| David Stuyck | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| David Wulfert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Deborah Good | Clare Market Investments | Dallas | CFP | Percentage of assets, Hourly |
| Derek Robinett | Amicus Financial Advisors | Midland | PFS, CFA | Percentage of assets, Hourly |
| Douglas Berti | Texas Assured Financial Planning LLC | Houston | BS, CFP, EA, MS | Percentage of assets, Hourly |
| Douglas Richardson | Fair Oaks Financial LLC | Fair Oaks Ranch | CFP | Percentage of assets, Hourly |
| Eli Mitcham | Asset Lift Wealth Management | Cypress | Not listed | Percentage of assets, Hourly |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Elvin Miller | Texas Asset Management | Lakeway | CFP | Percentage of assets |
| Ephimia Coumanakos | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Evan McMordie | Golden Spread Wealth | Canadian | Not listed | Percentage of assets, Hourly |
| Francisco Salaverry | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Garrett Williams | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Gary Silverman | Personal Money Planning | Wichita Falls | CFP | Hourly |
| Griffin Eberly | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| James Still | JASi Financial | Grapevine | CFP | Percentage of assets, Hourly |
| James Suttles | Better Pockets Financial | Wylie | Not listed | Percentage of assets, Ongoing planning fee |
| Jeffrey Morneault | Hilltop Planning | Austin | CFP, EA, RICP | Percentage of assets, Hourly |
| Jennifer Failla | Strada Wealth Management | West Lake Hills | CDFA, CFP, CRPC, MS | Hourly, Fixed fees |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| John Brodnax | Texas Asset Management | Lakeway | CFP | Percentage of assets |
| John Hetzel | No Fate BWWM | Plano | AEP, AIFA, CAIA, CFA | Percentage of assets, Hourly |
| Jon Zahradka | Sather Financial Group | New Braunfels | CFP, CPA | Percentage of assets, Hourly |
| Jonathan Berry | TrueHaven Capital | Richardson | Not listed | Percentage of assets, Hourly |
| Jonathan Kolmetz | Oaks Wealth Management | Houston | CFP, MBA | Percentage of assets, Hourly |
| Joshua Ortiz | Amicus Financial Advisors | Lubbock | ChFC | Percentage of assets, Hourly |
| Kacie Swartz | Black Barn Financial, LLC | Austin | CFP, CIMA | Percentage of assets, Hourly |
| Kathryn Atkins | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Kenton Braun | Personal Prosperity | Spring | CFP, ChFC | Percentage of assets, Hourly |
| Kirby Jacobson | Astoria Strategic Wealth | Lubbock | CFA, CFP | Percentage of assets, Hourly |
| Kristine Sawyer | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Kyle A. Moore | Cru Wealth Management | North Richland Hills | CFP | Percentage of assets, Hourly |
| Kyle Reese | Sprout Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Lance Peters | Nautical Star Financial | Las Colinas | Not listed | Percentage of assets, Hourly |
| Lorri Winkcompleck | Gap Financial Services | Austin | CFP, ChFC, CRPC | Percentage of assets, Hourly |
| Marc Schindler | Pivot Point Advisors, LLC | Bellaire | CFP | Percentage of assets, Hourly |
| Marcel Miu | Simplify Wealth Planning | Austin | CFA, CFP | Hourly, Fixed fees |
| Michael Hibbetts | ViaQuest Financial | Houston | CFP, CFA | Percentage of assets, Hourly |
| Michael Mullett | Mullett Financial | Austin | CFP | Hourly, Ongoing planning fee |
| Mike Kurz | OverShare Advice and Planning, LLC | Frisco | CAIA, CFP, CIMA, CPWA | Percentage of assets, Hourly |
| Nancy Gatens | Gatens Financial LLC | Dallas | CFP | Percentage of assets, Hourly |
| Neil Krishnaswamy | Krishna Wealth Planning LLC | McKinney | CFP, EA, RICP | Percentage of assets, Hourly |
| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nikki Dunn | Clarified Wealth Advisory | Houston | CFP | Percentage of assets, Hourly |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Philip White | Inflection Financial | San Antonio | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Richard Lee | Lee Financial Corporation | Dallas | BBA, CFA, CFP, MBA | Percentage of assets, Hourly |
| Robin Austin | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| Ryan Firth | Mercer Street Personal Financial Services | Bellaire | CFP, CPA/PFS, Master of Science Accounting, RLP | Hourly, Fixed fees |