| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Sarah Nix | Keller Wealth Advisors | Victoria | Not listed | Percentage of assets |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| William Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| Audrey Petrash | Stegent Equity Advisors | Houston | CFP | Percentage of assets |
| Brent Dunn | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Damon Wykrent | Divorce Financial Expert | Flower Mound | CFP | Percentage of assets, Hourly |
| Daniel Trgovich | Waterway Wealth Management | The Woodlands | CFA | Percentage of assets, Hourly |
| David Carter | Carter Capital Management | Houston | CFP | Percentage of assets, Fixed fees |
| Franklin Matute | RoseRock Wealth Management | Dallas | CFP | Percentage of assets |
| James Darby | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| John Morrison | Geometric Advisors | Austin | CFA | Percentage of assets |
| John Robertson | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Jonathan Solo | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Jordan Salim | Corus Family Wealth Advisors | Mckinney | ChFC | Percentage of assets, Hourly |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Loyd Stegent | Stegent Equity Advisors | Houston | CFP, PFS | Percentage of assets |
| Mark Miller | Gibraltar Capital Management | Irving | PFS, CFA | Percentage of assets, Hourly |
| Neil Vannoy | Vannoy Advisory Group | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Nyle Bayer | Up Capital Management | Bulverde | Not listed | Percentage of assets, Hourly |
| Ryan Huey | RoseRock Wealth Management | Dallas | CFP | Percentage of assets |
| Scott Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Stephen Adell | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Steven Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Trey Touchstone | Lifeway Financial | Plano | CFA | Percentage of assets, Fixed fees |
| William Jobes | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Abigail Demirovic | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Alexander Amundson | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Alison Mills | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Andrew Herzog | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| Ann Nowell | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Arnold Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Ashley Owens | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Bradley Linch | Linch Financial | Southlake | Not listed | Percentage of assets |
| Carl Christensen | Avion Wealth | Columbus | Not listed | Percentage of assets, Fixed fees |
| Chad Evans | Altere Financial | Austin | Not listed | Percentage of assets, Hourly |
| Christopher Troseth | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| David Tenerelli | Values Added | Frisco | CFP | Percentage of assets, Hourly |
| Dell Thomason | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Donald Harris | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Brady | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Grafton Howland | Howland Advisory | Dallas | CFP | Percentage of assets, Hourly |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |