| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Trevin Harris | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. | Degree Free - Educational Design | Conroe | Not listed | One-time planning fee, Subscription |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Matthew Slaton | Slaton Capital Advisors | Bartonville | Not listed | Percentage of assets, Fixed fees |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Troy Larson | ClearPath Capital Partners | Keller | Not listed | Percentage of assets, Hourly |
| Dantonio Fowler | Conceptum Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Jamie Tebbe | Benchmark Investment Advisors | Frisco | Not listed | Percentage of assets |