| Bryan Kelly | Hodos Wealth Group | The Woodlands | CFA | Percentage of assets |
| Carson Pope | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Chad Taylor | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Christina Borger | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Cinthya Miceli | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Cynthia-Elaine Schlanger | Onyx Bridge Wealth Group | Spring | Not listed | Percentage of assets, Hourly |
| Daniel McMillan | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| Daniel Payne | DWP Investment Management | Austin | CFA | Percentage of assets, Hourly |
| Dante Milanesi | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Darrell Brooks | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| David Huddleston | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| David Mott | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Debra Hartsfield | DPH Financial | Pearland | ChFC | Hourly |
| Dilish Dudhia | Aspen Financial Management | Arlington | Not listed | Percentage of assets, Hourly |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Elizabeth Morrison | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Ellen Seitzler | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Emilio Gonzalez | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Erin Erdil | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Ethan Mayo | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Evan Daniels | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Hannah Vickery | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Henry Netherland | Faithful Financial Services | Orange | Not listed | Hourly, Percentage of assets |
| Heriberto Chinea | EightOne Capital | Pearland | Not listed | Percentage of assets, Hourly |
| Ian Cobb | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Jace Prows | Luminary Wealth Advisors | Mckinney | Not listed | Percentage of assets, Fixed fees |
| Jack Tamez | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Jaclyn Gilbert | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Jason Grohman | PLW Financial | New Braunfels | Not listed | Ongoing planning fee |
| Jessica Fairchild | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Joe Fletcher | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| John Hall | J.W. Hall Financial | San Antonio | Not listed | Percentage of assets |
| John Paulson | Clear Sky Financial | Prosper | Not listed | Percentage of assets, Hourly |
| Jonathon Oden | Aesop Advisor | Denton | Not listed | Ongoing planning fee |
| Julianne Hoerman | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Katherine Malone | Malone Financial Planning | Mckinney | Not listed | Percentage of assets, Hourly |
| Kayla Taylor | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Keith Hutson | Eubank, Hutson & Associates | Plano | Not listed | Percentage of assets, Hourly |
| Kennon Grose | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Malcolm Walton | Gannett Wealth Advisors | Frisco | Not listed | Percentage of assets, Fixed fees |
| Mason Ning | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Matthew Edgar | Edgar Investment Management | Houston | CFA | Percentage of assets |
| Matthew Pence | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Michael Tull | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Morgan Arriaga | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Muhammad Uddin | Crescent Investment Solutions | Plano | Not listed | Percentage of assets |
| Natan Bondin | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |