| Shannon Pope | SFMG Wealth Advisors | Plano | CFP | Percentage of assets |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Trevor Winter | New Heights Planning, LLC | Houston | CFP, CRPC | Ongoing planning fee |
| Zach Lopez | AnCap Financial | League City | CFP | Flat fee or retainer, Ongoing planning fee |
| Amol Desai | Perceptive Wealth Advisors | Houston | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Benjamin Yeung | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Bob Knode | Knode Wealth Management | Plano | CFP, EA | Percentage of assets, Hourly |
| Britton Gregory | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Cameron Folse | Folse Financial | Missouri City | CFP | Flat fee or retainer, Ongoing planning fee |
| Cameron Penney | Penney Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Charles Parker | Parker Financial Advisors, LLC | Houston | AEP, BBA, CFP | Percentage of assets |
| Eric Simonson Founder of an advice-only firm offering low-cost, conflict-free comprehensive planning to people that investment minimums leave out. | Abundo Wealth | Houston | CFP, CRPC | Subscription |
| Glen Smith | GDS Wealth Management | Flower Mound | CFP, CRPC | Percentage of assets |
| January Smith | Janus Financial Planning, LLC | San Antonio | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Jordan Benold | Benold Financial Planning | Frisco | CFP, MBA | Percentage of assets, Hourly |
| Joshua Brooks | Exponential Advisors | Weatherford | CFP, M.Div. | Percentage of assets, Flat fee or retainer |
| Justin Brownlee | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston | CFP | Flat fee or retainer |
| Kaki Perdue Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money. | Look Both Ways Financial | Houston | CPA, CFP | One-time planning fee, Hourly |
| Michelle Goldstein | Goldstein Financial Future | Dallas | CFP, MBA | Hourly, One-time planning fee |
| Molly Laughter | Laughter Financial, LLC | Celina | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee |
| Phillip Mills | Flying Forward Wealth Management | Boerne | AEP, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Scott Oeth | Cahill Financial Advisors, Inc. | Fort Worth | CFP, MSFS | One-time planning fee, Ongoing planning fee |
| Skyler Denny | Legacy Financial Designs, LLC | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Stephanie Sammons | Sammons Wealth Management LLC | Dallas | CFP | Percentage of assets |
| Albi Kacani | HFS Wealth Management | Dallas | CFP, CPA, CDFA | Percentage of assets, Hourly |
| Anil Chacko | Ark Alliance Financial | Missouri City | CFP, CKA | Hourly |
| Barron Gray | Gray Financial Planning LLC | McKinney | CFP, MBA | Percentage of assets, Hourly |
| Bryan Lee | Strategic Financial Planning, Inc. | Plano | CFP, MBA | Percentage of assets, Hourly |
| Carol Alexander | Retirement Investment Advisors, Inc. | Frisco | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Derek Finley | Open Door Financial Advisors | Lubbock | CFP | Ongoing planning fee, Percentage of assets |
| Jake Ridley | Ridley Wealth Management | Round Rock | CFP | Percentage of assets, Fixed fees |
| Katie Brewer | Your Richest Life, LLC | Plano | CFP, MBA | Percentage of assets, Hourly |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Olivia Partin | Diesslin Group, Inc. | Fort Worth | AAMS, CFP | Percentage of assets, Hourly |
| Alison James | WorthWise Financial Partners, LLC | Houston | CFP | Percentage of assets, Hourly |
| Andy Lawson | Freshfield Investments | Plano | BA, CFP, MS, PhD | Hourly |
| Benjamin Hooper | Comal Wealth Management | New Braunfels | CFP, ChFC, CIMA, CLU | Percentage of assets, Fixed fees |
| Billy DeFrance | Lauterbach Financial Advisors | El Paso | CFP | Percentage of assets, Hourly |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Beth Koonce | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Christopher Laughhunn | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| David Faskas | Keller Wealth Advisors | Victoria | CFP, CFA | Percentage of assets |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Hannah Gohmert | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Jason Edgerton | Certified Financial Strategies | Dallas | CFP | Percentage of assets, Hourly |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| Jonathan Davison | Austin Asset | Austin | CFP, CPA, MBA, CFA | Ongoing planning fee |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |