| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Christopher Browning | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Hailey | Paragon Advisors | College Station | CFP | Percentage of assets |
| Elliott Weir | III Financial, LLC | Cedar Park | CFP, CPA, MBA | Flat fee or retainer |
| Eryn Schultz | Her Personal Finance | Austin | CFP | Hourly, Fixed fees |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Hayden Hill | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Heather Jendrusch | Paragon Advisors | College Station | CFP | Percentage of assets |
| James Sargent | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Jason McGarraugh | BentOak Capital | Katy | CFP | Percentage of assets, Hourly |
| Joel Hanson | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Lacy Rogers | The Dedicated Dollar, LLC | Fort Worth | CFP | Percentage of assets, Hourly |
| Laura Werner | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Madison Wallace | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Marley Wood | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Matthew Lee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Matthew Russell | MTR Financial Services, LLC | Kingwood | CFP | Percentage of assets, Hourly |
| Matthew Spradling | Paragon Advisors | College Station | CFP | Percentage of assets |
| Michael Cochran | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Michelle Gass | Paradigm Advisors, L.L.C. | Dallas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly |
| Morgan Moore | Keener Financial Planning | Dallas | CFP, CRPC | Flat fee or retainer, One-time planning fee |
| Nathaniel Harness | BentOak Capital | Houston | CFP | Percentage of assets, Hourly |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Richard Alston | New Dimensions Wealth Management, LLC | Allen | CFP, MA | Percentage of assets, Flat fee or retainer |
| Robert Calhoun | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Ross Patterson | Simaris, LLC | Austin | CFP, RLP | Percentage of assets, Fixed fees |
| Sarah Kvistad | Paragon Advisors | College Station | CFP | Percentage of assets |
| Sharon Lear | Guideway Financial, LLC | Austin | CFP, MBA | Ongoing planning fee |
| Stephen McGee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Steven Ankerstar | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Tanner Castle | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| William Tebeaux | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Abigail Gunderson | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Adam Lawrence | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Christopher McBee | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Christopher Sternau | Altere Financial | The Woodlands | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |