| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Huber | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Eli Mitcham | Asset Lift Wealth Management | Cypress | Not listed | Percentage of assets, Hourly |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| James ONeill | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Joshua Chandler | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Kyle Wasson | Inside Edge Capital | Georgetown | CFP | Percentage of assets, Fixed fees |
| Leia Carpenter | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Michael Hibbetts | ViaQuest Financial | Houston | CFP, CFA | Percentage of assets, Hourly |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Shane Bilski | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Victor Larsen | Larsen Financial Management | San Antonio | CFP | Percentage of assets, Hourly |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Chad Taylor | MDT Financial Advisors | Webster | 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 |
| Dante Milanesi | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Darrell Brooks | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Elizabeth Morrison | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Emilio Gonzalez | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Erin Erdil | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Jaclyn Gilbert | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Jessica Fairchild | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Joe Fletcher | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| John Hall | J.W. Hall Financial | San Antonio | Not listed | Percentage of assets |
| John Paulson | Clear Sky Financial | Prosper | Not listed | Percentage of assets, Hourly |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Matthew Edgar | Edgar Investment Management | Houston | CFA | Percentage of assets |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Michael Tull | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Morgan Arriaga | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Natan Bondin | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Nicholas Noll | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Oscar Castro | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Peter McCleskey | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |