| Richard Bach | Dash Investments | Plano | Not listed | Percentage of assets |
| Robert Badger | Dash Investments | Plano | Not listed | Percentage of assets |
| Sanjeev Subnani | Subnani Investment Research | Austin | Not listed | Percentage of assets, Hourly |
| Sebastian Lopez-Hafen | Dash Investments | Plano | Not listed | Percentage of assets |
| Simone Vannoy | Vannoy Advisory Group | Austin | Not listed | Percentage of assets, Ongoing planning fee |
| William Gregory | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Anthony Garcia | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Barbara Spicer | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Campbell Gibson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Gary Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Gregory Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| James Torrey | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| John Hunter | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| John Stetter | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| John Wilkinson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Mark Muecke | Mark Muecke Capital Management | San Antonio | Not listed | Percentage of assets |
| Mark Robinson | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Matthew Fitzsimmons | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Neal Carlson | Forthright Family Wealth | Houston | Not listed | Percentage of assets, Fixed fees |
| Neil Kay | Old Vine Capital | Austin | Not listed | Percentage of assets, Performance-based fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Troy Larson | ClearPath Capital Partners | Keller | Not listed | Percentage of assets, Hourly |
| Alan Haworth | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Keith Rhodus | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Kyle Fitzgerald | Partners Capital | Austin | Not listed | Percentage of assets, Hourly |
| Patrick Moore | Private Group Wealth Management | Fredericksburg | Not listed | Ongoing planning fee |
| Priya Intwala | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Abigail Hasling | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Alexandra Bequette | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Alexis Garza | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Anna Bodine | Harrell Investment Partners | Austin | CFP | Percentage of assets, Hourly |
| Austin Smith | Schulz Wealth | Mansfield | CFP, CFA | Percentage of assets, Fixed fees |
| Avery Klatsky | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Bradley Hughes | Horizon Wealth Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Brady Cox | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Brandon Arns | WJ Interests | Sugar Land | CFP | Percentage of assets, Hourly |
| Candace Scholz | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Casey Mack | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Charles Thomas | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Colin Lee | Horizon Wealth Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Craig Greenway | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Crystal Billing | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Daniel Sonnen | Lauterbach Financial Advisors | El Paso | CFP, CFA | Percentage of assets, Hourly |
| David Gamble | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| David Portnoy | Upspring Capital | Dallas | CFP, CFA | Percentage of assets, Performance-based fees |
| David York | Index Fund Advisors | Dallas | CFP | Percentage of assets, Fixed fees |
| Devin DeLapp | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Dominic DiGIACOMO | Cranbrook Wealth Management | Houston | CFP | Percentage of assets, Fixed fees |