| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| James Leopold | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Gerald Hendrik | Rockwall Wealth Advisors | Rockwall | 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 |
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Alan Haworth | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Keith Rhodus | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Kyle Fitzgerald | Partners Capital | Austin | Not listed | Percentage of assets, Hourly |
| Mauricio Sanchez | Portafolio Capital Management | San Antonio | Not listed | Percentage of assets |
| Priya Intwala | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |