| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Ryan Hill | Brock Hill Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Scott Cannady | Hayden Harper Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Angela Simmons | ABS Legacy Partners | Hickory | CFA | Percentage of assets, Hourly |
| Charles Barham | Cassia Capital Partners | Winston Salem | CFP | Percentage of assets, Hourly |
| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Joseph Acquanita | Atlantic | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Katherine Stevick | Align Financial Planning | Southern Pines | Not listed | Ongoing planning fee, One-time planning fee |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Leonard Brecken | Brecken Capital Advisors | Weddington | Not listed | Percentage of assets, Hourly |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Richard Dexter | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Robert Pitt | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Ryan Bannister | 1Up Financial Advisors | Cary | Not listed | Ongoing planning fee, Hourly |
| 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 |
| 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 |
| Garrett Jenkins | Hayden Harper Advisory | Charlotte | CFA | 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 |
| 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 |
| Reed Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Robert Boggs | Catawba River Capital | Belmont | Not listed | Percentage of assets, Hourly |
| Adam Mcmillian Financial planning is as important as investments. | Cannon Wealth Management | Winston-salem | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Miller | Cassia Capital Partners | Winston Salem | CFA | Percentage of assets, Hourly |
| Carolyn Reynolds | Proxy Wealth | Huntersville | Not listed | Percentage of assets, Hourly |
| Jonathan Morgan | Taelos Financial Partners | Apex | Not listed | Percentage of assets, Hourly |
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |
| John Teed | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Michael Fox | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Andrew Blass | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Benjamin Haynes | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Chase Wietfeld | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Christopher Thomas | Atlantic | Chapel Hill | 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 |
| James Helvey | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |