| Brent Dunn | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Bryan Sauceda | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Carmen Barncord | Martin Capital Advisors | San Antonio | CFP | Percentage of assets |
| Casey Rench | Relevance Capital Management | Denton | CFP, CFA | Percentage of assets, Hourly |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Damon Wykrent | Divorce Financial Expert | Flower Mound | CFP | Percentage of assets, Hourly |
| David Carter | Carter Capital Management | Houston | CFP | Percentage of assets, Fixed fees |
| David Tombs | Amicus Financial Advisors | Lubbock | CFP, CFA | Percentage of assets, Hourly |
| Donald Laurence | Naviant Partners | San Antonio | CFP | Percentage of assets, Hourly |
| Evan Smith | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Franklin Matute | RoseRock Wealth Management | Dallas | CFP | Percentage of assets |
| George Allen | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Jack Clemans | Fruitful | Melissa | CFP | Percentage of assets, Ongoing planning fee |
| James Darby | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| James Rench | Relevance Capital Management | Denton | CFP | Percentage of assets, Hourly |
| Jason Self | Resonance Financial | Cedar Park | CFP, CFA | Percentage of assets, Hourly |
| Jeremy Joiner | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Jesus Longoria | Amicus Financial Advisors | Mcallen | CFP | Percentage of assets, Hourly |
| Kyle Watkins | CF Financial | Fort Worth | CFP | Ongoing planning fee |
| Lakhaun McKinley | MNM Vested | Houston | CFP | Fixed fees |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | Percentage of assets, Hourly |
| Laura Smith | Heritage Asset Advisors | Houston | CFP | Percentage of assets |
| Loyd Stegent | Stegent Equity Advisors | Houston | CFP, PFS | Percentage of assets |
| Michael Miller | Miller Premier Investment Planning | Mansfield | CFP | Percentage of assets, Fixed fees |
| Neil Vannoy | Vannoy Advisory Group | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Nia Saville | Gen Y Planning | Austin | CFP | Percentage of assets |
| Patrick Shinn | Heritage Asset Advisors | Houston | CFP | Percentage of assets |
| Richard Grbac | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Robyn Turner | Retirement Plan Fiduciaries | Austin | CFP | Percentage of assets, Hourly |
| Ryan Huey | RoseRock Wealth Management | Dallas | CFP | Percentage of assets |
| Scott Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Sophia Daigle | Gen Y Planning | Austin | CFP | Percentage of assets |
| Stephen Adell | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Steven Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Zeta Russell | Tuggle & Russell | Richardson | CFP | Percentage of assets, Hourly |
| Alison Mills | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Andrew Herzog | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| Barclay Nelson | Birch Capital Management | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Benjamin Sullivan | Palisades Hudson Financial Group | Austin | CFP | Percentage of assets, Fixed fees |
| Blair Greenwood | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Cameron Jensen | Cross Financial | Fulshear | CFP | Percentage of assets, Hourly |
| Carlos Butcher | Birch Capital Management | Dallas | CFP | Percentage of assets, Hourly |
| Chad Johnson | Spartan Wealth Solutions | Plano | CFP | Hourly, One-time planning fee |
| Christopher Troseth | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| Daniel Estes | Pin Oak Investment Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| David Tenerelli | Values Added | Frisco | CFP | Percentage of assets, Hourly |
| Grafton Howland | Howland Advisory | Dallas | CFP | Percentage of assets, Hourly |
| Harris Hanson | Texas Family Wealth | Friendswood | CFP | Percentage of assets, Fixed fees |
| James Rouse | Pin Oak Investment Advisors | Houston | CFP | Percentage of assets, Fixed fees |