| Danielle Dettenmayer | Tactical Wealth Partners | Southern Pines | CFP | Ongoing planning fee |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Emma Schneider | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Fawzi Jaber Hyder | Mike Adams Financial Advisors | Mooresville | CFA | Percentage of assets, Hourly |
| Gary Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Geoffrey Owen | Front Porch Financial Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Jakhongir Mirtalipov | Dream Life Wealth Management | Charlotte | Not listed | Percentage of assets, Ongoing planning fee |
| James Bowie | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| James Tarkenton | Townsend Asset Management | Raleigh | CFA | Percentage of assets, Hourly |
| Jason Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Joseph McFaddin | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Justin Struble | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Laird Hepburn | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Martin Boney | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Ralston Turner | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Richard Speers | Private Wealth Management of NC | Henderson | ChFC | Percentage of assets, Hourly |
| Ryan Hill | Brock Hill Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Stephen Ross | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Todd Shand | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tracey Nobles | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Weston Bryan | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Andy Millard | Andy Millard Advisory | Columbus | CFP | Percentage of assets |
| Anne McFarland | Integrated Financial Coaching and Planning | Weaverville | CFP | Fixed fees |
| August Pye | Integrated Wealthcare | Durham | Not listed | Percentage of assets, Hourly |
| Austin Brown | Bolin Creek Wealth Advisors LLC | Chapel Hill | CFP | Hourly, Fixed fees |
| Brendan Willmann | Granada Wealth Management | Davidson | CFP, CFA | Percentage of assets, Hourly |
| Caleb Rich | PracticeCFO | Swansboro | Not listed | Percentage of assets, Fixed fees |
| Charles Barham | Cassia Capital Partners | Winston Salem | CFP | Percentage of assets, Hourly |
| Dan Tobias | Passport Wealth Management | Cornelius | CFP | Percentage of assets, Fixed fees |
| Donald Button | Button & Button Wealth Management | Greensboro | Not listed | Percentage of assets, One-time planning fee |
| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Isaac Allen | Stalwart Financial Planning | Durham | CFP, MBA | Percentage of assets, Hourly |
| Isaac Neidbalson | Jarrod Adams Investing | Charlotte | Not listed | Percentage of assets |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| James Krapfel | Glass Lake Wealth Management | Huntersville | CFP, CFA | Percentage of assets |
| Jamey Bass | Carolina Wealth Strategies | Cary | CFP | Percentage of assets, Hourly |
| Janice McGunnigle | Alpha Financial Advisors, LLC | Charlotte | CFP, CTFA, CPA | Percentage of assets, Fixed fees |
| Jarrod Adams | Jarrod Adams Investing | Mooresville | Not listed | Percentage of assets |
| Katherine Stevick | Align Financial Planning | Southern Pines | Not listed | Ongoing planning fee, One-time planning fee |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Kenneth Downer | Kenneth Frenke & Co. | Arden | CFP, CPA | Percentage of assets, Fixed fees |
| Lenward Jones | Envision Planning | Hendersonville | ChFC | Percentage of assets, One-time planning fee |
| Leonard Brecken | Brecken Capital Advisors | Weddington | Not listed | Percentage of assets, Hourly |
| Marcus Fryar | Fryar Financial LLC | Durham | AWMA, CFP, ChFC, CRPC | Percentage of assets, Fixed fees |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Matthew Filepp | PB Wealth, LLC | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Michael Collie | Collie Financial Planning, Inc. | Black Mountain | AIF, CFP, CKA, CMFC | Percentage of assets, Hourly |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |