| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| Jeffrey Wildes | Wildes Financial Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| Jordan Bryant | Coastline Complete Wealth | Bluffton | Not listed | Percentage of assets, Hourly |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Bryan Taylor | Oak Street Advisors | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Daniel Milks | Fiduciary Organization | Greenville | CFP | Percentage of assets, Hourly |
| Justin Luther | Luther Wealth | North Charleston | CFA | Percentage of assets |
| Mike Hakimi | Black Dog Financial Planning LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Pam Horack | Pathfinder Planning LLC | Lake Wylie | CFP | Percentage of assets, Hourly |
| Philip Gibson | Elation Wealth LLC | Indian Land | CFP, PhD | Percentage of assets, Hourly |
| Richard VanDerNoord | Van Der Noord Financial Advisors, Inc. | Greer | CFP | Percentage of assets, Hourly |
| Ross Chawansky | Flowrate Financial, LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Brian Smith | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Dylan Tucker | DWT Financial | Bluffton | Not listed | Percentage of assets, Hourly |
| Gloria Maxfield | Women's Worth Advisors | Hilton Head Island, Sc | Not listed | Percentage of assets, Fixed fees |
| Jeremy Ellisor | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Logan Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Mark Conrad | The Investor Advisory Group | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew Erickson | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Matthew Stone | Eagles Coast Wealth Management | Daniel Island | Not listed | Percentage of assets |
| Michael Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Michael Kreft | Palmetto Coast Advisors | Mt. Pleasant | ChFC | Percentage of assets, Hourly |
| Michael Laubinger | Stono River Wealth Management | Johns Island | Not listed | Percentage of assets, Fixed fees |
| Michelle Emmons | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Mitchell Zimmer | Zimmer Capital Management | Bluffton | Not listed | Percentage of assets, Hourly |
| Patrick Sheppard | Atlantic Retirement & Wealth Advisors | Johns Island | Not listed | Percentage of assets, Hourly |
| Patrick Sherman | Sherman Financial & Wealth Management | Daniel Island | Not listed | One-time planning fee |
| Paul Martin | Eagles Coast Wealth Management | Daniel Island | Not listed | Percentage of assets |
| Richard Matthews | Matthews Wealth Management | Greenville | Not listed | Percentage of assets, Hourly |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Joseph Toepke | Feeney Financial | St. Matthews | Not listed | One-time planning fee |
| Norman Poole Jr | Money Poole | Greenville | Not listed | Percentage of assets, Hourly |
| William Hardwick | Hardwick Capital Management | Murrells Inlet | Not listed | Percentage of assets, Hourly |
| Jeffrey Silverman | NorthStar Advisory Group | Mount Pleasant | Not listed | Percentage of assets |
| Matthew Smith | South Carolina Wealth Management Group | Columbia | Not listed | Percentage of assets, Hourly |
| Walter Mortimer | Coquina Private Wealth Advisors | Summerville | Not listed | Percentage of assets, Fixed fees |
| Andrew Hardin | Hardin Capital Partners | Greenville | CFP | Percentage of assets, Hourly |
| Anna Wolford | Wealth Intelligently Navigated | Spartanburg | CFP | Percentage of assets, Hourly |
| Anthony Kinzie | Blue Bear Financial | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Barry Kyte | Gunderson Capital Management | Mount Pleasant | CFP, CFA | Percentage of assets |
| Carolyn Lumley | A to Z Asset Advisors | Aiken | CFP | Percentage of assets, Hourly |
| David Gerdt | VAN DER Noord Financial Advisors | Greer | CFP | Percentage of assets, Hourly |
| Diane Blackwelder | Charleston Financial Advisors | Charleston | CFP | Percentage of assets, Hourly |
| Evan Kubiak | Endowment Wealth Management | Hilton Head | CFP | Percentage of assets, Hourly |
| George Ramsay | Telos Capital Partners | Mount Pleasant | CFP | Percentage of assets |
| Jana Morrison | Burkett Financial Services | Rock Hill | CFP | Percentage of assets, Hourly |