# Financial advisors for executives in North Carolina > For executives in North Carolina, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Addison Delage of CAPTRUST, Stephan Shipe of Scholar Financial Advising and Will Revels of PieCapital. Page: https://find.wellspent.co/audiences/executives/north-carolina/ 69 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in North Carolina? For executives in North Carolina, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Addison Delage of CAPTRUST, Stephan Shipe of Scholar Financial Advising and Will Revels of PieCapital. - [Addison Delage](https://find.wellspent.co/advisors/addison-delage/), CAPTRUST, Raleigh. Holds the CPA, CFA and CFP. Fees on file: flat fee or retainer, percentage of assets. - [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe/), Scholar Financial Advising, Winston-Salem. Holds the CFA and CFP. Fees on file: flat fee or retainer. - [Will Revels](https://find.wellspent.co/advisors/will-revels/), PieCapital, Raleigh. Holds the CFA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh/), Invest With Steve, Raleigh. Holds the CFA and CFP. Fees on file: percentage of assets. - [Zachary Ashburn](https://find.wellspent.co/advisors/zachary-ashburn/), Reach Strategic Wealth, Winston-Salem. Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee. - [Scott Cawood](https://find.wellspent.co/advisors/scott-cawood/), Arbor Investment Advisors, Winston Salem. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in North Carolina work with executives? The Wellspent public graph lists 69 fee-only advisors for executives in North Carolina, at 32 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in North Carolina located? Of the 69 fee-only advisors for executives in North Carolina, 14 are in Charlotte, followed by 9 in Winston Salem and 8 in Winston-Salem. ## How do fee-only advisors for executives in North Carolina charge? The most common fee among fee-only advisors for executives in North Carolina is a percentage of assets, used by 84% of the 69 with fees on file. Many use more than one: 48% charge fixed fees and 30% charge by the hour. ## 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 executives have? For executives, look for the CPA, CFA and CFP. In North Carolina, 51% of the 69 advisors listed hold the CFP. - CPA (1% of advisors listed): CPAs help with deferred compensation tax. - CFA (13% of advisors listed): The CFA helps with concentrated stock. - CFP (51% of advisors listed): The CFP keeps compensation in the wider plan. - EA (1% of advisors listed): Enrolled agents add tax depth. ## How do North Carolina advisors for executives compare with the rest of the US? 30% of fee-only advisors for executives in North Carolina charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does North Carolina tax income on top of federal tax? Yes. North Carolina has a state income tax, so a financial plan for a North Carolina resident should project it alongside federal tax. ## What happens to stock pay if you move to or from North Carolina? States often tax stock pay based on where you worked between grant and vesting, so a move to or from North Carolina can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in North Carolina? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for North Carolina tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives 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 | | [Charles Terry](https://find.wellspent.co/advisors/charles-terry.md) | Shepherd Wealth Partners, LLC | Waxhaw, North Carolina | CAP, CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Chris Woods](https://find.wellspent.co/advisors/chris-woods.md) | Silvis Financial | Charlotte, North Carolina | CFP | Ongoing planning fee | | [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer | | [Brittany Brinckerhoff](https://find.wellspent.co/advisors/brittany-brinckerhoff.md) | Hilltop Wealth Advisors, LLC | Chapel Hill, North Carolina | CFP, CSLP | Percentage of assets | | [Chris Hostetler](https://find.wellspent.co/advisors/chris-hostetler.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets | | [Zachary Ashburn](https://find.wellspent.co/advisors/zachary-ashburn.md) | Reach Strategic Wealth | Winston-Salem, North Carolina | CFP, EA, AFC | Percentage of assets, One-time planning fee, Ongoing planning fee | | [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 | | [Abby Bennett](https://find.wellspent.co/advisors/abby-bennett.md) | Verum Partners | Charlotte, North Carolina | CExP, CFP | Percentage of assets, Fixed fees | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Alexis Delia](https://find.wellspent.co/advisors/alexis-delia.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Ryan Casey](https://find.wellspent.co/advisors/ryan-casey.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh.md) | Invest With Steve | Raleigh, North Carolina | CFP, CFA | Percentage of assets | | [Walker Abney](https://find.wellspent.co/advisors/walker-abney.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Boor](https://find.wellspent.co/advisors/adam-boor.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [David Childs](https://find.wellspent.co/advisors/david-childs.md) | Spartan Planning | Greensboro, North Carolina | CFP | Percentage of assets, Fixed fees | | [Douglas English](https://find.wellspent.co/advisors/douglas-english.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Erika Mielke](https://find.wellspent.co/advisors/erika-mielke.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Fritzner Jean](https://find.wellspent.co/advisors/fritzner-jean.md) | Geometric Advisors | Charlotte, North Carolina | CFP | Percentage of assets | | [Matthew Snuggs](https://find.wellspent.co/advisors/matthew-snuggs.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Pamela Rigsby](https://find.wellspent.co/advisors/pamela-rigsby.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Roger Johnson](https://find.wellspent.co/advisors/roger-johnson.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Scott Cawood](https://find.wellspent.co/advisors/scott-cawood.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Scott Jones](https://find.wellspent.co/advisors/scott-jones.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [William Hollan](https://find.wellspent.co/advisors/william-hollan.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Blake Hedrick](https://find.wellspent.co/advisors/blake-hedrick.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Baum](https://find.wellspent.co/advisors/brian-baum.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Llewellyn](https://find.wellspent.co/advisors/bryan-llewellyn.md) | Llewellyn Financial | Charlotte, North Carolina | | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Evan Grey](https://find.wellspent.co/advisors/evan-grey.md) | Grey Private Capital | Charlotte, North Carolina | CFP | Flat fee or retainer, Percentage of assets | | [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 | | [Nathan Fulks](https://find.wellspent.co/advisors/nathan-fulks.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Dye](https://find.wellspent.co/advisors/robert-dye.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina | | One-time planning fee, Flat fee or retainer | | [Jason Barbera](https://find.wellspent.co/advisors/jason-barbera.md) | Heritage Wealth Advisors | Durham, North Carolina | CFA | Percentage of assets, Fixed fees | | [Shawn Hudspeth](https://find.wellspent.co/advisors/shawn-hudspeth.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Thomas Favor](https://find.wellspent.co/advisors/thomas-favor.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [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 | | [Dana Strickland](https://find.wellspent.co/advisors/dana-strickland.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | | [David Klepeisz](https://find.wellspent.co/advisors/david-klepeisz.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Evan Mills](https://find.wellspent.co/advisors/evan-mills.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | | [Kevin Blocker](https://find.wellspent.co/advisors/kevin-blocker.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Noah Lewis](https://find.wellspent.co/advisors/noah-lewis.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | | [Robert Johnson](https://find.wellspent.co/advisors/robert-johnson.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Ryan Hill](https://find.wellspent.co/advisors/ryan-hill.md) | Brock Hill Wealth Management | Wilmington, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Weston Bryan](https://find.wellspent.co/advisors/weston-bryan.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Charles Barham](https://find.wellspent.co/advisors/charles-barham.md) | Cassia Capital Partners | Winston Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 69. The full list, page by page: https://find.wellspent.co/audiences/executives/north-carolina/?page=2 ## 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).