| Jeffrey Elliott | Jeff Elliott CFP® | The Hills | CFP | Percentage of assets, Hourly |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Joseph Ceasar | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Kevin Londergan | BayRock Financial | Friendswood | Not listed | Percentage of assets, Hourly |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Larry Bell | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Laura Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Laura Redfern | Shadowridge Asset Management | Austin | CFP | Hourly, One-time planning fee |
| Lucas Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Madison Carleton | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Matthew Williamson | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Michael Sitzman | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Robin Giles | Apex Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Samuelson Drumond | Drumond Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| Scott Lanigan | EID Capital | Dallas | CFA | One-time planning fee |
| Shannon Schulz | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Troy Ferguson | Ferguson Financial Planning | Duncanville | CFP | Percentage of assets, Hourly |
| William Blake | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| William Grant | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| William Scorpio | Diamond Client Group | Fair Oaks Ranch | Not listed | Percentage of assets, Hourly |
| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| André Small | A Small Investment, LLC | Houston | CFP, MBA | Percentage of assets, Hourly |
| Ariel Jasso | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Austin Hon | Momentum Private Wealth Management LLC | Cedar Park | CFP | Percentage of assets, Hourly |
| Brett Fry | Forteris Wealth Management | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Brian Fry | Safe Landing Financial | Plano | CFP | Percentage of assets, Hourly |
| Cameron Capriotti | Legacy Chief Financial | The Woodlands | CFP, CPA | Percentage of assets, Hourly |
| Carolyn Douglas | Integra Wealth Advisors | Houston | CFP | Percentage of assets, Hourly |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Chris Lloyd | Lloyds Intrepid LLC | Spring | CFP | Percentage of assets, Hourly |
| Christopher Baum | Palermo Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Hourly |
| Christopher Champion | Holden Family Office | Dallas | Not listed | Percentage of assets, Hourly |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Danqin Fang | Wealth Beyond Math™ | Austin | CFA, CFP, RLP | Percentage of assets, Hourly |