| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Mark Okamoto | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Michael De Guzman | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Nicholas Michels | Michels Family Financial | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Rachel Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Rankin Starkey | SSB&T Wealth | Fredericksburg | Not listed | Percentage of assets, Fixed fees |
| Richard Morgan | SSB&T Wealth | Bee Cave | Not listed | Percentage of assets, Fixed fees |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Robin Giles | Apex Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Roger Whitney | Retire Agile | Mansfield | CFP | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Russell Thamm | Teamwork Financial Group | Austin | Not listed | Percentage of assets |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| Sarah McIvor | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Scott Lanigan | EID Capital | Dallas | CFA | One-time planning fee |
| Scott Miller | Linch Financial | Plano | Not listed | Percentage of assets |
| Shannon Schulz | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Stephen Chambers | Linch Financial | Southlake | Not listed | Percentage of assets |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Troy Ferguson | Ferguson Financial Planning | Duncanville | CFP | Percentage of assets, Hourly |
| William Blake | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| William Brilliant | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Huber | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Andrew Northcutt | PracticeCFO | Pflugerville | Not listed | Percentage of assets, Fixed fees |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| David Belding | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |