| 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 |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Victoria Ward | Financial Lifestyle Management | Greenville | CFP | Hourly, Flat fee or retainer |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Casey Rench | Relevance Capital Management | Denton | CFP, CFA | Percentage of assets, Hourly |
| James Darby | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| James Rench | Relevance Capital Management | Denton | CFP | Percentage of assets, Hourly |
| Jeremy Joiner | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| 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 |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | 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 |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Dell Thomason | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Gary May | May Tree Financial Planning | Leander | ChFC | Percentage of assets, Hourly |
| Grant Ball | Financial Synergies Wealth Advisors | 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 |
| John Joyce | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Katherine Letsos | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| 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 |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Russell Thamm | Teamwork Financial Group | Austin | Not listed | Percentage of assets |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |