| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Christopher Knight | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Cody Ritchie | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Geoffrey Owen | Front Porch Financial Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Jakhongir Mirtalipov | Dream Life Wealth Management | Charlotte | Not listed | Percentage of assets, Ongoing planning fee |
| Jeffrey Martin | RPO Wealth Partners | Charlotte | Not listed | Fixed fees |
| Joseph McFaddin | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Scott Cannady | Hayden Harper Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Brian Rudisill | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Isaac Neidbalson | Jarrod Adams Investing | Charlotte | Not listed | Percentage of assets |
| James Baynard | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Harlow | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Janice McGunnigle | Alpha Financial Advisors, LLC | Charlotte | CFP, CTFA, CPA | Percentage of assets, Fixed fees |
| Jim Charles | Sanctuary Financial Planning, LLC | Charlotte | CFP, CFA | Hourly, Fixed fees |
| Matthew Filepp | PB Wealth, LLC | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Nicholas Lloyd | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Ryan Kaysen | Integritas Financial | Charlotte | CFP | Not listed |
| Seth Mullikin | Lattice Financial | Charlotte | CFP | One-time planning fee, Ongoing planning fee |
| David Miller | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Garrett Jenkins | Hayden Harper Advisory | Charlotte | CFA | Percentage of assets, Hourly |
| Glen McLaughlin | Buoyant Financial | Charlotte | Not listed | Percentage of assets |
| Mallen Bruggeman | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Patrick Evans | Grant Street Asset Management | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Andrew Fisher | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Andrew Krafft | Luminary Wealth | Charlotte | Not listed | Percentage of assets, Hourly |
| Caroline Hawkins | Dyer & | Charlotte | Not listed | Percentage of assets, Hourly |
| Christopher Patton | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Dana Goldfarb | Goldfarb Wealth Advisors | Charlotte | Not listed | Flat fee or retainer, Ongoing planning fee |
| Edward Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Eric Lockerman | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Jacob Pivonka | Axiom Private Wealth | Charlotte | Not listed | Percentage of assets |
| Jessica Rickert | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Michael Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Paul Bradley | Piedmont Wealth Advisory | Charlotte | Not listed | Flat fee or retainer |
| Robert Jones | The Investor Advisory Group | Charlotte | 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 |
| 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 |
| Michael Fox | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Randall Newton | Eagle Wealth Management Group | Charlotte | Not listed | Percentage of assets |
| Shon McCarley | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |