| Lisa Bowers | RPO Wealth Partners | Charlotte | CFP | Fixed fees |
| Matthew Henry | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Matthew Snipes | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Roger Elmer | Realm Investment Consulting | Cary | CFP, CFA | Percentage of assets |
| Sara Warntz | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Sean Hilliard | Rivertree Wealth | Wake Forest | CFP | Percentage of assets |
| Stephanie Williams | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Thomas Bengtson | Lakeshore Advisors | Charlotte | CFP | Percentage of assets |
| Timothy Whitney | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| William Bunch | Maze Financial Planning | Chapel Hill | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Alixandria Tucci | PCM Encore | Charlotte | CFP | Percentage of assets, Fixed fees |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Logan | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| David Childs | Spartan Planning | Greensboro | CFP | Percentage of assets, Fixed fees |
| David McDougall | Highwind Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Ellen Martin | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Geoffrey Hall | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Jared Korver | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| John Purrington | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Kristopher Barney | 30/40 Wealth | Cornelius | CFA | Percentage of assets |
| Matthew Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Ryan Smith | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Jones | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| William Hollan | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Bradley Kucharo | Kucharo Wealth | Charlotte | CFP | Percentage of assets, Fixed fees |
| Brian Baum | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Bryan Llewellyn | Llewellyn Financial | Charlotte | Not listed | Ongoing planning fee, One-time planning fee |
| Caleb Griffith | Townsend Asset Management | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| Jennifer Oravsky | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jon Green | Encompass Advisors | Brevard | CFP, PFS | Percentage of assets, Hourly |
| Jonathan George | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Kevin Mishoe | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |