| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Douglas Bartol | Nexus One Financial Advisors | Plano | CFP, ChFC | Percentage of assets |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Heidi Arneson | Precedent Wealth Partners | Katy | Not listed | Percentage of assets |
| Ian McClintic | Early McClintic & McMillan | Stafford | CFP | Percentage of assets, Hourly |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| James Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Janet Griffith | AssetBuilder | Allen | CFP | Percentage of assets, Flat fee or retainer |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jerod Brockelman | Eubank, Hutson & Associates | Plano | CFP | Percentage of assets, Hourly |
| Jesus Marquez | EZ Financial Group | Pearland | CFP | Percentage of assets |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jordan Bromley | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Kevin Spires | Bellaire Capital Management | Bellaire | CFA | Percentage of assets, Hourly |
| Kirti Bhanushali | Dversify | Georgetown | Not listed | Ongoing planning fee |
| Kristy Groth | Precedent Wealth Partners | Spring | Not listed | Percentage of assets |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Larry Denson | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Lyndsey Monahan | Precision Wealth Strategies | Frisco | ChFC | Percentage of assets, Hourly |
| Mariah Champness | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Michael Lemich | RFG Wealth Advisory | Argyle | CFP | Percentage of assets, Fixed fees |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Mitchell Kramer | Fluent Financial | Dallas | CFP | Percentage of assets, Hourly |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Nicholas Renfro | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Olivia Kriscunas | Paratus Financial | Dallas | CFA | Hourly, Fixed fees |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Paul Henley | Farris Capital Management | Carrollton | CFA | Percentage of assets |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Rachael Smith | TopRac Financial | Cypress | ChFC | One-time planning fee, Hourly |
| Randy Smith | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Raymond Bonner | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Robert Barber | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Sarah Nix | Keller Wealth Advisors | Victoria | Not listed | Percentage of assets |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Scott McClintic | Early McClintic & McMillan | Stafford | CFP | Percentage of assets, Hourly |
| Scott Wallace | Thrifty Scotty Financial | Round Rock | CFP | Ongoing planning fee |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |