| Sarah Lassberg | Better Pockets Financial | Allen | Not listed | Percentage of assets, Ongoing planning fee |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Tess Downing | Complete View Financial | San Antonio | CFP, MBA | Percentage of assets, Hourly |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Kowalczyk | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Travis Gatzemeier | Kinetix Financial Planning LLC | Flower Mound | CFP | Percentage of assets, Hourly |
| Victor Larsen | Larsen Financial Management | San Antonio | CFP | Percentage of assets, Hourly |
| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Brian Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Bruce Griffith | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Carson Pope | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Chad Taylor | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cynthia-Elaine Schlanger | Onyx Bridge Wealth Group | Spring | Not listed | Percentage of assets, Hourly |
| Daniel Martinez | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Daniel McMillan | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| Daniel Payne | DWP Investment Management | Austin | CFA | Percentage of assets, Hourly |
| Dante Milanesi | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Darrell Brooks | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| David Huddleston | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| Debra Hartsfield | DPH Financial | Pearland | ChFC | Hourly |
| Dilish Dudhia | Aspen Financial Management | Arlington | Not listed | Percentage of assets, Hourly |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Elizabeth Morrison | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Ellen Seitzler | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Erin Erdil | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Ethan Mayo | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Hannah Vickery | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Henry Netherland | Faithful Financial Services | Orange | Not listed | Hourly, Percentage of assets |
| Heriberto Chinea | EightOne Capital | Pearland | Not listed | Percentage of assets, Hourly |
| Ian Cobb | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Jaclyn Gilbert | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| John Fulmer | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| John Paulson | Clear Sky Financial | Prosper | Not listed | Percentage of assets, Hourly |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Katherine Malone | Malone Financial Planning | Mckinney | Not listed | Percentage of assets, Hourly |
| Kayla Taylor | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Keith Hutson | Eubank, Hutson & Associates | Plano | Not listed | Percentage of assets, Hourly |
| Kennon Grose | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |