# CFA financial advisors in North Carolina

> In North Carolina, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Addison Delage of CAPTRUST, James (Joyner) Edmundson, Jr. of Salem Investment Counselors, Inc. and Carlton Davis of Realm Investment Consulting.

Page: https://find.wellspent.co/by/cfa-financial-advisors/north-carolina/
76 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFA in North Carolina?

In North Carolina, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Addison Delage of CAPTRUST, James (Joyner) Edmundson, Jr. of Salem Investment Counselors, Inc. and Carlton Davis of Realm Investment Consulting.

## How many fee-only advisors who hold the CFA in North Carolina are there?

The Wellspent public graph lists 76 fee-only advisors who hold the CFA in North Carolina, at 59 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFA in North Carolina located?

Of the 76 fee-only advisors who hold the CFA in North Carolina, 24 are in Charlotte, followed by 12 in Raleigh and 7 in Winston Salem.

## How do fee-only advisors who hold the CFA in North Carolina charge?

The most common fee among fee-only advisors who hold the CFA in North Carolina is a percentage of assets, used by 95% of the 76 with fees on file. Many use more than one: 64% charge fixed fees and 43% charge by the hour.

## How many fee-only advisors who hold the CFA in North Carolina hold the CFP?

38% of the 76 fee-only advisors who hold the CFA in North Carolina hold the CFP certification, based on the credentials listed on each record.

## 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.

## How does Wellspent decide who counts as fee-only advisors who hold the CFA?

We count an advisor here when their record lists the CFA.

## What should I ask fee-only advisors who hold the CFA in North Carolina?

Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?

## How current is this list of fee-only advisors who hold the CFA 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 |
|---|---|---|---|---|
| [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 |
| [James Charles](https://find.wellspent.co/advisors/james-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFA, CFP, MS | Flat fee or retainer, 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 |
| [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh.md) | Invest With Steve | Raleigh, North Carolina | CFP, CFA | Percentage of assets |
| [Carlton Davis](https://find.wellspent.co/advisors/carlton-davis.md) | Realm Investment Consulting | Cary, North Carolina | CFP, CFA | Percentage of assets |
| [Roger Elmer](https://find.wellspent.co/advisors/roger-elmer.md) | Realm Investment Consulting | Cary, North Carolina | CFP, CFA | Percentage of assets |
| [Kristopher Barney](https://find.wellspent.co/advisors/kristopher-barney.md) | 30/40 Wealth | Cornelius, North Carolina | CFA | Percentage of assets |
| [Scott Cawood](https://find.wellspent.co/advisors/scott-cawood.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Daniel Smith](https://find.wellspent.co/advisors/daniel-smith-6577973.md) | Piedmont Trust | Greenboro, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [John Maddison](https://find.wellspent.co/advisors/john-maddison.md) | Balentine Wealth Advisors | Raleigh, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [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 |
| [Michael Foster](https://find.wellspent.co/advisors/michael-foster.md) | Dolan Capital Advisors | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Stephen Miller](https://find.wellspent.co/advisors/stephen-miller-4112825.md) | Forward Wealth Management | Charlotte, North Carolina | CFP, CFA | Percentage of assets |
| [Jason Barbera](https://find.wellspent.co/advisors/jason-barbera.md) | Heritage Wealth Advisors | Durham, North Carolina | CFA | Percentage of assets, Fixed fees |
| [Fawzi Jaber Hyder](https://find.wellspent.co/advisors/fawzi-jaber-hyder.md) | Mike Adams Financial Advisors | Mooresville, North Carolina | CFA | Percentage of assets, Hourly |
| [James Tarkenton](https://find.wellspent.co/advisors/james-tarkenton.md) | Townsend Asset Management | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [John Simms](https://find.wellspent.co/advisors/john-simms.md) | Piedmont Trust | Greenboro, North Carolina | CFA | Percentage of assets, Fixed fees |
| [William Bost](https://find.wellspent.co/advisors/william-bost.md) | Absher Wealth Management | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Angela Simmons](https://find.wellspent.co/advisors/angela-simmons.md) | ABS Legacy Partners | Hickory, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Brendan Willmann](https://find.wellspent.co/advisors/brendan-willmann.md) | Granada Wealth Management | Davidson, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Brian Rudisill](https://find.wellspent.co/advisors/brian-rudisill.md) | Novare Capital Management | Charlotte, North Carolina | CFA | Percentage of assets |
| [Brian Seay](https://find.wellspent.co/advisors/brian-seay.md) | Mill Capital Management | Concord, North Carolina | CFA | Percentage of assets |
| [Frank Jolley](https://find.wellspent.co/advisors/frank-jolley.md) | Live Oak Private Wealth | Rocky Mount, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [James (Joyner) Edmundson, Jr.](https://find.wellspent.co/advisors/james-joyner-edmundson-jr.md) | Salem Investment Counselors, Inc. | Winston-Salem, North Carolina | CFA, CFP, CPA, MAcc, MBA | Percentage of assets, Hourly, Fixed fees |
| [James Baynard](https://find.wellspent.co/advisors/james-baynard.md) | Novare Capital Management | Charlotte, North Carolina | CFA | Percentage of assets |
| [James Harlow](https://find.wellspent.co/advisors/james-harlow.md) | Novare Capital Management | Charlotte, North Carolina | CFA | Percentage of assets |
| [James Krapfel](https://find.wellspent.co/advisors/james-krapfel.md) | Glass Lake Wealth Management | Huntersville, North Carolina | CFP, CFA | Percentage of assets |
| [Jim Charles](https://find.wellspent.co/advisors/jim-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CFP, CFA | Hourly, Fixed fees |
| [Kevin Barry](https://find.wellspent.co/advisors/kevin-barry.md) | Cantata Wealth Management, LLC | Raleigh, North Carolina | CFA, CFP, CAP, MBA | Percentage of assets, Fixed fees |
| [Matthew Filepp](https://find.wellspent.co/advisors/matthew-filepp.md) | PB Wealth, LLC | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Lloyd](https://find.wellspent.co/advisors/nicholas-lloyd.md) | Novare Capital Management | Charlotte, North Carolina | CFA | Percentage of assets |
| [Terry Sapp](https://find.wellspent.co/advisors/terry-sapp.md) | Live Oak Private Wealth | Wilmington, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Garrett Jenkins](https://find.wellspent.co/advisors/garrett-jenkins.md) | Hayden Harper Advisory | Charlotte, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Ross Smyth](https://find.wellspent.co/advisors/ross-smyth.md) | Glassy Mountain Advisors | Brevard, North Carolina | CFA | Percentage of assets |
| [Andrew Miller](https://find.wellspent.co/advisors/andrew-miller.md) | Cassia Capital Partners | Winston Salem, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [James Tharin](https://find.wellspent.co/advisors/james-tharin.md) | Emerald Asset Management | Rocky Mount, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Louis Jones](https://find.wellspent.co/advisors/louis-jones.md) | Strategic Wealth Management Solutions | Southern Shores, North Carolina | CFA | One-time planning fee |
| [Andrew Lippert](https://find.wellspent.co/advisors/andrew-lippert.md) | Simplified Wealth | Greensboro, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Ann Zuraw](https://find.wellspent.co/advisors/ann-zuraw.md) | Zuraw Financial Advisors | Greensboro, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Cameron Newell](https://find.wellspent.co/advisors/cameron-newell.md) | Alpha Financial Advisors | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Christopher Brown](https://find.wellspent.co/advisors/christopher-brown-2958994.md) | Oake Financial | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Elmer Wessel](https://find.wellspent.co/advisors/elmer-wessel.md) | Wessel Investment Counsel | Asheville, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Mark Paccione](https://find.wellspent.co/advisors/mark-paccione.md) | EQV Advisory | Raleigh, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Natalie Foy](https://find.wellspent.co/advisors/natalie-foy.md) | Greenway Wealth Advisors | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Nathan Byrd](https://find.wellspent.co/advisors/nathan-byrd.md) | Hamilton Point Investment Advisors | Chapel Hill, North Carolina | CFP, CFA | Percentage of assets |
| [Robert Drury](https://find.wellspent.co/advisors/robert-drury.md) | 7PW Wealth | Charlotte, North Carolina | CFP, CFA | Percentage of assets |
| [Robert Gammon](https://find.wellspent.co/advisors/robert-gammon.md) | Verum Partners | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell-5414590.md) | Biltmore Family Office | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees |
| [Austin Tilles](https://find.wellspent.co/advisors/austin-tilles.md) | Verum Partners | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees |

Showing the first 50 of 76. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/north-carolina/?page=2

## 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).