| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| 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 |
| Lakhaun McKinley | MNM Vested | Houston | CFP | 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 |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| John Merrill | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Jonathan Hoyme | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| 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 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 |
| Mark Frugoni | FOCUS Wealth Advisors | Houston | Not listed | Percentage of assets |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | 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 |
| Ethan Pollard | Arkos | Houston | 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 |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| John Capistran | Caplo Advisory | Houston | Not listed | Percentage of assets, Hourly |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |