| Jason Traff | Bisonwood Investments | Austin | CFA | Percentage of assets |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| John Hollie | Avion Wealth | Shenandoah | Not listed | Percentage of assets, Fixed fees |
| John Joyce | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Karla Saez | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Katherine Letsos | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Larry Bell | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Laura Brown | Addington Financial Group | Cypress Springs Village | Not listed | Percentage of assets |
| Laura Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Lisa Stroud | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Mark Okamoto | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Rachel Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Roger Whitney | Retire Agile | Mansfield | CFP | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Sarah McIvor | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Scott Miller | Linch Financial | Plano | Not listed | Percentage of assets |
| Stephen Chambers | Linch Financial | Southlake | Not listed | Percentage of assets |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| William Brilliant | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Ariel Jasso | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Carolyn Douglas | Integra Wealth Advisors | Houston | CFP | Percentage of assets, Hourly |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| David Blair | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| David Wulfert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Deborah Good | Clare Market Investments | Dallas | CFP | Percentage of assets, Hourly |
| Delonte Harrell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Elvin Miller | Texas Asset Management | Lakeway | CFP | Percentage of assets |
| Garrett Williams | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Gianna Mossotti | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Ian Richards | CMH Wealth Management | Dallas | Not listed | Ongoing planning fee |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| John Brodnax | Texas Asset Management | Lakeway | CFP | Percentage of assets |
| Jonathan Berry | TrueHaven Capital | Richardson | Not listed | Percentage of assets, Hourly |
| Jonathan Kolmetz | Oaks Wealth Management | Houston | CFP, MBA | Percentage of assets, Hourly |
| Kathryn Atkins | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Larry Maddox | Horizon Wealth Advisors | Houston | CFP, CPA, MBA, CFA | Percentage of assets, Fixed fees |