| John Wilks | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Jonathan Rhoney | Mill Capital Management | Concord | CFP | Percentage of assets |
| Laura Kido | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Linda Walden | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Mary Bolton | Live Oak Private Wealth | Rocky Mount | CFP | Percentage of assets, Hourly |
| Michael Whitman | Millennium Planning Group | Pittsboro | CFP | Percentage of assets, Hourly |
| Parker Mayo | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Paul Clark | Mill Capital Management | Concord | CFP | Percentage of assets |
| Phillip Hanks | Parabla | Oak Ridge | CFP | Percentage of assets |
| Richard Freitag | Freitag Financial Group, LLC. | Charlotte | CFP | Percentage of assets, Hourly |
| Sean Gilsenan | Whitener Capital Management | Cary | CFP | Percentage of assets, Hourly |
| Sophie Young | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Thomas Dyer | Dyer & | Charlotte | CFP | Percentage of assets, Hourly |
| Thomas Fenn | T. Fenn Financial Planning | Chapel Hll | CFP | Hourly |
| Timothy Pope | 360 Aviation Advisors | Concord | CFP | Percentage of assets, Fixed fees |
| Caitlin Price | Tactical Wealth Partners | Swansboro | CFP | Ongoing planning fee |
| Christopher Arena | Clef Financial | Greensboro | CFP | Percentage of assets, Hourly |
| Christopher Knight | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Cody Ritchie | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Danielle Dettenmayer | Tactical Wealth Partners | Southern Pines | CFP | Ongoing planning fee |
| Geoffrey Owen | Front Porch Financial Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Joseph McFaddin | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Justin Struble | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Laird Hepburn | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Scott Cannady | Hayden Harper Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Andy Millard | Andy Millard Advisory | Columbus | CFP | Percentage of assets |
| Anne McFarland | Integrated Financial Coaching and Planning | Weaverville | CFP | Fixed fees |
| Austin Brown | Bolin Creek Wealth Advisors LLC | Chapel Hill | CFP | Hourly, Fixed fees |
| Benjamin Birken | Pisces Financial Advisors | Chapel Hill | CFP | Hourly, Fixed fees |
| Brendan Willmann | Granada Wealth Management | Davidson | CFP, CFA | Percentage of assets, Hourly |
| Charles Barham | Cassia Capital Partners | Winston Salem | CFP | Percentage of assets, Hourly |
| Dan Tobias | Passport Wealth Management | Cornelius | CFP | Percentage of assets, Fixed fees |
| Edward Stephens | 1808 Capital Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Isaac Allen | Stalwart Financial Planning | Durham | CFP, MBA | Percentage of assets, Hourly |
| James (Joyner) Edmundson, Jr. | Salem Investment Counselors, Inc. | Winston-Salem | CFA, CFP, CPA, MAcc | Percentage of assets, Hourly |
| James Krapfel | Glass Lake Wealth Management | Huntersville | CFP, CFA | Percentage of assets |
| Jamey Bass | Carolina Wealth Strategies | Cary | CFP | Percentage of assets, Hourly |
| Janice McGunnigle | Alpha Financial Advisors, LLC | Charlotte | CFP, CTFA, CPA | Percentage of assets, Fixed fees |
| Jim Charles | Sanctuary Financial Planning, LLC | Charlotte | CFP, CFA | Hourly, Fixed fees |
| Joseph Acquanita | Atlantic | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Kenneth Downer | Kenneth Frenke & Co. | Arden | CFP, CPA | Percentage of assets, Fixed fees |
| Kevin Barry | Cantata Wealth Management, LLC | Raleigh | CFA, CFP, CAP, MBA | Percentage of assets, Fixed fees |
| Marcus Fryar | Fryar Financial LLC | Durham | AWMA, CFP, ChFC, CRPC | Percentage of assets, Fixed fees |
| Matthew Filepp | PB Wealth, LLC | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Max Greenberg | Altrius Capital Management | Wake Forest | CFP | Percentage of assets |
| Michael Collie | Collie Financial Planning, Inc. | Black Mountain | AIF, CFP, CKA, CMFC | Percentage of assets, Hourly |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Michael White | Dreher Financial Partners | Southern Pines | CFP | Percentage of assets |
| Ryan Kaysen | Integritas Financial | Charlotte | CFP | Not listed |