| Jennifer Failla | Strada Wealth Management | West Lake Hills | CDFA, CFP, CRPC, MS | Hourly, Fixed fees |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| John Brodnax | Texas Asset Management | Lakeway | CFP | Percentage of assets |
| John Hetzel | No Fate BWWM | Plano | AEP, AIFA, CAIA, CFA | Percentage of assets, Hourly |
| Jon Zahradka | Sather Financial Group | New Braunfels | CFP, CPA | Percentage of assets, Hourly |
| Jonathan Berry | TrueHaven Capital | Richardson | Not listed | Percentage of assets, Hourly |
| Jonathan Kolmetz | Oaks Wealth Management | Houston | CFP, MBA | Percentage of assets, Hourly |
| Jordan Mathews | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Joseph Warner | Allvet Financial | Plano | Not listed | Ongoing planning fee, Percentage of assets |
| Joshua Chandler | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Joshua Ortiz | Amicus Financial Advisors | Lubbock | ChFC | Percentage of assets, Hourly |
| Julie Hebert | Ascension Capital Advisors | Liberty | Not listed | Percentage of assets, Fixed fees |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kacie Swartz | Black Barn Financial, LLC | Austin | CFP, CIMA | Percentage of assets, Hourly |
| Kathryn Atkins | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Keith Pillers | Ackerman Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| 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 Wasson | Inside Edge Capital | Georgetown | CFP | Percentage of assets, Fixed fees |
| Lance Peters | Nautical Star Financial | Las Colinas | Not listed | Percentage of assets, Hourly |
| Larry Maddox | Horizon Wealth Advisors | Houston | CFP, CPA, MBA, CFA | Percentage of assets, Fixed fees |
| 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 |
| Mary Harris | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| MaryBeth Meyer | Bona Fide Wealth, LLC | Austin | CFP | Percentage of assets, Fixed fees |
| Massimiliano De Santis | DESMO Wealth Advisors, LLC | Lakeway | CFP, PhD | Percentage of assets, Fixed fees |
| Matthew McKay | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nikki Dunn | Clarified Wealth Advisory | Houston | CFP | Percentage of assets, Hourly |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Paul Lightfoot | Optima Asset Management, Inc. | Dallas | CFP | Percentage of assets, Fixed fees |
| Paul Thompson | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Peter Markovich | 994 Group | Austin | CFP | Percentage of assets, Fixed fees |
| Philip White | Inflection Financial | San Antonio | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Richard Lee | Lee Financial Corporation | Dallas | BBA, CFA, CFP, MBA | Percentage of assets, Hourly |
| Robert Alston | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Robin Austin | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| Ryan Firth | Mercer Street Personal Financial Services | Bellaire | CFP, CPA/PFS, Master of Science Accounting, RLP | Hourly, Fixed fees |