| Carolyn Larsen-Wieber | CLW Financial Planning | Raleigh | PFS | Percentage of assets, One-time planning fee |
| Christopher Arena | Clef Financial | Greensboro | CFP | Percentage of assets, Hourly |
| Christopher Knight | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Christopher Sherman | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Cody Ritchie | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Damon Bremer | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Dorsey Tyndall | Vandalia Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Fawzi Jaber Hyder | Mike Adams Financial Advisors | Mooresville | CFA | Percentage of assets, Hourly |
| Gary Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Geoffrey Owen | Front Porch Financial Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| James Tarkenton | Townsend Asset Management | Raleigh | CFA | Percentage of assets, Hourly |
| Jason Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Joseph McFaddin | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Justin Struble | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Laird Hepburn | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Noah Lewis | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Richard Speers | Private Wealth Management of NC | Henderson | ChFC | Percentage of assets, Hourly |
| Ryan Hammond | Hammond Wealth Partners | Gastonia | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Hill | Brock Hill Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Scott Cannady | Hayden Harper Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Weston Bryan | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| William Bost | Absher Wealth Management | Raleigh | CFA | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Angela Simmons | ABS Legacy Partners | Hickory | CFA | Percentage of assets, Hourly |
| August Pye | Integrated Wealthcare | Durham | Not listed | Percentage of assets, Hourly |
| Austin Brown | Bolin Creek Wealth Advisors LLC | Chapel Hill | CFP | Hourly, Fixed fees |
| Benjamin Birken | Pisces Financial Advisors | Chapel Hill | CFP | Hourly, Fixed fees |
| Brendan Willmann | Granada Wealth Management | Davidson | CFP, CFA | Percentage of assets, Hourly |
| Charles Barham | Cassia Capital Partners | Winston Salem | CFP | Percentage of assets, Hourly |
| Charles Powell | Powell Wealth | Cornelius | Not listed | Percentage of assets, Hourly |
| Donald Button | Button & Button Wealth Management | Greensboro | Not listed | Percentage of assets, One-time planning fee |
| Edward Stephens | 1808 Capital Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Frank Jolley | Live Oak Private Wealth | Rocky Mount | CFA | Percentage of assets, Hourly |
| Isaac Allen | Stalwart Financial Planning | Durham | CFP, MBA | Percentage of assets, Hourly |
| James (Joyner) Edmundson, Jr. | Salem Investment Counselors, Inc. | Winston-Salem | CFA, CFP, CPA, MAcc | Percentage of assets, Hourly |
| Jamey Bass | Carolina Wealth Strategies | Cary | CFP | Percentage of assets, Hourly |
| Jim Charles | Sanctuary Financial Planning, LLC | Charlotte | CFP, CFA | Hourly, Fixed fees |
| Katherine Stevick | Align Financial Planning | Southern Pines | Not listed | Ongoing planning fee, One-time planning fee |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Leonard Brecken | Brecken Capital Advisors | Weddington | Not listed | Percentage of assets, Hourly |
| Matthew Filepp | PB Wealth, LLC | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Michael Collie | Collie Financial Planning, Inc. | Black Mountain | AIF, CFP, CKA, CMFC | Percentage of assets, Hourly |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Ryan Bannister | 1Up Financial Advisors | Cary | Not listed | Ongoing planning fee, Hourly |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Terry Sapp | Live Oak Private Wealth | Wilmington | CFA | Percentage of assets, Hourly |