| 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 |
| Laura Kido | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Linda Walden | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Parker Mayo | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Paul Clark | Mill Capital Management | Concord | CFP | Percentage of assets |
| Richard Freitag | Freitag Financial Group, LLC. | Charlotte | CFP | Percentage of assets, Hourly |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Sophie Young | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Craig Harvey Field | Alluvial Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Dorsey Tyndall | Vandalia Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Jeffrey Martin | RPO Wealth Partners | Charlotte | Not listed | Fixed fees |
| John Simms | Piedmont Trust | Greenboro | CFA | Percentage of assets, Fixed fees |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Noah Lewis | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Angela Simmons | ABS Legacy Partners | Hickory | CFA | Percentage of assets, Hourly |
| Brian Rudisill | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Brian Seay | Mill Capital Management | Concord | CFA | Percentage of assets |
| James Baynard | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Harlow | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Joan Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| John Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| John Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Nicholas Lloyd | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Arturo Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Bradley Turlington | White Oak Wealth Partners | Raleigh | Not listed | Percentage of assets |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Cory Capps | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Danielle Bailey | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| David Miller | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Derek Walker | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Frank Cooper | Grand Central Investment Group | Montreat | Not listed | Percentage of assets, Hourly |
| James "Tripp" Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Louis Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Lucas Roberson | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |