| Heidi Arneson | Precedent Wealth Partners | Katy | Not listed | Percentage of assets |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Kristy Groth | Precedent Wealth Partners | Spring | Not listed | Percentage of assets |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Paul Henley | Farris Capital Management | Carrollton | CFA | Percentage of assets |
| Sarah Nix | Keller Wealth Advisors | Victoria | Not listed | Percentage of assets |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Victoria Ward | Financial Lifestyle Management | Greenville | CFP | Hourly, Flat fee or retainer |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Lori Slaughter | Millennial Wealth Management | Amarillo | Not listed | Percentage of assets, Ongoing planning fee |
| Nam Phan | Phan Capital Management | San Antonio | Not listed | Ongoing planning fee, Percentage of assets |
| Nia Saville | Gen Y Planning | Austin | CFP | Percentage of assets |
| Sophia Daigle | Gen Y Planning | Austin | CFP | Percentage of assets |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Collin Day | Farris Capital Management | Carrollton | Not listed | Percentage of assets |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Matthew Edgar | Edgar Investment Management | Houston | CFA | Percentage of assets |
| Bryan Bourgeois | Kibbel Financial Planning | Austin | Not listed | Percentage of assets, Hourly |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |