| 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 |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Danielle Dettenmayer | Tactical Wealth Partners | Southern Pines | CFP | Ongoing planning fee |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Dorsey Tyndall | Vandalia Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Emma Schneider | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| 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 |
| Jeffrey Martin | RPO Wealth Partners | Charlotte | Not listed | Fixed fees |
| John Simms | Piedmont Trust | Greenboro | CFA | Percentage of assets, Fixed fees |
| 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 |
| Noah Lewis | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Ralston Turner | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Ryan Hammond | Hammond Wealth Partners | Gastonia | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Hill | Brock Hill Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Scott Cannady | Hayden Harper Advisory | Charlotte | CFP | 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 |
| William Bost | Absher Wealth Management | Raleigh | CFA | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Angela Simmons | ABS Legacy Partners | Hickory | CFA | Percentage of assets, Hourly |
| 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 |
| Benjamin Birken | Pisces Financial Advisors | 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 |
| Charles Powell | Powell Wealth | Cornelius | Not listed | Percentage of assets, Hourly |
| Dan Tobias | Passport Wealth Management | Cornelius | CFP | Percentage of assets, Fixed fees |
| Edward Stephens | 1808 Capital Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Frank Jolley | Live Oak Private Wealth | Rocky Mount | CFA | Percentage of assets, Hourly |
| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Isaac Allen | Stalwart Financial Planning | Durham | CFP, MBA | Percentage of assets, Hourly |