| Neal Carlson | Forthright Family Wealth | Houston | Not listed | Percentage of assets, Fixed fees |
| Norma Peralta Morales | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Pranav Shingala | Prudent Prosperity | Little Elm | Not listed | Percentage of assets, Fixed fees |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Richard Bolgiano | Bolgiano Capital Management | Midlothian | Not listed | Percentage of assets, Hourly |
| Robert Bond | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Rolando Perez | Animus Wealth Management | Mcallen | Not listed | Percentage of assets, Hourly |
| Sally Branson | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Timothy Buys | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Timothy Mack | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Troy Larson | ClearPath Capital Partners | Keller | Not listed | Percentage of assets, Hourly |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Alan Haworth | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Barry Harris | Harris Wealth Advisors | Austin | Not listed | Percentage of assets, Hourly |
| Bradford Rodrigues | R1 Financial Group | Dallas | Not listed | Percentage of assets, Hourly |
| Brittany Schultz | Personal Money Planning | Wichita Falls | Not listed | Hourly |
| Dantonio Fowler | Conceptum Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Justin Owen | Outlier Financial Partners | San Angelo | Not listed | Percentage of assets, Fixed fees |
| Keith Rhodus | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Levi Calhoun | Outlier Financial Partners | San Angelo | Not listed | Percentage of assets, Fixed fees |
| Mary Haselhorst | Inflection Financial | San Antonio | Not listed | Percentage of assets, Hourly |
| Michelle Kuehner | Personal Money Planning | Wichita Falls | Not listed | Hourly |
| Muhammad Ammar | FYRA Capital Management | Frisco | Not listed | Percentage of assets, Hourly |
| Nathan Granzin | Outlier Financial Partners | San Angelo | Not listed | Percentage of assets, Fixed fees |
| Patrick Moore | Private Group Wealth Management | Fredericksburg | Not listed | Ongoing planning fee |
| Priya Intwala | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Rachel Neblett | CapitalWize | Austin | Not listed | Percentage of assets, Hourly |
| Theodore Leclair | 994 Group | Austin | Not listed | Percentage of assets, Fixed fees |
| Aaron Christopherson | Pinnacle Wealth Advisors | Fort Worth | CFP | Percentage of assets, Hourly |
| Adam Keller | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Adam Todd | FMP Wealth Advisers | Austin | CFP | Percentage of assets, Fixed fees |
| Alejandro Lozano | Flourish Financial Planning | Grapevine | CFP | Percentage of assets, Hourly |
| Alex Winslow | Harvester Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Alexander Hallum | PER Stirling Capital Management | Austin | CFP | Percentage of assets, Hourly |
| Alexandra Bequette | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Alexis Garza | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Amber Picard | Astoria Strategic Wealth | New Braunfels | CFP | Percentage of assets, Hourly |
| Andrew Hunt | Mcelhenny Sheffield Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Angel Melgoza | Financial Life Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Anna Bodine | Harrell Investment Partners | Austin | CFP | Percentage of assets, Hourly |
| Anthony Guzman | Pioneer Wealth Management Group | Austin | CFP | Percentage of assets, Hourly |
| April Busby | Pioneer Wealth Management Group | Austin | CFP, PFS | Percentage of assets, Hourly |
| Archie Ponce | Optima Asset Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Austin Smith | Schulz Wealth | Mansfield | CFP, CFA | Percentage of assets, Fixed fees |
| Avery Klatsky | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Benedict Johnson | GAP Financial Services | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Benjamin Bigler | Aspenridge Wealth Advisors | Fort Worth | CFP | Percentage of assets, Hourly |
| Benjamin Dean | Dean Wealth Management | Lindale | CFP | Percentage of assets, Hourly |
| Benjamin Gurwitz | Financial Life Advisors | San Antonio | CFP | Percentage of assets, Hourly |