Progress Wealth ManagementIndependent Financial Education

Financial advisors · Texas

Fee-only financial advisors in Austin, TX

From SEC and state Form ADV filingsUpdated 2026-11-07

125 fee-only investment advisers have offices in Austin, Texas, according to their Form ADV filings with the SEC and state regulators. 83 offer hourly or flat-fee arrangements, 40 charge only a percentage of the assets they manage, and 86 provide financial planning. 67 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 3 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Paid partly in stock? Austin is home to large offices of Apple, Oracle, Google, Meta, Amazon. Before you meet an adviser, read our plain-English guides to Apple, Oracle, Google, Meta, Amazon, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 125 of 125

Root Financial Partners

801 Barton Springs RD, Austin, TX 78704 · (760) 452-0720

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.1B
Individual clients
852
Advisory staff
59
Registered with
SEC

Profile · Website · SEC record

FMP Wealth Advisers

6034 West Courtyard Drive Suite 380, Austin, TX 78730 · (512) 329-5174

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.3B
Individual clients
721
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

Austin Asset

7200 N. Mopac, Suite 315, Austin, TX 78731 · (512) 453-6622

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.9B
Individual clients
447
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

Meridian Wealth Advisors, LLC

3600 North Capital of Texas Highway Building B, Suite 150, Austin, TX 78746 · (512) 717-5580

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.7B
Individual clients
328
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

CFM Wealth Partners LLC

3500 Jefferson Street Suite 315, Austin, TX 78731 · (512) 366-3925

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$886M
Individual clients
267
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Enzi Wealth

2406 Lake Austin Blvd., Austin, TX 78703 · (512) 795-0030

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$451M
Individual clients
219
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Birdrock Wealth

9433 Bee Cave RD Bldg 2, Suite 203, Austin, TX 78733 · (512) 236-0071

  • Percentage of assets
  • Financial planning
Assets managed
$146M
Individual clients
208
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

994 Group

1207 W. Mary Street, Austin, TX 78704 · (512) 853-9597

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$245M
Individual clients
204
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Shorebreak Capital, LLC

2513 de Soto DR., Austin, TX 78733 · (512) 203-1905

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$21M
Individual clients
186
Advisory staff
2
Registered with
TN, TX

Profile · Website · SEC record

Avant Financial Advisors

13341 W. US Hwy 290 Building 2, Austin, TX 78737 · (512) 910-2467

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$196M
Individual clients
166
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Watercolor Financial

9600 Great Hills Trail Suite 150W, Austin, TX 78759 · (512) 250-1544

  • Percentage of assets
  • Financial planning
Assets managed
$235M
Individual clients
152
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Black Barn Financial, LLC

2305 Hancock Drive, Ste. 105, Austin, TX 78756 · (512) 368-9179

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$165M
Individual clients
152
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Cam Investor Solutions

623 W 38th Street Suite 320, Austin, TX 78705 · (720) 575-7775

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$155M
Individual clients
146
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

JDM Financial Group LLC

Austin, TX (office address not published) · (310) 479-4122

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$353M
Individual clients
142
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Gannett Wealth Advisors

Austin, TX (office address not published) · (208) 254-0142

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$90M
Individual clients
135
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Founder Family Financial, LLC

5524 Bee Caves RD Bldg A1, Austin, TX 78746 · (843) 621-0435

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$321M
Individual clients
119
Advisory staff
1
Registered with
SEC

Profile · SEC record

Lewis Weil Co.

3600 Lyons RD, Austin, TX 78702 · (512) 577-2177

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$8.2M
Individual clients
103
Advisory staff
1
Registered with
CA, NY, TX

Profile · Website · SEC record

Gen Y Planning

Austin, TX (office address not published) · (612) 790-7955

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$54M
Individual clients
90
Advisory staff
2
Registered with
CA, FL, IL +

Profile · Website · SEC record

Solstice Wealth

14205 N Mopac Expy 5th Floor, Austin, TX 78728 · (512) 294-4385

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$53M
Individual clients
84
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Atx Portfolio Advisors, LLC

500 N Capital of Texas Hwy Building 8 -100, Austin, TX 78746 · (512) 537-5955

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$94M
Individual clients
73
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Orchard Financial

98 San Jacinto Blvd #400, Austin, TX 78701 · (512) 655-3444

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$22M
Individual clients
63
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Redbud Advisors

706 Guadalupe Street, Austin, TX 78701 · (512) 222-6968

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$368M
Individual clients
59
Advisory staff
5
Registered with
SEC

