| Donald Laseter | Financial Consulting Services | Dallas | CFP | Percentage of assets, Hourly |
| Douglas Arnest | Barden Capital Management | Austin | CFP | Percentage of assets |
| Douglas Zullo | Ironbridge Private Wealth | Austin | CFP | Percentage of assets, Hourly |
| Elizabeth Shurtz | Keener Financial Planning | Keller | CFP | Hourly, Fixed fees |
| Emma Simmons | AKG Financial Group | Fort Worth | CFP | Percentage of assets, Fixed fees |
| Glenn Royal | RHP Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Gregory Van Wyk | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| James Davis | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| James McGrath | Financial Strategies | Dripping Springs | CFP | Percentage of assets |
| James Nipp | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Jamie Ileks | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Jay Boekeloo | Fairbanks Financial Wealth Management | Brenham | CFP | Percentage of assets, Hourly |
| Jean Keener | Keener Financial Planning | Keller | CFP | Hourly, Fixed fees |
| Jessica Forrest | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| John Gay | Frisco Financial Planning | Frisco | CFP | Percentage of assets, Fixed fees |
| John McGlothlin | Crusonia Wealth Advisors | Austin | CFP | Percentage of assets, Hourly |
| Jon Speight | Speight Asset Management | Houston | CFP | Percentage of assets |
| Jonathan Chapman | WJ Interests | Sugar Land | CFP | Percentage of assets, Hourly |
| Joshua Graber | Penney Financial | Houston | CFP | Percentage of assets, Hourly |
| Joshua Hebert | Beacon Financial Advisors | Houston | CFP | Percentage of assets |
| Julia Lorenz-Olson | Solstice Wealth | Austin | CFP | Percentage of assets, Hourly |
| Kathryn Allen | Clearpoint Wealth Management | Colleyville | CFP | Percentage of assets, Hourly |
| Kathryn Prestwood | Penney Financial | Houston | CFP | Percentage of assets, Hourly |
| Laura Stitt | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Marcel Hebert | Beacon Financial Advisors | Houston | CFP, CFA | Percentage of assets |
| Marco Rimassa | Beaumont Asset Management | Katy | CFP, CFA | Percentage of assets, Hourly |
| Mateo Salmeron | WJ Interests | Sugar Land | CFP | Percentage of assets, Hourly |
| Matthew Berti | RHP Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Matthew Quezergue | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Melissa Fleming | Ironbridge Private Wealth | Austin | CFP | Percentage of assets, Hourly |
| Michael Conroy | Argus Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Michael Cowles | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Milton Thiel | Trinity Neches | Sugar Land | CFP | Percentage of assets, Fixed fees |
| Monalynd Young | Clearpoint Wealth Management | Colleyville | CFP | Percentage of assets, Hourly |
| Nathan Davis | Aspen Wealth Management | Fort Worth | CFP, CFA | Percentage of assets, Hourly |
| Nicholas McGuire | WJ Interests | Sugar Land | CFP | Percentage of assets, Hourly |
| Norman Farr | Diesslin Group | Fort Worth | CFP | Percentage of assets, Hourly |
| Paul Clark | Fairbanks Financial Wealth Management | Brenham | CFP, ChFC | Percentage of assets, Hourly |
| Paul Rahn | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Preeti Narayan | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Rachel Songer | Keener Financial Planning | Keller | CFP | Hourly, Fixed fees |
| Ralph Ujano | The Ujano Advisory Group | Mckinney | CFP | Percentage of assets, Fixed fees |
| Richard Funk | Brazos Capital | Austin | CFP | Percentage of assets, Hourly |
| Robert Bard | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Ross Pauley | Capital Achievements | Dallas | CFP | Percentage of assets, Hourly |
| Ryan Blair | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Samuel Pond | Keener Financial Planning | Keller | CFP | Hourly, Fixed fees |
| Shashin Shah | Sfmg Wealth Advisors | Plano | CFP, CFA | Percentage of assets, Fixed fees |
| Stephanie Scherr | SM Scherr Financial | Houston | CFP | Percentage of assets, Hourly |
| Stephen Benold | Benold Financial Planning | Georgetown | CFP | Percentage of assets, Hourly |