| 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 |
| Scott Schwinger | Ascension Capital Advisors | Houston | Not listed | 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 |
| 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 |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Tony Noto | Noto Financial Planning, LLC | Dallas | CFA, CFP | Percentage of assets, Fixed fees |
| 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 |
| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Brian Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Bruce Griffith | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Carson Pope | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Chad Taylor | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cinthya Miceli | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Cliff Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Cynthia-Elaine Schlanger | Onyx Bridge Wealth Group | Spring | Not listed | Percentage of assets, Hourly |
| Daniel Martinez | ENZI Wealth | Austin | 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 |
| Debra Hartsfield | DPH Financial | Pearland | ChFC | Hourly |
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Eduardo Gandara | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| 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 |