Profile · SEC record

Mueller Wealth Advisors

4845 Spicewood Springs RD, Austin, TX 78759 · (512) 518-5000

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$56M
Individual clients
49
Advisory staff
1
Registered with
FL, TX

Profile · Website · SEC record

Origin Wealth Advisers

Austin, TX (office address not published) · (917) 498-7493

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$81M
Individual clients
48
Advisory staff
2
Registered with
CT, NY, TX

Profile · Website · SEC record

Maqro Advisors LLC

7004 Bee Caves Road Building 1, Suite 200, Austin, TX 78746 · (512) 673-8292

  • Percentage of assets
  • Financial planning
Assets managed
$174M
Individual clients
43
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Gratus Wealth Strategies LLC

3006 Bee Caves RD. Ste. A-216, Austin, TX 78746 · (619) 964-8558

  • Percentage of assets
  • Financial planning
Assets managed
$50M
Individual clients
40
Advisory staff
1
Registered with
TX

Profile · SEC record

White River Investments

Austin, TX (office address not published) · (512) 809-0898

  • Percentage of assets
  • Financial planning
Assets managed
$24M
Individual clients
40
Advisory staff
2
Registered with
CO, TX

Profile · SEC record

Candor Asset Advisors, LLC

1250 Capital of Texas Highway South Building 3, Suite 400, Austin, TX 78746 · (512) 522-8501

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$16M
Individual clients
36
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Everlong Financial

3906 N Lamar Blvd, Suite 204C, Austin, TX 78756 · (512) 524-3832

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$69M
Individual clients
34
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Brazos Capital

200 Congress Avenue Suite 902, Austin, TX 78701 · (512) 827-0826

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$103M
Individual clients
32
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

MTR Advisory Services, Inc.

1004 Mo-Pac Circle #100, Austin, TX 78746 · (512) 825-9065

  • Percentage of assets
  • Financial planning
Assets managed
$33M
Individual clients
31
Advisory staff
1
Registered with
TX

Profile · SEC record

Masterpiece Capital, LLC

901 S Mopac Expressway Building One Suite 110, Austin, TX 78746 · (512) 472-9033

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$125M
Individual clients
25
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Outrunner Capital, LLC

3500 Oakmont Blvd. Ste. 100, Austin, TX 78731 · (512) 649-3192

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$498M
Individual clients
22
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Argus Wealth Management

3001 RR 620 South Suite 327, Austin, TX 78738 · (512) 637-8875

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$65M
Individual clients
22
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Aa Wealth Strategies LLC

3301 Northland Drive Suite 330, Austin, TX 78731 · (512) 474-1778

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$31M
Individual clients
21
Advisory staff
1
Registered with
TX

Profile · SEC record

Off-Trail Works LLC

12856 N Hwy 183 Suite B #2063, Austin, TX 78750 · (414) 531-1305

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$9.0M
Individual clients
21
Advisory staff
1
Registered with
NY, TX, WI

Profile · Website · SEC record

Simaris Financial

Austin, TX (office address not published) · (512) 298-2085

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$14M
Individual clients
17
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Elgon Financial Advisors

Austin, TX (office address not published) · (512) 609-0084

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$9.3M
Individual clients
17
Advisory staff
1
Registered with
CA, TX

Profile · Website · SEC record

Wealth Beyond Math

5900 Balcones Drive #21803, Austin, TX 78731 · (512) 316-7298

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$5.0M
Individual clients
10
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Crawford Advisory Group, LLC

9442 N Capital of Texas Hwy Plaza 1, Ste. 500-108, Austin, TX 78759 · (512) 218-9202

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$17M
Individual clients
5
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Esquires Group LLC

14618 Mansfield Dam CT Unit 41, Austin, TX 78734 · (512) 576-3757

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
2
Advisory staff
1
Registered with
TX

Profile · SEC record

Hilltop Planning

Austin, TX (office address not published) · (512) 222-9083

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.7M
Individual clients
Under 5
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Armis Financial, LLC

111 Congress Ave Suite 400, Austin, TX 78701 · (512) 709-9741

  • Percentage of assets
  • Financial planning
Assets managed
$636K
Individual clients
Under 5
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Rudd and Wisdom, Inc.

9500 Arboretum Blvd Suite 200, Austin, TX 78759 · (512) 346-1590

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Three-Sixty Wealth Management, LLC.

