| Jordan Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Joseph Asrat | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Justin Lero | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Katie Tennent | Heritage Asset Advisors | Houston | Not listed | Percentage of assets |
| Kelly Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Lorri Jefferson | Vision Tech Group | Pinehurst | Not listed | Percentage of assets, Hourly |
| Malissa McNanna | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Matthew Peck | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Michael Aussieker | Oh Cap Asset Management | Frisco | CFA | Percentage of assets, Hourly |
| Michael Christians | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Nelson Gonzalez | Amicus Financial Advisors | Rosharon | Not listed | Percentage of assets, Hourly |
| Patrick Stuart | Saddock Wealth | Dallas | Not listed | Percentage of assets, Hourly |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
| Raony Zica de Carvalho | Carvalho Investment Group | Austin | Not listed | Percentage of assets, Hourly |
| Robert Hunt | Robert Hunt Financial | Dallas | Not listed | Hourly, Ongoing planning fee |
| Robert Laughlin | Integra Asset Advisors, LC | Austin | Not listed | Percentage of assets |
| Sanjeev Subnani | Subnani Investment Research | Austin | Not listed | Percentage of assets, Hourly |
| Simone Vannoy | Vannoy Advisory Group | Austin | Not listed | Percentage of assets, Ongoing planning fee |
| Stephen Saddock | Saddock Wealth | Dallas | Not listed | Percentage of assets, Hourly |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Tanya McCann | Horizons Financial Planning LLC. | Midland | Not listed | One-time planning fee |
| Temitayo Ilori | Hyvorian Financial | Garland | Not listed | Percentage of assets, Hourly |
| Thomas Carter | Retirement Plan Fiduciaries | Austin | Not listed | Percentage of assets, Hourly |
| Anthony Garcia | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Barbara Spicer | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Brad Pruitt | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Campbell Gibson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Carlos Lopez | Two Pillars Asset Management | Frisco | Not listed | Hourly, Percentage of assets |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| David Featherston | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Gary Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Gregory Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Heather Johnson | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| James Lundgren | Hg Capital Advisors | Houston | Not listed | Percentage of assets, Hourly |
| James Torrey | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| John Dapper | Holdfast Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| John Hunter | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| John Stetter | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| John Wilkinson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Joseph Applewhite | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Kristopher Gallow | Ghost Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Mark Robinson | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Matthew Fitzsimmons | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| 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 |
| Rolando Perez | Animus Wealth Management | Mcallen | Not listed | Percentage of assets, Hourly |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |