| 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 |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | Percentage of assets, Hourly |
| Laura Smith | Heritage Asset Advisors | Houston | CFP | Percentage of assets |
| Lori Slaughter | Millennial Wealth Management | Amarillo | Not listed | Percentage of assets, Ongoing planning fee |
| Mark Miller | Gibraltar Capital Management | Irving | PFS, CFA | Percentage of assets, Hourly |
| Max Diefenthaler | Simonet Financial Group | Kyle | Not listed | Ongoing planning fee, One-time planning fee |
| Molly McCarthy | LD Lowe Wealth Advisory | Richardson | ChFC | Percentage of assets, Hourly |
| Neil Vannoy | Vannoy Advisory Group | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Nia Saville | Gen Y Planning | Austin | CFP | Percentage of assets |
| Nyle Bayer | Up Capital Management | Bulverde | Not listed | Percentage of assets, Hourly |
| Patrick Shinn | Heritage Asset Advisors | Houston | CFP | Percentage of assets |
| Robyn Turner | Retirement Plan Fiduciaries | Austin | CFP | Percentage of assets, Hourly |
| Samuel Webb | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Sophia Daigle | Gen Y Planning | Austin | CFP | Percentage of assets |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Terin Rundus | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| William Jobes | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Zeta Russell | Tuggle & Russell | Richardson | CFP | Percentage of assets, Hourly |
| 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 |
| Andrew Herzog | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| Ann Nowell | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Barclay Nelson | Birch Capital Management | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Bonnie Chadwick | Paratus Financial | Dallas | Not listed | Hourly, Fixed fees |
| Brian Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Caeden Goering | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Cameron Jensen | Cross Financial | Fulshear | CFP | Percentage of assets, Hourly |
| Carlos Butcher | Birch Capital Management | Dallas | CFP | Percentage of assets, Hourly |
| Chad Evans | Altere Financial | Austin | Not listed | Percentage of assets, Hourly |
| Chad Johnson | Spartan Wealth Solutions | Plano | CFP | Hourly, One-time planning fee |
| Christopher Troseth | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| Claudia Valladares | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Collin Day | Farris Capital Management | Carrollton | Not listed | Percentage of assets |
| David Luedecke | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| David Tenerelli | Values Added | Frisco | CFP | Percentage of assets, Hourly |
| Edmund Lesage | Integrity Financial Planning | Houston | Not listed | Percentage of assets |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Gary May | May Tree Financial Planning | Leander | ChFC | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Grafton Howland | Howland Advisory | Dallas | CFP | Percentage of assets, Hourly |
| Jacob Millican | 9M Investments | Grapevine | Not listed | Ongoing planning fee, Percentage of assets |