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Financial advisors · Texas

Fee-only financial advisors in Fort Worth, TX

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

36 fee-only investment advisers have offices in Fort Worth, Texas, according to their Form ADV filings with the SEC and state regulators. 23 offer hourly or flat-fee arrangements, 12 charge only a percentage of the assets they manage, and 18 provide financial planning. 19 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.

Showing 36 of 36

Storehouse Financial LLC

3200 Riverfront DR. Suite 204, Fort Worth, TX 76107 · (877) 305-3233

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$240M
Individual clients
1,330
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Overridge Wealth Advisors

6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 · (817) 738-1451

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$368M
Individual clients
464
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Aspenridge Wealth Advisors

9800 Hillwood Parkway Suite 180, Fort Worth, TX 76177 · (682) 231-8331

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$335M
Individual clients
383
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Diesslin Group, Inc.

425 Houston Street Suite 500, Fort Worth, TX 76102 · (817) 332-6122

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$696M
Individual clients
280
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Baynes Investment Counsel LLC

801 Cherry Street Ste 2310, Fort Worth, TX 76102 · (214) 471-0376

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$61M
Individual clients
245
Advisory staff
4
Registered with
OH, TN, TX

Profile · Website · SEC record

Brazos Wealth Advisors LLC

2833 Crockett ST. STE.102, Fort Worth, TX 76107 · (682) 350-1055

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$184M
Individual clients
145
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

CF Financial

300 Throckmorton Street Suite 1900, Fort Worth, TX 76102 · (817) 435-8710

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$54M
Individual clients
89
Advisory staff
1
Registered with
OK, TX

Profile · Website · SEC record

Vesica Wealth Acquisition

6316 Downeast DR, Fort Worth, TX 76179 · (469) 768-7299

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

Profile · Website · SEC record

Portia Capital Management

4127 Trails End Drive Suite 1911, Fort Worth, TX 76116 · (619) 481-0379

  • Percentage of assets
Assets managed
$66M
Individual clients
34
Advisory staff
2
Registered with
LA, TX

Profile · SEC record

Course 26, LLC

201 Main Street Suite 1880, Fort Worth, TX 76102 · (817) 752-4768

  • Percentage of assets
Assets managed
$70M
Individual clients
25
Advisory staff
2
Registered with
LA, TX

Profile · SEC record

Tailwind Advisors

1320 S University DR Suite 701, Fort Worth, TX 76107 · (817) 708-3663

  • Percentage of assets
Assets managed
$1.7B
Individual clients
15
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Helm Investment

1617 Park Place Ave. Suite 110, Fort Worth, TX 76110 · (818) 451-7642

  • Percentage of assets
Assets managed
$4.8M
Individual clients
14
Advisory staff
1
Registered with
CA, TX

Profile · SEC record

Sterling Capital Advisors

2912 West 6th Street, LL150, Fort Worth, TX 76107 · (940) 642-4287

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

Profile · SEC record

Trinsic Capital, LLC

4200 S. Hulen ST., Suite 500, Fort Worth, TX 76109 · (817) 529-6100

  • Percentage of assets
Assets managed
$84M
Individual clients
47
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 Fort Worth

Another 31 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 Fort Worth?

Form ADV records how firms charge, not what they charge. Of the 36 firms listed here, 23 offer hourly or flat fees and 35 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 Fort Worth advisers selected?

Every registered investment adviser with an office in Fort Worth 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.