Financial advisors for early-career professionals in North Carolina
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Evan Luongo NoDa Wealth Management, Charlotte Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Katherine Edwards MainStreet Financial Planning, Raleigh Holds the CFP. Fees on file: subscription, one-time planning fee.
- Justin May Old Peak Finance, Chapel Hill Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Ian Bloom Open World Financial Life Planning, Raleigh Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Tammy Goodman Tammy Goodman Financial, LLC, Charlotte Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- 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.
Plus 4 in other cities.
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.
- CFP38% in North Carolina
- 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.
Dark bars are North Carolina. Light bars are all US advisors for early-career professionals.
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.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Evan Luongo | NoDa Wealth Management | Charlotte | CFP | One-time planning fee, Percentage of assets |
| Justin Horowitz Advice-only planning for environmentally and socially conscious people who want to align their money, investments and values. | Just Advising | Raleigh | CFP | Subscription, One-time planning fee |
| Katherine Edwards Personalized retirement income and tax-efficient planning for pre-retirees and retirees, plus families at every stage of life. | MainStreet Financial Planning | Raleigh | CFP | Subscription, One-time planning fee |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Ian Bloom | Open World Financial Life Planning | Raleigh | CFP, RLP | Ongoing planning fee, Percentage of assets |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Justin Smith | Smith Partners Wealth Management | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Thomas Figgatt | Portolan Financial | Durham | CFP | Percentage of assets, Ongoing planning fee |
| Trigg Williamson | Advisor.com | Charlotte | Not listed | Flat fee or retainer, Percentage of assets |
| 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 |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Richard Speers | Private Wealth Management of NC | Henderson | ChFC | Percentage of assets, Hourly |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Weston Bryan | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Jonathan Smith | Smith Partners Wealth Management | Greensboro | Not listed | Percentage of assets, Hourly |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Adam Mcmillian Financial planning is as important as investments. | Cannon Wealth Management | Winston-salem | Not listed | Percentage of assets, Flat fee or retainer |
| Lisa Hodges | Shift to impact | Durham | Not listed | Hourly, Fixed fees |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
| Meredith DeLaune | New Perspectives | Asheville | Not listed | Percentage of assets, Hourly |
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