Financial advisors for executives in North Carolina
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Addison Delage CAPTRUST, Raleigh Holds the CPA, CFA and CFP. Fees on file: flat fee or retainer, percentage of assets.
- Stephan Shipe Scholar Financial Advising, Winston-Salem Holds the CFA and CFP. Fees on file: flat fee or retainer.
- Will Revels PieCapital, Raleigh Holds the CFA and CFP. Fees on file: percentage of assets, one-time planning fee.
- Stephen Reh Invest With Steve, Raleigh Holds the CFA and CFP. Fees on file: percentage of assets.
- Zachary Ashburn Reach Strategic Wealth, Winston-Salem Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- 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.
Plus 24 in other cities.
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.
- CPA1% in North Carolina
- CPAs help with deferred compensation tax.
- CFA13% in North Carolina
- The CFA helps with concentrated stock.
- CFP51% in North Carolina
- The CFP keeps compensation in the wider plan.
- EA1% in North Carolina
- 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.
Dark bars are North Carolina. Light bars are all US advisors for executives.
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.
All 69 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 |
| Charles Terry | Shepherd Wealth Partners, LLC | Waxhaw | CAP, CFP | Percentage of assets, Ongoing planning fee |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Chris Woods | Silvis Financial | Charlotte | CFP | Ongoing planning fee |
| Stephan Shipe Flat-fee, team-reviewed planning for DIY investors and families with complex wealth, from equity compensation to business exits. | Scholar Financial Advising | Winston-Salem | CFP, CFA, PhD | Flat fee or retainer |
| Brittany Brinckerhoff | Hilltop Wealth Advisors, LLC | Chapel Hill | CFP, CSLP | Percentage of assets |
| Chris Hostetler | Hilltop Wealth Advisors | Chapel Hill | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets |
| Zachary Ashburn | Reach Strategic Wealth | Winston-Salem | CFP, EA, AFC | Percentage of assets, One-time planning fee |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Abby Bennett | Verum Partners | Charlotte | CExP, CFP | Percentage of assets, Fixed fees |
| 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 |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| David Childs | Spartan Planning | Greensboro | CFP | Percentage of assets, Fixed fees |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| 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 |
| 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 |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| 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 |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| Justin Smith | Smith Partners Wealth Management | Greensboro | CFP, CFA | 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 |
| 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 |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Noah Lewis | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Ryan Hill | Brock Hill Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Weston Bryan | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Charles Barham | Cassia Capital Partners | Winston Salem | CFP | Percentage of assets, Hourly |
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