| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Robin Giles | Apex Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Russell Thamm | Teamwork Financial Group | Austin | Not listed | Percentage of assets |
| Ryan Christensen | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Samuelson Drumond | Drumond Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| Scott Lanigan | EID Capital | Dallas | CFA | One-time planning fee |
| Shannon Schulz | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Troy Ferguson | Ferguson Financial Planning | Duncanville | CFP | Percentage of assets, Hourly |
| William Blake | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| William Grant | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| William Scorpio | Diamond Client Group | Fair Oaks Ranch | Not listed | Percentage of assets, Hourly |
| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Adam Baucom | Baucom Wealth | Victoria | CFP | Percentage of assets, Fixed fees |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Andrea Billquist | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Andrew Huber | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Andrew Northcutt | PracticeCFO | Pflugerville | Not listed | Percentage of assets, Fixed fees |
| Austin Hon | Momentum Private Wealth Management LLC | Cedar Park | CFP | Percentage of assets, Hourly |
| Brandon Hinneberg | Off-Trail Financial | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Brett Fry | Forteris Wealth Management | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Brian Fry | Safe Landing Financial | Plano | CFP | Percentage of assets, Hourly |
| Cameron Capriotti | Legacy Chief Financial | The Woodlands | CFP, CPA | Percentage of assets, Hourly |
| Chris Lloyd | Lloyds Intrepid LLC | Spring | CFP | Percentage of assets, Hourly |
| Christopher Baum | Palermo Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Hourly |
| Christopher Champion | Holden Family Office | Dallas | Not listed | Percentage of assets, Hourly |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Danqin Fang | Wealth Beyond Math™ | Austin | CFA, CFP, RLP | Percentage of assets, Hourly |
| Derek Robinett | Amicus Financial Advisors | Midland | PFS, CFA | Percentage of assets, Hourly |
| Douglas Berti | Texas Assured Financial Planning LLC | Houston | BS, CFP, EA, MS | Percentage of assets, Hourly |
| Douglas Richardson | Fair Oaks Financial LLC | Fair Oaks Ranch | CFP | Percentage of assets, Hourly |
| Eli Mitcham | Asset Lift Wealth Management | Cypress | Not listed | Percentage of assets, Hourly |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Ephimia Coumanakos | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Evan McMordie | Golden Spread Wealth | Canadian | Not listed | Percentage of assets, Hourly |
| Franklin Parker | WholeHuman Wealth Management | Lewisville | CFA | Percentage of assets |
| Gary Silverman | Personal Money Planning | Wichita Falls | CFP | Hourly |
| Griffin Eberly | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| James ONeill | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| James Still | JASi Financial | Grapevine | CFP | Percentage of assets, Hourly |
| James Suttles | Better Pockets Financial | Wylie | Not listed | Percentage of assets, Ongoing planning fee |
| Janet Briaud | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Jeffrey Morneault | Hilltop Planning | Austin | CFP, EA, RICP | Percentage of assets, Hourly |
| Jennifer Failla | Strada Wealth Management | West Lake Hills | CDFA, CFP, CRPC, MS | Hourly, Fixed fees |
| John Hetzel | No Fate BWWM | Plano | AEP, AIFA, CAIA, CFA | Percentage of assets, Hourly |
| Jonathan Arnold | RidgeOak Wealth | Tomball | Not listed | Percentage of assets |
| Joseph Warner | Allvet Financial | Plano | Not listed | Ongoing planning fee, Percentage of assets |