| Michael White | Dreher Financial Partners | Southern Pines | CFP | Percentage of assets |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Richard Dexter | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Robert Pitt | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Ryan Bannister | 1Up Financial Advisors | Cary | Not listed | Ongoing planning fee, Hourly |
| Seth Mullikin | Lattice Financial | Charlotte | CFP | One-time planning fee, Ongoing planning fee |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Thomas Velevis | Dreher Financial Partners | Southern Pines | CFP | Percentage of assets |
| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Arturo Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| BreAnn Weaver | Gragg Financial | Shelby | Not listed | Percentage of assets, Hourly |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Cory Capps | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Derek Walker | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Glen McLaughlin | Buoyant Financial | Charlotte | Not listed | Percentage of assets |
| James "Tripp" Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| John Hutchinson | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Jonathan Smith | Smith Partners Wealth Management | Greensboro | Not listed | Percentage of assets, Hourly |
| Lorin Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Louis Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Reed Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Robert Boggs | Catawba River Capital | Belmont | Not listed | Percentage of assets, Hourly |
| Robert Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Ryan Knight | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Scott Wardrop | SCW Wealth Management | Carolina Beach | Not listed | Percentage of assets |
| Steven Thorpe | Pragmatic Portfolios | Durham | Not listed | Flat fee or retainer, Ongoing planning fee |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Tony Sigmon | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Wade Tapp | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| William Davidson | Park Wealth Management | Greensboro | Not listed | Hourly |
| Andrew Krafft | Luminary Wealth | Charlotte | Not listed | Percentage of assets, Hourly |
| Andrew Miller | Cassia Capital Partners | Winston Salem | CFA | Percentage of assets, Hourly |
| Carolyn Reynolds | Proxy Wealth | Huntersville | Not listed | Percentage of assets, Hourly |
| Dana Gower | Millennium Planning Group | Cary | Not listed | Percentage of assets, Hourly |
| Edward Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Jacob Pivonka | Axiom Private Wealth | Charlotte | Not listed | Percentage of assets |
| James Tharin | Emerald Asset Management | Rocky Mount | CFA | Percentage of assets, Hourly |
| Jonathan Morgan | Taelos Financial Partners | Apex | Not listed | Percentage of assets, Hourly |
| Lenoris Yarborough, Jr | Yarborough Asset Management Strategies | Raleigh | Not listed | Percentage of assets, Ongoing planning fee |
| Mackenzie Thompson Stussie | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Matthew Rubush | Millennium Planning Group | Cary | Not listed | Percentage of assets, Hourly |
| Michael Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Michael Kennedy | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Raymond Walsh | Your Capital Financial | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Richard Sanford | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |