| Alixandria Tucci | PCM Encore | Charlotte | CFP | Percentage of assets, Fixed fees |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| David Childs | Spartan Planning | Greensboro | CFP | Percentage of assets, Fixed fees |
| David McDougall | Highwind Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Eric Schrum | Schrum Private Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| John Purrington | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Joshua Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Matthew Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Philip Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Jones | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| William Hollan | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Benjamin Dolan | Dolan Capital Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Bryan Llewellyn | Llewellyn Financial | Charlotte | Not listed | Ongoing planning fee, One-time planning fee |
| Bryan Smith | Infinite Wealth Advisors | Mooresville | CFP | Percentage of assets, Hourly |
| Caleb Griffith | Townsend Asset Management | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Jennifer Oravsky | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jennifer Pcholinsky | Balentine Wealth Advisors | Raleigh | CFP | Percentage of assets, Fixed fees |
| John Maddison | Balentine Wealth Advisors | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Jon Green | Encompass Advisors | Brevard | CFP, PFS | Percentage of assets, Hourly |
| Jonathan George | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Kevin Mishoe | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Michael Foster | Dolan Capital Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Robert Higgins | Dalton Financial | Charlotte | CFP, ChFC | Percentage of assets, Hourly |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Andrew Basinger | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| Anne McPhail | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Cameron Amos | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Charles Dann | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Cordi Powell | Favored Financial Planning | Jamestown | CFP | Fixed fees |
| Daniel Hughes | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| David D'Alessandro | Axiom Private Wealth | Charlotte | CFP | Percentage of assets |
| David Powell | Powell Wealth | Cornelius | ChFC | Percentage of assets, Hourly |
| Gregory Cadger | Cadger Wealth Advisors | Carolina Beach | CFP | Percentage of assets, Hourly |
| John Gallagher | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| John Menser | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Ryan | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Wilks | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Jonathan Rhoney | Mill Capital Management | Concord | CFP | Percentage of assets |