| Mariah Champness | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Michael Lemich | RFG Wealth Advisory | Argyle | CFP | Percentage of assets, Fixed fees |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | 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 |
| Randy Smith | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Robert Barber | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | 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 |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Mott | Analog Capital 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 |
| Aaron Bly | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Bryan Sauceda | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| David Tombs | Amicus Financial Advisors | Lubbock | CFP, CFA | Percentage of assets, Hourly |
| Evan Smith | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| George Allen | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| James Darby | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Jeremy Joiner | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Jesus Longoria | Amicus Financial Advisors | Mcallen | CFP | Percentage of assets, Hourly |
| Michael Miller | Miller Premier Investment Planning | Mansfield | CFP | Percentage of assets, Fixed fees |
| Nyle Bayer | Up Capital Management | Bulverde | Not listed | Percentage of assets, Hourly |
| Richard Grbac | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Stephen Adell | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Austin Miller | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Christopher Robinson | RFG Wealth Advisory | Argyle | ChFC | Percentage of assets, Fixed fees |
| Clay Rogers | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Collin Day | Farris Capital Management | Carrollton | Not listed | Percentage of assets |
| Diana Jordan | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Douglas Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Edmund Lesage | Integrity Financial Planning | Houston | Not listed | Percentage of assets |
| Herbert Kraus | Teamwork Financial Group | Laredo | Not listed | Percentage of assets |
| Jacob Millican | 9M Investments | Grapevine | Not listed | Ongoing planning fee, Percentage of assets |
| Laura Redfern | Shadowridge Asset Management | Austin | CFP | Hourly, One-time planning fee |
| Madison Carleton | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Madison Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Michael De Guzman | Teamwork Financial Group | San Antonio | 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 |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |