| 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 |
| Brandon Yendrey | Yendrey Wealth Management | Victoria | Not listed | Percentage of assets, Hourly |
| Brian Yendrey | Yendrey Wealth Management | Victoria | 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 |
| Keith Rhodus | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Kyle Fitzgerald | Partners Capital | Austin | Not listed | Percentage of assets, Hourly |
| Mary Haselhorst | Inflection Financial | San Antonio | Not listed | Percentage of assets, Hourly |
| Michael Garcia | ViaQuest Financial | Houston | 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 |
| 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 |
| Stephen Jackson | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |
| Aaron Christopherson | Pinnacle Wealth Advisors | Fort Worth | CFP | Percentage of assets, Hourly |
| Abigail Hasling | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Adam Keller | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| 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 |
| Amber Picard | Astoria Strategic Wealth | New Braunfels | CFP | Percentage of assets, Hourly |
| 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 |
| Antonio Castillo | Goodman Financial | Houston | CFP | Percentage of assets, Hourly |
| April Busby | Pioneer Wealth Management Group | Austin | CFP, PFS | Percentage of assets, Hourly |
| 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 |
| Brad Dobson | Best Invest | San Antonio | CFP | Percentage of assets, Hourly |
| Brady Cox | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Brandon Arns | WJ Interests | Sugar Land | CFP | Percentage of assets, Hourly |
| Brandon Gibson | Apeiron | Dallas | CFP | Percentage of assets, Hourly |
| Brandon Perry | Perry Investment Management | Round Rock | CFP, ChFC | Percentage of assets, Hourly |
| Brian Cox | Astoria Strategic Wealth | New Braunfels | CFP | Percentage of assets, Hourly |
| Brian Neu | Olimpio NEU & Associates | Frisco | CFP | Percentage of assets, Hourly |
| Brian Ruff | Chisholm Wealth Management | Burleson | CFP | Percentage of assets, Hourly |
| Brittany Chapman | District Capital Management | San Antonio | CFP | Percentage of assets, Hourly |
| Brittyn Brender | Versant Capital Management | Dallas | CFP | Percentage of assets, Hourly |
| Candace Scholz | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Cary Beard | William Madison Advisors | Abilene | CFP, PFS | Percentage of assets, Hourly |
| Casey Mack | The SUM | The Woodlands | CFP | Hourly, Fixed fees |