| Scott Schwinger | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| William Berger | Fortiter Wealth Management | Houston | CFA | Percentage of assets |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Darrell Brooks | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Morrison | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Erin Erdil | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jaclyn Gilbert | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| James Leopold | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| Kymberly Watson | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Natan Bondin | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Nicola Barton | Forth Capital | Houston | Not listed | Percentage of assets, Hourly |
| Oscar Castro | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Richard Fruth | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Richard Saxon | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Thomas Staerker | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Thomas Thornhill | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Timothy Lucio | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Brandon Lockwood | Lockwood Wealth Strategies | Houston | Not listed | Percentage of assets |
| John Capistran | Caplo Advisory | Houston | Not listed | Percentage of assets, Hourly |
| Joseph Foley | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Lynn Elliott | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |