| Dilish Dudhia | Aspen Financial Management | Arlington | Not listed | Percentage of assets, Hourly |
| Emilio Gonzalez | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Ethan Mayo | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Ian Cobb | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| James Leopold | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jessica Fairchild | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Joe Fletcher | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| John Hall | J.W. Hall Financial | San Antonio | Not listed | Percentage of assets |
| Katherine Malone | Malone Financial Planning | Mckinney | Not listed | Percentage of assets, Hourly |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Matthew Pence | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Tull | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Nicholas Noll | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Peter McCleskey | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Ryan Schroer | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Tanya Gilliam | Berry Wealth Group | Granbury | Not listed | Percentage of assets |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Tyler Talman | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Andrew Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Christopher Coffin | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Dane Petty | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Ernest Miller | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. | Degree Free - Educational Design | Conroe | Not listed | One-time planning fee, Subscription |
| Hayden Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| John Capistran | Caplo Advisory | Houston | Not listed | Percentage of assets, Hourly |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Matthew Tarkington | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Maureen Maidlow | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Neil Vanzandt | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
| Robert Knapp | OverRidge Wealth Advisors | Aledo | Not listed | Percentage of assets, Fixed fees |
| Ronnie Huskey | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Joseph Applewhite | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Timothy Buys | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |