Fee Research

What Do Financial Advisors Cost in Texas?

2026 data · 1,881 firms · 7,275 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
7,275
In Texas
Total Firms
1,881
Registered firms
Comp. Types Reported
199
Distinct compensation types
02

Compensation Type Breakdown

How firms in Texas charge for their services, based on Form ADV disclosures.

Percentage of AUM1,467 firms · 43%
Subscription fees638 firms · 19%
Performance-based fees601 firms · 18%
Hourly charges413 firms · 12%
Commissions44 firms · 1%
Fixed fees14 firms · 0%
Other: SEE SCHEDULE D - MISCELLANEOUS12 firms · 0%
Other: CARRIED INTEREST10 firms · 0%
Other: SOLICITOR FEES6 firms · 0%
Other: CONSULTING FEES5 firms · 0%
Other: REFERRAL FEES5 firms · 0%
Other: FINANCIAL PLANNING FEES4 firms · 0%
Other: % OF ASSETS UNDER ADVISEMENT2 firms · 0%
Other: REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES2 firms · 0%
Other: PERCENTAGE OF PLAN ASSETS2 firms · 0%
Other: ADMINISTRATIVE FEE2 firms · 0%
Other: GENERAL PARTNER PROFITS ALLOCATION2 firms · 0%
Other: SEE MISCELLANEOUS SECTION2 firms · 0%
Other: FUND EXPENSES2 firms · 0%
Other: % OF INITIAL INVESTMENT COSTS2 firms · 0%
Other: AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES2 firms · 0%
Other: 12B-1 FEES2 firms · 0%
Other: AT-COST REIMBURSEMENT1 firms · 0%
Other: BASED ON A PERCENTAGE OF REVENUES1 firms · 0%
Other: BOARD FEES AND OTHER BOARD COMPENSATION1 firms · 0%
Other: BUDGET-BASED FEE1 firms · 0%
Other: BUSINESS CONSULTING SERVICES1 firms · 0%
Other: CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.1 firms · 0%
Other: CONSTRUCTION MANAGEMENT AND PROPERTY MANAGEMENT FEES1 firms · 0%
Other: CONSULTING1 firms · 0%
Other: CONSULTING FEE1 firms · 0%
Other: COST REIMBURSEMENT, DEAL ACQUISITION FEES1 firms · 0%
Other: CSSA/SERVICE AGREEMENT1 firms · 0%
Other: DENTAL PRACTICE SALES REFERRAL1 firms · 0%
Other: DEVELOPMENT, CONTRACTOR AND OTHER FEES PAID TO AN AFFILIATE1 firms · 0%
Other: DEVEL., PRPTY MGMT, CONSTRN, REAL ESTATE, LEASING, & OTR FEES1 firms · 0%
Other: DIRECT COST REIMBURSEMENT1 firms · 0%
Other: DISTRIBUTION AND REVENUE SHARING AGREEMENTS WITH MUTUAL FUND COS1 firms · 0%
Other: DUE DILIGENCE EXPENSE FEES1 firms · 0%
Other: EXPENSE REIMBURSEMENT ONLY1 firms · 0%
Other: EXPENSES PAID BY CLIENTS/REFERRAL FEES1 firms · 0%
Other: EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES.1 firms · 0%
Other: FAMILY OFFICE SERVICES1 firms · 0%
Other: FEES AS DEFINED IN RESPECTIVE OFFERING DOCUMENTS1 firms · 0%
Other: FEES FOR EQUITY INDEX LINKED ANNUITIES1 firms · 0%
Other: FEES FOR ORGANIZATION COSTS THAT MAY EXCEED ACTUAL.1 firms · 0%
Other: FEE-SHARING ARRANGEMENT WITH ASCENSION CAPITAL ADVISORS, INC.1 firms · 0%
Other: FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.1 firms · 0%
Other: FIRM IS NOT CURRENTLY RECEIVING ANY COMPENSATION1 firms · 0%
Other: FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE1 firms · 0%
Other: FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE1 firms · 0%
Other: FLAT FEE1 firms · 0%
Other: FLAT FEE FOR FINANCIAL PLAN1 firms · 0%
Other: GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES1 firms · 0%
Other: INCENTIVE FEES1 firms · 0%
Other: INTEREST INCOME ON INVESTORS' CONTRIBUTIONS1 firms · 0%
Other: INVESTED CAPITAL1 firms · 0%
Other: LIFE SETTLEMENT POLICY ACQUISITION FEES1 firms · 0%
Other: MAY BE COMPENSATED FOR SEMINARS1 firms · 0%
Other: MAY RECEIVE A CARRY PERCENTAGE ON PRIVATE PARTNERSHIPS1 firms · 0%
Other: MGMT OF POOLED INVESTMENT VEHICLES1 firms · 0%
Other: MISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS.1 firms · 0%
Other: MONITORING AND TRANSACTION FEES, EACH OFFSET BY MANAGEMENT FEES1 firms · 0%
Other: MONITORING FEES1 firms · 0%
Other: MONITORING FEES & ON-BOARDING FEES1 firms · 0%
Other: MONITORING, TRANSACTION AND OTHER COMPENSATION FROM PORTFOLIO CO1 firms · 0%
Other: MONITORING, TRANSACTION, SIMILAR FEES, REIMB OF TAX PREP1 firms · 0%
Other: MONTHLY OR DAILY FEES FOR SPECIAL PROJECTS1 firms · 0%
Other: MONTHLY RETAINER FEES1 firms · 0%
Other: MONTHLY SUBSCRIPTION BASED FEES1 firms · 0%
Other: NEGOTIATED FEES1 firms · 0%
Other: NEGOTIATED FEES BASED ON SERVICES PROVIDED1 firms · 0%
Other: NET-WORTH BASED FEES1 firms · 0%
Other: % NET WORTH; % BUSINESS PLANNING PROJECT1 firms · 0%
Other: NEW ACCOUNT DOCUMENTATION AND TRANSFER FEES1 firms · 0%
Other: NO ADVISORY COMPENSATION PAID APPLICANT1 firms · 0%
Other: NONE1 firms · 0%
Other: % OF ASSETS ON COMMITTED CAPITAL, % OF CLIENT INVESTABLE ASSETS1 firms · 0%
Other: % OF ASSETS UNDER ADVISEMENT; SOLICITOR'S FEE1 firms · 0%
Other: % OF ASSETS UNDER OTHER MANAGEMENT1 firms · 0%
Other: % OF CAPITAL CONTRIBUTION, WORKING CAPITAL AND/OR DISTRIBUTIONS1 firms · 0%
Other: ONE TIME CONSULTING FEE1 firms · 0%
Other: ORIGINATION/EXIT/EXTENSION FEES1 firms · 0%
Other: ORIGINATION FEES1 firms · 0%
Other: ORIGINATION FEES/CONVERSION PREMIUMS1 firms · 0%
Other: OUT-OF-POCKET EXPENSES1 firms · 0%
Other: PARTICIPATION RATE1 firms · 0%
Other: PASSING THROUGH CERTAIN INVESTMENT MANAGEMENT EXPENSES1 firms · 0%
Other: PASSING THROUGH CERTAIN INVESTMENT MANAGER EXPENSES1 firms · 0%
Other: PASS THROUGH OF INVESTMENT MANAGER EXPENSES1 firms · 0%
Other: PENSION ADVISORY SERVICES (SERVICE LEVELS)1 firms · 0%
Other: PERCENTAGE OF ASSETS CONSULTED/MONITORED1 firms · 0%
Other: PERCENTAGE OF ASSETS CONSULTED UPON1 firms · 0%
Other: PERCENTAGE OF ASSETS FROM THIRD PARTY INVESTMENT ADVISERS1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER REVIEW1 firms · 0%
Other: PERCENTAGE OF LOAN PROCEEDS1 firms · 0%
Other: PERCENT OF COSTS INCURRED1 firms · 0%
Other: PERFORMANCE ALLOCATION1 firms · 0%
Other: PERFORMANCE BASED ALLOCATION1 firms · 0%
Other: PERFORMANCE-BASED ALLOCATIONS1 firms · 0%
Other: PERFORMANCE BASED EQUITY INTEREST1 firms · 0%
Other: PORTFOLIO FEES1 firms · 0%
Other: PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES1 firms · 0%
Other: PORTION OF SUBSCRIPTION FEE DUE TO PEP SPONSOR1 firms · 0%
Other: PROJECT DEVELOPMENT FEES AS A PERCENTAGE OF CONSTRUCTION COSTS1 firms · 0%
Other: PROJECT LEVEL CARRIED INTEREST1 firms · 0%
Other: PROJECT RATES OR ESTIMATES OF COMPREHENSIVE FINANCIAL PLANNING1 firms · 0%
Other: PROMOTE1 firms · 0%
Other: PROMOTER FEES1 firms · 0%
Other: PROPERTY-LEVEL FEES1 firms · 0%
Other: PROPERTY MGMT, LEASING, ASSET MGMT, DVLPMNT, OTHER RE FEES1 firms · 0%
Other: PROPERTY MGT, LEASING, DEVELOPMENT, CONSTRUCTION FEES1 firms · 0%
Other: PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES1 firms · 0%
Other: REAL ESTATE ASSET ACQUISITION FEES1 firms · 0%
Other: REAL ESTATE RELATED FEES, SUCH AS ACQUISITION, DISPOSITION FEES1 firms · 0%
Other: REFERRAL FEE FOR MONEY MANAGER SEARCH/MONITORING1 firms · 0%
Other: REFERRAL FEES AND REVENUE SHARE FOR REFERRALS TO THIRD PARTIES1 firms · 0%
Other: REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS1 firms · 0%
Other: REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT1 firms · 0%
Other: REFERRAL/SOLICITOR FEES1 firms · 0%
Other: REFER TO SCHEDULE D-MISCELLANEOUS FOR ADDT'L FEE INFORMATION1 firms · 0%
Other: REIMBURSED FOR COSTS INCURRED IN PERFORMING ADVISORY SERVICES1 firms · 0%
Other: REIMBURSEMENT FOR BOARD-APPROVED EXPENSES AND COMPENSATION1 firms · 0%
Other: REIMBURSEMENT FOR OPERATING EXPENSES1 firms · 0%
Other: REIMBURSEMENT FOR OPERATING,OVERHEAD,AND OTHER SERVICES EXPENSES1 firms · 0%
Other: REIMBURSEMENT OF ADMINISTRATIVE AND ORGANIZATIONAL EXPENSES1 firms · 0%
Other: REIMBURSEMENT OF CERTAIN DIRECT AND INDIRECT EXPENSES1 firms · 0%
Other: REIMBURSEMENT OF EXPENSES1 firms · 0%
Other: REIMBURSEMENT OF EXPENSES IN CONNECTION WITH SERVICES1 firms · 0%
Other: REIMBURSEMENT OF GENERAL AND ADMINISTRATIVE EXPENSES1 firms · 0%
Other: REIMBURSEMENT OF GENERAL MANAGEMENT AND ADMINISTRATIVE EXPENSES1 firms · 0%
Other: REIMBURSEMENT OF INVESTMENT-RELATED EXPENSES1 firms · 0%
Other: RETAINER FEES1 firms · 0%
Other: RETIREMENT PLAN CONSULTING PERCENTAGE OF PLAN ASSETS1 firms · 0%
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS1 firms · 0%
Other: SALE OF BOOKS & PRODUCTS AND PUBLIC SPEAKING FEES1 firms · 0%
Other: SECONDMENT FEES1 firms · 0%
Other: SEE ADV 2A, SECTION 5A: FEES & COMPENSATION1 firms · 0%
Other: SEE ADV 2A, SECTION 5: FEES & COMPENSATION1 firms · 0%
Other: SEE ADV PART 2A RE PRIVATE EQUITY & SEEDED MANAGERS1 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES1 firms · 0%
Other: SELF-ADVISED FUND1 firms · 0%
Other: SEMINAR/WORKSHOP ATTENDANCE FEES1 firms · 0%
Other: SERVICE FEE1 firms · 0%
Other: SET UP FEE1 firms · 0%
Other: SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN1 firms · 0%
Other: SHARE IN THE FEE PAID TO SUB ADVISERS1 firms · 0%
Other: SHARE IN THIRD PARTY ADVISOR FEES1 firms · 0%
Other: SHARES IN FEES PAID TO THIRD-PARTY ADVISERS1 firms · 0%
Other: SHARES IN THIRD PARTY ADVISORY FEES1 firms · 0%
Other: SOLICITATION & CLIENT SERVICING AGMT W OTHER ADV'R; MODEL PORT.1 firms · 0%
Other: SOLICITOR FEE1 firms · 0%
Other: SOLICITOR FEES - PORTION OF ASSETS MANAGED BY OTHER ADVISORS1 firms · 0%
Other: SOLICITOR/REFERRAL FEES1 firms · 0%
Other: SOLICITOR/REFERRAL FEES(ICON)1 firms · 0%
Other: STRUCTURING FEE1 firms · 0%
Other: SUB-ADVISER FEES1 firms · 0%
Other: SUBADVISER FEES1 firms · 0%
Other: SUB-ADVISOR FEE1 firms · 0%
Other: SUBSCRIPTION FEES FOR WEB-BASED SERVICES1 firms · 0%
Other: SUBSCRIPTION FEES - ONGOING FINANCIAL PLANNING1 firms · 0%
Other: THIRD PARTY1 firms · 0%
Other: THIRD PARTY ADVISER FEES1 firms · 0%
Other: THIRD PARTY ADVISER / MANAGER FEES1 firms · 0%
Other: THIRD-PARTY FEE SHARING1 firms · 0%
Other: THIRD PARTY MONEY MANAGERS1 firms · 0%
Other: THIRD PARTY REFERRAL FEES1 firms · 0%
Other: THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)1 firms · 0%
Other: TIERED MONTHLY SUBSCRIPTION1 firms · 0%
Other: TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES1 firms · 0%
Other: TRANSACTION FEES1 firms · 0%
Other: TRANSACTION FEES AND MANAGEMENT SERVICE FEES1 firms · 0%
Other: USAA FPS CURRENTLY DOES NOT CHARGE FOR ADVISORY SERVICES1 firms · 0%
Other: WORK OUTSIDE ENGAGEMENT SCOPE; NEGOTIATED FEE1 firms · 0%
Other: WRAP FEES AS OUTLINED IN PART 2A1 firms · 0%
Other: WRAP PROGRAM FEE1 firms · 0%
Other: SOLICITOR'S FEE1 firms · 0%
Other: ACQUISITION, DISPOSITION, DEVELOPMENT AND CONSTRUCTION1 firms · 0%
Other: ACQUISITION, DISPOSITION & FINANCING FEES1 firms · 0%
Other: ACQUISITION / DISPOSITION / LEASING FEES1 firms · 0%
Other: ACQUISITION FEE1 firms · 0%
Other: ACQUISITION FEE & ASSET MANAGEMENT FEE (NET OPERATING INCOME-BAS1 firms · 0%
Other: ADMINISTRATION AND SERVICING FEES1 firms · 0%
Other: ADMINISTRATION FEE1 firms · 0%
Other: ADMINISTRATIVE AND TECHNOLOGY FEE1 firms · 0%
Other: ADMINISTRATIVE FEE EXPENSES AND REIMBURSEMENT OF EXPENSES1 firms · 0%
Other: ADMINISTRATIVE FEES1 firms · 0%
Other: ADVISER NO LONGER RECEIVES MANAGMENT FEES1 firms · 0%
Other: AFFILIATE GENERAL, ADMINISTRATIVE, AND OPERATOR EXPENSE PASS-THR1 firms · 0%
Other: AFFILIATE MUTUAL FUND COM./ 12B1 FEES CREDITED AGAINST MGMT FEES1 firms · 0%
Other: AFFILIATE SERVICES AGREEMENTS1 firms · 0%
Other: AN ANNUAL MINIMUM FEE1 firms · 0%
Other: A PERCENTAGE OF ASSETS IN THE PLAN1 firms · 0%
Other: A PERCENTAGE OF ASSETS NOT UNDER OUR DIRECT MANAGEMENT1 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER OUR CLIENT'S MANAGEMENT1 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER PONTERA ADVISORY1 firms · 0%
Other: A PERCENTAGE OF PLAN ASSETS UNDER ADVISEMENT1 firms · 0%
Other: A PERCENTAGE OF TOTAL NET WORTH1 firms · 0%
03

Texas vs. National

Texas Advisors
7,275
1,881 firms
National Total
113,827
27,306 firms
View full national fee analysis →

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