| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Steven Ankerstar | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Christopher Sternau | Altere Financial | The Woodlands | CFP | Percentage of assets, Hourly |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Reed | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Nicholaus Domachowski | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Christopher Swan | Retire With Swan | Northlake | CFP | Flat fee or retainer, Ongoing planning fee |
| Esmond Pabilona | Wela Financial Advisory | San Antonio; | CFP | Percentage of assets, Flat fee or retainer |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Matthew Goff | The Goff Financial Group | Houston | Not listed | One-time planning fee |
| David Bass | Decision Tree Advisor | Houston | ChFC | Percentage of assets, One-time planning fee |
| Diego Luna Y Parra Diaz | Berlin Wealth Group Advisors | Tomball | Not listed | Flat fee or retainer, Hourly |
| Rachael Smith | TopRac Financial | Cypress | ChFC | One-time planning fee, Hourly |
| 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 |
| Corey Hinkle | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Jaden Verrico | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Joseph Rugger | Bridge To Wealth | Corinth | Not listed | Percentage of assets, Ongoing planning fee |
| Lori Slaughter | Millennial Wealth Management | Amarillo | Not listed | Percentage of assets, Ongoing planning fee |
| Max Diefenthaler | Simonet Financial Group | Kyle | Not listed | Ongoing planning fee, One-time planning fee |
| Michael Chisum | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Younkman | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Nam Phan | Phan Capital Management | San Antonio | Not listed | Ongoing planning fee, Percentage of assets |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Chad Evans | Altere Financial | Austin | Not listed | Percentage of assets, Hourly |
| Chad Johnson | Spartan Wealth Solutions | Plano | CFP | Hourly, One-time planning fee |
| Laura Redfern | Shadowridge Asset Management | Austin | CFP | Hourly, One-time planning fee |
| Scott Lanigan | EID Capital | Dallas | CFA | One-time planning fee |
| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| James Suttles | Better Pockets Financial | Wylie | Not listed | Percentage of assets, Ongoing planning fee |
| Lewis Weil | Lewis Weil | Austin | Not listed | Percentage of assets, One-time planning fee |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| 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 |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Bryan Bourgeois | Kibbel Financial Planning | Austin | Not listed | Percentage of assets, Hourly |
| Damon Collins | Collins Wealth Management | Sugar Land | Not listed | Flat fee or retainer, One-time planning fee |
| Douglas Simmang | Turtle Creek WealthCare | Dallas | Not listed | Flat fee or retainer, Percentage of assets |
| Gerald Hendrik | Rockwall Wealth Advisors | Rockwall | Not listed | Percentage of assets, Hourly |
| Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. | Degree Free - Educational Design | Conroe | Not listed | One-time planning fee, Subscription |
| Mark Patton | Patton Wealth Advisors | Dallas | Not listed | Percentage of assets, One-time planning fee |
| Tanya McCann | Horizons Financial Planning LLC. | Midland | Not listed | One-time planning fee |
| Carlos Lopez | Two Pillars Asset Management | Frisco | Not listed | Hourly, Percentage of assets |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |