| Ajoke Esomo | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Andrew Gardener | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Cary Laudadio | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Christian Patterson | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Christopher Dyson | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Craig Hausz | CMH Wealth Management | Dallas | CFP | Ongoing planning fee |
| Daniel Michalk | Waterway Wealth Management | The Woodlands | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Emily Lopez | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Emily Walls | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Erandathi Shaw | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Gene Gurley | Gibraltar Capital Management | Irving | CFP | Percentage of assets, Hourly |
| Gerrond McKee | Lifeway Financial | Plano | CFP | Percentage of assets, Fixed fees |
| Jared McBride | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Jeffrey Broadhurst | Broadhurst Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jessica McCain | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Jon Moores | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Kelley Schubert | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kevin Nelson | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kevin Roth | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Brown | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Matthew Schwegman | ComposedPro | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Michael Mills | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Monica Sipes | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Roberto Ortega | RidgeOak Wealth | Spring | CFP | Percentage of assets |
| Ross King | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Stephen Nelson | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Alexander Wilson | Provident Financial Planning | Addison | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Hickey | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Casey Kha | FCA | Houston | CFP | Percentage of assets, Hourly |
| Christopher Hughes | Financial Cornerstones | The Woodlands | Not listed | Percentage of assets |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Bass | Decision Tree Advisor | Houston | ChFC | Percentage of assets, One-time planning fee |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Schubert | Carrington Group | Dallas | CFP | Percentage of assets, Fixed fees |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Douglas Bartol | Nexus One Financial Advisors | Plano | CFP, ChFC | Percentage of assets |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |