| Karlyn Jones | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Kathryn Hauer | Wilson David Investment Advisors | Aiken | CFP | Percentage of assets, Hourly |
| Kyle Fischer | Godsey & Gibb Wealth Management | Greenville | CFP | Percentage of assets |
| Marc Johnston | The Bedminster Group | Bluffton | CFP, ChFC | Percentage of assets, Hourly |
| Mary Green | Abacus Planning Group | Greenville | CFP | Percentage of assets, Hourly |
| Matthew Crider | Global View Investment Advisors | Greenville | CFP | Percentage of assets, Hourly |
| Matthew Jellison | Gunderson Capital Management | Mount Pleasant | CFP | Percentage of assets |
| Matthew Ritt | Ironview Capital Management | Charleston | CFP | Percentage of assets, Hourly |
| Morgan Crawford | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Neil Brown | Burkett Financial Services | Rock Hill | CFP | Percentage of assets, Hourly |
| Norman Avinger | Greenville Capital | Greenville | CFP | Percentage of assets |
| Palmer Jones | Palmer Jones & Associates | Bluffton | CFP | Percentage of assets, Hourly |
| Paul Pizzuti | Innovative Private Wealth Management | Greenville | CFP | Percentage of assets, Hourly |
| Richard Bryan | Partners in Financial Planning | John'S Island | CFP | Percentage of assets, Hourly |
| Richard Newsome | William B. Walkup & Associates | Columbia | CFP | Percentage of assets |
| Robby Bryant | Magnolia Financial Planning Services | Seneca | CFP | Percentage of assets, Hourly |
| Ronald Freeman | Lifepath Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Stuart Pyne | Hampton Park Financial Planners | Charleston | CFP | Percentage of assets, Hourly |
| Susan Dixson | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Susan McCants | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| William Coscioni | Wealthcare | Aiken | CFP | Percentage of assets, Hourly |
| Ximena Chastain | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Zulma Petty | Uptick Partners | Spartanburg | CFP | Percentage of assets, Fixed fees |