| Jeffrey Elliott | Jeff Elliott CFP® | The Hills | CFP | Percentage of assets, Hourly |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Jonathan Hoyme | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Larry Bell | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Laura Redfern | Shadowridge Asset Management | Austin | CFP | Hourly, One-time planning fee |
| Nathan Norman | Pin Oak Investment Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Robin Giles | Apex Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Roger Whitney | Retire Agile | Mansfield | CFP | Percentage of assets, Fixed fees |
| Ryan Christensen | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Samuelson Drumond | Drumond Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Sohrab Mirzabeigifini | Atlas Financial | Frisco | CFP | Percentage of assets, Fixed fees |
| Troy Ferguson | Ferguson Financial Planning | Duncanville | CFP | Percentage of assets, Hourly |
| Adam Baucom | Baucom Wealth | Victoria | CFP | Percentage of assets, Fixed fees |
| Andrea Billquist | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| André Small | A Small Investment, LLC | Houston | CFP, MBA | Percentage of assets, Hourly |
| Austin Hon | Momentum Private Wealth Management LLC | Cedar Park | CFP | Percentage of assets, Hourly |
| Ben Simiskey | Lakes Wealth Advisory, LLC | Katy | CFP, CPA | Percentage of assets, Fixed fees |
| Brandon Hinneberg | Off-Trail Financial | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Brett Fry | Forteris Wealth Management | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Brian Fry | Safe Landing Financial | Plano | CFP | Percentage of assets, Hourly |
| Cameron Capriotti | Legacy Chief Financial | The Woodlands | CFP, CPA | Percentage of assets, Hourly |
| Carolyn Douglas | Integra Wealth Advisors | Houston | CFP | Percentage of assets, Hourly |
| Chris Lloyd | Lloyds Intrepid LLC | Spring | CFP | Percentage of assets, Hourly |
| Christopher Baum | Palermo Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Hourly |
| Danqin Fang | Wealth Beyond Math™ | Austin | CFA, CFP, RLP | Percentage of assets, Hourly |
| David Ackerman | Ackerman Capital Management | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Deborah Good | Clare Market Investments | Dallas | CFP | Percentage of assets, Hourly |
| Douglas Berti | Texas Assured Financial Planning LLC | Houston | BS, CFP, EA, MS | Percentage of assets, Hourly |
| Douglas Richardson | Fair Oaks Financial LLC | Fair Oaks Ranch | CFP | Percentage of assets, Hourly |
| Elizabeth Trecartin | Penn Davis McFarland | Dallas | CFP | Percentage of assets |
| Elvin Miller | Texas Asset Management | Lakeway | CFP | Percentage of assets |
| Gary Silverman | Personal Money Planning | Wichita Falls | CFP | Hourly |
| Hope Robinson | Penn Davis McFarland | Dallas | CFP | Percentage of assets |
| James Still | JASi Financial | Grapevine | CFP | Percentage of assets, Hourly |
| Janet Briaud | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Jeffrey Morneault | Hilltop Planning | Austin | CFP, EA, RICP | Percentage of assets, Hourly |
| Jennifer Failla | Strada Wealth Management | West Lake Hills | CDFA, CFP, CRPC, MS | Hourly, Fixed fees |
| John Brodnax | Texas Asset Management | Lakeway | CFP | Percentage of assets |
| John Hetzel | No Fate BWWM | Plano | AEP, AIFA, CAIA, CFA | Percentage of assets, Hourly |
| Jon Zahradka | Sather Financial Group | New Braunfels | CFP, CPA | Percentage of assets, Hourly |
| Jonathan Kolmetz | Oaks Wealth Management | Houston | CFP, MBA | Percentage of assets, Hourly |
| Kacie Swartz | Black Barn Financial, LLC | Austin | CFP, CIMA | Percentage of assets, Hourly |
| Keith Pillers | Ackerman Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Kenton Braun | Personal Prosperity | Spring | CFP, ChFC | Percentage of assets, Hourly |
| Kevin Force | Force Acres, LLC | New Braunfels | CFP | Percentage of assets, Fixed fees |
| Kirby Jacobson | Astoria Strategic Wealth | Lubbock | CFA, CFP | Percentage of assets, Hourly |
| Kristen Leclair | 994 Group | Austin | CFP | Percentage of assets, Fixed fees |
| Kyle A. Moore | Cru Wealth Management | North Richland Hills | CFP | Percentage of assets, Hourly |
| Kyle Wasson | Inside Edge Capital | Georgetown | CFP | Percentage of assets, Fixed fees |
| Larry Maddox | Horizon Wealth Advisors | Houston | CFP, CPA, MBA, CFA | Percentage of assets, Fixed fees |