| Kevin Nelson | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kevin Roth | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Lisa More | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Logan Bennett | Brexton Family Financial | Grapevine | CFP | Fixed fees |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Martin Day | Brexton Family Financial | Grapevine | CFP | Fixed fees |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Brown | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Matthew Goff | The Goff Financial Group | Houston | Not listed | One-time planning fee |
| Matthew Schwegman | ComposedPro | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Michael Mills | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Monica Sipes | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Robert Kokol | Atticus Wealth Management | New Braunfels | CFP | Percentage of assets |
| Ross King | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Stephen Nelson | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Alexander Wilson | Provident Financial Planning | Addison | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Hickey | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Anna Popke | Majestic Oak Financial | Round Rock | CFP | Percentage of assets, Hourly |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Ashley Trlica | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Brandon Ivy | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Bretton Williams | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Casey Kha | FCA | Houston | CFP | Percentage of assets, Hourly |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Daniel Carroll | Alliance Private Wealth | Bee Cave | CFA | Percentage of assets, Hourly |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Faulkner | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Schubert | Carrington Group | Dallas | CFP | Percentage of assets, Fixed fees |
| Diego Luna Y Parra Diaz | Berlin Wealth Group Advisors | Tomball | Not listed | Flat fee or retainer, Hourly |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Erin Menking | FCA | Fort Worth | CFP | Percentage of assets, Hourly |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| George Townsend | Consilium Wealth Advisory | Frisco | CFP | Percentage of assets, Fixed fees |
| Heidi Arneson | Precedent Wealth Partners | Katy | Not listed | Percentage of assets |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| James Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Janet Griffith | AssetBuilder | Allen | CFP | Percentage of assets, Flat fee or retainer |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jesus Marquez | EZ Financial Group | Pearland | CFP | Percentage of assets |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |