| Kellie Gamino | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kevin Nelson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Melody Laser | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Booker | Financial Synergies Wealth Advisors | Houston | CFP, ChFC | Percentage of assets |
| Michael Minter | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Nicholaus Domachowski | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Rachel Buckhoff | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Set Carpintero | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| William Goodson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Cameron Ressetar | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Christopher Swan | Retire With Swan | Northlake | CFP | Flat fee or retainer, Ongoing planning fee |
| Lisa More | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| David Bartoski | Forma Financial Planning | Boerne | CFP | Percentage of assets |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Kirti Bhanushali | Dversify | Georgetown | Not listed | Ongoing planning fee |
| Mariah Champness | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Robert Barber | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Scott Wallace | Thrifty Scotty Financial | Round Rock | CFP | Ongoing planning fee |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| John Morrison | Geometric Advisors | Austin | CFA | Percentage of assets |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | 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 |
| Sophia Daigle | Gen Y Planning | Austin | CFP | Percentage of assets |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Eli Mitcham | Asset Lift Wealth Management | Cypress | Not listed | Percentage of assets, Hourly |
| Ephimia Coumanakos | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Joseph Warner | Allvet Financial | Plano | Not listed | Ongoing planning fee, Percentage of assets |
| Kristine Sawyer | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Lewis Weil | Lewis Weil | Austin | Not listed | Percentage of assets, One-time planning fee |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Thomas Kowalczyk | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Katherine Malone | Malone Financial Planning | Mckinney | Not listed | Percentage of assets, Hourly |
| William Nelson | Financial Gravity Asset Management | Austin | Not listed | Percentage of assets |
| Damon Collins | Collins Wealth Management | Sugar Land | Not listed | Flat fee or retainer, One-time planning fee |
| Dennis Berry | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| 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 |
| Jonathan Hendler | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |