| Stewart Neely | Retirement Planning Blueprint | Charlotte | 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 |
| Andrew Hellstedt | KMG Fiduciary Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| George Acheampong | CapitalWize | Charlotte | Not listed | Percentage of assets, Hourly |
| Greg Derderian | CapitalWize | Charlotte | Not listed | Percentage of assets, Hourly |
| Aaron Salmon | Pathfinder Planning | Charlotte | CFP | Percentage of assets, Hourly |
| Abigail Bennett | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Ann Marie Reilley | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Anthony Mastrogiacomo | Biltmore Family Office | Charlotte | CFP | Percentage of assets, Fixed fees |
| Bennett Kaplan | Great Path Planning | Charlotte | CFP | Hourly, Fixed fees |
| Breton Tagg | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Cameron Newell | Alpha Financial Advisors | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Charles Doran | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Christopher Brown | Oake Financial | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Damien Brayboy | Devryll Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| David Perkins | Verum Partners | Charlotte | CFP, PFS | Percentage of assets, Fixed fees |
| Densel Fleming | Marquise Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Dustin Waide | Laurel Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Dylan Harnett | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Edward Coambs | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Edward Stroman | Strathmore Capital Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Graham Mull | Foundation Wealth & Tax Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Heather Lawrence | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Henry Barringer | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| James Hill | Gatehill Financial Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| Jason Skibek | Skibek Wealth Management | Charlotte | CFP | Percentage of assets |
| Jennifer Hill | Greenway Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Joseph Granger | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Justin Louis | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Kader Joseph | Marquise Wealth Management | Charlotte | CFP | Percentage of assets, Hourly |
| Kara Elbert | Elbert Financial Consulting | Charlotte | CFP | Hourly |
| Kathy Stanley | Sentry Consulting | Charlotte | CFP | Percentage of assets, Hourly |
| Natalie Foy | Greenway Wealth Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Phoebe Son Oh | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| Robert Drury | 7PW Wealth | Charlotte | CFP, CFA | Percentage of assets |
| Robert Gammon | Verum Partners | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Sara Jean Veatch | Oakworth Asset Management | Charlotte | CFP | Percentage of assets, Hourly |
| Treven Ayers | Clearview Wealth Management | Charlotte | CFP | Percentage of assets, Fixed fees |
| Tyler Weaver | Alpha Financial Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Walker Shelton | Verum Partners | Charlotte | CFP | Percentage of assets, Fixed fees |
| William Clark | Clearview Wealth Management | Charlotte | CFP | Percentage of assets, Fixed fees |
| William Sugg | Laurel Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Andrew Russell | Biltmore Family Office | Charlotte | CFA | Percentage of assets, Fixed fees |
| Austin Tilles | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Christopher Scott | New Republic Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Clay Young | Tannin Capital | Charlotte | CFA | Percentage of assets |
| David McGrath | Oakworth Asset Management | Charlotte | CFA | Percentage of assets, Hourly |
| Dustin Barr | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| James Reichard | Reichard Capital | Charlotte | PFS | Percentage of assets, Hourly |