13809 Research Boulevard Suite 500, Austin, TX 78750 · (512) 920-0975

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
TX

Profile · SEC record

Tradeway

Austin, TX (office address not published) · (877) 777-0703

  • Percentage of assets
  • Fixed fee
  • Subscription
Assets managed
$89M
Individual clients
611
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

Unifimoney RIA

4901 E. Cesar Chavez ST., Austin, TX 78702 · (415) 964-5877

  • Percentage of assets
Assets managed
$314K
Individual clients
460
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Maslow Wealth Advisors

1601 South Mo Pac Expressway Suite 125D, Austin, TX 78746 · (512) 610-6930

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$2.8B
Individual clients
381
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

Ycg, LLC

3207 Ranch Road 620 South Suite 200, Austin, TX 78738 · (512) 505-2347

  • Percentage of assets
Assets managed
$1.5B
Individual clients
247
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Nixon Capital LLC

600 W 5th ST Suite 1200, Austin, TX 78701 · (512) 354-2491

  • Percentage of assets
Assets managed
$390M
Individual clients
199
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Advisors Crypto, Inc.

6500 River Place Blvd Building 7, Suite 250, Austin, TX 78730 · (512) 346-8000

  • Percentage of assets
Assets managed
$11M
Individual clients
74
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Enclave Advisors, LLC

3600 N. Capital of Texas Hwy. Bldg B, Suite 180, Austin, TX 78746 · (512) 527-3105

  • Percentage of assets
Assets managed
$1.1B
Individual clients
66
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Richie Capital Group

2028 E. Ben White Blvd Suite 550, Austin, TX 78741 · (737) 707-3310

  • Percentage of assets
Assets managed
$52M
Individual clients
50
Advisory staff
1
Registered with
GA, TX

Profile · Website · SEC record

Alphaglider LLC

Austin, TX (office address not published) · (737) 381-6005

  • Percentage of assets
Assets managed
$48M
Individual clients
30
Advisory staff
1
Registered with
CA, TX

Profile · Website · SEC record

II Technology, LLC

8701 W. Highway 71, Suite 201, Austin, TX 78735 · (512) 730-1015

  • Percentage of assets
Assets managed
$40M
Individual clients
18
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Trane Capital, LLC

Austin, TX (office address not published) · (512) 649-9122

  • Percentage of assets
Assets managed
$5.2M
Individual clients
10
Advisory staff
1
Registered with
NY, TX

Profile · Website · SEC record

Puthouse

7000 N Mopac Expy Ste 200, Austin, TX 78731 · (510) 626-0372

  • Fixed fee
Assets managed
$974K
Individual clients
9
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Rewbix

9900 Spectrum Drive, Austin, TX 78717 · (650) 309-9099

  • Percentage of assets
  • Fixed fee
Assets managed
$20K
Individual clients
5
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Moveup Financial LLC

Austin, TX (office address not published) · (512) 470-5862

  • Percentage of assets
Assets managed
$9.7M
Individual clients
2
Advisory staff
1
Registered with
TX

Profile · SEC record

Orei Advisors LP

401 Congress Avenue Suite 2750, Austin, TX 78701 · (650) 681-0185

  • Percentage of assets
Assets managed
$2.2B
Individual clients
Under 5
Advisory staff
24
Registered with
SEC

Profile · Website · SEC record

Alongside, LLC

3711 S Mopac Expy Suite 150, Austin, TX 78746 · (512) 241-7341

  • Percentage of assets
  • Fixed fee
  • Financial planning
  • High-volume platform
Assets managed
$879M
Individual clients
2,103
Advisory staff
3
Registered with
SEC

Profile · SEC record

Nest Financial LLC

310 Comal Street, Austin, TX 78702 · (512) 944-4882

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$45M
Individual clients
109
Advisory staff
2
Registered with
OH, TX

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Haven Financial Advisors

210 Lee Barton Drive #211, Austin, TX 78704 · (512) 791-4335

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$108M
Individual clients
48
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Wealth Management Services of Austin, LLC

901 S. Mopac Expressway Suite 300, Austin, TX 78746 · (512) 478-0008

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$12M
Individual clients
19
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Not sure which Austin firm fits?

Tell us what you need. We will suggest up to three fee-only firms that fit, and with your permission introduce you. Free, no obligation.

What do you want help with?

Fee-only advisers near Austin

Another 36 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Austin?

Form ADV records how firms charge, not what they charge. Of the 125 firms listed here, 83 offer hourly or flat fees and 118 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Austin advisers selected?

Every registered investment adviser with an office in Austin that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.