| Mauricio Sanchez | Portafolio Capital Management | San Antonio | Not listed | Percentage of assets |
| Angel Melgoza | Financial Life Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Benjamin Gurwitz | Financial Life Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Brad Dobson | Best Invest | San Antonio | CFP | Percentage of assets, Hourly |
| Brittany Chapman | District Capital Management | San Antonio | CFP | Percentage of assets, Hourly |
| Joshua Hussong | Financial Life Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Kimberly Nourie | Financial Life Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Kirk Francis | Financial Life Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Michael Sierra | 1900 Wealth | San Antonio | CFP | Percentage of assets, Hourly |
| Miles Fuquay | 1900 Wealth | San Antonio | CFP | Percentage of assets, Hourly |
| Qing Selby | Relyon Financial Advisors | San Antonio | CFP | Percentage of assets, Hourly |
| Robert Jones | 1900 Wealth | San Antonio | CFA | Percentage of assets, Hourly |
| Todd Brockwell | 1900 Wealth | San Antonio | CFA | Percentage of assets, Hourly |
| Alejandro Cabezut | The Summit Group | San Antonio | Not listed | Percentage of assets, Fixed fees |
| Austin Kroll | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Caroline Satel | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Cassandra Mastromarino | Saltbox Financial | San Antonio | Not listed | Percentage of assets, Hourly |
| Charles Dodd | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Christopher Holden | Imperium Wealth Management | San Antonio | Not listed | Percentage of assets, Hourly |
| Christopher Kardys | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Ellen Smith | Janus Financial Planning | San Antonio | Not listed | Percentage of assets, Hourly |
| Hannah Jones | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Jacob Allison | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| James Sulester Jr | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Jessica Drought | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| John Fosdick | Best Invest | San Antonio | Not listed | Percentage of assets, Hourly |
| Joseph Velazquez | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Lori Barker | Best Invest | San Antonio | Not listed | Percentage of assets, Hourly |
| Mary Romanczuk | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Matthew Richter | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Melissa Anderson | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Michael Lampe | Financial Life Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Nathaniel Morris | Financial Life Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Peter Coulchinsky | The Summit Group | San Antonio | Not listed | Percentage of assets, Fixed fees |
| Richard Dullnig | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Scott Peebles | Trellisent Investments | San Antonio | Not listed | Percentage of assets |
| Stephen Hernandez | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |