| Wendell Jones | Phoenix Financial Solutions | Greensboro | CFP, ChFC | Hourly |
| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| BreAnn Weaver | Gragg Financial | Shelby | Not listed | Percentage of assets, Hourly |
| Christine Foster-Perry | Absher Wealth Management | Wilkesboro | Not listed | Percentage of assets, Hourly |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Frank Cooper | Grand Central Investment Group | Montreat | Not listed | Percentage of assets, Hourly |
| Garrett Jenkins | Hayden Harper Advisory | Charlotte | CFA | Percentage of assets, Hourly |
| John Hutchinson | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Jonathan Smith | Smith Partners Wealth Management | Greensboro | Not listed | Percentage of assets, Hourly |
| Lorin Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Matthew Choplin | Innovest Strategies | Raleigh | Not listed | Percentage of assets |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Michael Absher | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Michael Cornell | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Fusco | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Robert Boggs | Catawba River Capital | Belmont | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Bolivia | Not listed | Percentage of assets, Hourly |
| Robert Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Ryan Knight | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Steven Thorpe | Pragmatic Portfolios | Durham | Not listed | Flat fee or retainer, Ongoing planning fee |
| Susan Riser Whitlock | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Wade Tapp | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| William Davidson | Park Wealth Management | Greensboro | Not listed | Hourly |
| Zakariya Wahdan | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Adam Easley | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Amanda Miars | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Andrew Krafft | Luminary Wealth | Charlotte | Not listed | Percentage of assets, Hourly |
| Andrew Miller | Cassia Capital Partners | Winston Salem | CFA | Percentage of assets, Hourly |
| Caroline Hawkins | Dyer & | Charlotte | Not listed | Percentage of assets, Hourly |
| Carolyn Reynolds | Proxy Wealth | Huntersville | Not listed | Percentage of assets, Hourly |
| Connor Keller | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Dana Goldfarb | Goldfarb Wealth Advisors | Charlotte | Not listed | Flat fee or retainer, Ongoing planning fee |
| Dana Gower | Millennium Planning Group | Cary | Not listed | Percentage of assets, Hourly |
| Edward Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| James Tharin | Emerald Asset Management | Rocky Mount | CFA | Percentage of assets, Hourly |
| John Coleman | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Jonathan Morgan | Taelos Financial Partners | Apex | Not listed | Percentage of assets, Hourly |
| Lenoris Yarborough, Jr | Yarborough Asset Management Strategies | Raleigh | Not listed | Percentage of assets, Ongoing planning fee |
| Louis Jones | Strategic Wealth Management Solutions | Southern Shores | CFA | One-time planning fee |
| Mackenzie Thompson Stussie | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Matthew Rubush | Millennium Planning Group | Cary | Not listed | Percentage of assets, Hourly |
| Michael Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Michael Kennedy | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |
| Raymond Eustace | Eustace Advisors | Cary | Not listed | Flat fee or retainer, Ongoing planning fee |
| Richard Sanford | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Robert Jones | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |