| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| William Brilliant | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Kyle Reese | Sprout Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Michael Quigley | Beck Capital Management | Austin | ChFC | Percentage of assets |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Victor Beck | Beck Capital Management | Austin | CFA | Percentage of assets |
| Walter Thomas | GoalFusion Wealth Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Daniel Martinez | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Vicki Aycock | Austin Money Management | Austin | Not listed | Percentage of assets, Hourly |
| William Nelson | Financial Gravity Asset Management | Austin | Not listed | Percentage of assets |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Zachariah Wood | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Collin Osbahr | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Dina Draguicevich | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Gerald McIlhon | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Hunter Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| James Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Justin Simmons | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Melanie Johnson | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Raony Zica de Carvalho | Carvalho Investment Group | Austin | Not listed | Percentage of assets, Hourly |
| William Gregory | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Neil Kay | Old Vine Capital | Austin | Not listed | Percentage of assets, Performance-based fees |