| Thomas Bengtson | Lakeshore Advisors | Charlotte | CFP | Percentage of assets |
| William Bunch | Maze Financial Planning | Chapel Hill | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Drew Waterbury | Ocean Advisors | Charlotte | CFP | Hourly, Percentage of assets |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| John Purrington | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Ryan Glover | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Walter Hinson | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Benjamin Dolan | Dolan Capital Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Brian Baum | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Bryan Llewellyn | Llewellyn Financial | Charlotte | Not listed | Ongoing planning fee, One-time planning fee |
| Bryan Smith | Infinite Wealth Advisors | Mooresville | CFP | Percentage of assets, Hourly |
| Caleb Griffith | Townsend Asset Management | Raleigh | CFP | Percentage of assets, Hourly |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| Jennifer Oravsky | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jon Green | Encompass Advisors | Brevard | CFP, PFS | Percentage of assets, Hourly |
| Jonathan George | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Justin Smith | Smith Partners Wealth Management | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Kevin Mishoe | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Michael Foster | Dolan Capital Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Michael Giblin | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Higgins | Dalton Financial | Charlotte | CFP, ChFC | Percentage of assets, Hourly |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Thomas Figgatt | Portolan Financial | Durham | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Basinger | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| Daniel Hughes | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| David Powell | Powell Wealth | Cornelius | ChFC | Percentage of assets, Hourly |
| Gregory Cadger | Cadger Wealth Advisors | Carolina Beach | CFP | Percentage of assets, Hourly |
| John Gallagher | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| Mary Bolton | Live Oak Private Wealth | Rocky Mount | CFP | Percentage of assets, Hourly |
| Michael Kelly | Canopy Financial Solutions | Sanford | ChFC | Percentage of assets, Hourly |
| Michael Ruffing | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| Michael Whitman | Millennium Planning Group | Pittsboro | CFP | Percentage of assets, Hourly |
| Richard Freitag | Freitag Financial Group, LLC. | Charlotte | CFP | Percentage of assets, Hourly |
| Sean Gilsenan | Whitener Capital Management | Cary | CFP | Percentage of assets, Hourly |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Dyer | Dyer & | Charlotte | CFP | Percentage of assets, Hourly |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Fenn | T. Fenn Financial Planning | Chapel Hll | CFP | Hourly |