| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Michael O'Connor | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Robert Flink | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Steven Pickard | Carswell Investments | Daniel Island | CFP | Percentage of assets, Fixed fees |
| William Hardaway | WebsterRogers Financial Advisors | Florence | CFP, PFS | Percentage of assets, Hourly |
| Brooke Crawford | Wise Planning | York | CFP | Ongoing planning fee |
| Joseph Baker | Baker Asset Management | Mount Pleasant | CFP | Percentage of assets |
| Mary Ivy | Gordon Financial | Mount Pleasant | CFP | Percentage of assets, One-time planning fee |
| Nancy Fellinger | Sensible Money | Pawleys Island | CFP, ChFC | Percentage of assets, Fixed fees |
| Patricia Bailey | Bailey & Associates Investment Management and Financial Planning | Columbia | CFP | Percentage of assets, Hourly |
| James Blackwelder | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| James Fiske | Colonial Trust Company | Greenville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Wildes | Wildes Financial Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| Joseph Anderson | Colonial Trust Company | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Kathryn Smith | Colonial Trust Company | Greenville | CFP, PFS | Percentage of assets, Fixed fees |
| Matthew Van Name | Colonial Trust Company | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Robert Norman | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| Bryan Taylor | Oak Street Advisors | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Daniel Milks | Fiduciary Organization | Greenville | CFP | Percentage of assets, Hourly |
| Mike Hakimi | Black Dog Financial Planning LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Pam Horack | Pathfinder Planning LLC | Lake Wylie | CFP | Percentage of assets, Hourly |
| Philip Gibson | Elation Wealth LLC | Indian Land | CFP, PhD | Percentage of assets, Hourly |
| Richard VanDerNoord | Van Der Noord Financial Advisors, Inc. | Greer | CFP | Percentage of assets, Hourly |
| Ross Chawansky | Flowrate Financial, LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Andrew Hardin | Hardin Capital Partners | Greenville | CFP | Percentage of assets, Hourly |
| Andrew Hudick | Fee-Only Financial Planning, L.C. | Okatie | CFP | Percentage of assets, Hourly |
| Ann Beckwith | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Anna Wolford | Wealth Intelligently Navigated | Spartanburg | CFP | Percentage of assets, Hourly |
| Anne Hudick | Fee-Only Financial Planning, L.C. | Okatie | CFP | Percentage of assets, Hourly |
| Anne Marie Ashworth | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Anthony Kinzie | Blue Bear Financial | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Barry Kyte | Gunderson Capital Management | Mount Pleasant | CFP, CFA | Percentage of assets |
| Carolyn Lumley | A to Z Asset Advisors | Aiken | CFP | Percentage of assets, Hourly |
| Cheryl Holland | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Corinne Hanna | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| David Gerdt | VAN DER Noord Financial Advisors | Greer | CFP | Percentage of assets, Hourly |
| Diane Blackwelder | Charleston Financial Advisors | Charleston | CFP | Percentage of assets, Hourly |
| Ekta Patel | Altfest Personal Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| Evan Kubiak | Endowment Wealth Management | Hilton Head | CFP | Percentage of assets, Hourly |
| George Ramsay | Telos Capital Partners | Mount Pleasant | CFP | Percentage of assets |
| Jacklyn Mason | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Jana Morrison | Burkett Financial Services | Rock Hill | CFP | Percentage of assets, Hourly |
| Jason White | Magnolia Financial Planning Services | Seneca | CFP | Percentage of assets, Hourly |
| Joe Hines | Global View Investment Advisors | Greenville | CFP | Percentage of assets, Hourly |
| John Montgomery | Financial Freedom Advisors | Mt. Pleasant | CFP | Percentage of assets |
| John Tiddy | Mecklenburg Financial Group | Myrtle Beach | CFP | Percentage of assets, Hourly |
| Jon Gauthier | Colarion | Greenville | CFP | Percentage of assets |
| Jonathan Robertson | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Joshua Glenn | Fiduciary Organization | Greenville | CFP | Percentage of assets, Hourly |
| Karina Moretz | Pathfinder Planning | Lake Wylie | CFP, ChFC | Percentage of assets, Hourly |