| Joe Hines | Global View Investment Advisors | Greenville | CFP | Percentage of assets, Hourly |
| John Montgomery | Financial Freedom Advisors | Mt. Pleasant | CFP | Percentage of assets |
| John Tiddy | Mecklenburg Financial Group | Myrtle Beach | CFP | Percentage of assets, Hourly |
| Joshua Glenn | Fiduciary Organization | Greenville | CFP | Percentage of assets, Hourly |
| Karina Moretz | Pathfinder Planning | Lake Wylie | CFP, ChFC | Percentage of assets, Hourly |
| Kathryn Hauer | Wilson David Investment Advisors | Aiken | CFP | Percentage of assets, Hourly |
| Marc Johnston | The Bedminster Group | Bluffton | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Crider | Global View Investment Advisors | Greenville | CFP | Percentage of assets, Hourly |
| Matthew Jellison | Gunderson Capital Management | Mount Pleasant | CFP | Percentage of assets |
| Morgan Crawford | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Neil Brown | Burkett Financial Services | Rock Hill | CFP | Percentage of assets, Hourly |
| Norman Avinger | Greenville Capital | Greenville | CFP | Percentage of assets |
| Richard Bryan | Partners in Financial Planning | John'S Island | CFP | Percentage of assets, Hourly |
| Ronald Freeman | Lifepath Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Stuart Pyne | Hampton Park Financial Planners | Charleston | CFP | Percentage of assets, Hourly |
| Susan Dixson | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| William Coscioni | Wealthcare | Aiken | CFP | Percentage of assets, Hourly |
| Zulma Petty | Uptick Partners | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Donald Burkett | Burkett Financial Services | West Columbia | PFS | Percentage of assets, Hourly |
| Alan Bastian | Loveland & Bastian Financial Services Group | Mt. Pleasant | Not listed | Percentage of assets |
| Alex Spence | Wealth Intelligently Navigated | Greer | Not listed | Percentage of assets, Hourly |
| Alexander Day | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Alexis Gonzalez | Hayes Wealth Advisors | Greenville | Not listed | Percentage of assets, Fixed fees |
| Andrew Roberts | Hilton Head Capital Partners | Hilton Head Island | Not listed | Percentage of assets, Hourly |
| Anthony Mahfood | Wealth Intelligently Navigated | Greer | Not listed | Percentage of assets, Hourly |
| Arthur Randall | Strategic Investment Solutions | Bluffton | Not listed | Percentage of assets, Hourly |
| Brandon Williams | Integrated Planning | Aiken | Not listed | Percentage of assets, Hourly |
| Brent Bentrim | Carolopolis Fiduciary Counsel | Charleston | Not listed | Percentage of assets, Hourly |
| Brian Duerson | Two Tree Financial | Chapin | Not listed | Percentage of assets, Fixed fees |
| Bruce Wood | Hilton Head Capital Partners | Hilton Head Island | Not listed | Percentage of assets, Hourly |
| Christopher Mise | Generouswealth | Summerville | Not listed | Percentage of assets, Hourly |
| Christopher Preisig | Upstate Financial Planning | Simpsonville | Not listed | Percentage of assets, Hourly |
| David Gray | David Gray Consulting | North Augusta | Not listed | Percentage of assets, Hourly |
| David Loveland | Loveland & Bastian Financial Services Group | Mt. Pleasant | Not listed | Percentage of assets |
| Eric Cox | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Eugene Balerna | The Bedminster Group | Bluffton | Not listed | Percentage of assets, Hourly |
| Glen Roberts | Hilton Head Capital Partners | Conway | Not listed | Percentage of assets, Hourly |
| Graham Morris | Fiduciary Organization | Greenville | Not listed | Percentage of assets, Hourly |
| Grant Meyer | Daniel Island Wealth Management | Daniel Island | Not listed | Percentage of assets |
| Gregory Roberts | Hilton Head Capital Partners | Charleston | Not listed | Percentage of assets, Hourly |
| Harry Word | Fairvoy Private Wealth | Mt. Pleasant | Not listed | Percentage of assets |
| Hector Molini | Warren Capital Group | Charleston | Not listed | Percentage of assets, Fixed fees |
| Helen Cox | Red Triangle | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| James Kempson | Telos Capital Partners | Mount Pleasant | Not listed | Percentage of assets |
| John Huddleston | Telos Capital Partners | Mount Pleasant | Not listed | Percentage of assets |
| John Mitchell | JM Tax & Financial | Tega Cay | Not listed | Percentage of assets, Fixed fees |
| John Plaugher | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Jonathan Wiles | Global View Investment Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Joshua Gallman | Wealth Intelligently Navigated | Spartanburg | Not listed | Percentage of assets, Hourly |
| Karmen Kingsmore | Kingsmore Wealth Management | Union | Not listed | Percentage of assets, Hourly |