| David Traff | Bisonwood Investments | Austin | Not listed | Percentage of assets |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Jack Tamez | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Mason Ning | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Stephanie Boeke | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Levy | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Vicki Aycock | Austin Money Management | Austin | Not listed | Percentage of assets, Hourly |
| William Nelson | Financial Gravity Asset Management | Austin | Not listed | Percentage of assets |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Zachariah Wood | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Bryan Bourgeois | Kibbel Financial Planning | Austin | Not listed | Percentage of assets, Hourly |
| Collin Osbahr | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Dina Draguicevich | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Edward Moody | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Gerald McIlhon | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Hunter Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Jack Kazickas | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| James Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Justin Simmons | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Melanie Johnson | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Raony Zica de Carvalho | Carvalho Investment Group | Austin | Not listed | Percentage of assets, Hourly |
| Robert Laughlin | Integra Asset Advisors, LC | Austin | Not listed | Percentage of assets |
| Sanjeev Subnani | Subnani Investment Research | Austin | Not listed | Percentage of assets, Hourly |
| Simone Vannoy | Vannoy Advisory Group | Austin | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Carter | Retirement Plan Fiduciaries | Austin | Not listed | Percentage of assets, Hourly |
| William Gregory | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| David Featherston | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Heather Johnson | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| John Dapper | Holdfast Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Neil Kay | Old Vine Capital | Austin | Not listed | Percentage of assets, Performance-based fees |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Barry Harris | Harris Wealth Advisors | Austin | Not listed | Percentage of assets, Hourly |
| Kyle Fitzgerald | Partners Capital | Austin | Not listed | Percentage of assets, Hourly |
| Rachel Neblett | CapitalWize | Austin | Not listed | Percentage of assets, Hourly |
| Theodore Leclair | 994 Group | Austin | Not listed | Percentage of assets, Fixed fees |
| Adam Todd | FMP Wealth Advisers | Austin | CFP | Percentage of assets, Fixed fees |
| Alexander Hallum | PER Stirling Capital Management | Austin | CFP | Percentage of assets, Hourly |
| Alexandra Bequette | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Alexis Garza | Austin Asset | Austin | CFP | Percentage of assets, Fixed fees |
| Anna Bodine | Harrell Investment Partners | Austin | CFP | Percentage of assets, Hourly |
| Anthony Guzman | Pioneer Wealth Management Group | Austin | CFP | Percentage of assets, Hourly |
| April Busby | Pioneer Wealth Management Group | Austin | CFP, PFS | Percentage of assets, Hourly |
| Benedict Johnson | GAP Financial Services | Austin | CFP, ChFC | Percentage of assets, Hourly |