| Rachel Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Russell Thamm | Teamwork Financial Group | Austin | Not listed | Percentage of assets |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| William Brilliant | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Kyle Reese | Sprout Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Michael Quigley | Beck Capital Management | Austin | ChFC | Percentage of assets |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Victor Beck | Beck Capital Management | Austin | CFA | Percentage of assets |
| Walter Thomas | GoalFusion Wealth Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Christina Borger | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Daniel Martinez | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| David Traff | Bisonwood Investments | Austin | Not listed | Percentage of assets |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Jack Tamez | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Mason Ning | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Stephanie Boeke | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Levy | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| William Nelson | Financial Gravity Asset Management | Austin | Not listed | Percentage of assets |
| Zachariah Wood | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Collin Osbahr | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Dina Draguicevich | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Edward Moody | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Gerald McIlhon | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Hunter Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Jack Kazickas | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| James Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Justin Simmons | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Melanie Johnson | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Thomas Carter | Retirement Plan Fiduciaries | Austin | Not listed | Percentage of assets, Hourly |
| William Gregory | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| David Featherston | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Heather Johnson | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| John Dapper | Holdfast Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |