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Financial advisors · Texas

Fee-only financial advisors in Dallas, TX

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

151 fee-only investment advisers have offices in Dallas, Texas, according to their Form ADV filings with the SEC and state regulators. 103 offer hourly or flat-fee arrangements, 44 charge only a percentage of the assets they manage, and 96 provide financial planning. 83 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is 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? Dallas is home to large offices of Capital One, Google, Amazon. Before you meet an adviser, read our plain-English guides to Capital One, Google, 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 151 of 151

Apeiron

10000 North Central Expressway Suite 700, Dallas, TX 75231 · (972) 421-2068

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$852M
Individual clients
1,178
Advisory staff
11
Registered with
SEC

Profile · Website · SEC record

True North Advisors, LLC

3131 Turtle Creek Suite 1300, Dallas, TX 75219 · (214) 360-7300

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$5.4B
Individual clients
1,022
Advisory staff
31
Registered with
SEC

Profile · Website · SEC record

Beaird Harris

5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 · (972) 503-1040

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.3B
Individual clients
793
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

Three Bell Capital LLC

1925 Cedar Springs Road Suite 102, Dallas, TX 75201 · (650) 843-9836

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$5.1B
Individual clients
432
Advisory staff
14
Registered with
SEC

Profile · Website · SEC record

Lee Financial Company, LLC

8350 N. Central Expressway Suite 1800, Dallas, TX 75206 · (972) 960-1001

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.7B
Individual clients
428
Advisory staff
22
Registered with
SEC

Profile · Website · SEC record

J.e. Simmons & Co., P.C.

15770 N. Dallas Parkway Suite 150, Dallas, TX 75248 · (972) 404-1040

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$213M
Individual clients
308
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Fluent Financial, LLC

14800 Landmark Blvd. Suite 848, Dallas, TX 75254 · (972) 852-4800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$330M
Individual clients
251
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Davis Financial Services

9330 LBJ Freeway Suite 1020, Dallas, TX 75243 · (972) 233-8300

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$86M
Individual clients
177
Advisory staff
1
Registered with
LA, TN, TX

Profile · Website · SEC record

Halcyon Global Advisors

15660 Dallas Parkway Suite 1425, Dallas, TX 75248 · (972) 499-8278

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$221M
Individual clients
144
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Uptown Capital Advisors

2911 Turtle Creek Blvd Suite 1100, Dallas, TX 75219 · (214) 628-9508

  • Percentage of assets
  • Financial planning
Assets managed
$154M
Individual clients
136
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

J.k. Financial, Inc.

8222 Douglas Ave Suite 590, Dallas, TX 75225 · (214) 706-4300

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$196M
Individual clients
133
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Schlindwein Associates LLC

1717 Main Street Suite 3975, Dallas, TX 75201 · (469) 385-7040

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$167M
Individual clients
118
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Carrington Advisors, LLC

15770 N. Dallas Parkway Suite 550, Dallas, TX 75248 · (214) 446-4706

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$108M
Individual clients
117
Advisory staff
4
Registered with
CA, GA, LA +

Profile · Website · SEC record

HV Capital Advisors LLC

2775 Villa Creek Drive Suite 217, Dallas, TX 75234 · (214) 357-5600

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$19M
Individual clients
100
Advisory staff
1
Registered with
TX, VA

Profile · SEC record

Paradigm Advisors, LLC

8201 Preston Road Suite 310, Dallas, TX 75225 · (214) 756-6066

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$136M
Individual clients
82
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Turtle Creek Wealthcare

Dallas, TX (office address not published) · (800) 680-6120

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$530K
Individual clients
77
Advisory staff
1
Registered with
PA, TX

Profile · Website · SEC record

RJG Financial

6403 Shakespeare Place, Dallas, TX 75252 · (972) 267-5040

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$61M
Individual clients
61
Advisory staff
1
Registered with
TX

Profile · SEC record

BFG Wealth Management LLC

3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219 · (469) 995-8970

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$38M
Individual clients
61
Advisory staff
1
Registered with
HI, TX

Profile · Website · SEC record

John Line, CPA, Inc.

1700 Pacific Avenue Suite 4580, Dallas, TX 75201 · (214) 287-4266

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$79M
Individual clients
60
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

CMH Wealth Management

17304 Preston Road Suite 1350, Dallas, TX 75252 · (214) 692-5878

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$101M
Individual clients
59
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Promus Advisors

8226 Douglas Avenue Suite 650, Dallas, TX 75225 · (214) 612-5750

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$385M
Individual clients
50
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Freeman Wealth Management

2626 Cole Ave Ste 300, Dallas, TX 75204 · (817) 909-1115

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$52M
Individual clients
44
Advisory staff
1
Registered with
TX

Profile · SEC record

Lorintine Capital

5477 Glen Lakes DR. Suite 120, Dallas, TX 75231 · (214) 800-5164

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$72M
Individual clients
43
Advisory staff
1
Registered with
CA, TX

Profile · Website · SEC record

Harvester Wealth, LLC

6301 Gaston Avenue Suite 1417, Dallas, TX 75214 · (214) 210-5860

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$55M
Individual clients
43
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

R1 Financial Group

13154 Coit RD. Suite 102C, Dallas, TX 75240 · (214) 628-9100

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$21M
Individual clients
43
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Garza Financial Planning

8080 N Central Expressway #1700, Dallas, TX 75206 · (214) 444-3683

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$14M
Individual clients
40
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Meraki Advisors LLC

7616 LBJ Freeway Suite 860, Dallas, TX 75251 · (214) 206-5198

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$29M
Individual clients
36
Advisory staff
1
Registered with
TX

Profile · SEC record

Sammons Wealth

12720 Hillcrest Road Suite 600, Dallas, TX 75230 · (972) 440-1194

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$64M
Individual clients
33
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

LFS RIA, LLC

Dallas, TX (office address not published) · (214) 369-2323

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$13M
Individual clients
33
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Upspring Capital LLC

4141 Office Parkway, Dallas, TX 75204 · (214) 720-0909

  • Percentage of assets
  • Financial planning
Assets managed
$100M
Individual clients
27
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

FS Financial Advisors, LLC

8350 N. Central Expressway Suite 206, Dallas, TX 75206 · (214) 763-5167

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$17M
Individual clients
27
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Artham Advisors

8989 Harry Hines Blvd., Dallas, TX 75235 · (214) 471-5051

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$22M
Individual clients
26
Advisory staff
2
Registered with
LA, TX

Profile · Website · SEC record

Vectis Capital

Dallas, TX (office address not published) · (972) 777-1319

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$126M
Individual clients
25
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Wpa Family Office, LLC

12240 Inwood Road Suite 230, Dallas, TX 75244 · (214) 945-0888

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$175M
Individual clients
21
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Legacy Knight Mfo, LLC

3001 Maple Avenue Suite 350, Dallas, TX 75201 · (945) 536-5580

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.8B
Individual clients
20
Advisory staff
15
Registered with
SEC

Profile · Website · SEC record

Sueing Investments, LLC

2626 Cole Avenue Suite 300, Dallas, TX 75204 · (214) 800-2340

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$12M
Individual clients
20
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Howland Advisory Corporation

6116 North Central Expressway Suite 518, Dallas, TX 75206 · (214) 363-4900

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$30M
Individual clients
18
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Noble Advisors, LLC

325 N ST. Paul Street 2040, Dallas, TX 75201 · (214) 613-6087

  • Percentage of assets
  • Financial planning
Assets managed
$6.9M
Individual clients
17
Advisory staff
1
Registered with
NJ, TX

Profile · Website · SEC record

Eid Capital

13355 Noel Road, Suite 1100, Dallas, TX 75240 · (972) 433-6564

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$13M
Individual clients
16
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Orchid Advisory

4801 W Lovers LN, Dallas, TX 75209 · (704) 763-2776

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$296M
Individual clients
15
Advisory staff
2
Registered with
SEC

Profile · SEC record

Broyles Advisory, LLC

Dallas, TX (office address not published) · (214) 814-5974

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$85M
Individual clients
14
Advisory staff
1
Registered with
TX

Profile · SEC record

9823 Capital, LP

2323 Cedar Springs Road Suite 320, Dallas, TX 75201 · (214) 849-5800

  • Percentage of assets
  • Financial planning
Assets managed
$677M
Individual clients
13
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Noto Financial Planning

Dallas, TX (office address not published) · (808) 638-2475

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$24M
Individual clients
11
Advisory staff
1
Registered with
LA, TX

Profile · Website · SEC record

Hunter Value Capital LLC

5050 Quorum Drive Suite 700-461, Dallas, TX 75254 · (347) 352-6590

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$16M
Individual clients
11
Advisory staff
1
Registered with
CA, TX

Profile · Website · SEC record

Snowcap Capital Management

8117 Preston Road Suite 610, Dallas, TX 75225 · (214) 739-2025

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$239M
Individual clients
10
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Saddock Wealth, LLC

16400 Dallas Parkway Suite 305, Dallas, TX 75248 · (972) 437-5201

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$94M
Individual clients
9
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Fifth Force Management

5217 McKinney Avenue Suite 525, Dallas, TX 75205 · (972) 571-4397

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$407M
Individual clients
Under 5
Advisory staff
3
Registered with
SEC

Profile · SEC record

Lagrande Global LLC

1808 S Good Latimer Expy, Suite 102, Dallas, TX 75034 · (214) 444-7995

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$70M
Individual clients
Under 5
Advisory staff
1
Registered with
NH, TX

Profile · Website · SEC record

Kelley Lane Capital, LLC

6060 N. Central Expressway Suite 500, Dallas, TX 75206 · (214) 432-2115

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$686K
Individual clients
Under 5
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Fso Wealth

539 W. Commerce ST #1042, Dallas, TX 75208 · (214) 609-4027

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$174K
Individual clients
Under 5
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Vestted Wealth Advisors

Dallas, TX (office address not published) · (469) 374-5774

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

Profile · Website · SEC record

Bfi Wealth Solutions, LLC

8111 Lyndon B Johnson Fwy Suite 1065, Dallas, TX 75251 · (469) 646-0429

  • Percentage of assets
Assets managed
$145M
Individual clients
230
Advisory staff
1
Registered with
SEC

Profile · SEC record

Madden Asset Management

8333 Douglas Avenue Suite 1625, Dallas, TX 75225 · (214) 855-5335

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$826M
Individual clients
141
Advisory staff
3
Registered with
SEC

Profile · SEC record

Womack Financial LLC

9850 N. Central Expy Suite 230, Dallas, TX 75231 · (214) 843-0070

  • Percentage of assets
  • Fixed fee
Assets managed
$165M
Individual clients
140
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Adams Asset Advisors LLC

10670 N. Central Expwy. Suite 470, Dallas, TX 75231 · (214) 360-7410

  • Percentage of assets
Assets managed
$839M
Individual clients
118
Advisory staff
1
Registered with
SEC

Profile · SEC record

Turtle Creek Trust

3838 Oak Lawn Ave Suite 1650, Dallas, TX 75219 · (214) 468-0100

  • Percentage of assets
Assets managed
$4.3B
Individual clients
101
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Capital Ideas

12720 Hillcrest RD Suite 910, Dallas, TX 75230 · (214) 750-4400

  • Percentage of assets
Assets managed
$336M
Individual clients
96
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Pingora Partners LLC

200 Crescent Court Suite 1300, Dallas, TX 75201 · (307) 739-8686

  • Percentage of assets
  • Fixed fee
Assets managed
$199M
Individual clients
26
Advisory staff
1
Registered with
SEC

Profile · SEC record

Hscore Advisors LLC

2712 Westminster Ave., Dallas, TX 75205 · (214) 695-4045

  • Percentage of assets
  • Subscription
Assets managed
$6.9M
Individual clients
20
Advisory staff
1
Registered with
TX

Profile · SEC record

Bulle Rock

1965 Matilda ST Suite 303, Dallas, TX 75206 · (214) 599-8329

  • Percentage of assets
Assets managed
$5.9M
Individual clients
13
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

RWR Investments LLC

3131 Turtle Creek Blvd Suite 301, Dallas, TX 75219 · (214) 308-1970

  • Percentage of assets
  • Fixed fee
Assets managed
$171M
Individual clients
8
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Point 16 Capital, LLC

7017 John W Carpenter Freeway Suite 227, Dallas, TX 75247 · (817) 231-9168

  • Percentage of assets
Assets managed
$1.6M
Individual clients
6
Advisory staff
1
Registered with
TX

Profile · SEC record

Regan Capital

300 Crescent Court Suite 1760, Dallas, TX 75201 · (214) 550-1710

  • Percentage of assets
Assets managed
$3.6B
Individual clients
4
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Vestie

1920 McKinney Ave, 7th Floor, Dallas, TX 75201 · (903) 910-3003

  • Fixed fee
Assets managed
$125
Individual clients
2
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

White Rock Capital

3131 Turtle Creek Blvd. Suite 800, Dallas, TX 75219 · (214) 526-1465

  • Percentage of assets
Assets managed
$217M
Individual clients
Under 5
Advisory staff
2
Registered with
SEC

Profile · SEC record

Amplified Alpha

6905 Echo Bluff DR, Dallas, TX 75248 · (214) 727-7248

  • Percentage of assets
Assets managed
$45K
Individual clients
Under 5
Advisory staff
2
Registered with
CA, TX

Profile · Website · SEC record

Eagle Guardian Advisors

5473 Blair Road Ste 100, PMB 11701, Dallas, TX 75231 · (937) 478-5997

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

Profile · Website · SEC record

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

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Fee-only advisers near Dallas

Another 64 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 Dallas?

Form ADV records how firms charge, not what they charge. Of the 151 firms listed here, 103 offer hourly or flat fees and 145 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 Dallas advisers selected?

Every registered investment adviser with an office in Dallas 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.