| Morgan Crawford | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Neil Brown | Burkett Financial Services | Rock Hill | CFP | Percentage of assets, Hourly |
| Paul Pizzuti | Innovative Private Wealth Management | Greenville | CFP | Percentage of assets, Hourly |
| 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 |
| Susan McCants | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Ximena Chastain | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Zulma Petty | Uptick Partners | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Charles Flowers | Abacus Planning Group | Columbia | CFA | Percentage of assets, Hourly |
| Daniel Callahan | Ironview Capital Management | Charleston | CFA | Percentage of assets, Hourly |
| Donald Burkett | Burkett Financial Services | West Columbia | PFS | Percentage of assets, Hourly |
| Robert Green | BG Financial Advisors | Beaufort | ChFC | Percentage of assets, Hourly |
| William Jeter | Abacus Planning Group | Columbia | CFA | Percentage of assets, Hourly |
| 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 |
| Bailey Davis | Abacus Planning Group | Columbia | Not listed | Percentage of assets, Hourly |
| Brandon Williams | Integrated Planning | Aiken | 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 |
| Craig Thomas | IFC Advisors | Charleston | Not listed | Percentage of assets, Fixed fees |
| David Gray | David Gray Consulting | North Augusta | Not listed | Percentage of assets, Hourly |
| David Voss | D C Voss & Company | Hilton Head Islland | Not listed | Percentage of assets, Fixed fees |
| Eric Cox | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Eugene Sanders | Carolina Qualified Retirement Plan Advisers | Wadmalaw Island | Not listed | Percentage of assets, Hourly |
| Francis Rivell | FPR Investments | North Myrtle Beach | Not listed | Percentage of assets, Fixed fees |
| Glen Roberts | Hilton Head Capital Partners | Conway | Not listed | Percentage of assets, Hourly |
| Graham Morris | Fiduciary Organization | Greenville | Not listed | Percentage of assets, Hourly |
| Gregory Roberts | Hilton Head Capital Partners | Charleston | Not listed | Percentage of assets, Hourly |
| 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 Carlson | Kinwell | Charleston | Not listed | Percentage of assets, Fixed fees |
| James Morris | Morris Financial Concepts | Mount Pleasant | Not listed | Percentage of assets, Hourly |
| Jeffrey Brockelsby | Brockelsby Investment Services | Irmo | Not listed | Percentage of assets, Hourly |
| 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 |
| Joshua Gallman | Wealth Intelligently Navigated | Spartanburg | Not listed | Percentage of assets, Hourly |
| Karmen Kingsmore | Kingsmore Wealth Management | Union | Not listed | Percentage of assets, Hourly |
| Kenson Marbut | Red Triangle | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Kent Thune | Atlantic Capital Investments | Beaufort | Not listed | Percentage of assets, Hourly |
| Lee Tiller | New Republic Partners | Pawleys Island | Not listed | Percentage of assets, Fixed fees |
| Lemuel Mitchum | Burkett Financial Services | Rock Hill | Not listed | Percentage of assets, Hourly |
| Mark Reinstein | Innovative Private Wealth Management | Greenville | Not listed | Percentage of assets, Hourly |
| Matthew Chung | Sykon Capital | Hilton Head Island | Not listed | Percentage of assets, Hourly |
| Matthew Kovalcik | Kovalcik & Geraghty Wealth Partners | Bluffton | Not listed | Percentage of assets, Hourly |