| Nancy Fellinger | Sensible Money | Pawleys Island | CFP, ChFC | Percentage of assets, Fixed fees |
| Patricia Bailey | Bailey & Associates Investment Management and Financial Planning | Columbia | CFP | Percentage of assets, Hourly |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Alexander Rasmussen | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Carson Strom | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| David Means | Means Wealth Management | Greenville | Not listed | Percentage of assets, Flat fee or retainer |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| James Blackwelder | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| Jordan Bryant | Coastline Complete Wealth | Bluffton | Not listed | Percentage of assets, Hourly |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Michael Klaiber | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Kuehn | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Nix | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Robert Norman | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Jeremiah Barwick | Keen Capital | Chapin | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Charles Anderson | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| David Poole | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Drake Wright | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Edward Taylor | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| James Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Jessica Harrington | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Jonathan Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Julian Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Keith Bosco | Verity Investment Partners | Bluffton | Not listed | Percentage of assets, Fixed fees |
| Paula Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| William Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Brian Smith | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Jeremy Ellisor | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Logan Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Mark Conrad | The Investor Advisory Group | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew Erickson | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Michael Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Michael Laubinger | Stono River Wealth Management | Johns Island | Not listed | Percentage of assets, Fixed fees |
| Michelle Emmons | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Patrick Sheppard | Atlantic Retirement & Wealth Advisors | Johns Island | Not listed | Percentage of assets, Hourly |
| Robert Moise | Jackson Financial Services | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Charles Williams | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Greg Dunston | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |