| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | 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 |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Stephen Miller | Forward Wealth Management | Charlotte | CFP, CFA | Percentage of assets |
| Trigg Williamson | Advisor.com | Charlotte | Not listed | Flat fee or retainer, Percentage of assets |
| Andrew Basinger | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| Daniel Hughes | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| David Powell | Powell Wealth | Cornelius | ChFC | Percentage of assets, Hourly |
| Gregory Cadger | Cadger Wealth Advisors | Carolina Beach | CFP | Percentage of assets, Hourly |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| John Gallagher | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| Mary Bolton | Live Oak Private Wealth | Rocky Mount | CFP | Percentage of assets, Hourly |
| Michael Kelly | Canopy Financial Solutions | Sanford | ChFC | Percentage of assets, Hourly |
| Michael Ruffing | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| Sean Gilsenan | Whitener Capital Management | Cary | CFP | Percentage of assets, Hourly |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Fenn | T. Fenn Financial Planning | Chapel Hll | CFP | Hourly |
| Timothy Pope | 360 Aviation Advisors | Concord | CFP | Percentage of assets, Fixed fees |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Carolyn Larsen-Wieber | CLW Financial Planning | Raleigh | PFS | Percentage of assets, One-time planning fee |
| Christopher Knight | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Christopher Sherman | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Cody Ritchie | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Craig Harvey Field | Alluvial Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Damon Bremer | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Dorsey Tyndall | Vandalia Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Emma Schneider | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Fawzi Jaber Hyder | Mike Adams Financial Advisors | Mooresville | CFA | Percentage of assets, Hourly |
| Gary Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Jakhongir Mirtalipov | Dream Life Wealth Management | Charlotte | Not listed | Percentage of assets, Ongoing planning fee |
| James Bowie | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| James Tarkenton | Townsend Asset Management | Raleigh | CFA | Percentage of assets, Hourly |
| Jason Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Jeffrey Martin | RPO Wealth Partners | Charlotte | Not listed | Fixed fees |
| Joseph McFaddin | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Justin Struble | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Laird Hepburn | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Martin Boney | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Noah Lewis | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Ralston Turner | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Richard Speers | Private Wealth Management of NC | Henderson | ChFC | Percentage of assets, Hourly |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |