| Hans Blake | Intelligent Investing | Greenville | CFA | Percentage of assets, Hourly |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
| Joseph Baker | Baker Asset Management | Mount Pleasant | CFP | Percentage of assets |
| Mary Ivy | Gordon Financial | Mount Pleasant | CFP | Percentage of assets, One-time planning fee |
| Nancy Fellinger | Sensible Money | Pawleys Island | CFP, ChFC | Percentage of assets, Fixed fees |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| David Means | Means Wealth Management | Greenville | Not listed | Percentage of assets, Flat fee or retainer |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| James Blackwelder | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| James Fiske | Colonial Trust Company | Greenville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Wildes | Wildes Financial Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| Joseph Anderson | Colonial Trust Company | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Kathryn Smith | Colonial Trust Company | Greenville | CFP, PFS | Percentage of assets, Fixed fees |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew Van Name | Colonial Trust Company | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Michael Klaiber | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Kuehn | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Nix | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Robert Norman | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| 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 |
| Jeremiah Barwick | Keen Capital | Chapin | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| 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 |
| Bert Barre | Colonial Trust Company | Spartanburg | CFA | Percentage of assets, Fixed fees |
| Camp Wynn | Colonial Trust Company | Spartanburg | CFA | Percentage of assets, Fixed fees |
| Charles Anderson | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| David Poole | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Edward Taylor | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| James Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Jonathan Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Julian Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Keith Bosco | Verity Investment Partners | Bluffton | Not listed | Percentage of assets, Fixed fees |
| Paula Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Thomas Ledbetter | Colonial Trust Company | Greenville | CFA | Percentage of assets, Fixed fees |
| William Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Brian Smith | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| David Hone | LCV Advisors | Johns Island | CFA | Percentage of assets, Hourly |