CFA financial advisors in North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Addison Delage CAPTRUST, Raleigh Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, percentage of assets.
- James (Joyner) Edmundson, Jr. Salem Investment Counselors, Inc., Winston-Salem Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Carlton Davis Realm Investment Consulting, Cary Holds the CFP and CFA. Fees on file: percentage of assets.
- James Charles Sanctuary Financial Planning, LLC, Charlotte Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Will Revels PieCapital, Raleigh Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- James Krapfel Glass Lake Wealth Management, Huntersville Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 76
- Firms
- 59
- Cities
- 23
- Hold the CFP
- 38%
- Other credentials: CFA 100% · CPA 3%
- How they charge (of 76 with fees on file): percentage of assets 95% · fixed fees 64% · hourly 43% · performance-based fees 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
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.
All 76 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| James Charles | Sanctuary Financial Planning, LLC | Charlotte | CDFA, CFA, CFP, MS | Flat fee or retainer, 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 |
| 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 |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Carlton Davis | Realm Investment Consulting | Cary | CFP, CFA | Percentage of assets |
| Roger Elmer | Realm Investment Consulting | Cary | CFP, CFA | Percentage of assets |
| Kristopher Barney | 30/40 Wealth | Cornelius | CFA | Percentage of assets |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| John Maddison | Balentine Wealth Advisors | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Justin Smith | Smith Partners Wealth Management | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Michael Foster | Dolan Capital Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Stephen Miller | Forward Wealth Management | Charlotte | CFP, CFA | Percentage of assets |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| Fawzi Jaber Hyder | Mike Adams Financial Advisors | Mooresville | CFA | Percentage of assets, Hourly |
| James Tarkenton | Townsend Asset Management | Raleigh | CFA | Percentage of assets, Hourly |
| John Simms | Piedmont Trust | Greenboro | CFA | Percentage of assets, Fixed fees |
| William Bost | Absher Wealth Management | Raleigh | CFA | Percentage of assets, Hourly |
| Angela Simmons | ABS Legacy Partners | Hickory | CFA | Percentage of assets, Hourly |
| Brendan Willmann | Granada Wealth Management | Davidson | CFP, CFA | Percentage of assets, Hourly |
| Brian Rudisill | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Brian Seay | Mill Capital Management | Concord | CFA | Percentage of assets |
| Frank Jolley | Live Oak Private Wealth | Rocky Mount | CFA | Percentage of assets, Hourly |
| James (Joyner) Edmundson, Jr. | Salem Investment Counselors, Inc. | Winston-Salem | CFA, CFP, CPA, MAcc | Percentage of assets, Hourly |
| James Baynard | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Harlow | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Krapfel | Glass Lake Wealth Management | Huntersville | CFP, CFA | Percentage of assets |
| Jim Charles | Sanctuary Financial Planning, LLC | Charlotte | CFP, CFA | Hourly, Fixed fees |
| Kevin Barry | Cantata Wealth Management, LLC | Raleigh | CFA, CFP, CAP, MBA | Percentage of assets, Fixed fees |
| Matthew Filepp | PB Wealth, LLC | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Nicholas Lloyd | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Terry Sapp | Live Oak Private Wealth | Wilmington | CFA | Percentage of assets, Hourly |
| Garrett Jenkins | Hayden Harper Advisory | Charlotte | CFA | Percentage of assets, Hourly |
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Andrew Miller | Cassia Capital Partners | Winston Salem | CFA | Percentage of assets, Hourly |
| James Tharin | Emerald Asset Management | Rocky Mount | CFA | Percentage of assets, Hourly |
| Louis Jones | Strategic Wealth Management Solutions | Southern Shores | CFA | One-time planning fee |
| Andrew Lippert | Simplified Wealth | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Ann Zuraw | Zuraw Financial Advisors | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Cameron Newell | Alpha Financial Advisors | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Brown | Oake Financial | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Elmer Wessel | Wessel Investment Counsel | Asheville | CFP, CFA | Percentage of assets, Hourly |
| Mark Paccione | EQV Advisory | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Natalie Foy | Greenway Wealth Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Nathan Byrd | Hamilton Point Investment Advisors | Chapel Hill | CFP, CFA | Percentage of assets |
| Robert Drury | 7PW Wealth | Charlotte | CFP, CFA | Percentage of assets |
| Robert Gammon | Verum Partners | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Andrew Russell | Biltmore Family Office | Charlotte | CFA | Percentage of assets, Fixed fees |
| Austin Tilles | Verum Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes