| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| John Dixon | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Laura Addington | Addington Financial Group | Cypress Springs Village | CFP | Percentage of assets |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Paul Carroll | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Scott Van Den Berg | Century Management Financial Advisors | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| 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 |
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Austin Marrs | TSA Wealth Management | Houston | CFP | Percentage of assets |
| 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 |
| 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 |
| Gene Gurley | Gibraltar Capital Management | Irving | CFP | Percentage of assets, Hourly |
| Gerrond McKee | Lifeway Financial | Plano | CFP | Percentage of assets, Fixed fees |
| Jessica McCain | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| 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 |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Monica Sipes | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Robert Kokol | Atticus Wealth Management | New Braunfels | CFP | Percentage of assets |
| Ross King | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Alexander Wilson | Provident Financial Planning | Addison | Not listed | Percentage of assets, Flat fee or retainer |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Daniel Carroll | Alliance Private Wealth | Bee Cave | CFA | Percentage of assets, Hourly |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| George Townsend | Consilium Wealth Advisory | Frisco | CFP | Percentage of assets, Fixed fees |
| Heidi Arneson | Precedent Wealth Partners | Katy | Not listed | Percentage of assets |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| James Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Kristy Groth | Precedent Wealth Partners | Spring | Not listed | Percentage of assets |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |