Progress Wealth ManagementIndependent Financial Education

Financial advisors · Texas

Fee-only financial advisors in Houston, TX

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

157 fee-only investment advisers have offices in Houston, Texas, according to their Form ADV filings with the SEC and state regulators. 84 offer hourly or flat-fee arrangements, 68 charge only a percentage of the assets they manage, and 94 provide financial planning. 90 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 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.

Showing 157 of 157

Financial Synergies

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 · (713) 623-6600

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.8B
Individual clients
927
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

Willis Johnson Wealth

5847 San Felipe Suite 1500, Houston, TX 77057 · (713) 439-1200

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.9B
Individual clients
578
Advisory staff
21
Registered with
SEC

Profile · Website · SEC record

Saxon Financial Group

1177 West Loop S Suite 1825, Houston, TX 77027 · (713) 425-5340

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$679M
Individual clients
509
Advisory staff
15
Registered with
SEC

Profile · Website · SEC record

MBR Financial

2000 West Loop South Suite 1510, Houston, TX 77027 · (832) 667-8787

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$956M
Individual clients
480
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Awaken Wealth Partners LLC

19450 Tomball Parkway, Suite 150, Houston, TX 77070 · (281) 358-0134

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$237M
Individual clients
416
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Haven Wealth Group

1111 North Loop West, Ste 1110, Houston, TX 77008 · (713) 980-8820

  • Percentage of assets
  • Financial planning
Assets managed
$515M
Individual clients
332
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Viaquest Advisors LLC

17225 El Camino Real Suite 250, Houston, TX 77058 · (281) 335-7609

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$174M
Individual clients
292
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Tsa Wealth Management

5718 Westheimer Road Suite 950, Houston, TX 77057 · (713) 735-9217

  • Percentage of assets
  • Financial planning
Assets managed
$359M
Individual clients
262
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Houston Wealth Advisers, LLC.

13231 Champion Forest, Suite 200, Houston, TX 77069 · (281) 440-9700

  • Percentage of assets
  • Financial planning
Assets managed
$57M
Individual clients
234
Advisory staff
1
Registered with
TX

Profile · SEC record

The Goff Financial Group

11 Greenway Plaza Suite 1425, Houston, TX 77046 · (713) 850-8900

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$674M
Individual clients
223
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Heritage Wealth Management

4400 Post Oak Parkway Suite 2510, Houston, TX 77027 · (713) 871-9800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$358M
Individual clients
218
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

RHP Wealth Management

12000 Aerospace Avenue Suite 420, Houston, TX 77034 · (713) 554-2252

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$345M
Individual clients
205
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Horizon Wealth Advisors

2603 Augusta Suite 1400, Houston, TX 77057 · (713) 748-7000

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$451M
Individual clients
190
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Branson Fowlkes & Co Inc

19 Briar Hollow Lane Suite 130, Houston, TX 77027 · (713) 780-0606

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$439M
Individual clients
188
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Fca Corp

791 Town & Country Blvd. Suite 250, Houston, TX 77024 · (713) 781-2856

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$623M
Individual clients
175
Advisory staff
11
Registered with
SEC

Profile · Website · SEC record

Endeavor Advisors, LLC

4400 Post Oak Parkway Suite 2580, Houston, TX 77027 · (281) 326-9902

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$560M
Individual clients
175
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Analog Capital Partners LLC

12 Greenway Plaza Suite 1115, Houston, TX 77046 · (713) 929-2553

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$93M
Individual clients
173
Advisory staff
5
Registered with
CA, CO, FL +

Profile · Website · SEC record

New Capital Management, LP

3355 West Alabama Street Suite 275, Houston, TX 77098 · (713) 874-1444

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$534M
Individual clients
126
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Blueprint 360 LLC

4306 Yoakum Boulevard Suite 455, Houston, TX 77006 · (832) 736-7402

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$27M
Individual clients
117
Advisory staff
1
Registered with
LA, TX

Profile · Website · SEC record

Presidio Financial, LLC

550 Post Oak Blvd Suite 407, Houston, TX 77027 · (281) 789-8709

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$67M
Individual clients
115
Advisory staff
2
Registered with
LA, TX

Profile · Website · SEC record

Paul Comstock Partners

1177 West Loop South Suite 1500, Houston, TX 77027 · (713) 977-2694

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.8B
Individual clients
109
Advisory staff
11
Registered with
SEC

Profile · Website · SEC record

Penney Financial

825 Town and Country Lane 12th FL, Houston, TX 77024 · (713) 300-5165

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$304M
Individual clients
109
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Cove Wealth Management

710 North Post Oak Road Suite 420, Houston, TX 77024 · (713) 821-3243

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$190M
Individual clients
89
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Forward Financial LLC

210 Electra Drive, Houston, TX 77079 · (713) 561-5516

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$77M
Individual clients
88
Advisory staff
1
Registered with
CA, IL, MI +

Profile · Website · SEC record

Affinity Capital, L.P.

2925 Richmond Ave. Suite 1200, Houston, TX 77098 · (713) 238-6730

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$91M
Individual clients
86
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Newmyer Wealth Management

2200 Post Oak Blvd, Suite 1000, Houston, TX 77056 · (281) 214-2700

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$65M
Individual clients
80
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Autumn Lane Advisors, LLC

7500 San Felipe Suite 1030, Houston, TX 77063 · (713) 636-2075

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.2B
Individual clients
59
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Epiphany Wealth Management

4544 Post Oak Place Drive Suite 204, Houston, TX 77027 · (832) 831-0590

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$30M
Individual clients
53
Advisory staff
1
Registered with
LA, TX

Profile · Website · SEC record

Oaks Wealth Management

1225 North Loop West Suite 825, Houston, TX 77008 · (281) 888-9085

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$30M
Individual clients
42
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Forth Capital (USA), LLC

11111 Katy Freeway Suite 910, Houston, TX 77079 · (346) 245-8824

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$20M
Individual clients
40
Advisory staff
4
Registered with
CA, TX

Profile · Website · SEC record

Altere Financial, LLC

510 Bering Drive #260, Houston, TX 77057 · (713) 899-6589

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$55M
Individual clients
37
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

New Heights Planning

540 Heights Boulevard Suite 207, Houston, TX 77007 · (832) 787-1912

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$73M
Individual clients
32
Advisory staff
1
Registered with
LA, TX

Profile · Website · SEC record

Aquinas Advisors, LLC

Houston, TX (office address not published) · (281) 788-0817

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$47M
Individual clients
31
Advisory staff
1
Registered with
TX

Profile · SEC record

Miles Wealth Management, L.L.C.

Houston, TX (office address not published) · (713) 927-5292

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$8.6M
Individual clients
27
Advisory staff
1
Registered with
LA, TX

Profile · SEC record

Stillforest Wealth Management

1001 S. Dairy Ashford Suite 100-167, Houston, TX 77077 · (281) 339-8689

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$20M
Individual clients
26
Advisory staff
1
Registered with
LA, TX

Profile · SEC record

MNM Vested, LLC

16350 Park Ten PL Ste 237, Houston, TX 77084 · (281) 582-0228

  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
25
Advisory staff
1
Registered with
MI, TX

Profile · Website · SEC record

RMH Capital Advisors, LLC

675 Bering DR Suite 200, Houston, TX 77057 · (713) 784-1515

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$40M
Individual clients
19
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Grass Capital LLC

12345 Jones Road Suite 287-6, Houston, TX 77070 · (941) 726-2296

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$12M
Individual clients
18
Advisory staff
1
Registered with
GA, NC, TX

Profile · Website · SEC record

Vestis Advisors, LLC

11111 Katy Freeway Suite 910, Houston, TX 77079 · (713) 485-6642

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$11M
Individual clients
17
Advisory staff
1
Registered with
TX

Profile · SEC record

Houston Wealth Management

1035 Dairy Ashford, Suite #222, Houston, TX 77079 · (281) 372-8410

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$6.7M
Individual clients
16
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

JV Global Capital, Inc.

5065 & 5075 Westheimer RD. Suite 1250 W, Houston, TX 77056 · (832) 528-0238

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$23M
Individual clients
15
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Virtuevian Ventures

Houston, TX (office address not published) · (832) 208-5019

  • Percentage of assets
  • Financial planning
Assets managed
$1.0M
Individual clients
15
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Caplo Advisory LLC

1203 Waugh DR., Houston, TX 77019 · (832) 250-5988

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$18M
Individual clients
10
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Concurrent Wealth Management

11111 Katy Freeway Suite 910, Houston, TX 77079 · (832) 744-1176

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Subscription
  • Financial planning
Assets managed
$13M
Individual clients
8
Advisory staff
1
Registered with
TX, WI

Profile · Website · SEC record

Homage Wealth Group LLC

1400 Post Oak Blvd. Suite 625, Houston, TX 77056 · (713) 725-0696

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$366M
Individual clients
3
Advisory staff
2
Registered with
SEC

Profile · SEC record

Branson Fowlkes Russell Inc

19 Briar Hollow Lane Suite 130, Houston, TX 77027 · (713) 780-0606

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.6M
Individual clients
1
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Fifth Generation Advisers

12303 Rocky Knoll DR, Houston, TX 77077 · (713) 825-2534

  • 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

Inscription Family Office, LLC

2925 Richmond Avenue Suite 425, Houston, TX 77098 · (832) 649-7700

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
4
Registered with
SEC

Profile · SEC record

Fayez Sarofim & Co.

845 Texas Avenue Suite 2000, Houston, TX 77002 · (713) 654-4484

  • Percentage of assets
Assets managed
$35.1B
Individual clients
2,739
Advisory staff
22
Registered with
SEC

Profile · Website · SEC record

Prota Financial

1980 Post Oak Blvd Suite 200, Houston, TX 77056 · (713) 568-8171

  • Percentage of assets
Assets managed
$270M
Individual clients
673
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

E & G Advisors, LLC

2000 West Loop South Suite 2011, Houston, TX 77027 · (713) 880-5819

  • Percentage of assets
Assets managed
$707M
Individual clients
352
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Cap Six Advisors

1919 Decatur Street, Houston, TX 77007 · (281) 671-7982

  • Percentage of assets
Assets managed
$341M
Individual clients
89
Advisory staff
3
Registered with
SEC

Profile · SEC record

Sarofim Trust Co

845 Texas Avenue Suite 2000, Houston, TX 77002 · (713) 654-4484

  • Percentage of assets
Assets managed
$13.0B
Individual clients
86
Advisory staff
22
Registered with
SEC

Profile · SEC record

Henry Bragg & Co.

2900 Weslayan ST. Ste 450, Houston, TX 77027 · (713) 393-9444

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$469M
Individual clients
72
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Nuclo Wealth

401 Franklin Street Suite 2400, Houston, TX 77002 · (281) 857-6435

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$294M
Individual clients
62
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Wrwco, LLC

Houston, TX (office address not published) · (713) 681-9305

  • Percentage of assets
Assets managed
$101M
Individual clients
55
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Porter Investments

One Riverway Suite 1700, Houston, TX 77056 · (713) 461-5303

  • Percentage of assets
Assets managed
$15M
Individual clients
31
Advisory staff
1
Registered with
LA, TX

Profile · Website · SEC record

Evan Capital

1800 Bering Drive Suite 730, Houston, TX 77057 · (713) 322-8920

  • Percentage of assets
Assets managed
$14M
Individual clients
25
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

A3 Capital Advisors

5020 Montrose Suite 500, Houston, TX 77006 · (713) 447-5856

  • Percentage of assets
  • Fixed fee
Assets managed
$237M
Individual clients
24
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Lavaca Capital, LLC

2700 Post Oak Blvd. Suite 1250, Houston, TX 77056 · (713) 904-4027

  • Percentage of assets
Assets managed
$927M
Individual clients
20
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Quantor Capital LLC

4900 Woodway Drive Suite 1200, Houston, TX 77056 · (281) 565-0355

  • Percentage of assets
Assets managed
$176M
Individual clients
15
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Optifolio

Houston, TX (office address not published) · (713) 782-4564

  • Percentage of assets
Assets managed
$20M
Individual clients
15
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

BF, LLC

770 South Post Oak Lane Suite 690, Houston, TX 77056 · (713) 961-9888

  • Percentage of assets
Assets managed
$4.6M
Individual clients
15
Advisory staff
1
Registered with
TX

Profile · SEC record

Terraform Wealth, LLC

5805 Chimney Rock RD Ste C, Houston, TX 77081 · (713) 784-4848

  • Percentage of assets
Assets managed
$208M
Individual clients
9
Advisory staff
2
Registered with
SEC

Profile · SEC record

SKB Advisory, LLC

1035 Dairy Ashford RD Suite 315, Houston, TX 77079 · (832) 328-0874

  • Percentage of assets
Assets managed
$2.1M
Individual clients
9
Advisory staff
1
Registered with
TX

Profile · SEC record

PRP

10777 Northwest Freeway Suite 440, Houston, TX 77092 · (713) 881-9333

  • Percentage of assets
Assets managed
$40M
Individual clients
3
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Yuka Corp

703 Asbury ST, Houston, TX 77007 · (626) 944-2739

  • Percentage of assets
Assets managed
$2.7M
Individual clients
2
Advisory staff
1
Registered with
TX

Profile · SEC record

Mobius Fund

11152 Westheimer #828, Houston, TX 77042 · (713) 775-5173

  • Percentage of assets
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Parker Financial Advisors LLC

14800 ST Mary's LN Ste 245, Houston, TX 77079 · (832) 476-3495

  • Percentage of assets
  • Financial planning
Assets managed
$218M
Individual clients
81
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

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

Sucre'-Vail Wealth Advisors

16862 Royal Crest Drive, Houston, TX 77058 · (281) 286-9991

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$56M
Individual clients
61
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

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

Not sure which Houston 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 Houston

Another 33 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 Houston?

Form ADV records how firms charge, not what they charge. Of the 157 firms listed here, 84 offer hourly or flat fees and 153 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 Houston advisers selected?

Every registered investment adviser with an office in Houston 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.