| Kyle Noack | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Mark Lasseigne | Financial Cornerstones | The Woodlands | CFP | Percentage of assets |
| Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives | Generations Financial Management | Heath | CFP | Percentage of assets, One-time planning fee |
| Paul Michel | Provident Financial Planning | Addison | CFP | Percentage of assets, Flat fee or retainer |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Thomas Keller | Keller Wealth Advisors | Victoria | CFP, PFS | Percentage of assets |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Caleb Russell | Paragon Advisors | College Station | CFP | Percentage of assets |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| David Hailey | Paragon Advisors | College Station | CFP | Percentage of assets |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Heather Jendrusch | Paragon Advisors | College Station | CFP | Percentage of assets |
| Joel Hanson | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Lee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Matthew Spradling | Paragon Advisors | College Station | CFP | Percentage of assets |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Robert Calhoun | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Sarah Kvistad | Paragon Advisors | College Station | CFP | Percentage of assets |
| Stephen McGee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Steven Ankerstar | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| William Tebeaux | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Abigail Gunderson | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Adam Lawrence | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Christopher McBee | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Christopher Sternau | Altere Financial | The Woodlands | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Curtis Burch | Destiny Capital | College Station | CFP | Percentage of assets, Flat fee or retainer |
| Daniel King | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Daniel Phillips | Michels Family Financial | Fort Worth | CFP | Percentage of assets, Fixed fees |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Edward Kramer | SSB&T Wealth | Fredericksburg | CFP | Percentage of assets, Fixed fees |