| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Logan | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| David Childs | Spartan Planning | Greensboro | CFP | Percentage of assets, Fixed fees |
| David McDougall | Highwind Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Ellen Martin | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Geoffrey Hall | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Jared Korver | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Ryan Glover | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Ryan Smith | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Walter Hinson | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Bradley Kucharo | Kucharo Wealth | Charlotte | CFP | Percentage of assets, Fixed fees |
| Brian Baum | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Bryan Llewellyn | Llewellyn Financial | Charlotte | Not listed | Ongoing planning fee, One-time planning fee |
| Caleb Griffith | Townsend Asset Management | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Jon Green | Encompass Advisors | Brevard | CFP, PFS | Percentage of assets, Hourly |
| Justin Smith | Smith Partners Wealth Management | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Michael Giblin | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Higgins | Dalton Financial | Charlotte | CFP, ChFC | Percentage of assets, Hourly |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Thomas Figgatt | Portolan Financial | Durham | CFP | Percentage of assets, Ongoing planning fee |
| Trigg Williamson | Advisor.com | Charlotte | Not listed | Flat fee or retainer, Percentage of assets |
| David D'Alessandro | Axiom Private Wealth | Charlotte | CFP | Percentage of assets |
| Durriya Pierce | Fruitful | Greensboro | CFP | Percentage of assets, Ongoing planning fee |
| Gregory Cadger | Cadger Wealth Advisors | Carolina Beach | CFP | Percentage of assets, Hourly |
| John Gallagher | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| Michael Kelly | Canopy Financial Solutions | Sanford | ChFC | Percentage of assets, Hourly |
| Michael Ruffing | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| Michael Whitman | Millennium Planning Group | Pittsboro | CFP | Percentage of assets, Hourly |
| Richard Freitag | Freitag Financial Group, LLC. | Charlotte | CFP | Percentage of assets, Hourly |
| Sean Gilsenan | Whitener Capital Management | Cary | CFP | Percentage of assets, Hourly |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Pope | 360 Aviation Advisors | Concord | CFP | Percentage of assets, Fixed fees |
| Caitlin Price | Tactical Wealth Partners | Swansboro | CFP | Ongoing planning fee |
| Carolyn Larsen-Wieber | CLW Financial Planning | Raleigh | PFS | Percentage of assets, One-time 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 |
| Craig Harvey Field | Alluvial Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |