| Tina Yang | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| William Goodson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Ajoke Esomo | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Austin Marrs | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Cary Laudadio | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Christian Patterson | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Christopher Dyson | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Swan | Retire With Swan | Northlake | CFP | Flat fee or retainer, Ongoing planning fee |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Craig Hausz | CMH Wealth Management | Dallas | CFP | Ongoing planning fee |
| Crystal McKeon | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Emily Lopez | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Emily Walls | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Esmond Pabilona | Wela Financial Advisory | San Antonio; | CFP | Percentage of assets, Flat fee or retainer |
| Gerrond McKee | Lifeway Financial | Plano | CFP | Percentage of assets, Fixed fees |
| Jared McBride | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Jon Moores | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Jonathan Swanburg | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Logan Bennett | Brexton Family Financial | Grapevine | CFP | Fixed fees |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Martin Day | Brexton Family Financial | Grapevine | CFP | Fixed fees |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Brown | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Matthew Goff | The Goff Financial Group | Houston | Not listed | One-time planning fee |
| Michael Mills | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Monica Sipes | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Robert Kokol | Atticus Wealth Management | New Braunfels | CFP | Percentage of assets |
| Roberto Ortega | RidgeOak Wealth | Spring | CFP | Percentage of assets |
| Stephen Nelson | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Alexander Wilson | Provident Financial Planning | Addison | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Hickey | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Anna Popke | Majestic Oak Financial | Round Rock | CFP | Percentage of assets, Hourly |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Ashley Trlica | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Brandon Ivy | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Bretton Williams | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Christopher Hughes | Financial Cornerstones | The Woodlands | Not listed | Percentage of assets |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Bartoski | Forma Financial Planning | Boerne | CFP | Percentage of assets |
| David Bass | Decision Tree Advisor | Houston | ChFC | Percentage of assets, One-time planning fee |
| David Faulkner | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |