| Carlos Lowenberg | Masterpiece Capital | Austin | ChFC | Percentage of assets, Fixed fees |
| Daniel Estes | Pin Oak Investment Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| James Rouse | Pin Oak Investment Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| John Merrill | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Nathan Norman | Pin Oak Investment Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Rankin Starkey | SSB&T Wealth | Fredericksburg | Not listed | Percentage of assets, Fixed fees |
| Richard Morgan | SSB&T Wealth | Bee Cave | Not listed | Percentage of assets, Fixed fees |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Sohrab Mirzabeigifini | Atlas Financial | Frisco | CFP | Percentage of assets, Fixed fees |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Ben Simiskey | Lakes Wealth Advisory, LLC | Katy | CFP, CPA | Percentage of assets, Fixed fees |
| Christopher Martin | Martin Capital Advisors | College Station | CFA | Percentage of assets |
| David Ackerman | Ackerman Capital Management | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| David Belding | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| David Stuyck | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Elizabeth Trecartin | Penn Davis McFarland | Dallas | CFP | Percentage of assets |
| Francisco Salaverry | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Hope Robinson | Penn Davis McFarland | Dallas | CFP | Percentage of assets |
| Jon Zahradka | Sather Financial Group | New Braunfels | CFP, CPA | Percentage of assets, Hourly |
| Jordan Mathews | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Julie Hebert | Ascension Capital Advisors | Liberty | Not listed | Percentage of assets, Fixed fees |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Keith Pillers | Ackerman Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Nikki Dunn | Clarified Wealth Advisory | Houston | CFP | Percentage of assets, Hourly |
| Paul Lightfoot | Optima Asset Management, Inc. | Dallas | CFP | Percentage of assets, Fixed fees |
| Paul Thompson | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Philip White | Inflection Financial | San Antonio | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Scott Schwinger | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| William Berger | Fortiter Wealth Management | Houston | CFA | Percentage of assets |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| James Leopold | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| Kymberly Watson | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |