| Jonathan Hendler | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jonathan Melehan | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Joseph Asrat | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Justin Lero | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Katie Tennent | Heritage Asset Advisors | Houston | Not listed | Percentage of assets |
| Lorri Jefferson | Vision Tech Group | Pinehurst | Not listed | Percentage of assets, Hourly |
| Malissa McNanna | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Manishkumar Jain | BluePrism Wealth Management | Richmond | Not listed | Percentage of assets, Fixed fees |
| Matthew Peck | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Matthew Slaton | Slaton Capital Advisors | Bartonville | Not listed | Percentage of assets, Fixed fees |
| Matthew Tarkington | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Maureen Maidlow | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Michael Christians | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Neil Vanzandt | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nelson Gonzalez | Amicus Financial Advisors | Rosharon | Not listed | Percentage of assets, Hourly |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
| Raony Zica de Carvalho | Carvalho Investment Group | Austin | Not listed | Percentage of assets, Hourly |
| Robert Knapp | OverRidge Wealth Advisors | Aledo | Not listed | Percentage of assets, Fixed fees |
| Robert Laughlin | Integra Asset Advisors, LC | Austin | Not listed | Percentage of assets |
| Ronnie Huskey | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Sue Grbac | Strategic Advisory Services | Houston | Not listed | Percentage of assets |
| Suzanne Fitzgerald | Solutions4Wealth | Plano | Not listed | Percentage of assets, Fixed fees |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Tanya McCann | Horizons Financial Planning LLC. | Midland | Not listed | One-time planning fee |
| Temitayo Ilori | Hyvorian Financial | Garland | Not listed | Percentage of assets, Hourly |
| Tyler Wacaster | Solutions4Wealth | Southlake | Not listed | Percentage of assets, Fixed fees |
| Brad Pruitt | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Carlos Lopez | Two Pillars Asset Management | Frisco | Not listed | Hourly, Percentage of assets |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Chris Bentley | Parker Prescott Capital Management | Dallas | Not listed | Percentage of assets, Fixed fees |
| David Featherston | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Heather Johnson | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| James Lundgren | Hg Capital Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Jody Holt | Holt Wealth Management | Borger | Not listed | Percentage of assets, Fixed fees |
| John Dapper | Holdfast Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Joseph Applewhite | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Kristopher Gallow | Ghost Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Matthew Silvey | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Pranav Shingala | Prudent Prosperity | Little Elm | Not listed | Percentage of assets, Fixed fees |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Richard Bolgiano | Bolgiano Capital Management | Midlothian | Not listed | Percentage of assets, Hourly |
| Rolando Perez | Animus Wealth Management | Mcallen | Not listed | Percentage of assets, Hourly |
| Sally Branson | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Timothy Buys | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Timothy Mack | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |