Financial advisors for high earners in North Carolina
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.
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 and CFP. Fees on file: flat fee or retainer, percentage of assets.
- Matthew Miner Miner Wealth Management, LLC, Raleigh Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Thomas Mclean Altruist Wealth Management, Charlotte Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Stephan Shipe Scholar Financial Advising, Winston-Salem Holds the CFP. Fees on file: flat fee or retainer.
- Roger Johnson ACT Advisors, Asheville Holds the CFP. Fees on file: ongoing planning fee.
- 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.
Plus 8 in other cities.
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.
- CPA2% in North Carolina
- CPAs help with high-income tax.
- CFP51% in North Carolina
- 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.
Dark bars are North Carolina. Light bars are all US advisors for high earners.
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.
All 43 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 |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Evan Luongo | NoDa Wealth Management | Charlotte | CFP | One-time planning fee, Percentage of assets |
| 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 |
| Thomas Mclean | Altruist Wealth Management | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Matthew Miner | Miner Wealth Management, LLC | Raleigh | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| 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 |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| David D'Alessandro | Axiom Private Wealth | Charlotte | CFP | 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 |
| Timothy Pope | 360 Aviation Advisors | Concord | CFP | Percentage of assets, Fixed fees |
| 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 |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Weston Bryan | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Katherine Stevick | Align Financial Planning | Southern Pines | Not listed | Ongoing planning fee, One-time planning fee |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Ryan Bannister | 1Up Financial Advisors | Cary | Not listed | Ongoing planning fee, Hourly |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Ryan Knight | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Wade Tapp | Family Wealth Partners | Matthews | 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 |
| Jacob Pivonka | Axiom Private Wealth | Charlotte | Not listed | Percentage of assets |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
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