| Brian Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Caeden Goering | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Carl Christensen | Avion Wealth | Columbus | Not listed | Percentage of assets, Fixed fees |
| Carlos Lowenberg | Masterpiece Capital | Austin | ChFC | Percentage of assets, Fixed fees |
| Clark Forward | Forward Financial | Houston | Not listed | Percentage of assets |
| Claudia Valladares | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| David Luedecke | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| David Tenerelli | Values Added | Frisco | CFP | Percentage of assets, Hourly |
| Donald Harris | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Brady | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Gabriel McMennamy | Soulence Wealth Management | Amarillo | Not listed | Percentage of assets |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Jason Traff | Bisonwood Investments | Austin | CFA | Percentage of assets |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| John Hollie | Avion Wealth | Shenandoah | 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 |
| Joseph Ceasar | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Karla Saez | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Lindley | Beaird Harris | Dallas | 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 |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 Sitzman | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, 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 |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Rachel Van Den Berg | Century Management Financial Advisors | Austin | 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 |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| 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 Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |