| Set Carpintero | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Tina Yang | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| William Goodson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Andrew Gardener | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Austin Marrs | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Christopher Dyson | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Crystal McKeon | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Emily Walls | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Erandathi Shaw | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Jon Moores | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Jonathan Swanburg | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Kevin Roth | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Goff | The Goff Financial Group | Houston | Not listed | One-time planning fee |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Ashley Trlica | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Brandon Ivy | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Bretton Williams | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Casey Kha | FCA | Houston | CFP | Percentage of assets, Hourly |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| David Bass | Decision Tree Advisor | Houston | ChFC | Percentage of assets, One-time planning fee |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Audrey Petrash | Stegent Equity Advisors | Houston | CFP | Percentage of assets |
| David Carter | Carter Capital Management | Houston | CFP | Percentage of assets, Fixed fees |
| James Darby | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Jeremy Joiner | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| John Robertson | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Jonathan Solo | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Lakhaun McKinley | MNM Vested | Houston | CFP | Fixed fees |
| Laura Smith | Heritage Asset Advisors | Houston | CFP | Percentage of assets |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Loyd Stegent | Stegent Equity Advisors | Houston | CFP, PFS | Percentage of assets |
| Patrick Shinn | Heritage Asset Advisors | Houston | CFP | Percentage of assets |
| Richard Grbac | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Stephen Adell | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |