| Scott Schwinger | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Kymberly Watson | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Marmar Binley | KM Capital Management | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Richard Fruth | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Ryan Scharar | FCA | Fort Worth | Not listed | Percentage of assets, Hourly |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Trevin Harris | Avondale Wealth Advisors | West Lake Hills | 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 |
| 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 |
| John Capistran | Caplo Advisory | Houston | 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 |