| Gary Gerald | Marin Group | Charleston | Not listed | Percentage of assets |
| 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 |
| 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 |
| Cheryl Holland | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Corinne Hanna | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Ekta Patel | Altfest Personal Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| Jacklyn Mason | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Jason White | Magnolia Financial Planning Services | Seneca | CFP | Percentage of assets, Hourly |
| Jonathan Robertson | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Karlyn Jones | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Kyle Fischer | Godsey & Gibb Wealth Management | Greenville | CFP | Percentage of assets |
| Mary Green | Abacus Planning Group | Greenville | CFP | Percentage of assets, Hourly |
| Palmer Jones | Palmer Jones & Associates | Bluffton | CFP | Percentage of assets, Hourly |
| Paul Pizzuti | Innovative Private Wealth Management | Greenville | CFP | Percentage of assets, Hourly |
| Robby Bryant | Magnolia Financial Planning Services | Seneca | CFP | Percentage of assets, Hourly |
| Susan McCants | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Ximena Chastain | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Charles Flowers | Abacus Planning Group | Columbia | CFA | Percentage of assets, Hourly |
| Robert Green | BG Financial Advisors | Beaufort | ChFC | Percentage of assets, Hourly |
| William Jeter | Abacus Planning Group | Columbia | CFA | Percentage of assets, Hourly |
| Alex Meintel | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Bailey Davis | Abacus Planning Group | Columbia | Not listed | Percentage of assets, Hourly |
| Brian Collins | Collins Advisors | Charleston | Not listed | Percentage of assets, Hourly |
| Danny Savage | Godsey & Gibb Wealth Management | Greenville | Not listed | Percentage of assets |
| David Voss | D C Voss & Company | Hilton Head Islland | Not listed | Percentage of assets, Fixed fees |
| Derrick Demay | Kaizen Wealth Management | Charleston | Not listed | Percentage of assets |
| Ephraim Ulmer | Godsey & Gibb Wealth Management | Columbia | Not listed | Percentage of assets |
| Francis Rivell | FPR Investments | North Myrtle Beach | Not listed | Percentage of assets, Fixed fees |
| Jacob Dixon | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| James Morris | Morris Financial Concepts | Mount Pleasant | Not listed | Percentage of assets, Hourly |
| Jeffrey Brockelsby | Brockelsby Investment Services | Irmo | Not listed | Percentage of assets, Hourly |
| John Jackson | Barony Financial Group | Moncks Corner | Not listed | Percentage of assets, Hourly |
| Jonathan Boyd | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Joshua Marcus | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Kent Thune | Atlantic Capital Investments | Beaufort | Not listed | Percentage of assets, Hourly |
| Kevin Riley | Godsey & Gibb Wealth Management | Greenville | Not listed | Percentage of assets |
| Kristin Winslow | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Lowell Macher | Magnolia Financial Planning Services | Seneca | Not listed | Percentage of assets, Hourly |
| Mark Reinstein | Innovative Private Wealth Management | Greenville | Not listed | Percentage of assets, Hourly |
| Matthew Chung | Sykon Capital | Hilton Head Island | Not listed | Percentage of assets, Hourly |
| Matthew Laydon | Matthew Laydon Capital Management | Charleston | Not listed | Percentage of assets |
| Nathaniel Jones | Hilton Head Financial Advisors | Hilton Head | Not listed | Percentage of assets, Hourly |