| William Collier | Live Oak Private Wealth | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Aaron Salter | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Benjamin Small | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Daren Bitter | Arimathea Investing | Charlotte | Not listed | Percentage of assets, Hourly |
| David Caivano | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Esther Bodman | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| George Leisure | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Holden Bobb | Front Porch Financial Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| John Teed | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Kevin Johnson | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Kristofer Alban | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Lisa Hodges | Shift to impact | Durham | Not listed | Hourly, Fixed fees |
| Michael Fox | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Nahnsan Guseh | Capital Solutions Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Robert Picha | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Shon McCarley | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Stewart Neely | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Suyoung Cha | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Alaric Spencer | The Financial Legacy Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Andrew Driscoll | Lake Effect Wealth | Charlotte | Not listed | Ongoing planning fee |
| Benjamin Haynes | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Curtis Averre | Hollingsworth Avent Averre & Purvis, PA | Raleigh | Not listed | Percentage of assets, Hourly |
| David Anderson | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| David Hoshour | Cornerstone Investment Services | Indian Trail | Not listed | Percentage of assets, Ongoing planning fee |
| Deborah McManama | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Erika Jensen | Respire Wealth Management | Clyde | Not listed | Hourly, Percentage of assets |
| George Acheampong | CapitalWize | Charlotte | Not listed | Percentage of assets, Hourly |
| George Hall | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Greg Derderian | CapitalWize | Charlotte | Not listed | Percentage of assets, Hourly |
| James Helvey | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Ken Anderson | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Kurt Underhill | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Lisa Johnson | Respire Wealth Management | Clyde | Not listed | Hourly, Percentage of assets |
| Meredith DeLaune | New Perspectives | Asheville | Not listed | Percentage of assets, Hourly |
| Tommy Lewis | FIRST Financial Group | Raleigh | Not listed | Percentage of assets, Hourly |
| William Gupton | Emerald Asset Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| William Peeler | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Aaron Salmon | Pathfinder Planning | Charlotte | CFP | Percentage of assets, Hourly |
| Alexis Cole | California Capital Management | Black Mountain | CFP | Percentage of assets, Hourly |
| Allison Berger | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Andrew Lippert | Simplified Wealth | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Ann Zuraw | Zuraw Financial Advisors | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Ashley Doyle | Lumina Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Bennett Kaplan | Great Path Planning | Charlotte | CFP | Hourly, Fixed fees |
| Bray Creech | Joel Adams and Associates | Asheville | CFP | Percentage of assets, Hourly |
| Bret Tackett | Tackett Wealth Management | Cary | CFP | Percentage of assets, Hourly |
| Brian Marshburn | Brevity & Associates | Franklinton | CFP | Percentage of assets, Hourly |
| Cameron Hendricks | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |
| Carman Hicks | Hicks & Associates Wealth Management | Cary | CFP | Percentage of assets, Hourly |
| Christian Polanco | Financial Symmetry | Raleigh | CFP | Percentage of assets, Hourly |