# Financial advisors for high earners in North Carolina > For high earners in North Carolina, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Addison Delage of CAPTRUST, Matthew Miner of Miner Wealth Management, LLC and Thomas Mclean of Altruist Wealth Management. Page: https://find.wellspent.co/audiences/high-earners/north-carolina/ 43 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 a high earner in North Carolina? For high earners in North Carolina, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Addison Delage of CAPTRUST, Matthew Miner of Miner Wealth Management, LLC and Thomas Mclean of Altruist Wealth Management. - [Addison Delage](https://find.wellspent.co/advisors/addison-delage/), CAPTRUST, Raleigh. Holds the CPA and CFP. Fees on file: flat fee or retainer, percentage of assets. - [Matthew Miner](https://find.wellspent.co/advisors/matthew-miner/), Miner Wealth Management, LLC, Raleigh. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Thomas Mclean](https://find.wellspent.co/advisors/thomas-mclean/), Altruist Wealth Management, Charlotte. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe/), Scholar Financial Advising, Winston-Salem. Holds the CFP. Fees on file: flat fee or retainer. - [Roger Johnson](https://find.wellspent.co/advisors/roger-johnson/), ACT Advisors, Asheville. Holds the CFP. Fees on file: ongoing 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. ## How many fee-only financial advisors in North Carolina work with high earners? The Wellspent public graph lists 43 fee-only advisors for high earners in North Carolina, at 26 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for high earners in North Carolina located? Of the 43 fee-only advisors for high earners in North Carolina, 13 are in Charlotte, followed by 7 in Matthews and 6 in Raleigh. ## How do fee-only advisors for high earners in North Carolina charge? The most common fee among fee-only advisors for high earners in North Carolina is a percentage of assets, used by 77% of the 43 with fees on file. Many use more than one: 33% charge by the hour and 30% 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 high earners have? For high earners, look for the CPA and CFP. In North Carolina, 51% of the 43 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs help with high-income tax. - CFP (51% of advisors listed): The CFP covers insurance and saving decisions together. ## How do North Carolina advisors for high earners compare with the rest of the US? 30% of fee-only advisors for high earners in North Carolina charge fixed fees, compared with 42% of the 1,176 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 should I ask a financial advisor as a high earner in North Carolina? - Do you have a minimum, and do you take clients on income rather than assets? - Which accounts should I use once I've maxed my 401(k)? - How would you reduce my tax this year and next? - How much should I be saving, in dollars? - How will you plan for North Carolina tax alongside federal tax? ## How current is this list of fee-only advisors for high earners 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 | | [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets | | [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer | | [Thomas Mclean](https://find.wellspent.co/advisors/thomas-mclean.md) | Altruist Wealth Management | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [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 | | [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar.md) | TARA Wealth | Durham, North Carolina | CFP | Percentage of assets, Flat fee or retainer | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Matthew Miner](https://find.wellspent.co/advisors/matthew-miner.md) | Miner Wealth Management, LLC | Raleigh, North Carolina | CFP, MBA | 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 | | [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas English](https://find.wellspent.co/advisors/douglas-english.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Fritzner Jean](https://find.wellspent.co/advisors/fritzner-jean.md) | Geometric Advisors | Charlotte, North Carolina | CFP | Percentage of assets | | [Roger Johnson](https://find.wellspent.co/advisors/roger-johnson.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Amber Schiffert](https://find.wellspent.co/advisors/amber-schiffert.md) | TARA Wealth | Durham, North Carolina | | Percentage of assets, Flat fee or retainer | | [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 | | [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 | | [David D'Alessandro](https://find.wellspent.co/advisors/david-d-alessandro.md) | Axiom Private Wealth | Charlotte, North Carolina | CFP | Percentage of assets | | [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina | | One-time planning fee, Flat fee or retainer | | [Timothy Pope](https://find.wellspent.co/advisors/timothy-pope.md) | 360 Aviation Advisors | Concord, North Carolina | CFP | Percentage of assets, Fixed fees | | [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 | | [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 | | [Adam Oates](https://find.wellspent.co/advisors/adam-oates.md) | Peak Planning Group | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Katherine Stevick](https://find.wellspent.co/advisors/katherine-stevick.md) | Align Financial Planning | Southern Pines, North Carolina | | Ongoing planning fee, One-time planning fee, Hourly | | [Martha Hays](https://find.wellspent.co/advisors/martha-hays.md) | ACT Advisors | Asheville, North Carolina | | Ongoing planning fee | | [Patrick Latta](https://find.wellspent.co/advisors/patrick-latta.md) | ACT Advisors | Asheville, North Carolina | | Ongoing planning fee | | [Ryan Bannister](https://find.wellspent.co/advisors/ryan-bannister.md) | 1Up Financial Advisors | Cary, North Carolina | | Ongoing planning fee, Hourly, Flat fee or retainer | | [Susanna Robinson](https://find.wellspent.co/advisors/susanna-robinson.md) | Peak Planning Group | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ella Anderson](https://find.wellspent.co/advisors/ella-anderson.md) | Family Wealth Partners | Matthews, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ryan Knight](https://find.wellspent.co/advisors/ryan-knight.md) | Family Wealth Partners | Matthews, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Wade Tapp](https://find.wellspent.co/advisors/wade-tapp.md) | Family Wealth Partners | Matthews, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Adam Mcmillian](https://find.wellspent.co/advisors/adam-mcmillian.md) | Cannon Wealth Management | Winston-salem, North Carolina | | Percentage of assets, Flat fee or retainer | | [Jacob Pivonka](https://find.wellspent.co/advisors/jacob-pivonka.md) | Axiom Private Wealth | Charlotte, North Carolina | | Percentage of assets | | [Marcus Terdik](https://find.wellspent.co/advisors/marcus-terdik.md) | Piedmont Private Wealth | Raleigh, North Carolina | | Percentage of assets | ## 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).