| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Philip Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Ryan Glover | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Ryan Smith | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Jones | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Todd Senter | Woodard & Company Asset Management Group | Bermuda Run | CFP | Percentage of assets |
| Walter Hinson | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| William Hollan | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Benjamin Dolan | Dolan Capital Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Bradley Kucharo | Kucharo Wealth | Charlotte | CFP | Percentage of assets, Fixed fees |
| Brian Baum | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Bryan Smith | Infinite Wealth Advisors | Mooresville | CFP | Percentage of assets, Hourly |
| Caleb Griffith | Townsend Asset Management | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| Jennifer Oravsky | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jennifer Pcholinsky | Balentine Wealth Advisors | Raleigh | CFP | Percentage of assets, Fixed fees |
| John Maddison | Balentine Wealth Advisors | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Jon Green | Encompass Advisors | Brevard | CFP, PFS | Percentage of assets, Hourly |
| Jonathan George | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Justin Smith | Smith Partners Wealth Management | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Kevin Mishoe | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Michael Foster | Dolan Capital Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Michael Giblin | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Higgins | Dalton Financial | Charlotte | CFP, ChFC | Percentage of assets, Hourly |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Stephen Miller | Forward Wealth Management | Charlotte | CFP, CFA | Percentage of assets |
| Thomas Figgatt | Portolan Financial | Durham | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Basinger | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| Anne McPhail | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Cameron Amos | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Charles Dann | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Cordi Powell | Favored Financial Planning | Jamestown | CFP | Fixed fees |
| Daniel Hughes | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| David D'Alessandro | Axiom Private Wealth | Charlotte | CFP | Percentage of assets |
| Durriya Pierce | Fruitful | Greensboro | CFP | Percentage of assets, Ongoing planning fee |
| Gregory Cadger | Cadger Wealth Advisors | Carolina Beach | CFP | Percentage of assets, Hourly |
| Jacob Stewart | WealthMore | Smithfield | CFP | Ongoing planning fee |
| John Menser | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Ryan | Novare Capital Management | Charlotte | CFP | Percentage of assets |