| 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 |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | 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 |
| David Carter | Carter Capital Management | Houston | CFP | Percentage of assets, Fixed fees |
| 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 |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| William Jobes | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Blair Greenwood | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Clark Forward | Forward Financial | Houston | Not listed | Percentage of assets |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Dell Thomason | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| John Joyce | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| John Merrill | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Jonathan Hoyme | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Katherine Letsos | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Ryan Christensen | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| 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 |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| David Belding | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| David Stuyck | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Francisco Salaverry | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Jordan Mathews | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Paul Thompson | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |