| Chase Wietfeld | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Christopher Thomas | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| David Anderson | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| George Hall | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Ken Anderson | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
| William Peeler | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Abigail Bennett | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Ann Zuraw | Zuraw Financial Advisors | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Bennett Kaplan | Great Path Planning | Charlotte | CFP | Hourly, Fixed fees |
| Breton Tagg | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Charles Doran | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Courtney Cubbin | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| David Perkins | Verum Partners | Charlotte | CFP, PFS | Percentage of assets, Fixed fees |
| David Trettel | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Densel Fleming | Marquise Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Dustin Waide | Laurel Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Edward Stroman | Strathmore Capital Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Eric Vogen | Vision Capital & Management | Mooresville | CFP | Percentage of assets, Fixed fees |
| Ethan Earles | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| George Barrett | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| James Miller | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| John Staton | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| John Zarinsky | Safebridge | Denver | CFP | Fixed fees |
| Jonathan Andrews | Cardinal Capital Management | Raleigh | CFP | Percentage of assets |
| Joseph Granger | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Joshua Holland | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Justin Baas | Oak Wealth Advisors | Wake Forest | CFP | Percentage of assets, Fixed fees |
| Justin Louis | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Kader Joseph | Marquise Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Kathleen Warren | Cardinal Capital Management | Raleigh | CFP | Percentage of assets |
| Kirk Block | Block Wealth Management | Marvin | CFP, PFS | Percentage of assets, Hourly |
| Laura Neal | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Madeline Valente | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| Mark Paccione | EQV Advisory | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Megan Coyne | Keener Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Michael Palmer | ARK Royal Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Ragsdale | EQV Advisory | Raleigh | CFP | Percentage of assets, Fixed fees |
| Molly Sutz | Bluesky Wealth Advisors | New Bern | CFP | Hourly, Fixed fees |
| Nathan Hymiller | Beacon Financial Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Nicholas Ross | ARK Royal Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Phoebe Son Oh | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Richard Frazier | Frazier Financial Consultants | Chapel Hill | CFP | Percentage of assets, Hourly |
| Robert Gammon | Verum Partners | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Outen | Kuhn Advisors | Durham | CFP | Percentage of assets, Hourly |
| Robert Starinsky | Level Wealth Management | Greensboro | CFP | Fixed fees |
| Samuel Soots | Timonier | Winston Salem | CFP | Percentage of assets, Hourly |
| Sarah Slattery | Piecapital | Raleigh | CFP | Percentage of assets, Fixed fees |
| Scott Bacon | Charter Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Steven Pollock | Pollock Planning Associates | Asheville | CFP | Percentage of assets, Fixed fees |