| Thomas Keller | Keller Wealth Advisors | Victoria | CFP, PFS | Percentage of assets |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Caleb Russell | Paragon Advisors | College Station | CFP | Percentage of assets |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Christopher Browning | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Hailey | Paragon Advisors | College Station | CFP | Percentage of assets |
| Hayden Hill | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Heather Jendrusch | Paragon Advisors | College Station | CFP | Percentage of assets |
| James Sargent | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Jason McGarraugh | BentOak Capital | Katy | CFP | Percentage of assets, Hourly |
| Joel Hanson | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Laura Werner | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Madison Wallace | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Marley Wood | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Matthew Lee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Matthew Spradling | Paragon Advisors | College Station | CFP | Percentage of assets |
| Michael Cochran | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Nathaniel Harness | BentOak Capital | Houston | CFP | Percentage of assets, Hourly |
| Robert Calhoun | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Sarah Kvistad | Paragon Advisors | College Station | CFP | Percentage of assets |
| Stephen McGee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Steven Ankerstar | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Tanner Castle | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| William Tebeaux | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Abigail Gunderson | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Adam Lawrence | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Christopher Sternau | Altere Financial | The Woodlands | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Curtis Burch | Destiny Capital | College Station | CFP | Percentage of assets, Flat fee or retainer |
| Daniel Phillips | Michels Family Financial | Fort Worth | CFP | Percentage of assets, Fixed fees |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Edward Kramer | SSB&T Wealth | Fredericksburg | CFP | Percentage of assets, Fixed fees |