| Jordan Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Joseph Asrat | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Justin Lero | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Justin Simmons | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Kelly Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Lorri Jefferson | Vision Tech Group | Pinehurst | Not listed | Percentage of assets, Hourly |
| Lucinda Buce | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Malissa McNanna | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Manishkumar Jain | BluePrism Wealth Management | Richmond | Not listed | Percentage of assets, Fixed fees |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Matthew Peck | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Matthew Tarkington | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Maureen Maidlow | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Melanie Johnson | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Michael Christians | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Neil Vanzandt | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nelson Gonzalez | Amicus Financial Advisors | Rosharon | Not listed | Percentage of assets, Hourly |
| Richard Bach | Dash Investments | Plano | Not listed | Percentage of assets |
| Robert Badger | Dash Investments | Plano | Not listed | Percentage of assets |
| Robert Knapp | OverRidge Wealth Advisors | Aledo | Not listed | Percentage of assets, Fixed fees |
| Ronnie Huskey | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Sebastian Lopez-Hafen | Dash Investments | Plano | Not listed | Percentage of assets |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Temitayo Ilori | Hyvorian Financial | Garland | Not listed | Percentage of assets, Hourly |
| Thomas Carter | Retirement Plan Fiduciaries | Austin | Not listed | Percentage of assets, Hourly |
| Will Oliver | Founders Capital Management | Houston | Not listed | Percentage of assets |
| William Gregory | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Anthony Garcia | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Brad Pruitt | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Campbell Gibson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Chris Bentley | Parker Prescott Capital Management | Dallas | Not listed | Percentage of assets, Fixed fees |
| David Featherston | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Heather Johnson | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| James Lundgren | Hg Capital Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| Jody Holt | Holt Wealth Management | Borger | Not listed | Percentage of assets, Fixed fees |
| John Dapper | Holdfast Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| John Hunter | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| John Wilkinson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Kristopher Gallow | Ghost Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Mark Muecke | Mark Muecke Capital Management | San Antonio | Not listed | Percentage of assets |
| Matthew Silvey | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Richard Bolgiano | Bolgiano Capital Management | Midlothian | Not listed | Percentage of assets, Hourly |
| Sally Branson | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Timothy Mack | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |