| Scott Oeth | Cahill Financial Advisors, Inc. | Fort Worth | CFP, MSFS | One-time planning fee, Ongoing planning fee |
| Albi Kacani | HFS Wealth Management | Dallas | CFP, CPA, CDFA | Percentage of assets, Hourly |
| Anil Chacko | Ark Alliance Financial | Missouri City | CFP, CKA | Hourly |
| Bryan Lee | Strategic Financial Planning, Inc. | Plano | CFP, MBA | Percentage of assets, Hourly |
| Carol Alexander | Retirement Investment Advisors, Inc. | Frisco | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Jake Ridley | Ridley Wealth Management | Round Rock | CFP | Percentage of assets, Fixed fees |
| Liem Hoang | Stillforest Wealth Management | Houston | CFA, CFP, JD | Percentage of assets, Hourly |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Rodney James | Vineyard Family Wealth, LLC | Houston | CFP | Percentage of assets, Fixed fees |
| Scott Monk | Charis Legacy Partners | Bryan | CFA, CFP | Percentage of assets |
| Andy Lawson | Freshfield Investments | Plano | BA, CFP, MS, PhD | Hourly |
| Joseph Team | Team Financial Strategies | Granbury | CFP | Percentage of assets, Fixed fees |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Beth Koonce | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Christopher Laughhunn | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| David Faskas | Keller Wealth Advisors | Victoria | CFP, CFA | Percentage of assets |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Hannah Gohmert | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Kyle Noack | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Mark Lasseigne | Financial Cornerstones | The Woodlands | CFP | Percentage of assets |
| Paul Michel | Provident Financial Planning | Addison | CFP | Percentage of assets, Flat fee or retainer |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Thomas Keller | Keller Wealth Advisors | Victoria | CFP, PFS | Percentage of assets |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Caleb Russell | Paragon Advisors | College Station | CFP | Percentage of assets |
| Christopher Browning | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Hailey | Paragon Advisors | College Station | CFP | Percentage of assets |
| Hayden Hill | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Heather Jendrusch | Paragon Advisors | College Station | CFP | Percentage of assets |
| James Sargent | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Jason McGarraugh | BentOak Capital | Katy | CFP | Percentage of assets, Hourly |
| Joel Hanson | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Laura Werner | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Madison Wallace | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Marley Wood | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Matthew Lee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Matthew Spradling | Paragon Advisors | College Station | CFP | Percentage of assets |