| Parker Mayo | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Sophie Young | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Christopher Knight | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Cody Ritchie | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Craig Harvey Field | Alluvial Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Jakhongir Mirtalipov | Dream Life Wealth Management | Charlotte | Not listed | Percentage of assets, Ongoing planning fee |
| Joseph McFaddin | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Richard Speers | Private Wealth Management of NC | Henderson | ChFC | Percentage of assets, Hourly |
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Brian Rudisill | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Isaac Neidbalson | Jarrod Adams Investing | Charlotte | Not listed | Percentage of assets |
| James Baynard | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Harlow | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Jarrod Adams | Jarrod Adams Investing | Mooresville | Not listed | Percentage of assets |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Nicholas Lloyd | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Michael Cornell | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Fusco | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Robert Boggs | Catawba River Capital | Belmont | Not listed | Percentage of assets, Hourly |
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Susan Riser Whitlock | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Andrew Fisher | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Andrew Krafft | Luminary Wealth | Charlotte | Not listed | Percentage of assets, Hourly |
| Christopher Patton | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Eric Lockerman | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Jessica Rickert | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Aaron Salter | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Benjamin Small | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| David Caivano | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Esther Bodman | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Kevin Johnson | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Randall Newton | Eagle Wealth Management Group | Charlotte | Not listed | Percentage of assets |
| Shon McCarley | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Stewart Neely | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |