| Nia Saville | Gen Y Planning | Austin | CFP | Percentage of assets |
| Patrick Shinn | Heritage Asset Advisors | Houston | CFP | Percentage of assets |
| Richard Grbac | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Ryan Briggs | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Samuel Webb | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Sophia Daigle | Gen Y Planning | Austin | CFP | Percentage of assets |
| Terin Rundus | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Zeta Russell | Tuggle & Russell | Richardson | CFP | Percentage of assets, Hourly |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Amanda Farrar | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| Andre Baldanza | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Austin Miller | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Blair Greenwood | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Brian Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Caeden Goering | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Cameron Jensen | Cross Financial | Fulshear | CFP | Percentage of assets, Hourly |
| Chad Johnson | Spartan Wealth Solutions | Plano | CFP | Hourly, One-time planning fee |
| Christopher Robinson | RFG Wealth Advisory | Argyle | ChFC | Percentage of assets, Fixed fees |
| Clark Forward | Forward Financial | Houston | Not listed | Percentage of assets |
| Claudia Valladares | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Clay Rogers | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Collin Day | Farris Capital Management | Carrollton | Not listed | Percentage of assets |
| David Luedecke | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Diana Jordan | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Douglas Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Edmund Lesage | Integrity Financial Planning | Houston | Not listed | Percentage of assets |
| Gabriel McMennamy | Soulence Wealth Management | Amarillo | Not listed | Percentage of assets |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Gary May | May Tree Financial Planning | Leander | ChFC | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Harris Hanson | Texas Family Wealth | Friendswood | CFP | Percentage of assets, Fixed fees |
| Herbert Kraus | Teamwork Financial Group | Laredo | Not listed | Percentage of assets |
| Jacob Millican | 9M Investments | Grapevine | Not listed | Ongoing planning fee, Percentage of assets |
| Jeffrey Elliott | Jeff Elliott CFP® | The Hills | CFP | Percentage of assets, Hourly |
| Jonathan Hoyme | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Joseph Ceasar | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Kevin Londergan | BayRock Financial | Friendswood | Not listed | Percentage of assets, Hourly |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Laura Redfern | Shadowridge Asset Management | Austin | CFP | Hourly, One-time planning fee |
| Lucas Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Madison Carleton | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Madison Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Matthew Williamson | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Michael De Guzman | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Michael Sitzman | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nicholas Michels | Michels Family Financial | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |