| Leia Carpenter | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Mark Frugoni | FOCUS Wealth Advisors | Houston | Not listed | Percentage of assets |
| Mary Harris | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| MaryBeth Meyer | Bona Fide Wealth, LLC | Austin | CFP | Percentage of assets, Fixed fees |
| Massimiliano De Santis | DESMO Wealth Advisors, LLC | Lakeway | CFP, PhD | Percentage of assets, Fixed fees |
| Michael Mullett | Mullett Financial | Austin | CFP | Hourly, Ongoing planning fee |
| Michael Quigley | Beck Capital Management | Austin | ChFC | Percentage of assets |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Richard Lee | Lee Financial Corporation | Dallas | BBA, CFA, CFP, MBA | Percentage of assets, Hourly |
| Robert Alston | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Tony Noto | Noto Financial Planning, LLC | Dallas | CFA, CFP | Percentage of assets, Fixed fees |
| Victor Beck | Beck Capital Management | Austin | CFA | Percentage of assets |
| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Brian Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Cliff Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Daniel Martinez | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| David Traff | Bisonwood Investments | Austin | Not listed | Percentage of assets |
| Eduardo Gandara | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| James Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| John Fulmer | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Raymond Hawkins | RMH Capital Advisors | Houston | CFA | Percentage of assets, Hourly |
| Samuel Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Scott Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Trevin Harris | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Zachariah Wood | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Collin Osbahr | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Dina Draguicevich | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Douglas Simmang | Turtle Creek WealthCare | Dallas | Not listed | Flat fee or retainer, Percentage of assets |
| George Douglas | Integra Wealth Advisors | Houston | CFA | Percentage of assets, Hourly |
| Gerald McIlhon | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Hunter Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Ian Hunter | Hunter Value Capital | Dallas | CFA | Percentage of assets, Hourly |
| Jack Boyd | Boyd Financial Strategies | Round Rock | Not listed | Percentage of assets, Hourly |
| James Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| James Karnes | Texas Asset Management | Lakeway | PFS | Percentage of assets |
| Jeffrey Bowlby | Dash Investments | Plano | Not listed | Percentage of assets |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Justin Simmons | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Melanie Johnson | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Michael Aussieker | Oh Cap Asset Management | Frisco | CFA | Percentage of assets, Hourly |