia Wealth Advisors LLCMissouri City | Not published | $1,000-$10,000 | $1,000-$5,000/qtr |
| Potter Advisors LLCHouston | $350-$1,000/hr | $1,000-$25,000 | Not published |
| Retire With SwanNorthlake | $200-$500/hr | $1,000-$20,000 | $9,100/yr |
| Roserock Wealth Management, LLCDallas | Not published | $1,000-$3,000 | $150/mo |
| SGMG Enterprise LLCHouston | Not published | $1,000 | Not published |
| Shah Tax and Financial PlanningFrisco | $175/hr | $1,000-$3,000 | $500-$750/mo |
| Sparrow Advisors, LLCDallas | $300-$1,000/hr | $1,000-$100,000 | Not published |
| The Gardner GroupDallas | $150-$350/hr | $1,000-$10,000 | Not published |
| Think Different Wealth Advisors LLCAllen | $250-$500/hr | $1,000-$5,000 | $200-$800/mo |
| Trinity Legacy Partners, LLCHouston | $250/hr | $1,000-$5,000 | Not published |
| Vann Equity Management LLCPlano | $350/hr | $1,000-$20,000 | Not published |
| Guided Capital Wealth Management, LLCHouston | Not published | $1,200-$20,000 | Not published |
| Mckeel Capital ManagementFlower Mound | $350/hr | $1,200 | Not published |
| Live Oak Wealth Advisory Group, LLCHouston | $125-$250/hr | $1,250-$5,000 | $500/yr |
| Presidio Financial, LLCHouston | $150/hr | $1,350 | Not published |
| 1900 WealthSan Antonio | $350/hr | $1,500 | Not published |
| 9I Capital Group LLCFort Worth | $150/hr | $1,500-$10,000 | $50/mo |
| Ankerstar Wealth, LLCLeander | Not published | $1,500 | Not published |
| Apex Wealth Management, LLCKaty | $200/hr | $1,500-$3,500 | Not published |
| Ascentis Independent Advisors, LLCDallas | $350/hr | $1,500-$10,000 | Not published |
| Assurance Wealth ManagementThe Woodlands | Not published | $1,500-$2,500 | Not published |
| Blanck FinancialRockwall | $250/hr | $1,500-$6,000 | Not published |
| Blue Mountain Financial PlanningMelissa | $300/hr | $1,500-$4,000 | $350-$1,500/mo |
| Cadence Financial Advisors, LLCAllen | Not published | $1,500-$5,000 | $150-$500/mo |
| Candor Wealth Management, LLCDallas | Not published | $1,500-$15,000 | Not published |
| Carroll Advisory GroupTexarkana | Not published | $1,500-$5,000 | Not published |
| Centennial Advisors, LLCAustin | Not published | $1,500 | Not published |
| Clear Trail Advisors, LLCHouston | $350/hr | $1,500-$10,000 | Not published |
| Complete View Financial LLCSan Antonio | $100-$300/hr | $1,500-$5,000 | $300-$1,000/mo |
| Dean, Jacobson Financial ServicesFort Worth | $75-$350/hr | $1,500-$20,000 | Not published |
| Farris Capital Management Inc.Carrollton | $250/hr | $1,500 | Not published |
| Financial EmpowermentMckinney | $500/hr | $1,500-$12,500 | $12,500/yr |
| Financial Lifestyle ManagementGreenville | $250/hr | $1,500-$3,000 | $500/yr |
| Fluent Financial, LLCDallas | $450/hr | $1,500-$15,000 | Not published |
| GCB Private WealthAustin | $250/hr | $1,500-$5,000 | Not published |
| Goodrich Financial Advisory LLCSanta Fe | Not published | $1,500-$10,000 | $1,500-$30,000/mo |
| Greybridge Private WealthSan Antonio | $250-$500/hr | $1,500-$25,000 | Not published |
| Ji Financial Services, LLCBaytown | Not published | $1,500 | Not published |
| Messina Wealth Management, LLCDallas | $350/hr | $1,500-$10,000 | $750-$10,000/yr |
| One Xvi WealthSouthlake | $250/hr | $1,500-$10,000 | Not published |
| Orchard FinancialAustin | $400/hr | $1,500-$10,000 | $50-$300/mo |
| Parkway Wealth Management Group, LLCPlano | Not published | $1,500 | Not published |
| Precedent Wealth Partners, LLCHouston | $500/hr | $1,500-$10,000 | Not published |
| Private Group Wealth Management, LLCFredericksburg | $125/hr | $1,500-$3,000 | Not published |
| Sovereign Wealth Advisors LLCHouston | $350/hr | $1,500-$10,000 | Not published |
| TFR CapitalPlano | Not published | $1,500-$20,000 | Not published |
| TRG FinancialHouston | $150-$300/hr | $1,500-$3,000 | $150-$500/mo |
| Trinity Portfolio Advisors, LLCSouthlake | Not published | $1,500-$250,000 | Not published |
| Williams Financial Planning, Inc.Fort Worth | $150/hr | $1,500-$15,000 | Not published |
| Saxon Financial GroupHouston | $150-$250/hr | $1,700 | Not published |
| Money PositiveShavano Park | Not published | $1,795 | $199/mo |
| Concap LLCMckinney | Not published | $1,800 | Not published |
| Miller Premier Investment Planning LLCMansfield | Not published | $1,800-$5,000 | Not published |
| Shadowridge Asset Management, LLCAustin | $200/hr | $1,995 | Not published |
| Arka Financial Services L.L.C.AustinNo AUM fee | Not published | $2,000 | $750/yr |
| Bee Financial Partners Wealth, LLCHouston | $250-$350/hr | $2,000-$10,000 | Not published |
| Bluegrass Legacy PlanningKellerNo AUM fee | $250-$500/hr | $2,000-$25,000 | $750-$5,000/mo |
| Capital Advisory Group, Inc.Dallas | $80-$350/hr | $2,000 | Not published |
| Force Acres, LLCNew Braunfels | Not published | $2,000-$10,000 | $250-$1,000/qtr |
| Houston Wealth ManagementHouston | $200/hr | $2,000-$5,000 | Not published |
| HRC FinancialHouston | $350/hr | $2,000 | Not published |
| Hunter Value Capital LLCDallas | $350/hr | $2,000-$5,000 | Not published |
| Imperium Wealth Management, LLCSan Antonio | $800/hr | $2,000-$10,000 | Not published |
| Krishna Wealth PlanningMckinney | $250/hr | $2,000 | $250/mo |
| Lemnis CapitalRichardson | Not published | $2,000-$5,000 | $30/mo |
| Parkhurst Consulting CPA PCCedar Park | $250/hr | $2,000 | Not published |
| Quoinage Capital LLCAustin | $150-$300/hr | $2,000-$8,000 | $15,000-$45,000/yr |
| Real Wealth PlanningSunset Valley | $500/hr | $2,000-$20,000 | $12,500/yr |
| Root Financial PartnersAustin | $250-$750/hr | $2,000-$65,000 | Not published |
| Roth Financial Partners LLCKingwood | $100-$500/hr | $2,000-$5,000 | Not published |
| Shorter, Alden MHouston | $200/hr | $2,000 | $500/qtr |
| Silverstone Private WealthKingwood | Not published | $2,000-$10,000 | Not published |
| Trinchera Investments, LLCMidland | $300/hr | $2,000-$10,000 | Not published |
| Triple Pine Wealth Management LLCAustin | Not published | $2,000 | Not published |
| Two Pillars Asset ManagementFrisco | $400/hr | $2,000-$4,000 | $3,000/mo |
| Wealth and PlanCypress | $250/hr | $2,000-$5,000 | Not published |
| CMH Wealth ManagementDallas | Not published | $2,400-$20,000 | Not published |
| Fso WealthDallas | $1,000/hr | $2,400-$5,000 | Up to $20,000/yr |
| Oak Harvest Investment ServicesHouston | $150-$450/hr | $2,400-$25,000 | $150-$5,000/yr |
| Lifeplan Financial Services, LPKingwood | $275/hr | $2,475-$5,500 | Not published |
| Argus Wealth ManagementAustin | $250/hr | $2,500-$5,000 | Not published |
| Austin Wealth Management, LLCAustin | Not published | $2,500 | $250/mo |
| Blueprism Wealth Management LLCRichmond | Not published | $2,500 | Not published |
| Box Financial Advisors, LLCGrapevine | Not published | $2,500 | Not published |
| Cam Investor SolutionsAustin | $125-$250/hr | $2,500-$20,000 | Not published |
| Certified Financial Strategies CorporationDallas | $250/hr | $2,500-$4,500 | Not published |
| CF FinancialFort Worth | Not published | $2,500-$10,000 | Not published |
| Clarified Wealth AdvisoryAustin | $500/hr | $2,500-$30,000 | $12,000-$50,000/yr |
| Combs Capital PartnersSouthlake | Not published | $2,500 | Not published |
| Cooksen Wealth, LLCThe Woodlands | Not published | $2,500-$5,000 | Not published |
| Dean Wealth Management, LLCLindale | $250/hr | $2,500 | Not published |
| Diamond Client Group, LLCThe Woodlands | Not published | $2,500-$100,000 | $250-$8,000/mo |
| Divergent Path Capital ManagementDallasNo AUM fee | Not published | $2,500-$20,000 | Not published |
| Eastlake Planning LLCDallas | Not published | $2,500-$15,000 | Not published |
| Elite Data Solutions LLCHouston | $250/hr | $2,500-$7,500 | $100/mo |
| Elitegate Wealth, LLCPflugerville | Not published | $2,500-$10,000 | $250-$1,250/qtr |
| FMP Wealth AdvisersAustin | Not published | Up to $2,500 | Not published |
| ForefrontAustin | $150-$1,000/hr | $2,500-$100,000 | Not published |
| Gosch Wealth AdvisoryMagnolia | Not published | $2,500 | $625/mo |
| Heritage Wealth ManagementHouston | Not published | $2,500-$10,000 | Not published |
| Insight Wealth PartnersPlano | Not published | $2,500 | Not published |
| Isf Advisory, LLCRound Rock | $280/hr | $2,500-$3,000 | $5,000-$8,500/yr |
| Kindred Peak Wealth Management LLCSan Antonio | $500/hr | $2,500-$25,000 | Not published |
| Lonestar Registered Investment Advisors, LLCLubbock | $200/hr | $2,500 | Not published |
| M&a WealthSugarland | Not published | $2,500-$50,000 | $100-$10,000/qtr |
| Measure Twice Financial LLCPearlandNo AUM fee | $250-$750/hr | $2,500-$10,000 | Not published |
| One Wealth Planning LLCWaxahachie | Not published | $2,500-$12,000 | $150-$500/mo |
| OvershareFrisco | $325/hr | $2,500-$10,000 | Not published |
| Presley Capital Management, LLCCresson | $200/hr | $2,500 | Not published |
| Relevance Capital ManagementDenton | $100-$400/hr | $2,500-$10,000 | Not published |
| Sharpedge FinancialSouthlake | $300/hr | $2,500 | $400-$750/mo |
| Stone Hill Wealth Management, LLCDallas | $250/hr | $2,500 | Not published |
| Texas Assured Financial Planning LLCHouston | $250/hr | $2,500 | $1,000/mo |
| Us 1ST Wealth ManagementKingwoodNo AUM fee | $200/hr | $2,500 | Not published |
| Wealth Development Strategies Investment Advisory, Inc.HoustonNo AUM fee | $550/hr | $2,500-$50,000 | Not published |
| White Wing Wealth Management, LLCThe Woodlands | $150/hr | $2,500 | Not published |
| Outlook Wealth Advisors, LLCThe Woodlands | $200-$400/hr | $2,550-$5,000 | Not published |
| Kelley Lane Capital, LLCDallas | $225/hr | $2,650 | Not published |
| Peak American Investment Advisors, Inc.Plano | Not published | $2,900 | Not published |
| A Small InvestmentHumble | $250/hr | $3,000 | Not published |
| Algotech Financial LLCDallas | Not published | $3,000 | Not published |
| Analog Capital Partners LLCHouston | Not published | $3,000 | $1,188/yr |
| Angelus Wealth, LLCSugar Land | Not published | $3,000 | $5,000/yr |
| Bartee Capital Management, LLCMontgomery | $500/hr | $3,000 | Not published |
| Chris Reddick Financial PlanningSan AntonioNo AUM fee | $250/hr | $3,000 | $100-$300/mo |
| Curran Financial Partners, LLCDripping Springs | $250/hr | $3,000 | Not published |
| Dominion Financial Advisors, LLCDallas | $295/hr | $3,000-$14,000 | Not published |
| Financial SynergiesHouston | Not published | $3,000-$10,000 | Not published |
| Gap Financial Services Or Gap FinancialAustin | Not published | $3,000 | $150-$500/mo |
| JPL Wealth ManagementDripping Springs | $400/hr | $3,000-$10,000 | $1,200-$15,000/yr |
| Kercheville Advisors LLCSan Antonio | $250/hr | $3,000 | Not published |
| Lafayette Financial Planning LLCDallas | $400/hr | $3,000 | Not published |
| Lorintine CapitalDallas | $350-$450/hr | $3,000 | Not published |
| Motif PlanningDallasNo AUM fee | $500/hr | $3,000-$10,000 | $417-$4,170/mo |
| Oaks Wealth ManagementHouston | $300/hr | $3,000-$5,000 | $5,000-$10,000/yr |
| Off-Trail Works LLCAustin | Not published | $3,000 | $250/mo |
| PRS Wealth ManagementCoppell | Not published | $3,000-$30,000 | Not published |
| R1 Financial GroupDallas | Up to $300/hr | Up to $3,000 | Not published |
| Refined WealthHouston | $300/hr | $3,000-$10,000 | Not published |
| Ridley Wealth ManagementRound Rock | Not published | $3,000-$10,000 | Not published |
| RTB Wealth Advisors, LLCMckinney | $500-$1,500/hr | $3,000 | Not published |
| Shorebreak Capital, LLCAustin | $250/hr | $3,000 | $300-$750/mo |
| Twoten Planning, PLLCAustinNo AUM fee | $300/hr | $3,000-$9,000 | $2,500-$25,000/yr |
| Velaga AdvisorsAllen | $300/hr | $3,000-$5,000 | $5,000-$10,000/yr |
| Virtue Wealth ManagementPflugerville | $150-$300/hr | $3,000-$5,000 | Not published |
| Winnacle Wealth, LLCWaco | Not published | $3,000-$10,000 | $1,200/mo |
| Worthen Financial AdvisorsFriendswood | Not published | $3,000 | $249/mo |
| Wykrent, DamonFlower Mound | $150/hr | $3,000 | Not published |
| Avora Wealth LLCSan Antonio | Not published | $3,200 | $2,500/yr |
| Sound Money Management, Inc.San Antonio | $425/hr | $3,400 | $15,000/yr |
| Avant Financial AdvisorsAustin | Not published | $3,500-$8,000 | $900-$2,400/qtr |
| Dutton Financial Planning, LLCAledo | Not published | $3,500-$7,500 | Not published |
| Hamilton Financial Planning LLCLakeway | $250/hr | $3,500 | Not published |
| Majestic Oak Financial, LLCRound Rock | Not published | $3,500-$10,000 | Not published |
| Signature Financial AdvisorsHouston | $375-$500/hr | $3,500-$15,000 | Not published |
| Comal Wealth ManagementNew Braunfels | Not published | $3,600-$50,000 | $600-$12,500/qtr |
| Douglas Capital AdvisorsManor | $300/hr | $3,600 | $200/mo |
| Simaris FinancialAustin | $300/hr | $3,600 | $3,600/yr |
| Ubequity Wealth Management, LLCRound Rock | $300/hr | $3,600-$20,000 | $100-$2,000/mo |
| Sophronia Wealth AdvisorsEl Paso | Not published | $3,800 | Not published |
| Wealth Beyond MathAustin | $388/hr | $3,888-$15,888 | $1,195-$2,500/qtr |
| Pivot Point Advisors, LLCBellaire | $250/hr | $3,900 | Not published |
| Century Management Financial AdvisorsAustin | $250/hr | $4,000-$10,000 | Not published |
| Elgon Financial AdvisorsAustin | Not published | $4,000-$25,000 | $7,500/yr |
| MNM Vested, LLCHoustonNo AUM fee | Not published | $4,000 | Not published |
| Safe Landing FinancialRound Rock | Not published | $4,000-$30,000 | $12,500/qtr |
| Waterway Wealth Management, L.L.C.The Woodlands | Not published | $4,000-$10,000 | Not published |
| Sammons WealthDallas | $500/hr | $4,500 | Not published |
| The Dedicated DollarFort Worth | $450/hr | $4,500 | $450/mo |
| Gen Y PlanningAustin | $300/hr | $4,800-$15,000 | $400-$1,250/mo |
| Norstar Financial of Plano, LLCPlano | $200/hr | $4,800 | Not published |
| Advising for Life, LLCIrving | $250/hr | $5,000 | $100-$1,000/mo |
| Alongside, LLCAustin | Not published | $5,000 | $2,500-$10,000/mo |
| Alteris Capital Partners, LLCHouston | Not published | $5,000-$25,000 | Not published |
| Ancap FinancialLeague City | Not published | $5,000-$30,000 | Not published |
| Aquinas Advisors, LLCHouston | $250/hr | $5,000 | Not published |
| Arete AdvisorsHouston | $100/hr | $5,000-$30,000 | Not published |
| Austin Money Management CorporationAustin | $500/hr | $5,000-$10,000 | Not published |
| Bancroft Booth Capital AdvisorsDallas | Not published | $5,000 | Not published |
| Chisholm Wealth ManagementBurleson | $350/hr | Up to $5,000 | $100-$800/mo |
| Double Eagle Wealth Management LLCDallas | Not published | $5,000-$25,000 | $500-$2,500/mo |
| Exponential Advisors LLCWeatherford | Not published | $5,000 | Not published |
| FinpowerAustin | $200/hr | $5,000 | Not published |
| Gordon Oak Financial, LLCPlanoNo AUM fee | Not published | $5,000-$10,000 | Not published |
| Hedgefield Wealth ManagementDenton | $300/hr | $5,000-$30,000 | Not published |
| Holland Investment Management, Inc.Fort Worth | $300-$350/hr | $5,000-$25,000 | Not published |
| Integrated Wealth Strategies, LLCAustin | $300/hr | $5,000 | Not published |
| Larson Financial AdvisorsCedar Park | Not published | $5,000 | Not published |
| Meridian Wealth Advisors, LLCAustin | Not published | $5,000-$25,000 | Not published |
| Openair Financial, LLCSouthlake | Not published | $5,000 | Not published |
| Playbook Advisers LLCGoldthwaite | $100-$450/hr | $5,000 | Not published |
| Real Advisers LLC RIA SeriesAustin | $100-$450/hr | $5,000 | Not published |
| Secure Financial ManagementSan Antonio | Not published | $5,000-$20,000 | Not published |
| Springwood Financial AdvisorsDallas | $300/hr | $5,000-$15,000 | Not published |
| SWMG, LLCFort Worth | $500/hr | $5,000-$50,000 | Not published |
| Tanglewood Legacy Advisors, LLCHouston | $395/hr | $5,000-$100,000 | Not published |
| Faykus Financial, LLCAustin | $490/hr | $5,820 | Not published |
| Applewhite & Buys Financial AdvisorsDallas | $250/hr | $6,000 | $600/mo |
| Fruit of the Vine Financial, LLCNew Braunfels | $300/hr | $6,000 | Not published |
| Momentum Private Wealth ManagementCedar Park | Not published | $6,000 | Not published |
| Paradigm Advisors, LLCDallas | $150-$400/hr | $6,000-$75,000 | Not published |
| Schulz Wealth, LTD.Mansfield | Not published | $6,000-$60,000 | Not published |
| Saddock Wealth, LLCDallas | $100-$725/hr | $7,000-$13,000 | Not published |
| Clearpoint Wealth ManagementColleyville | $250/hr | $7,500-$10,000 | Not published |
| Howard Financial Services, LTD.Dallas | $500/hr | $7,500 | Not published |
| Sendera Wealth AdvisorsRichardson | Not published | $7,500-$15,000 | Not published |
| Whisper Wealth Advisors LLCTemple | $375/hr | $7,500 | $500-$5,000/qtr |
| Allzen Wealth and Financial ServicesHouston | Not published | $8,000 | $8,000/yr |
| S Harris Financial Group, LLCSan Antonio | $300-$750/hr | $8,000-$30,000 | $100-$200/mo |
| Align Financial Advisors, LLCMckinney | $250/hr | $10,000 | Not published |
| Beacon AdvisorsAustin | $500/hr | $10,000 | Not published |
| Belonging Wealth ManagementLongview | $250/hr | $10,000 | Not published |
| Carter Advisory Services, IncDallasNo AUM fee | $250-$450/hr | $10,000 | Not published |
| Her Personal FinanceAustinNo AUM fee | Up to $600/hr | Up to $10,000 | $250-$625/mo |
| Homage Wealth Group LLCHouston | Not published | $10,000-$100,000 | Not published |
| Open Range Financial Group, LLCWaco | Not published | $10,000 | Not published |
| Sweetwater Financial Advisors, LLCSugar Land | Not published | $10,000 | Not published |
| Theory79 Wealth Design LLCAustin | Not published | $10,000 | $5,000/qtr |
| Vestted Wealth AdvisorsNew Braunfels | $300-$500/hr | $10,000-$20,000 | $1,500-$5,000/qtr |
| Austerra Wealth Management LLCDallas | $300-$500/hr | $10,500-$28,500 | $500-$2,000/mo |
| Ironoak WealthCedar Park | $150/hr | $12,500 | Not published |
| Clear Sky Financial, LPProsper | $500/hr | $15,000 | Not published |
| Luther King Capital Management CorporationFort Worth | Not published | $15,000-$18,000 | Not published |
| RWM Capital, LLCSugar Land | Not published | $15,000 | Not published |
| Dovetail Wealth Management, LLCTaylor | $350/hr | $20,000 | Not published |
| Longitude Financial PlanningManor | $300/hr | Up to $20,000 | $750/mo |
| Warwick PartnersBryan | Not published | $20,000-$250,000 | Not published |
| Crestridge Wealth Advisors, LLCHouston | $300/hr | $25,000-$250,000 | Not published |
| John Wessler & AssociatesWacoNo AUM fee | $250/hr | $25,000 | Not published |
| Michels Family Financial, LLCFort Worth | Not published | $25,000 | Not published |
| PMG Family Office, LLCPlano | $150/hr | $25,000 | Not published |
| Freeman Wealth ManagementDallas | Not published | $30,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (551)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 360 Wealth Creation, Austin
- 9M Investments, LLC, Grapevine
- Abundo Wealth, Houston
- Aci Wealth Advisors, Dallas
- Afrobloc, Dallas
- American Market Advisors, Inc., Shavano Park
- Amicus Financial Advisors, LLC, Lubbock
- Aspen Wealth Advisors LLC, Dallas
- Asset Lift Wealth Management, LLC, Cypress
- Astra Wealth Management Group, Plano
- Auri, Northlake
- Austin Asset, Austin
- Avenue Retirement Services, Prosper
- Avidian Wealth Solutions, Houston
- Balefire, LLC, Dallas
- Bannerman Wealth, Lewisville
- Barton Financial Group LLC, Kyle
- BDJ Wealth Management LLC, Plano
- Beaird Harris, Dallas
- Bearing Financial Advisors, LLC, Austin
- Beyond Balanced Financial Planning, LLC, Midland
- Black Barn Financial, LLC, Austin
- Blue Horizon Investments LLC, Amarillo
- Blue Waters Advisory Group, LLC, Austin
- Blueprint 360 LLC, Houston
- Bolgiano Capital Management, Midlothian
- Boyce & Associates Wealth Consulting, Inc., Cedar Park
- Braxton Financial Group, LLC, Frisco
- Brilliant Financial Strategies LLC, Waco
- Broadhurst Financial Advisors, Inc., Austin
- Bullogic Wealth Management, Pearland
- Callaway Financial Services, Arlington
- Capital Management Advisors LP, Houston
- Cardinal Wealth Management LLC, Mckinney
- Cates FP, Cates Tax Advisory, Gainesville
- Christian Financial Advisors, New Braunfels
- Comprehensive Financial Planning for Doctors, LLC, Frisco
- Concert Financial Planning, LLC, Houston
- Concurrent Wealth Management, Houston
- Copiam Wealth Management, LLC, The Colony
- Corus Family Wealth Advisors, Inc., Mckinney
- Cottonwood Capital Advisors, Irving
- Cove Wealth Management, Houston
- Crescent Investment Solutions LLC, Plano
- Curtain Wealth Planning L.L.C., Austin
- Daniels & Erickson Financial Advisors, LLC, Dallas
- Dark Horse LLC, Katy
- Destefano Wealth Management, Austin
- Diesslin Group, Inc., Fort Worth
- Digital Ascension Group - Wealth, Dallas
- Disciplined Investors, L.L.C., Waco
- DPH Financial, Pearland
- Edna J. Thompsen, CFP, Spring
- Eltekon Advisors, LLC., West Lake Hills
- Envisionvest, Houston
- Enzi Wealth, Austin
- Erben Associates, LLC, Austin
- Ez Financial Group Inc., Pearland
- Fairbanks Financial Wealth Management, Brenham
- Fca Corp, Houston
- Financial Consulting Services, Dallas
- Financial Edge, San Antonio
- Flying Forward Wealth Management, Boerne
- Folse Financial, Missouri City
- Fortress Estate Solutions, PLLC, Frisco
- FS Financial Advisors, LLC, Dallas
- Gateway Financial Advisors Texas, LLC, Lampasas
- Grace Capital Management, LLC, Austin
- Granite Harbor Advisors, Inc., Houston
- Gray Financial Planning LLC, Mckinney
- Greenbelt Investment Advisors, LLC, Round Rock
- Guideway Financial, LLC, Austin
- Halal Alpha, Frisco
- Heritage Retirement Advisors, LLC, Colleyville
- HFG Wealth Management, LLC, The Woodlands
- High Flight Financial LLC, Allen
- Hill Country Group, Boerne
- Hilltop Planning, Austin
- Horizon Wealth Advisors, Houston
- Howland Advisory Corporation, Dallas
- III Financial, LLC, Cedar Park
- Inscription Capital, LLC, Houston
- Integrated Advisors Network LLC, Dallas
- Integrity Financial Planning, LLC, Houston
- Intentional Living FP, New Braunfelss
- Ironwood Wealth Management LLC, Dallas
- Iwc Financial Planning, Edinburg
- Jackson Financial Services LLC, Dallas
- Keener Financial Planning, Keller
- Keller Wealth Advisors, Victoria
- Kelly Klingaman Financial Planning LLC, Austin
- Kings Path Partners LLC, Sugar Land
- Kingsbury Financial Management, Inc., Seabrook
- Kraus Capital Management, LLC, San Antonio
- KWS Advisory Group, LLC, Edinburg
- Lake Hills Wealth Management, LLC, Austin
- Lakeline Financial, Cedar Park
- Lauterbach Financial Advisors, LLC, El Paso
- LD Lowe Wealth Advisory, Richardson
- LFS RIA, LLC, Dallas
- Lgbtq Wealth Planning LLC, Austin
- LGT Financial Advisors LLC, Dallas
- Lifeway Financial Corporation, Plano
- Live Oak Investment Partners, Austin
- Look Both Ways Financial, LLC, Houston
- Lucien Stirling & Gray Advisory Group Inc, Austin
- Magister Wealth, San Antonio
- Marienplatz Wealth Management LLC, Plano
- May Tree Financial Planning LLC, Leander
- MBR Financial, Houston
- Mcdonald Capital Management, Lubbock
- Modern Financial Planning, Georgetown
- Moss, Luse & Womble, LLC, Plano
- MSM Advisory, LLC, Dallas
- Natalie M. Kassenyeva, Houston
- Noblehouse Family Office, LLC, Plano
- Optas, LLC, Dripping Springs
- Orchid Advisory, Dallas
- Orf Capital Management, Austin
- Outlier Financial Partners, LLC, San Angelo
- Paratus Financial, Inc., Dallas
- Patron Partners, LLC, Houston
- Pax Financial Group, San Antonio
- Pegasus Wealth Management, Richmond
- Penney Financial, Houston
- Pioneer Wealth Management Group, Austin
- Planning Works Advisory, Inc., Austin
- Plumb Financial, Arlington
- Portfolio Advisory Council,l.l.c., Houston
- Probity Advisors, Inc., Dallas
- Prominent Financial Planning LLC, Austin
- Provident Financial Planning, LLC, Addison
- Reap Financial Group, LLC, Austin
- Relyon Financial Advisors, LLC, San Antonio
- Resonance Financial, LLC, Cedar Park
- Rexford Capital, Bellaire
- RHP Wealth Management, Houston
- RJG Financial, Dallas
- RMH Capital Advisors, LLC, Houston
- RNS Wealth Management, LLC, Houston
- Robert Hunt Financial, LLC, Dallas
- Rogers Capital Advisors, LLC, Horseshoe Bay
- Rudd and Wisdom, Inc., Austin
- Sa Financial Solutions, LLC, San Antonio
- Sage Wealth Planning, Georgetown
- Sather Financial Group, Inc., Victoria
- Scientific Financial, Pearland
- Second Opinion Financial, Southlake
- Seren Wealth Advisors, LLC, Houston
- Shelton Wealth Management, LLC, Fort Worth
- Simply Human Advisors, Abilene
- Snowcap Capital Management, Dallas
- Solutia Global, LLC, Austin
- Spenditright LLC, Houston
- Stability Partners Advisory Group, LLC, Spring
- Stoecker Financial, Inc., Plano
- Strategic Wealth Planning, Richardson
- Sucre'-Vail Wealth Advisors, Houston
- Sueing Investments, LLC, Dallas
- Symphony Financial, LTD. Co., Houston
- Szafran Capital Management, LLC, Rowlett
- Tax Pro Advisor, Leander
- The Aspen Equity Group, Waco
- The Financial Sciences Company, LLC, Frisco
- The Goff Financial Group, Houston
- The Legacy Collaborative, Inc., San Antonio
- The Sum, The Woodlands
- The Wealth Expedition, Little Elm
- Three Bell Capital LLC, Dallas
- Thrifty Scotty Financial, LLC, Round Rock
- Trisperity Advisors, LLC, Katy
- Tuggle & Russell, L.L.C., Richardson
- Tusker Wealth Management, LLC, Mckinney
- United Capital Financial Advisors, Irving
- Uptick Partners, LLC, Nacogdoches
- Valinor Wealth Management, Plano
- Valuetree Financial LLC, Austin
- Wagner Wealth Management, Houston
- Wealth Keepers, Johnson City
- Weimer Financial Advisors LLC, Southlake
- Willis Johnson Wealth, Houston
- Wisniewski Wealth Management, Dallas
- WJ Interests, LLC, Sugar Land
- Wpa Family Office, LLC, Dallas
- Wpwealth LLP, Fort Worth
- 1 Timothy 6 V 7 LLC, Longview
- 323 Wealth Management, LLC, Flower Mound
- 994 Group, Austin
- Aa Wealth Strategies LLC, Austin
- Access Financial Group, LLC, Mount Vernon
- Ackerman Capital Management, Dallas
- Acribus Capital LLC, Dallas
- Advocates Wealth Planning, Houston
- Aesop Advisor, LLC, Denton
- Affinity Capital, L.P., Houston
- Affordable Life Plans, LLC, Frisco
- Akg Financial Group, Fort Worth
- Allred Harris Wealth Management., Dallas
- Alpha Capital LLC, Lubbock
- Altere Financial, LLC, Houston
- Amana Advisors, Houston
- American Investment Management Group LLC, Austin
- Americana Partners, LLC, Houston
- Analyticedge Finance, Dallas
- Animus Wealth Management, LLC., Mcallen
- Apeiron, Dallas
- Arcon Wealth Management, Southlake
- Argent Wealth Management, Inc., Round Rock
- Argon Advisors, Dallas
- Ark Wealth Management, Austin
- Arkos Global Advisors, LLC, Houston
- Arusha Wealth Limited Liability Company, Leander
- Aspenridge Wealth Advisors, Fort Worth
- Asset Achievers, Terrell
- Assetbuilder, Inc., Allen
- Atwood Capital Management, LLC, Dallas
- Atx Portfolio Advisors, LLC, Austin
- Autumn Lane Advisors, LLC, Houston
- Auxius Capital Management, LLC, Houston
- Avid Wealth Partners, LLC, San Antonio
- Avion Wealth, The Woodlands
- Avondale Wealth Management LLC, West Lake Hills
- Awaken Wealth Partners LLC, Houston
- Azure Sky Financial Life Planning, LLC, Burleson
- Bard Investment Group, LLC, Colleyville
- Baron Financial Advisors, LLC, Spring
- Barton Creek Advisors, LLC, Round Rock
- Bat Financial Services LLC, Austin
- Baucom Wealth Management LLC, Victoria
- Baynes Investment Counsel LLC, Fort Worth
- Beacon Financial Planners, Inc, Houston
- Beaumont Asset Management, LLC, Beaumont
- Bent Tree Trust Advisors, LLC, Richardson
- Bible & Sovereign Partners Financial Services, Waco
- Bloch Private Wealth, LLC, The Colony
- BLSH Wealth Management, Frisco
- Braintrust Capital, LLC, San Antonio
- Branson Fowlkes & Co Inc, Houston
- Branson Fowlkes Russell Inc, Houston
- Brazos Capital, Austin
- Brazos Wealth Advisors LLC, Fort Worth
- Brexton Family Financial, LLC, Grapevine
- Briaud Financial Advisors, College Station
- Bright Vision Wealth, The Woodlands
- Brindle & Bay Financial Advisors, LLC, Frisco
- Brio Consulting, LLC, Austin
- Broyles Advisory, LLC, Dallas
- Burgeon Capital, Midland
- Caishen Financial, Plano
- Caldwell Investment Services LLC, Caldwell
- Camden Wealth Advisors LLC, Houston
- Capital Alliance Wealth Management, San Antonio
- Capital Retirement Planning, LLC, Georgetown
- Carlin Wealth Management Group, LLC, Austin
- Carter Capital Management, Houston
- Castleview Partners, LLC, Dallas
- CFM Wealth Partners LLC, Austin
- Childress Capital Advisors, LLC, Houston
- Clare Market Investments, LLC, Dallas
- Clear and Simple Financial Group LLC, Allen
- Compendium Wealth Advisors, LLC, Austin
- Composedpro, Inc., San Antonio
- Core Capital Management and Research Inc., Houston
- Core Partners, Austin
- Cortez Wealth Management, El Paso
- Course Pilot Financial LLC, Austin
- CPR Financial & Insurance Services, Inc., Prosper
- Crawford Advisory Group, LLC, Austin
- Cresvita Capital, Austin
- Cumbie Advisory Services, Inc, Fort Worth
- Cypress Point Wealth Management, LLC, Dallas
- Cypress Wealth Advisors, LLC, Shavano Park
- David Rhodes Cannon, C.P.A., LLC, Frisco
- Davis & Wehrle, LLC, Round Rock
- Davis Financial Services, Dallas
- Deep Think Investments, Leander
- Definitive Advisor Group, LLC., Cibolo
- Delos Private Client Group, LLC, Dallas
- Deramus Wealth Management, LLC, Plano
- DFS Advisory, Denton
- DHL Wealth Management LLC, Richardson
- Domani Investments Inc., Sugar Land
- DP Capital Management Inc., Houston
- Drumond Wealth Management, Katy
- DWP Investment Management, LLC, Austin
- Eagle Guardian Advisors, Dallas
- Ecapital Advisors, Inc., Waco
- Empower Wealth Management, Cedar Park
- Encompass Advisory Services, LLC, Katy
- Endeavor Advisors, LLC, The Woodlands
- Epiphany Wealth Management, Houston
- Esquires Group LLC, Austin
- Everglade Capital, LLC, Frisco
- Evidence Advisors Investment Management, Boerne
- Evidence Wealth, LLC, Bryan
- Exemplar Wealth Partners LLC, Allen
- Exos Wealth Strategies, LLC, Spring
- Fair Oaks Financial LLC, Fair Oaks Ranch
- Family Freedom Wealth Management, LLC, Addison
- FBS Securities, Mckinney
- Felix Garcia, RIA, Dallas
- Fifth Force Management, Dallas
- Fifth Generation Advisers, Houston
- Financial Advantage, Lewisville
- Financial Aurora, LLC., Austin
- Financial Life Advisors, San Antonio
- Financial Planning HQ, LLC, San Antonio
- First Choice Financial Planning LLC, Allen
- First Move Financial, LLC, The Woodlands
- FLB Capital Management, LLC, Rowlett
- Fondren Oaks Capital Management, Dallas
- Fort Advisors Inc, Austin
- Forth Capital (USA), LLC, Houston
- Forthright Family Wealth Advisory LLC, Houston
- Forum Wealth Group, Lipan
- Founder Family Financial, LLC, Austin
- Freedom Day Solutions, LLC, Houston
- Freedom Day Wealth Management LLC, Cedar Park
- Frontier Financial Partners, LLC, Aledo
- Fruth Investment Management, Houston
- Fulcrum Wealth Management, Plano
- Ga Bishop and Associates, LLC, Carrollton
- Ghost Strategies LLC, San Antonio
- Global Solutions Wealth Consultants, Austin
- Goldenstate Wealth Management, Humble
- Grass Capital LLC, Houston
- Guiding Wealth Management, LLC, Richardson
- Gulf Coast RIA, Baytown
- GWD Capital Management, LLC, Coppell
- H.i.t. Capital, LLC, Houston
- Halcyon Global Advisors, Dallas
- Hamilton Gray Wealth Management LLC, Houston
- Harrell Investment Partners, LLC, Austin
- Harris Financial Consulting, PLLC, Alvin
- Harris Wealth Advisors, LLC, Austin
- Hartmann Taylor Wealth Management, LLC, Dallas
- Harvest Capital Management, Aledo
- Harvester Wealth, LLC, Dallas
- Helios Wealth Advisors, LLC, Pearland
- Henderson Capital & Wealth Management, LLC, Brownsville
- Heritage Haus Wealth Partners LLC, New Braunfels
- Herrington Wealth Management Corporation, Frisco
- HG Capital Advisors, LLC, Houston
- Hicks Management & Financial Services, LLC, Montgomery
- High Plains Investment Advisors, Inc., Lubbock
- Holt Wealth Management LLC, Borger
- Horizons Financial Planning, Midland
- Hozie Consulting, Coppell
- Human Financial, Austin
- Hyvorian Financial, Garland
- Ias Wealth Management, Inc., The Woodlands
- Impact Wealth Group, Fort Worth
- Innova Wealth, LLC, Houston
- Inscription Family Office, LLC, Houston
- Integra Asset Advisors, L.c., Austin
- Integra Wealth Advisors, LLC, Houston
- Integrity Road Wealth Partners LLC, Houston
- Investa Asset Management LLC, Marlin
- Investment Strategies, L.L.C., Corpus Christi
- Iron Forge Financial, Hudson Oaks
- Ironbridge Private Wealth, LLC, Austin
- J.e. Simmons & Co., P.C., Dallas
- Jasper Ridge Partners, L.P., Fort Worth
- JDG Wealth Management Group, LLC, Arlington
- Jmac Financial Planning & Investment Services PLLC, Houston
- Jmcmahan LLC, College Station
- John Line, CPA, Inc., Dallas
- Jonathan P.lundmark, Cpa,cfp, Tyler
- Joyce Wealth Management, LLC, Houston
- JV Global Capital, Inc., Houston
- Kapela, San Antonio
- Kingwood Investment Group, Kingwood
- KM Capital Management, LTD., Austin
- KMC Wealth Management, LLC, San Antonio
- Koda Wealth Management, Abilene
- Komons Financial LLC, Carrollton
- Lagrande Global LLC, Dallas
- Lakes Wealth Advisory, LLC, Katy
- Lampados Financial Group, LLC, Ft Worth
- Larsen Financial Management, San Antonio
- LBJ Family Wealth Advisors, LTD., Austin
- Lee Financial Company, LLC, Dallas
- Legacy Knight Mfo, LLC, Dallas
- Lewis Weil Co., Austin
- Liberty Park Capital Management, LLC, Austin
- Life Balance Financial, Houston
- Lifetime Capital Planning Group LLC, Flower Mound
- Lifetime Wealth Management P.C., Rockwall
- Lindus Advisors, Inc., Dallas
- Link Financial Corporation, Dallas
- Macro Wealth Advisors, Inc., Mckinney
- Magnolia Wealth, Spring
- Manske Wealth Management, LLC, Houston
- Mark L. Westerman, CPA, Victoria
- Mark Monreal & Associates, Austin
- Marshall Wealth Management, LLC, Sugar Land
- Mccullough Wealth Management LLC, Van Alstyne
- Mcelhenny Sheffield Capital Management, LLC, Dallas
- Mdo Financial Planning, LLC, Edinburg
- MDT Financial Advisors, LLC, Webster
- Mellig Group, LLC, The Woodlands
- Meraki Advisors LLC, Dallas
- Mercer Street Personal Financial Services, Bellaire
- Mills Wealth Advisors, LLC, Southlake
- Mission Advisory Group, Fort Worth
- Money Managers, Inc., San Antonio
- Montlake Capital Management, LLC, Austin
- Mooring Bay Capital Management, Dallas
- Mosaic Advisors, Houston
- Motiwala Capital, Irving
- MVM Advisors, LLC, Katy
- Nautical Star Financial Group LLC, Las Colinas
- Neal Financial Group, L.P., Tomball
- Nest Financial LLC, Austin
- Nestegg Wealth Advisors, Rowlett
- New Capital Management, LP, Houston
- New Dimensions Wealth Management, L.L.C., Allen
- New Heights Planning, Houston
- Newmyer Wealth Management, Houston
- Next Wealth Advisers, Houston
- NFWM, Plano
- Nolet Wealth Management, LLC, Fort Worth
- Norma Financial LLC, Austin
- Noto Financial Planning, Richardson
- Oakridge Financial Planning LLC, San Antonio
- Oakwell Private Wealth Management, Austin
- Oakwood Advisory Group, LLC, Prosper
- Olimpio Neu & Associates, Inc., Frisco
- Olympus Capital, LLC, Richardson
- Onpoint Financial Advice, LLC, Round Rock
- Onus Financial LLC, Austin
- Open Door Financial Advisors, Lubbock
- Optima Asset Management Inc, Dallas
- Optimal Wealth Advisors, LLC, Dallas
- Origin Wealth Advisers, Austin
- Oris Wealth Designs LLC, Southlake
- Outrunner Capital, LLC, Austin
- Overflow Financial, Missouri City
- Palermo Wealth Management, LLC, Georgetown
- Paradigm Global Investors, Dallas
- Paragon Financial Advisors, College Station
- Park 64 Capital, LLC, Austin
- Parker Prescott Capital Management, Dallas
- Paul Comstock Partners, Houston
- Per Stirling Capital Management, LLC, Austin
- Performance Investment Group, Houston
- Phan Capital, San Antonio
- Pin Oak Investment Advisors Inc, Houston
- PLW Financial, New Braunfels
- Praestantia Capital, LLC, San Antonio
- Prime Personal Finance, Wylie
- Principia Wealth Advisory, LLC, Dallas
- Privus Financial, LLC, Irving
- Promus Advisors, Dallas
- Prudent Money Financial Services, Addison
- Prudent Prosperity, Little Elm
- Purewater Capital, LLC, Fort Worth
- Quadcap Wealth Management, LLC, Frisco
- Quivira Advisors, LLC, Richardson
- Quotient Wealth Partners, LLC, Dallas
- Redbud Advisors, Austin
- Relic Wealth Management LLC, Ponder
- Requisite Capital Management LLC, Dallas
- Resource Consulting Group, Inc., Austin
- Retirement Resources Wealth Management, LP, El Paso
- RFG Wealth Advisory, Argyle
- RIA Advisors, Houston
- Righteous Financial, LLC, Austin
- Rival Capital Management, LLC, Southlake
- Rockwall Wealth Management, Rockwall
- Ross Wealth Group, LLC, Arlington
- Samju Capital LLC, Houston
- Sansone & Associates, San Antonio
- Scamardo Financial LLC, Helotes
- Schlegel Dunn LLC, Plano
- Schlindwein Associates LLC, Dallas
- Sequent Asset Management, LLC, Houston
- Sevey Wealth Advisors, Austin
- SFMG Wealth Advisors, Plano
- Shade Tree Partners LLC, Dallas
- Shepherd Advisory LLC, Heath
- Simonet Financial Group, LLC, Kyle
- Sirius Wealth Management Strategies, LLC, Magnolia
- SK Advisor Network, LLC, Plano
- Skybound Wealth USA, Houston
- Slaton Capital Advisors, Bartonville
- SM Scherr Financial LLC, Houston
- Smart Money Group, LLC, Eastland
- Smith & Wyatt, College Station
- Solstice Wealth, Austin
- Solutions 4 Wealth, Southlake
- Ssb&t Wealth Management, LLC, Fredericksburg
- Stavis Wealth Transfer Solutions, Houston
- Strata Wealth Advisors, LLC, Dallas
- Strategic Financial Planning, Inc., Plano
- Styre Wealth, Fort Worth
- SVRN Asset Management, LLC, Austin
- Symphony Retirement Partners LLC, Round Rock
- Tartan Road Wealth Advisory, LLC, Austin
- Taylor Williams Private Wealth Management LLC, Tomball
- TBMS Wealth LLC, Plano
- Team Financial Strategies, Abilene
- Teamwork Financial Advisors, LLC, San Antonio
- Texas Asset Management, Lakeway
- Texas Family Wealth, LLC, Friendswood
- The Broughton Investment Group, Inc., Houston
- The Capital Chart Room, LTD, Fort Worth
- The Clarus Group, Houston
- The Office of Heath O. Lauseng, Port Aransas
- The Personal Wealth Coach, Salado
- The Rosamond Financial Group Wealth Management, LLC, Marble Falls
- The Summit Group, San Antonio
- The Ujano Advisory Group LLC, Mckinney
- The Viable Group, Inc., San Antonio
- The Von Dohlen Knuffke Financial Group, LLC, San Antonio
- The Wealth Observatory, Allen
- Therawealth, LLC, Southlake
- Think818, LLC, Dallas
- Third Generation Capital Management, Dallas
- Three-Sixty Wealth Management, LLC., Austin
- Tip Group LLC, Houston
- Titania Investments LLC, The Woodlands
- TK^2 Advisers, Houston
- Tolleson Private Wealth Management, Dallas
- Tradespro LLC, Addison
- True North Advisors, LLC, Dallas
- Turtle Creek Wealthcare, Farmers Branch
- Tuyyo Planning Group, Austin
- USA Asset Management, LLC, Plano
- Verde Wealth Group, LLC, Houston
- Verite Financial, LLC, Mckinney
- Vesica Wealth Acquisition, Mcallen
- Vessel Financial Planning LLC, Plano
- Vie Invest, LLC, Houston
- View Capital RIA, LP, Dallas
- Vineyard Family Wealth Advisors, Houston
- Virtus Family Office, El Paso
- Volkman Wealth Management, LLC, Dallas
- Wave Wealth Management, LLC, Frisco
- Wealth Management Investment Advisors, LLC, Spring
- Wealth Management Services of Austin, LLC, Austin
- Wealth Solutions, Inc., The Woodlands
- Wela Financial Advisory, San Antonio
- Westmont Capital Advisors, LLC, Dallas
- WG Plan LLC, Mckinney
- White Sands Family Office LLC, El Paso
- Whitney Financial Strategies, LLC, San Antonio
- Wiseowl Capital, LLC, The Woodlands
- Xenith Financial Advisory Services, LLC, Fort Worth
- Yield Financial Advisors, Mckinney
- Your Richest Life, Plano