| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Lacy Rogers | The Dedicated Dollar, LLC | Fort Worth | CFP | Percentage of assets, Hourly |
| Laura Werner | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Madison Wallace | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Marley Wood | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Matthew Lee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Matthew Russell | MTR Financial Services, LLC | Kingwood | CFP | Percentage of assets, Hourly |
| Matthew Spradling | Paragon Advisors | College Station | CFP | Percentage of assets |
| Michael Cochran | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Michelle Gass | Paradigm Advisors, L.L.C. | Dallas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly |
| Nathaniel Harness | BentOak Capital | Houston | CFP | Percentage of assets, Hourly |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Richard Alston | New Dimensions Wealth Management, LLC | Allen | CFP, MA | Percentage of assets, Flat fee or retainer |
| Robert Calhoun | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Ross Patterson | Simaris, LLC | Austin | CFP, RLP | Percentage of assets, Fixed fees |
| Sarah Kvistad | Paragon Advisors | College Station | CFP | Percentage of assets |
| Sharon Lear | Guideway Financial, LLC | Austin | CFP, MBA | Ongoing planning fee |
| Stephen McGee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Steven Ankerstar | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Tanner Castle | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| William Tebeaux | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Curtis Burch | Destiny Capital | College Station | CFP | Percentage of assets, Flat fee or retainer |
| Daniel King | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Daniel Phillips | Michels Family Financial | Fort Worth | CFP | Percentage of assets, Fixed fees |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Hany Ahmad | Teamwork Financial Group | Houston | CFP | Percentage of assets |
| Heath Hamrick | H Cubed Financial Solutions | Granbury | CFP | Flat fee or retainer |
| Ian Harris | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Jack Marino | Lake Hills Wealth Management | Longview | CFP | Percentage of assets, Hourly |
| James Munchbach | BayRock Financial | Friendswood | CFP, ChFC | Percentage of assets, Hourly |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jeffrey Goering | Diamond Client Group | The Woodlands | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Wright | Teamwork Financial Group | Houston | CFP, ChFC | Percentage of assets |
| Jeremy Reed | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| John Jones | Precision Wealth Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| Jonathan Salvato | Diamond Client Group | The Woodlands | CFP | Percentage of assets, Hourly |
| Justin Farris | Farris Capital Management | Carrollton | CFP | Percentage of assets |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Meagan Niese | Teamwork Financial Group | Austin | CFP | Percentage of assets |
| Mitchell Byrum | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Nathan Burleson | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Nicholaus Domachowski | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Dwyer | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Samuel Haager | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |