| Robert Dwyer | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Samuel Haager | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Scott Udkler | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Scott Van Den Berg | Century Management Financial Advisors | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Set Carpintero | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Stephanie Harris | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Steven Lugar | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Tai Chu | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Tanner Banister | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Taylor Kovar | 11 Financial | Lufkin | CFP | Percentage of assets, Hourly |
| Timothy Dutton | Dutton Financial Planning | Aledo | CFP | Percentage of assets, Fixed fees |
| Tina Yang | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| William Goodson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Ajoke Esomo | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Andrew Gardener | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Austin Marrs | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Cameron Ressetar | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Cary Laudadio | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Christian Patterson | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Christopher Dyson | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Swan | Retire With Swan | Northlake | CFP | Flat fee or retainer, Ongoing planning fee |
| Craig Hausz | CMH Wealth Management | Dallas | CFP | Ongoing planning fee |
| Crystal McKeon | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Daniel Michalk | Waterway Wealth Management | The Woodlands | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Emily Lopez | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Emily Walls | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Erandathi Shaw | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Esmond Pabilona | Wela Financial Advisory | San Antonio; | CFP | Percentage of assets, Flat fee or retainer |
| Gene Gurley | Gibraltar Capital Management | Irving | CFP | Percentage of assets, Hourly |
| Gerrond McKee | Lifeway Financial | Plano | CFP | Percentage of assets, Fixed fees |
| Jared McBride | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Jeffrey Broadhurst | Broadhurst Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jessica McCain | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Jon Moores | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Jonathan Swanburg | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Kelley Schubert | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kevin Nelson | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kevin Roth | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Lisa More | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Logan Bennett | Brexton Family Financial | Grapevine | CFP | Fixed fees |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Martin Day | Brexton Family Financial | Grapevine | CFP | Fixed fees |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Brown | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Matthew Schwegman | ComposedPro | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Michael Mills | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Monica Sipes | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |