| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Robert Alston | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Thomas Kowalczyk | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| William Berger | Fortiter Wealth Management | Houston | CFA | Percentage of assets |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Brian Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Cliff Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Cynthia-Elaine Schlanger | Onyx Bridge Wealth Group | Spring | Not listed | Percentage of assets, Hourly |
| David Traff | Bisonwood Investments | Austin | Not listed | Percentage of assets |
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Eduardo Gandara | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| James Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| James Leopold | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| John Fulmer | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| 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 |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Richard Fruth | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Samuel Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Scott Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Tanya Gilliam | Berry Wealth Group | Granbury | Not listed | Percentage of assets |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Trevin Harris | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Vicki Aycock | Austin Money Management | Austin | Not listed | Percentage of assets, Hourly |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Charles Norton | Penn Davis McFarland | Dallas | CFA | Percentage of assets |
| Edward Moody | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Jack Boyd | Boyd Financial Strategies | Round Rock | Not listed | Percentage of assets, Hourly |
| Jack Kazickas | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Jeffrey Helfrich | Penn Davis McFarland | Dallas | CFA | Percentage of assets |
| Joseph Foley | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Lynn Elliott | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |