| Ryan Hammond | Hammond Wealth Partners | Gastonia | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Hill | Brock Hill Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Stephen Ross | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Todd Shand | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tracey Nobles | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Weston Bryan | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| William Bost | Absher Wealth Management | Raleigh | CFA | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| August Pye | Integrated Wealthcare | Durham | Not listed | Percentage of assets, Hourly |
| Caleb Rich | PracticeCFO | Swansboro | Not listed | Percentage of assets, Fixed fees |
| Charles Powell | Powell Wealth | Cornelius | Not listed | Percentage of assets, Hourly |
| Donald Button | Button & Button Wealth Management | Greensboro | Not listed | Percentage of assets, One-time planning fee |
| Frank Jolley | Live Oak Private Wealth | Rocky Mount | CFA | Percentage of assets, Hourly |
| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Isaac Neidbalson | Jarrod Adams Investing | Charlotte | Not listed | Percentage of assets |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Jarrod Adams | Jarrod Adams Investing | Mooresville | Not listed | Percentage of assets |
| 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 |
| Leonard Brecken | Brecken Capital Advisors | Weddington | Not listed | Percentage of assets, Hourly |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| 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 |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Terry Sapp | Live Oak Private Wealth | Wilmington | CFA | Percentage of assets, Hourly |
| Arne Morris | Townsend Asset Management | 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 |
| BreAnn Weaver | Gragg Financial | Shelby | Not listed | Percentage of assets, Hourly |
| Christine Foster-Perry | Absher Wealth Management | Wilkesboro | Not listed | Percentage of assets, Hourly |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Cory Capps | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| 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 |
| Glen McLaughlin | Buoyant Financial | Charlotte | Not listed | Percentage of assets |
| 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 |
| John Hutchinson | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Jonathan Smith | Smith Partners Wealth Management | Greensboro | Not listed | Percentage of assets, Hourly |
| Lorin Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Louis Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Matthew Choplin | Innovest Strategies | Raleigh | Not listed | Percentage of assets |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Michael Absher | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |