| Scott Monk | Charis Legacy Partners | Bryan | CFA, CFP | Percentage of assets |
| Alexander Yeager | Everlong Financial, LLC | Austin | CFP | One-time planning fee |
| Alison James | WorthWise Financial Partners, LLC | Houston | CFP | Percentage of assets, Hourly |
| Andy Lawson | Freshfield Investments | Plano | BA, CFP, MS, PhD | Hourly |
| Ashley Foster | Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth | Houston | CFP | Percentage of assets, Ongoing planning fee |
| Benjamin Hooper | Comal Wealth Management | New Braunfels | CFP, ChFC, CIMA, CLU | Percentage of assets, Fixed fees |
| Billy DeFrance | Lauterbach Financial Advisors | El Paso | CFP | Percentage of assets, Hourly |
| Carl Ela | Avant Financial Advisors | Austin | CFP, CPA, EA | Percentage of assets |
| Carleton McHenry | McHenry Capital, LLC | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Dillon Cobb | Simply Human Advisors | Tuscola | CFP, CPA | Percentage of assets |
| Jason Stepanik | SF Planning Group, LLC | The Woodlands | CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Jeff Weeks | ATX Portfolio Advisors® | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Team | Team Financial Strategies | Granbury | CFP | Percentage of assets, Fixed fees |
| Meghan Railey | Optas, LLC | Austin | CFP | Percentage of assets, Hourly |
| Owen Stewart | Ataroke Wealth | McKinney | CFP | Percentage of assets, Hourly |
| Philip Olson | Solstice Wealth | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Sarah Ponder | Real Wealth Planning | Sunset Valley | CFP, MBA | Ongoing planning fee |
| Scott Hamilton | Hamilton Financial Planning | Houston | CFP, MBA | Percentage of assets, Hourly |
| Scott Jacobsmeyer | Argent Wealth Management Inc. | Round Rock | CFP, MBA | Ongoing planning fee, Hourly |
| TJ Stevenson | Avant Financial Advisors | Waco | CFP | Percentage of assets |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Beth Koonce | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Christopher Laughhunn | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| David Faskas | Keller Wealth Advisors | Victoria | CFP, CFA | Percentage of assets |
| David Nash | Magister Wealth | San Antonio | CFA, CFP | Percentage of assets, Hourly |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Hannah Gohmert | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Jason Edgerton | Certified Financial Strategies | Dallas | CFP | Percentage of assets, Hourly |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| Jonathan Davison | Austin Asset | Austin | CFP, CPA, MBA, CFA | Ongoing planning fee |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Kent Hickey | Ubequity Wealth Management, LLC | Round Rock | CFP, CPWA, MBA | Percentage of assets, Hourly |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Kyle Eaton | Counterbalance Divorce Solutions | Denton | CDFA, CFP | Not listed |
| Kyle Noack | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Mark Lasseigne | Financial Cornerstones | The Woodlands | CFP | Percentage of assets |
| Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives | Generations Financial Management | Heath | CFP | Percentage of assets, One-time planning fee |
| Paul Michel | Provident Financial Planning | Addison | CFP | Percentage of assets, Flat fee or retainer |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Thomas Keller | Keller Wealth Advisors | Victoria | CFP, PFS | Percentage of assets |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Caleb Russell | Paragon Advisors | College Station | CFP | Percentage of assets |