| Gloria Maxfield | Women's Worth Advisors | Hilton Head Island, Sc | Not listed | Percentage of assets, Fixed fees |
| Mark Conrad | The Investor Advisory Group | Charleston | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Richard Matthews | Matthews Wealth Management | Greenville | Not listed | Percentage of assets, Hourly |
| Robert Moise | Jackson Financial Services | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Barry Wynn | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Brittany Bynum | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Charles Clementson | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Charles Williams | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Cullen Coxe | Colonial Trust Company | Greenville | Not listed | Percentage of assets, Fixed fees |
| Granger Osborne | Southeast Asset Advisors | Charleston | Not listed | Percentage of assets, Hourly |
| Greg Dunston | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Henry Barre | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Henry Batts | Colonial Trust Company | Columbia | Not listed | Percentage of assets, Fixed fees |
| John Moorman | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Joseph Toepke | Feeney Financial | St. Matthews | Not listed | One-time planning fee |
| Norman Poole Jr | Money Poole | Greenville | Not listed | Percentage of assets, Hourly |
| Sarah Shalala | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Wesley Shuman | Journey | Summerville | Not listed | Percentage of assets, Fixed fees |
| William Wieters | Colonial Trust Company | Charleston | Not listed | Percentage of assets, Fixed fees |
| Gary Gerald | Marin Group | Charleston | Not listed | Percentage of assets |
| Jason Harvey | Active Lifestyle Financial Planning | Charleston | Not listed | Fixed fees |
| 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 Hudick | Fee-Only Financial Planning, L.C. | Okatie | CFP | Percentage of assets, Hourly |
| Ann Beckwith | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Anna Wolford | Wealth Intelligently Navigated | Spartanburg | CFP | Percentage of assets, Hourly |
| Anne Hudick | Fee-Only Financial Planning, L.C. | Okatie | CFP | Percentage of assets, Hourly |
| Anne Marie Ashworth | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Anthony Kinzie | Blue Bear Financial | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Carolyn Lumley | A to Z Asset Advisors | Aiken | CFP | Percentage of assets, Hourly |
| Cheryl Holland | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Corinne Hanna | Abacus Planning Group | Columbia | 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 |
| Ekta Patel | Altfest Personal Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| Evan Kubiak | Endowment Wealth Management | Hilton Head | CFP | Percentage of assets, Hourly |
| Jacklyn Mason | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Jana Morrison | Burkett Financial Services | Rock Hill | CFP | Percentage of assets, Hourly |
| Jonathan Robertson | Abacus Planning Group | Columbia | 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 |
| Karlyn Jones | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Mary Green | Abacus Planning Group | Greenville | CFP | Percentage of assets, Hourly |
| Matthew Ritt | Ironview Capital Management | Charleston | CFP | Percentage of assets, Hourly |