| Barclay Nelson | Birch Capital Management | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Jason Traff | Bisonwood Investments | Austin | CFA | Percentage of assets |
| Scott Lanigan | EID Capital | Dallas | CFA | One-time planning fee |
| Brett Fry | Forteris Wealth Management | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Christopher Martin | Martin Capital Advisors | College Station | CFA | Percentage of assets |
| Danqin Fang | Wealth Beyond Math™ | Austin | CFA, CFP, RLP | Percentage of assets, Hourly |
| David Ackerman | Ackerman Capital Management | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Derek Robinett | Amicus Financial Advisors | Midland | PFS, CFA | Percentage of assets, Hourly |
| Franklin Parker | WholeHuman Wealth Management | Lewisville | CFA | Percentage of assets |
| John Hetzel | No Fate BWWM | Plano | AEP, AIFA, CAIA, CFA | Percentage of assets, Hourly |
| Kirby Jacobson | Astoria Strategic Wealth | Lubbock | CFA, CFP | Percentage of assets, Hourly |
| Larry Maddox | Horizon Wealth Advisors | Houston | CFP, CPA, MBA, CFA | Percentage of assets, Fixed fees |
| Leia Carpenter | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Marcel Miu | Simplify Wealth Planning | Austin | CFA, CFP | Hourly, Fixed fees |
| Michael Hibbetts | ViaQuest Financial | Houston | CFP, CFA | Percentage of assets, Hourly |
| Philip White | Inflection Financial | San Antonio | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Richard Lee | Lee Financial Corporation | Dallas | BBA, CFA, CFP, MBA | Percentage of assets, Hourly |
| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Tony Noto | Noto Financial Planning, LLC | Dallas | CFA, CFP | Percentage of assets, Fixed fees |
| Victor Beck | Beck Capital Management | Austin | CFA | Percentage of assets |
| William Berger | Fortiter Wealth Management | Houston | CFA | Percentage of assets |
| Bryan Kelly | Hodos Wealth Group | The Woodlands | CFA | Percentage of assets |
| Daniel Payne | DWP Investment Management | Austin | CFA | Percentage of assets, Hourly |
| Matthew Edgar | Edgar Investment Management | Houston | CFA | Percentage of assets |
| Raymond Hawkins | RMH Capital Advisors | Houston | CFA | Percentage of assets, Hourly |
| Charles Norton | Penn Davis McFarland | Dallas | CFA | Percentage of assets |
| George Douglas | Integra Wealth Advisors | Houston | CFA | Percentage of assets, Hourly |
| Ian Hunter | Hunter Value Capital | Dallas | CFA | Percentage of assets, Hourly |
| Jeffrey Helfrich | Penn Davis McFarland | Dallas | CFA | Percentage of assets |
| John Hea | Ackerman Capital Management | Dallas | CFA | Percentage of assets, Fixed fees |
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Michael Aussieker | Oh Cap Asset Management | Frisco | CFA | Percentage of assets, Hourly |
| Austin Smith | Schulz Wealth | Mansfield | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Cyndecki | Pioneer Wealth Management Group | Austin | CFP, CFA | Percentage of assets, Hourly |
| Daniel Sonnen | Lauterbach Financial Advisors | El Paso | CFP, CFA | Percentage of assets, Hourly |
| David Portnoy | Upspring Capital | Dallas | CFP, CFA | Percentage of assets, Performance-based fees |
| Grant Morris | Mcelhenny Sheffield Capital Management | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Kull | Cypress Point Wealth Management | Austin | CFP, CFA | Percentage of assets, Fixed fees |
| Kanen Helbig | Kings Path Partners | Sugar Land | CFP, CFA | Percentage of assets, Hourly |
| Kenneth Price | PER Stirling Capital Management | Austin | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Kevin Floyd | Nfwm | Plano | CFP, CFA | Percentage of assets, Hourly |
| Louis Kokernak | Haven Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Marcel Hebert | Beacon Financial Advisors | Houston | CFP, CFA | Percentage of assets |
| Marco Rimassa | Beaumont Asset Management | Katy | CFP, CFA | Percentage of assets, Hourly |
| Morgen Rochard | Origin Wealth Advisers | Austin | CFP, CFA | Percentage of assets, Hourly |
| Nathan Davis | Aspen Wealth Management | Fort Worth | CFP, CFA | Percentage of assets, Hourly |
| Richard Archer | Archer Investment Management | Austin | CFP, CFA | Percentage of assets |
| Shashin Shah | Sfmg Wealth Advisors | Plano | CFP, CFA | Percentage of assets, Fixed fees |
| Aaron Stephens | Life Line Wealth Management | Houston | CFA | Percentage of assets |
| Abhay Srivastava | AS Investment Partners | Leander | CFA | Percentage of assets, Hourly |