| Stephanie Sammons | Sammons Wealth Management LLC | Dallas | CFP | Percentage of assets |
| Zach Thomas | Growth Horizons Wealth Management | Georgetown | CFP | One-time planning fee |
| Anil Chacko | Ark Alliance Financial | Missouri City | CFP, CKA | Hourly |
| Barron Gray | Gray Financial Planning LLC | McKinney | CFP, MBA | Percentage of assets, Hourly |
| Bryan Lee | Strategic Financial Planning, Inc. | Plano | CFP, MBA | Percentage of assets, Hourly |
| Carol Alexander | Retirement Investment Advisors, Inc. | Frisco | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Crystal Rau | Beyond Balanced Financial | Midland | CFP, MBA | Ongoing planning fee |
| Derek Dansby | Brazos Wealth Advisors LLC | Iowa Park | CFP, JD | Flat fee or retainer |
| Derek Finley | Open Door Financial Advisors | Lubbock | CFP | Ongoing planning fee, Percentage of assets |
| Erica Schnabel | Mountain Flower Investments & Planning | New Braunfels | CFA, CFP | Percentage of assets |
| Jake Ridley | Ridley Wealth Management | Round Rock | CFP | Percentage of assets, Fixed fees |
| Katie Brewer | Your Richest Life, LLC | Plano | CFP, MBA | Percentage of assets, Hourly |
| Liem Hoang | Stillforest Wealth Management | Houston | CFA, CFP, JD | Percentage of assets, Hourly |
| Alexander Yeager | Everlong Financial, LLC | Austin | CFP | One-time planning fee |
| Alison James | WorthWise Financial Partners, LLC | Houston | CFP | Percentage of assets, Hourly |
| Ashley Foster | Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth | Houston | CFP | Percentage of assets, Ongoing planning fee |
| Benjamin Hooper | Comal Wealth Management | New Braunfels | CFP, ChFC, CIMA, CLU | Percentage of assets, Fixed fees |
| Carl Ela | Avant Financial Advisors | Austin | CFP, CPA, EA | Percentage of assets |
| Carleton McHenry | McHenry Capital, LLC | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Jason Stepanik | SF Planning Group, LLC | The Woodlands | CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Joseph Team | Team Financial Strategies | Granbury | CFP | Percentage of assets, Fixed fees |
| Owen Stewart | Ataroke Wealth | McKinney | CFP | Percentage of assets, Hourly |
| Sarah Ponder | Real Wealth Planning | Sunset Valley | CFP, MBA | Ongoing planning fee |
| Scott Hamilton | Hamilton Financial Planning | Houston | CFP, MBA | Percentage of assets, Hourly |
| TJ Stevenson | Avant Financial Advisors | Waco | CFP | Percentage of assets |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| David Nash | Magister Wealth | San Antonio | CFA, CFP | Percentage of assets, Hourly |
| Jason Edgerton | Certified Financial Strategies | Dallas | CFP | Percentage of assets, Hourly |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| Kent Hickey | Ubequity Wealth Management, LLC | Round Rock | CFP, CPWA, MBA | Percentage of assets, Hourly |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Mark Lasseigne | Financial Cornerstones | The Woodlands | CFP | Percentage of assets |
| Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives | Generations Financial Management | Heath | CFP | Percentage of assets, One-time planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Caleb Russell | Paragon Advisors | College Station | CFP | Percentage of assets |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Christopher Browning | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Hailey | Paragon Advisors | College Station | CFP | Percentage of assets |
| Elliott Weir | III Financial, LLC | Cedar Park | CFP, CPA, MBA | Flat fee or retainer |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Hayden Hill | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Heather Jendrusch | Paragon Advisors | College Station | CFP | Percentage of assets |
| James Sargent | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Jason McGarraugh | BentOak Capital | Katy | CFP | Percentage of assets, Hourly |
| Joel Hanson | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |