| Joseph Ceasar | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Karla Saez | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Katherine Letsos | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Kevin Londergan | BayRock Financial | Friendswood | Not listed | Percentage of assets, Hourly |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Laura Brown | Addington Financial Group | Cypress Springs Village | Not listed | Percentage of assets |
| Laura Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Lisa Stroud | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Lucas Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Madison Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Mark Okamoto | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Matthew Williamson | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Michael De Guzman | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Michael Sitzman | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Nicholas Michels | Michels Family Financial | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |
| Rachel Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Rankin Starkey | SSB&T Wealth | Fredericksburg | Not listed | Percentage of assets, Fixed fees |
| Richard Morgan | SSB&T Wealth | Bee Cave | Not listed | Percentage of assets, Fixed fees |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Russell Thamm | Teamwork Financial Group | Austin | Not listed | Percentage of assets |
| Ryan Christensen | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Sarah McIvor | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Scott Miller | Linch Financial | Plano | Not listed | Percentage of assets |
| Stephen Chambers | Linch Financial | Southlake | Not listed | Percentage of assets |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| William Blake | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| William Brilliant | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| William Grant | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| William Scorpio | Diamond Client Group | Fair Oaks Ranch | Not listed | Percentage of assets, Hourly |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Huber | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Ariel Jasso | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Christopher Champion | Holden Family Office | Dallas | Not listed | Percentage of assets, Hourly |