| Jonathan Swanburg | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Goff | The Goff Financial Group | Houston | Not listed | One-time planning fee |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| 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 |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| David Bass | Decision Tree Advisor | Houston | ChFC | Percentage of assets, One-time planning fee |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Audrey Petrash | Stegent Equity Advisors | Houston | CFP | Percentage of assets |
| David Carter | Carter Capital Management | Houston | CFP | Percentage of assets, Fixed fees |
| James Darby | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Lakhaun McKinley | MNM Vested | Houston | CFP | Fixed fees |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Loyd Stegent | Stegent Equity Advisors | Houston | CFP, PFS | Percentage of assets |
| Stephen Adell | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Alison Mills | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Clark Forward | Forward Financial | Houston | Not listed | Percentage of assets |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Dell Thomason | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Edmund Lesage | Integrity Financial Planning | Houston | Not listed | Percentage of assets |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| John Joyce | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| John Merrill | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Katherine Letsos | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Larry Bell | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Madison Carleton | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |
| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |