| Cameron Folse | Folse Financial | Missouri City | CFP | Flat fee or retainer, Ongoing planning fee |
| Cameron Penney | Penney Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| January Smith | Janus Financial Planning, LLC | San Antonio | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Jordan Benold | Benold Financial Planning | Frisco | CFP, MBA | Percentage of assets, Hourly |
| Justin Brownlee | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston | CFP | Flat fee or retainer |
| Kaki Perdue Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money. | Look Both Ways Financial | Houston | CPA, CFP | One-time planning fee, Hourly |
| Michelle Goldstein | Goldstein Financial Future | Dallas | CFP, MBA | Hourly, One-time planning fee |
| Scott Oeth | Cahill Financial Advisors, Inc. | Fort Worth | CFP, MSFS | One-time planning fee, Ongoing planning fee |
| Zach Thomas | Growth Horizons Wealth Management | Georgetown | CFP | One-time planning fee |
| Albi Kacani | HFS Wealth Management | Dallas | CFP, CPA, CDFA | Percentage of assets, Hourly |
| Anil Chacko | Ark Alliance Financial | Missouri City | CFP, CKA | Hourly |
| Barron Gray | Gray Financial Planning LLC | McKinney | CFP, MBA | Percentage of assets, Hourly |
| Bryan Lee | Strategic Financial Planning, Inc. | Plano | CFP, MBA | Percentage of assets, Hourly |
| Carol Alexander | Retirement Investment Advisors, Inc. | Frisco | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Crystal Rau | Beyond Balanced Financial | Midland | CFP, MBA | Ongoing planning fee |
| Derek Dansby | Brazos Wealth Advisors LLC | Iowa Park | CFP, JD | Flat fee or retainer |
| Derek Finley | Open Door Financial Advisors | Lubbock | CFP | Ongoing planning fee, Percentage of assets |
| Katie Brewer | Your Richest Life, LLC | Plano | CFP, MBA | Percentage of assets, Hourly |
| Liem Hoang | Stillforest Wealth Management | Houston | CFA, CFP, JD | Percentage of assets, Hourly |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Olivia Partin | Diesslin Group, Inc. | Fort Worth | AAMS, CFP | Percentage of assets, Hourly |
| Scott Monk | Charis Legacy Partners | Bryan | CFA, CFP | Percentage of assets |
| Alexander Yeager | Everlong Financial, LLC | Austin | CFP | One-time planning fee |
| Alison James | WorthWise Financial Partners, LLC | Houston | CFP | Percentage of assets, Hourly |
| Andy Lawson | Freshfield Investments | Plano | BA, CFP, MS, PhD | Hourly |
| Ashley Foster | Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth | Houston | CFP | Percentage of assets, Ongoing planning fee |
| Billy DeFrance | Lauterbach Financial Advisors | El Paso | CFP | Percentage of assets, Hourly |
| Dillon Cobb | Simply Human Advisors | Tuscola | CFP, CPA | Percentage of assets |
| Meghan Railey | Optas, LLC | Austin | CFP | Percentage of assets, Hourly |
| Owen Stewart | Ataroke Wealth | McKinney | CFP | Percentage of assets, Hourly |
| Philip Olson | Solstice Wealth | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Sarah Ponder | Real Wealth Planning | Sunset Valley | CFP, MBA | Ongoing planning fee |
| Scott Hamilton | Hamilton Financial Planning | Houston | CFP, MBA | Percentage of assets, Hourly |
| Scott Jacobsmeyer | Argent Wealth Management Inc. | Round Rock | CFP, MBA | Ongoing planning fee, Hourly |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| David Nash | Magister Wealth | San Antonio | CFA, CFP | Percentage of assets, Hourly |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Jason Edgerton | Certified Financial Strategies | Dallas | CFP | Percentage of assets, Hourly |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Kent Hickey | Ubequity Wealth Management, LLC | Round Rock | CFP, CPWA, MBA | Percentage of assets, Hourly |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives | Generations Financial Management | Heath | CFP | Percentage of assets, One-time planning fee |
| Paul Michel | Provident Financial Planning | Addison | CFP | Percentage of assets, Flat fee or retainer |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |