| Scott Lanigan | EID Capital | Dallas | CFA | One-time planning fee |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Brett Fry | Forteris Wealth Management | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Christopher Champion | Holden Family Office | Dallas | Not listed | Percentage of assets, Hourly |
| David Ackerman | Ackerman Capital Management | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Deborah Good | Clare Market Investments | Dallas | CFP | Percentage of assets, Hourly |
| Elizabeth Trecartin | Penn Davis McFarland | Dallas | CFP | Percentage of assets |
| Hope Robinson | Penn Davis McFarland | Dallas | CFP | Percentage of assets |
| Ian Richards | CMH Wealth Management | Dallas | Not listed | Ongoing planning fee |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Keith Pillers | Ackerman Capital Management | Dallas | CFP | Percentage of assets, Fixed fees |
| Nancy Gatens | Gatens Financial LLC | Dallas | CFP | Percentage of assets, Hourly |
| Paul Lightfoot | Optima Asset Management, Inc. | Dallas | CFP | Percentage of assets, Fixed fees |
| Richard Lee | Lee Financial Corporation | Dallas | BBA, CFA, CFP, MBA | Percentage of assets, Hourly |
| Stephen Bodwell | Walnut Hill Wealth Management, LLC | Dallas | CFP, CPA, PFS | Percentage of assets, Fixed fees |
| Tony Noto | Noto Financial Planning, LLC | Dallas | CFA, CFP | Percentage of assets, Fixed fees |
| Cinthya Miceli | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ethan Mayo | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Ian Cobb | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Matthew Pence | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Tyler Talman | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Brandon Simpson | Aspen Wealth Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Charles Norton | Penn Davis McFarland | Dallas | CFA | Percentage of assets |
| Cort Hoffman | Hoffman Wealth Advisors | Dallas | Not listed | Percentage of assets |
| Douglas Simmang | Turtle Creek WealthCare | Dallas | Not listed | Flat fee or retainer, Percentage of assets |
| Ian Hunter | Hunter Value Capital | Dallas | CFA | Percentage of assets, Hourly |
| Jeffrey Clark | Clark Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Jeffrey Helfrich | Penn Davis McFarland | Dallas | CFA | Percentage of assets |
| Jeffrey Parkhurst | Halcyon Global Advisors, LLC. | Dallas | Not listed | Percentage of assets, Fixed fees |
| John Hea | Ackerman Capital Management | Dallas | CFA | Percentage of assets, Fixed fees |
| Mark Patton | Patton Wealth Advisors | Dallas | Not listed | Percentage of assets, One-time planning fee |
| Patrick Stuart | Saddock Wealth | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Hunt | Robert Hunt Financial | Dallas | Not listed | Hourly, Ongoing planning fee |
| Stephen Saddock | Saddock Wealth | Dallas | Not listed | Percentage of assets, Hourly |
| Barbara Spicer | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Chris Bentley | Parker Prescott Capital Management | Dallas | Not listed | Percentage of assets, Fixed fees |
| Gary Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Gregory Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| John Stetter | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Joseph Applewhite | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Timothy Buys | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Alan Haworth | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Bradford Rodrigues | R1 Financial Group | Dallas | Not listed | Percentage of assets, Hourly |
| Keith Rhodus | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Priya Intwala | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Felty | Penn Davis McFarland | Dallas | Not listed | Percentage of assets |
| Robert Ogden | Penn Davis McFarland | Dallas | Not listed | Percentage of assets |
| Adam Keller | Apeiron | Dallas | CFP | Percentage of assets, Hourly |