# Financial advisors for early-career professionals in North Carolina > For early-career professionals in North Carolina, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Evan Luongo of NoDa Wealth Management, Katherine Edwards of MainStreet Financial Planning and Justin May of Old Peak Finance. Page: https://find.wellspent.co/audiences/early-career-professionals/north-carolina/ 26 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to early in your career in North Carolina? For early-career professionals in North Carolina, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Evan Luongo of NoDa Wealth Management, Katherine Edwards of MainStreet Financial Planning and Justin May of Old Peak Finance. - [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo/), NoDa Wealth Management, Charlotte. Holds the CFP. Fees on file: one-time planning fee, percentage of assets. - [Katherine Edwards](https://find.wellspent.co/advisors/katherine-edwards/), MainStreet Financial Planning, Raleigh. Holds the CFP. Fees on file: subscription, one-time planning fee. - [Justin May](https://find.wellspent.co/advisors/justin-may/), Old Peak Finance, Chapel Hill. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Ian Bloom](https://find.wellspent.co/advisors/ian-bloom/), Open World Financial Life Planning, Raleigh. Holds the CFP. Fees on file: ongoing planning fee, percentage of assets. - [Tammy Goodman](https://find.wellspent.co/advisors/tammy-goodman/), Tammy Goodman Financial, LLC, Charlotte. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Thomas Figgatt](https://find.wellspent.co/advisors/thomas-figgatt/), Portolan Financial, Durham. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in North Carolina work with early-career professionals? The Wellspent public graph lists 26 fee-only advisors for early-career professionals in North Carolina, at 18 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for early-career professionals in North Carolina located? Of the 26 fee-only advisors for early-career professionals in North Carolina, 8 are in Charlotte, followed by 5 in Raleigh and 4 in Winston-Salem. ## How do fee-only advisors for early-career professionals in North Carolina charge? The most common fee among fee-only advisors for early-career professionals in North Carolina is a percentage of assets, used by 81% of the 26 with fees on file. Many use more than one: 42% charge by the hour and 27% charge fixed fees. ## How much do fee-only financial advisors charge in North Carolina? Fee-only financial advisors in North Carolina charge a median of $4,500 a year for ongoing planning. We found this across the published prices of 33 North Carolina firms. ## How much does a one-time financial plan cost in North Carolina? A one-time financial plan from a fee-only firm in North Carolina has a median price of $1,950. We found this across the published prices of 19 North Carolina firms. ## What credentials should a financial advisor for early-career professionals have? For early-career professionals, look for the CFP. In North Carolina, 38% of the 26 advisors listed hold the CFP. - CFP (38% of advisors listed): The CFP covers debt, saving, and insurance together. ## How do North Carolina advisors for early-career professionals compare with the rest of the US? 38% of fee-only advisors for early-career professionals in North Carolina hold the CFP, compared with 54% of the 759 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor early in your career in North Carolina? - Do you have an asset minimum? - What would a one-time plan cost, and what would I get? - Should I pay down debt or invest first? - How much house can I actually afford? ## How current is this list of fee-only advisors for early-career professionals in North Carolina? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets | | [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets | | [Justin Horowitz](https://find.wellspent.co/advisors/justin-horowitz.md) | Just Advising | Raleigh, North Carolina | CFP | Subscription, One-time planning fee | | [Katherine Edwards](https://find.wellspent.co/advisors/katherine-edwards.md) | MainStreet Financial Planning | Raleigh, North Carolina | CFP | Subscription, One-time planning fee, Hourly | | [Tammy Goodman](https://find.wellspent.co/advisors/tammy-goodman.md) | Tammy Goodman Financial, LLC | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Ian Bloom](https://find.wellspent.co/advisors/ian-bloom.md) | Open World Financial Life Planning | Raleigh, North Carolina | CFP, RLP | Ongoing planning fee, Percentage of assets | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Smith](https://find.wellspent.co/advisors/justin-smith.md) | Smith Partners Wealth Management | Greensboro, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Thomas Figgatt](https://find.wellspent.co/advisors/thomas-figgatt.md) | Portolan Financial | Durham, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Trigg Williamson](https://find.wellspent.co/advisors/trigg-williamson.md) | Advisor.com | Charlotte, North Carolina | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina | | One-time planning fee, Flat fee or retainer | | [Andrew Lee](https://find.wellspent.co/advisors/andrew-lee.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Brenton Bersin](https://find.wellspent.co/advisors/brenton-bersin.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [David Klepeisz](https://find.wellspent.co/advisors/david-klepeisz.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kevin Blocker](https://find.wellspent.co/advisors/kevin-blocker.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Richard Speers](https://find.wellspent.co/advisors/richard-speers.md) | Private Wealth Management of NC | Henderson, North Carolina | ChFC | Percentage of assets, Hourly | | [Robert Johnson](https://find.wellspent.co/advisors/robert-johnson.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Weston Bryan](https://find.wellspent.co/advisors/weston-bryan.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Smith](https://find.wellspent.co/advisors/jonathan-smith-820376.md) | Smith Partners Wealth Management | Greensboro, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Matthew Woodlief](https://find.wellspent.co/advisors/matthew-woodlief.md) | Private Wealth Management of NC | Henderson, North Carolina | | Percentage of assets, Hourly | | [Toney Falkner](https://find.wellspent.co/advisors/toney-falkner.md) | Private Wealth Management of NC | Henderson, North Carolina | | Percentage of assets, Hourly | | [Adam Mcmillian](https://find.wellspent.co/advisors/adam-mcmillian.md) | Cannon Wealth Management | Winston-salem, North Carolina | | Percentage of assets, Flat fee or retainer | | [Lisa Hodges](https://find.wellspent.co/advisors/lisa-hodges.md) | Shift to impact | Durham, North Carolina | | Hourly, Fixed fees | | [Marcus Terdik](https://find.wellspent.co/advisors/marcus-terdik.md) | Piedmont Private Wealth | Raleigh, North Carolina | | Percentage of assets | | [Meredith DeLaune](https://find.wellspent.co/advisors/meredith-delaune.md) | New Perspectives | Asheville, North Carolina | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in North Carolina](https://find.wellspent.co/specialties/retirement-planning/north-carolina.md) - [Estate planning in North Carolina](https://find.wellspent.co/specialties/estate-planning/north-carolina.md) - [Tax planning in North Carolina](https://find.wellspent.co/specialties/tax-planning/north-carolina.md) - [Family wealth transfer in North Carolina](https://find.wellspent.co/specialties/family-wealth-transfer/north-carolina.md) - [Retirees in North Carolina](https://find.wellspent.co/audiences/retirees/north-carolina.md) - [Founders in North Carolina](https://find.wellspent.co/specialties/founders-pre-exit/north-carolina.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).