| David Nelson | Daniels & Erickson Financial Advisors | Dallas | CFP | Percentage of assets, Hourly |
| David Portnoy | Upspring Capital | Dallas | CFP, CFA | Percentage of assets, Performance-based fees |
| David Sather | Sather Financial Group | Victoria | CFP | Percentage of assets, Hourly |
| David Stull | Storehouse Financial | Fort Worth | CFP | Percentage of assets, Hourly |
| David York | Index Fund Advisors | Dallas | CFP | Percentage of assets, Fixed fees |
| Deanna Austin | PER Stirling Capital Management | Austin | CFP | Percentage of assets, Hourly |
| Debra Rosenthal-Ritter | Retirement Management Systems | Angleton | CFP | Percentage of assets, Hourly |
| Derek Childs | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Devin DeLapp | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Diana Castro | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Dominic DiGIACOMO | Cranbrook Wealth Management | Houston | CFP | Percentage of assets, Fixed fees |
| Donald Laseter | Financial Consulting Services | Dallas | CFP | Percentage of assets, Hourly |
| Donnie Carpenter | First Move Financial | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Douglas Arnest | Barden Capital Management | Austin | CFP | Percentage of assets |
| Douglas Zullo | Ironbridge Private Wealth | Austin | CFP | Percentage of assets, Hourly |
| Edward Budd | Meridian Wealth Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Elizabeth Shurtz | Keener Financial Planning | Keller | CFP | Hourly, Fixed fees |
| Emily Swerdlow | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Emily Teague | Peltoma Capital Partners | Austin | CFP | Percentage of assets, Hourly |
| Emma Simmons | AKG Financial Group | Fort Worth | CFP | Percentage of assets, Fixed fees |
| Erin Hilton | Hilton Financial Group | Austin | CFP | Hourly, Fixed fees |
| Federico Garza | Endeavor Advisors | Houston | CFP | Percentage of assets, Hourly |
| Garrett Prom | Prominent Financial Planning | Austin | CFP | Hourly, Fixed fees |
| Geoffry Oshman | Geoffry H. Oshman, CFP | Houston | CFP | Percentage of assets, Hourly |
| Glenn Bishop | GA Bishop and Associates | Carrollton | CFP | Hourly, Fixed fees |
| Glenn Royal | RHP Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Grace Butterfield | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Grant Morris | Mcelhenny Sheffield Capital Management | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Grant Stucki | Warwick Partners | Bryan | CFP | Percentage of assets, Fixed fees |
| Gregory Mangelsdorf | Howard Financial Services | Dallas | CFP | Percentage of assets, Hourly |
| Gregory Van Wyk | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Harry Hixson | FMP Wealth Advisers | Austin | CFP | Percentage of assets, Fixed fees |
| Herbert Kim | Innovator Wealth Advisor | Round Rock | CFP | Percentage of assets, Hourly |
| Holden Ziels | Prestige Wealth Management | Southlake | CFP | Percentage of assets, Fixed fees |
| Hunter Coday | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| Isaac Towne | Team Financial Strategies | Granbury | CFP | Percentage of assets, Fixed fees |
| Issam Bakir | TNT Asset Management | Round Rock | CFP | Percentage of assets |
| Jace Hart | Rockwall Wealth Management | Rockwall | CFP | Percentage of assets, Hourly |
| Jack Freeman | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Jacob Lewis | Endeavor Advisors | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Jacob Ridley | Ridley Wealth Management | Round Rock | CFP | Percentage of assets, Fixed fees |
| James Davis | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| James Kull | Cypress Point Wealth Management | Austin | CFP, CFA | Percentage of assets, Fixed fees |
| James Leavell | Team Financial Strategies | Abilene | CFP | Percentage of assets, Fixed fees |
| James Marsden | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| James McClellan | James G. Mcclellan CPA | Sugar Land | CFP | Percentage of assets, Hourly |
| James McGrath | Financial Strategies | Dripping Springs | CFP | Percentage of assets |
| James Nipp | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| James Whiddon | Evidence Wealth | Bryan | CFP | Percentage of assets, Hourly |
| Jamie Ileks | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |