| Robert Kokol | Atticus Wealth Management | New Braunfels | CFP | Percentage of assets |
| Roberto Ortega | RidgeOak Wealth | Spring | CFP | Percentage of assets |
| Ross King | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Stephen Nelson | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Andrew Hickey | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Anna Popke | Majestic Oak Financial | Round Rock | CFP | Percentage of assets, Hourly |
| Ashley Trlica | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Brandon Ivy | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Bretton Williams | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Casey Kha | FCA | Houston | CFP | Percentage of assets, Hourly |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Bartoski | Forma Financial Planning | Boerne | CFP | Percentage of assets |
| David Faulkner | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Schubert | Carrington Group | Dallas | CFP | Percentage of assets, Fixed fees |
| Douglas Bartol | Nexus One Financial Advisors | Plano | CFP, ChFC | Percentage of assets |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Erin Menking | FCA | Fort Worth | CFP | Percentage of assets, Hourly |
| George Townsend | Consilium Wealth Advisory | Frisco | CFP | Percentage of assets, Fixed fees |
| Ian McClintic | Early McClintic & McMillan | Stafford | CFP | Percentage of assets, Hourly |
| James Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Janet Griffith | AssetBuilder | Allen | CFP | Percentage of assets, Flat fee or retainer |
| Jerod Brockelman | Eubank, Hutson & Associates | Plano | CFP | Percentage of assets, Hourly |
| Jesus Marquez | EZ Financial Group | Pearland | CFP | Percentage of assets |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jordan Bromley | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Larry Denson | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Michael Lemich | RFG Wealth Advisory | Argyle | CFP | Percentage of assets, Fixed fees |
| Michelle Berry | Berry Wealth Group | Granbury | CFP | Percentage of assets |
| Mitchell Kramer | Fluent Financial | Dallas | CFP | Percentage of assets, Hourly |
| Nicholas Renfro | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Paul Nouri | Noble Advisors | Dallas | CFP | Percentage of assets |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Randy Smith | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Raymond Bonner | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Scott McClintic | Early McClintic & McMillan | Stafford | CFP | Percentage of assets, Hourly |
| Scott Wallace | Thrifty Scotty Financial | Round Rock | CFP | Ongoing planning fee |
| Steven Aycock | Austin Money Management | Austin | CFP | Percentage of assets, Hourly |
| Steven Bloch | Bloch Private Wealth | The Colony | CFP | Percentage of assets, Hourly |
| Susan Smith | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Victoria Ward | Financial Lifestyle Management | Greenville | CFP | Hourly, Flat fee or retainer |
| William Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| Aaron Bly | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Abigail Williams | Naviant Partners | Longview | CFP | Percentage of assets, Hourly |
| Audrey Petrash | Stegent Equity Advisors | Houston | CFP | Percentage of assets |