| Jesus Marquez | EZ Financial Group | Pearland | CFP | Percentage of assets |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jonathan Crantz | Precedent Wealth 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 |
| Kevin Spires | Bellaire Capital Management | Bellaire | CFA | Percentage of assets, 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 |
| 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 |
| Paul Henley | Farris Capital Management | Carrollton | CFA | Percentage of assets |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Rachael Smith | TopRac Financial | Cypress | ChFC | One-time planning fee, 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 Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Scott McClintic | Early McClintic & McMillan | Stafford | CFP | Percentage of assets, Hourly |
| Scott Wallace | Thrifty Scotty Financial | Round Rock | CFP | 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 |
| 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 |
| Bryan Sauceda | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Calynn Mullins | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Casey Rench | Relevance Capital Management | Denton | CFP, CFA | Percentage of assets, Hourly |
| Damon Wykrent | Divorce Financial Expert | Flower Mound | CFP | Percentage of assets, Hourly |
| Daniel Trgovich | Waterway Wealth Management | The Woodlands | CFA | Percentage of assets, Hourly |
| 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 |
| George Allen | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| James Rench | Relevance Capital Management | Denton | CFP | Percentage of assets, Hourly |