| Joshua Chandler | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Joshua Ortiz | Amicus Financial Advisors | Lubbock | ChFC | Percentage of assets, Hourly |
| Kacie Swartz | Black Barn Financial, LLC | Austin | CFP, CIMA | Percentage of assets, Hourly |
| Kenton Braun | Personal Prosperity | Spring | CFP, ChFC | Percentage of assets, Hourly |
| Kevin Force | Force Acres, LLC | New Braunfels | CFP | Percentage of assets, Fixed fees |
| Kirby Jacobson | Astoria Strategic Wealth | Lubbock | CFA, CFP | Percentage of assets, Hourly |
| Kristen Leclair | 994 Group | Austin | CFP | Percentage of assets, Fixed fees |
| Kristine Sawyer | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Kyle A. Moore | Cru Wealth Management | North Richland Hills | CFP | Percentage of assets, Hourly |
| Kyle Reese | Sprout Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Kyle Wasson | Inside Edge Capital | Georgetown | CFP | Percentage of assets, Fixed fees |
| Lance Peters | Nautical Star Financial | Las Colinas | Not listed | Percentage of assets, Hourly |
| Lewis Weil | Lewis Weil | Austin | Not listed | Percentage of assets, One-time planning fee |
| Lorri Winkcompleck | Gap Financial Services | Austin | CFP, ChFC, CRPC | Percentage of assets, Hourly |
| Marc Schindler | Pivot Point Advisors, LLC | Bellaire | CFP | Percentage of assets, Hourly |
| Marcel Miu | Simplify Wealth Planning | Austin | CFA, CFP | Hourly, Fixed fees |
| Marie Freemyer | True Financial Group | Cedar Park | CFP | Percentage of assets, Fixed fees |
| Matthew McKay | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Michael Bollinger | Bollinger Wealth Management | Plano | CFP | Percentage of assets |
| Michael Hibbetts | ViaQuest Financial | Houston | CFP, CFA | Percentage of assets, Hourly |
| Mike Babcock | Azure Sky Financial Life Planning, LLC | Burleson | CFP, RLP | Fixed fees |
| Mike Kurz | OverShare Advice and Planning, LLC | Frisco | CAIA, CFP, CIMA, CPWA | Percentage of assets, Hourly |
| Nancy Gatens | Gatens Financial LLC | Dallas | CFP | Percentage of assets, Hourly |
| Natalie Pine | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Neil Krishnaswamy | Krishna Wealth Planning LLC | McKinney | CFP, EA, RICP | Percentage of assets, Hourly |
| Niels Buksik | Anchory | The Colony | CFP | Percentage of assets |
| Peter Markovich | 994 Group | Austin | CFP | Percentage of assets, Fixed fees |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Robin Austin | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| Sachin Sawant | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Sarah Lassberg | Better Pockets Financial | Allen | Not listed | Percentage of assets, Ongoing planning fee |
| Scott Brischke | True Financial Group | Cedar Park | CFP | Percentage of assets, Fixed fees |
| Shane Bilski | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Shaun Dowling | Sendera Wealth Advisors, LLC | Richardson | CFP | Percentage of assets, Fixed fees |
| Stephen Bodwell | Walnut Hill Wealth Management, LLC | Dallas | CFP, CPA, PFS | Percentage of assets, Fixed fees |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Tess Downing | Complete View Financial | San Antonio | CFP, MBA | Percentage of assets, Hourly |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Kowalczyk | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Travis Gatzemeier | Kinetix Financial Planning LLC | Flower Mound | CFP | Percentage of assets, Hourly |
| Victor Larsen | Larsen Financial Management | San Antonio | CFP | Percentage of assets, Hourly |
| Walter Thomas | GoalFusion Wealth Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Bruce Griffith | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |