| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Bryan Taylor | Oak Street Advisors | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Daniel Milks | Fiduciary Organization | Greenville | CFP | Percentage of assets, Hourly |
| Jeremiah Barwick | Keen Capital | Chapin | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Mike Hakimi | Black Dog Financial Planning LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Pam Horack | Pathfinder Planning LLC | Lake Wylie | CFP | Percentage of assets, Hourly |
| Philip Gibson | Elation Wealth LLC | Indian Land | CFP, PhD | Percentage of assets, Hourly |
| Richard VanDerNoord | Van Der Noord Financial Advisors, Inc. | Greer | CFP | Percentage of assets, Hourly |
| Ross Chawansky | Flowrate Financial, LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Drake Wright | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| James Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Jessica Harrington | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Julian Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| Brian Smith | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| David Hone | LCV Advisors | Johns Island | CFA | Percentage of assets, Hourly |
| Dylan Tucker | DWT Financial | Bluffton | Not listed | Percentage of assets, Hourly |
| Mark Conrad | The Investor Advisory Group | Charleston | Not listed | Percentage of assets, Hourly |
| Michael Kreft | Palmetto Coast Advisors | Mt. Pleasant | ChFC | Percentage of assets, Hourly |
| Michelle Emmons | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Mitchell Zimmer | Zimmer Capital Management | Bluffton | Not listed | Percentage of assets, Hourly |
| Patrick Sheppard | Atlantic Retirement & Wealth Advisors | Johns Island | Not listed | Percentage of assets, Hourly |
| Richard Matthews | Matthews Wealth Management | Greenville | Not listed | Percentage of assets, Hourly |
| Robert Moise | Jackson Financial Services | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Granger Osborne | Southeast Asset Advisors | Charleston | Not listed | Percentage of assets, Hourly |
| Joseph Toepke | Feeney Financial | St. Matthews | Not listed | One-time planning fee |
| Norman Poole Jr | Money Poole | Greenville | Not listed | Percentage of assets, Hourly |
| William Hardwick | Hardwick Capital Management | Murrells Inlet | Not listed | Percentage of assets, Hourly |
| Matthew Smith | South Carolina Wealth Management Group | Columbia | Not listed | Percentage of assets, Hourly |
| Andrew Hardin | Hardin Capital Partners | Greenville | CFP | Percentage of assets, Hourly |
| Andrew Hudick | Fee-Only Financial Planning, L.C. | Okatie | CFP | Percentage of assets, Hourly |
| Ann Beckwith | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Anna Wolford | Wealth Intelligently Navigated | Spartanburg | CFP | Percentage of assets, Hourly |
| Anne Hudick | Fee-Only Financial Planning, L.C. | Okatie | CFP | Percentage of assets, Hourly |
| Anne Marie Ashworth | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Anthony Kinzie | Blue Bear Financial | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Carolyn Lumley | A to Z Asset Advisors | Aiken | CFP | Percentage of assets, Hourly |
| Cheryl Holland | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Corinne Hanna | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| David Gerdt | VAN DER Noord Financial Advisors | Greer | CFP | Percentage of assets, Hourly |
| Diane Blackwelder | Charleston Financial Advisors | Charleston | CFP | Percentage of assets, Hourly |
| Ekta Patel | Altfest Personal Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| Evan Kubiak | Endowment Wealth Management | Hilton Head | CFP | Percentage of assets, Hourly |