| Daniel Trgovich | Waterway Wealth Management | The Woodlands | CFA | Percentage of assets, Hourly |
| David Carter | Carter Capital Management | Houston | CFP | Percentage of assets, Fixed fees |
| David Tombs | Amicus Financial Advisors | Lubbock | CFP, CFA | Percentage of assets, Hourly |
| Donald Laurence | Naviant Partners | San Antonio | CFP | Percentage of assets, Hourly |
| Evan Smith | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Franklin Matute | RoseRock Wealth Management | Dallas | CFP | Percentage of assets |
| George Allen | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Jack Clemans | Fruitful | Melissa | CFP | Percentage of assets, Ongoing planning fee |
| Jaden Verrico | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| James Rench | Relevance Capital Management | Denton | CFP | Percentage of assets, Hourly |
| Jason Self | Resonance Financial | Cedar Park | CFP, CFA | Percentage of assets, Hourly |
| Jesus Longoria | Amicus Financial Advisors | Mcallen | CFP | Percentage of assets, Hourly |
| John Robertson | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Jonathan Solo | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Jordan Salim | Corus Family Wealth Advisors | Mckinney | ChFC | Percentage of assets, Hourly |
| Joseph Rugger | Bridge To Wealth | Corinth | Not listed | Percentage of assets, Ongoing planning fee |
| Kimberly Cushman | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Kristopher Hicks | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Kyle Watkins | CF Financial | Fort Worth | CFP | Ongoing planning fee |
| Lakhaun McKinley | MNM Vested | Houston | CFP | Fixed fees |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | Percentage of assets, Hourly |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Lori Slaughter | Millennial Wealth Management | Amarillo | Not listed | Percentage of assets, Ongoing planning fee |
| Max Diefenthaler | Simonet Financial Group | Kyle | Not listed | Ongoing planning fee, One-time planning fee |
| Michael Chisum | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Miller | Miller Premier Investment Planning | Mansfield | CFP | Percentage of assets, Fixed fees |
| Michael Younkman | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Molly McCarthy | LD Lowe Wealth Advisory | Richardson | ChFC | Percentage of assets, Hourly |
| Nam Phan | Phan Capital Management | San Antonio | Not listed | Ongoing planning fee, Percentage of assets |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Nia Saville | Gen Y Planning | Austin | CFP | Percentage of assets |
| Nyle Bayer | Up Capital Management | Bulverde | Not listed | Percentage of assets, Hourly |
| Robyn Turner | Retirement Plan Fiduciaries | Austin | CFP | Percentage of assets, Hourly |
| Ryan Briggs | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Ryan Huey | RoseRock Wealth Management | Dallas | CFP | Percentage of assets |
| Samuel Webb | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Scott Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Sophia Daigle | Gen Y Planning | Austin | CFP | Percentage of assets |
| Steven Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Terin Rundus | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Trey Touchstone | Lifeway Financial | Plano | CFA | Percentage of assets, Fixed fees |
| William Jobes | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Zeta Russell | Tuggle & Russell | Richardson | CFP | Percentage of assets, Hourly |
| Abigail Demirovic | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Alexander Amundson | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Alison Mills | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Amanda Farrar | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| Andre Baldanza | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |