| Peter McCleskey | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Raymond Hawkins | RMH Capital Advisors | Houston | CFA | Percentage of assets, Hourly |
| Richard Early | Early McClintic & McMillan | Stafford | 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 |
| Rusti Pitts | Bonner & Smith | Lubbock | Not listed | Percentage of assets |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Ryan Schroer | RFG Wealth Advisory | Argyle | 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 |
| Stephanie Boeke | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Levy | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Terry Bussard | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| 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 |
| Tommy Willams | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| William Nelson | Financial Gravity Asset Management | Austin | Not listed | Percentage of assets |
| Zachariah Wood | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Zachary Azra | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| Alan Birsinger | Wealth Management Group | Houston | Not listed | Percentage of assets, Hourly |
| Andrew Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Blake Flint | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Brandon Lockwood | Lockwood Wealth Strategies | Houston | Not listed | Percentage of assets |
| Brandon Simpson | Aspen Wealth Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Brit Inman-Swanson | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Christopher Coffin | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Collin Osbahr | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Dane Petty | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Dennis Berry | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Dina Draguicevich | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Edward Moody | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Ernest Miller | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Gerald McIlhon | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Hayden Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Hogan Choyce | Wealth Management Group | Houston | Not listed | Percentage of assets, Hourly |
| Hunter Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| 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 |
| James Adams | Adams Wealth Management | Amarillo | Not listed | Percentage of assets |
| James Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| James Payne Jr | Targeted Financial Services | Boerne | Not listed | Percentage of assets, Hourly |
| James Walter | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Jason Mickey | Wealth Management Group | Houston | Not listed | Percentage of assets, Hourly |
| Jeffrey Bowlby | Dash Investments | Plano | Not listed | Percentage of assets |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Jonathan Hendler | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jonathan Melehan | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |