| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Michelle Berry | Berry Wealth Group | Granbury | CFP | Percentage of assets |
| Mitchell Kramer | Fluent Financial | Dallas | CFP | Percentage of assets, Hourly |
| Nicholas Renfro | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Paul Henley | Farris Capital Management | Carrollton | CFA | Percentage of assets |
| Paul Nouri | Noble Advisors | Dallas | CFP | Percentage of assets |
| Randy Smith | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Raymond Bonner | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Robert Barber | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Scott McClintic | Early McClintic & McMillan | Stafford | CFP | Percentage of assets, Hourly |
| Scott Wallace | Thrifty Scotty Financial | Round Rock | CFP | Ongoing planning fee |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Steven Bloch | Bloch Private Wealth | The Colony | CFP | Percentage of assets, Hourly |
| Susan Smith | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Victoria Ward | Financial Lifestyle Management | Greenville | CFP | Hourly, Flat fee or retainer |
| Aaron Bly | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Abigail Williams | Naviant Partners | Longview | CFP | Percentage of assets, Hourly |
| Adam Strahan | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Andri Buckley | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Bryan Sauceda | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Calynn Mullins | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Carissa Steffler | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Corey Hinkle | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| David Tombs | Amicus Financial Advisors | Lubbock | CFP, CFA | Percentage of assets, Hourly |
| Donald Laurence | Naviant Partners | San Antonio | CFP | Percentage of assets, Hourly |
| Evan Smith | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| George Allen | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Jack Clemans | Fruitful | Melissa | CFP | Percentage of assets, Ongoing planning fee |
| Jaden Verrico | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Jeremy Joiner | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Jesus Longoria | Amicus Financial Advisors | Mcallen | CFP | Percentage of assets, Hourly |
| Joseph Rugger | Bridge To Wealth | Corinth | Not listed | Percentage of assets, Ongoing planning fee |
| Kimberly Cushman | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Kristopher Hicks | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Kyle Watkins | CF Financial | Fort Worth | CFP | Ongoing planning fee |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | Percentage of assets, Hourly |
| Laura Smith | Heritage Asset Advisors | Houston | CFP | Percentage of assets |
| Lori Slaughter | Millennial Wealth Management | Amarillo | Not listed | Percentage of assets, Ongoing planning fee |
| Max Diefenthaler | Simonet Financial Group | Kyle | Not listed | Ongoing planning fee, One-time planning fee |
| Michael Chisum | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Miller | Miller Premier Investment Planning | Mansfield | CFP | Percentage of assets, Fixed fees |
| Michael Younkman | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Molly McCarthy | LD Lowe Wealth Advisory | Richardson | ChFC | Percentage of assets, Hourly |
| Nam Phan | Phan Capital Management | San Antonio | Not listed | Ongoing planning fee, Percentage of assets |