| Lorri Winkcompleck | Gap Financial Services | Austin | CFP, ChFC, CRPC | Percentage of assets, Hourly |
| Marc Schindler | Pivot Point Advisors, LLC | Bellaire | CFP | Percentage of assets, Hourly |
| Marcel Miu | Simplify Wealth Planning | Austin | CFA, CFP | Hourly, Fixed fees |
| Marie Freemyer | True Financial Group | Cedar Park | CFP | Percentage of assets, Fixed fees |
| MaryBeth Meyer | Bona Fide Wealth, LLC | Austin | CFP | Percentage of assets, Fixed fees |
| Massimiliano De Santis | DESMO Wealth Advisors, LLC | Lakeway | CFP, PhD | Percentage of assets, Fixed fees |
| Matthew McKay | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Michael Bollinger | Bollinger Wealth Management | Plano | CFP | Percentage of assets |
| Michael Hibbetts | ViaQuest Financial | Houston | CFP, CFA | Percentage of assets, Hourly |
| Michael Mullett | Mullett Financial | Austin | CFP | Hourly, Ongoing planning fee |
| Mike Babcock | Azure Sky Financial Life Planning, LLC | Burleson | CFP, RLP | Fixed fees |
| Mike Kurz | OverShare Advice and Planning, LLC | Frisco | CAIA, CFP, CIMA, CPWA | Percentage of assets, Hourly |
| Nancy Gatens | Gatens Financial LLC | Dallas | CFP | Percentage of assets, Hourly |
| Natalie Pine | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Neil Krishnaswamy | Krishna Wealth Planning LLC | McKinney | CFP, EA, RICP | Percentage of assets, Hourly |
| Niels Buksik | Anchory | The Colony | CFP | Percentage of assets |
| Nikki Dunn | Clarified Wealth Advisory | Houston | CFP | Percentage of assets, Hourly |
| Paul Lightfoot | Optima Asset Management, Inc. | Dallas | CFP | Percentage of assets, Fixed fees |
| Peter Markovich | 994 Group | Austin | CFP | Percentage of assets, Fixed fees |
| 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 |
| Robert Rexford | Rexford Capital Wealth Management | Bellaire | CFP | Not listed |
| Ryan Firth | Mercer Street Personal Financial Services | Bellaire | CFP, CPA/PFS, Master of Science Accounting, RLP | Hourly, Fixed fees |
| Sachin Sawant | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Scott Brischke | True Financial Group | Cedar Park | CFP | Percentage of assets, Fixed fees |
| Scott Garrett | Blue Trust | Houston | AFC, CFP, ChFC, CKA | Not listed |
| Sean Weaver | Weaver, Sean Awaiting Firm Name | Souhtlake | CFP, MBA | Not listed |
| Shaun Dowling | Sendera Wealth Advisors, LLC | Richardson | CFP | Percentage of assets, Fixed fees |
| Stephen Bodwell | Walnut Hill Wealth Management, LLC | Dallas | CFP, CPA, PFS | Percentage of assets, Fixed fees |
| Tess Downing | Complete View Financial | San Antonio | CFP, MBA | Percentage of assets, Hourly |
| Tony Noto | Noto Financial Planning, LLC | Dallas | CFA, CFP | Percentage of assets, Fixed fees |
| Travis Gatzemeier | Kinetix Financial Planning LLC | Flower Mound | CFP | Percentage of assets, Hourly |
| Victor Larsen | Larsen Financial Management | San Antonio | CFP | Percentage of assets, Hourly |
| Aaron Christopherson | Pinnacle Wealth Advisors | Fort Worth | CFP | Percentage of assets, Hourly |
| Abigail Hasling | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Adam Keller | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Adam Todd | FMP Wealth Advisers | Austin | CFP | Percentage of assets, Fixed fees |
| Alejandro Lozano | Flourish Financial Planning | Grapevine | CFP | Percentage of assets, Hourly |
| Alex Winslow | Harvester Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Alexander Hallum | PER Stirling Capital Management | Austin | CFP | Percentage of assets, Hourly |
| Alexandra Bequette | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Alexis Garza | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Amber Picard | Astoria Strategic Wealth | New Braunfels | CFP | Percentage of assets, Hourly |
| Andrew Hunt | Mcelhenny Sheffield Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Angel Melgoza | Financial Life Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Anna Bodine | Harrell Investment Partners | Austin | CFP | Percentage of assets, Hourly |
| Anthony Guzman | Pioneer Wealth Management Group | Austin | CFP | Percentage of assets, Hourly |
| Antonio Castillo | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| April Busby | Pioneer Wealth Management Group | Austin | CFP, PFS | Percentage of assets, Hourly |
| Archie Ponce | Optima Asset Management | Dallas | CFP | Percentage of assets, Fixed fees |