| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jordan Bromley | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Kristy Groth | Precedent Wealth Partners | Spring | Not listed | Percentage of assets |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Larry Denson | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Lyndsey Monahan | Precision Wealth Strategies | Frisco | ChFC | Percentage of assets, Hourly |
| Mariah Champness | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Michael Lemich | RFG Wealth Advisory | Argyle | CFP | Percentage of assets, Fixed fees |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Mitchell Kramer | Fluent Financial | Dallas | CFP | Percentage of assets, Hourly |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Nicholas Renfro | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Olivia Kriscunas | Paratus Financial | Dallas | CFA | Hourly, Fixed fees |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Paul Henley | Farris Capital Management | Carrollton | CFA | Percentage of assets |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Randy Smith | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Robert Barber | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Sarah Nix | Keller Wealth Advisors | Victoria | Not listed | Percentage of assets |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Scott Wallace | Thrifty Scotty Financial | Round Rock | CFP | Ongoing planning fee |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Steven Aycock | Austin Money Management | Austin | CFP | Percentage of assets, Hourly |
| Steven Bloch | Bloch Private Wealth | The Colony | CFP | Percentage of assets, Hourly |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Victoria Ward | Financial Lifestyle Management | Greenville | CFP | Hourly, Flat fee or retainer |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| William Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| Aaron Bly | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Abigail Williams | Naviant Partners | Longview | CFP | Percentage of assets, Hourly |
| Adam Strahan | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Andri Buckley | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Brent Dunn | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Bryan Sauceda | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Calynn Mullins | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Carissa Steffler | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Casey Rench | Relevance Capital Management | Denton | CFP, CFA | Percentage of assets, Hourly |
| Corey Hinkle | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Damon Wykrent | Divorce Financial Expert | Flower Mound | CFP | Percentage of assets, Hourly |