| Steven Thorpe | Pragmatic Portfolios | Durham | Not listed | Flat fee or retainer, Ongoing planning fee |
| Susan Riser Whitlock | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Wade Tapp | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| William Davidson | Park Wealth Management | Greensboro | Not listed | Hourly |
| Zakariya Wahdan | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Adam Easley | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Adam Mcmillian Financial planning is as important as investments. | Cannon Wealth Management | Winston-salem | Not listed | Percentage of assets, Flat fee or retainer |
| Amanda Miars | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, 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 |
| Connor Keller | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Dana Goldfarb | Goldfarb Wealth Advisors | Charlotte | Not listed | Flat fee or retainer, Ongoing planning fee |
| Dana Gower | Millennium Planning Group | Cary | Not listed | Percentage of assets, Hourly |
| Daniel Heth | Preserve Wealth Management | Weaverville | Not listed | Percentage of assets, Fixed fees |
| Daniel Ockey | Three Phases Wealth Advisors | Indian Trail | Not listed | Ongoing planning fee, Percentage of assets |
| David Rawson | Three Phases Wealth Advisors | Durham | Not listed | Ongoing planning fee, Percentage of assets |
| Edward Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| James Tharin | Emerald Asset Management | Rocky Mount | CFA | Percentage of assets, Hourly |
| John Coleman | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Lenoris Yarborough, Jr | Yarborough Asset Management Strategies | Raleigh | Not listed | Percentage of assets, Ongoing planning fee |
| 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 |
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |
| Paul Bradley | Piedmont Wealth Advisory | Charlotte | Not listed | Flat fee or retainer |
| Raymond Eustace | Eustace Advisors | Cary | Not listed | Flat fee or retainer, Ongoing planning fee |
| Raymond Walsh | Your Capital Financial | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Robert Jones | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| William Collier | Live Oak Private Wealth | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Zachary Williams | Three Phases Wealth Advisors | Indian Trail | Not listed | Ongoing planning fee, Percentage of assets |
| Aaron Salter | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Benjamin Small | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| David Caivano | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Esther Bodman | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| George Leisure | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Holden Bobb | Front Porch Financial Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| John Teed | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Kevin Johnson | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Kristofer Alban | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Lisa Hodges | Shift to impact | Durham | Not listed | Hourly, Fixed fees |
| Michael Fox | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Nahnsan Guseh | Capital Solutions Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Robert Picha | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Shon McCarley | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Stewart Neely | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Suyoung Cha | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Alaric Spencer | The Financial Legacy Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Andrew Blass | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Andrew Driscoll | Lake Effect Wealth | Charlotte | Not listed | Ongoing planning fee |
| Andrew Hellstedt | KMG Fiduciary Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |