CFP financial advisors in North Carolina
How do I find fee-only advisors who hold the CFP in North Carolina?
In North Carolina, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Addison Delage of CAPTRUST, Carlton Davis of Realm Investment Consulting and James Charles of Sanctuary Financial Planning, LLC.
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.
- 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.
- Rupa Pereira FWJ Planning, Raleigh Durham Triangle Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- Travis Tracy Fortitude Financial Planning, LLC, Raleigh Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 353
- Firms
- 225
- Cities
- 52
- Hold the CFP
- 100%
- Other credentials: CFA 8% · CPA 2% · EA 1%
- How they charge (of 351 with fees on file): percentage of assets 86% · fixed fees 63% · hourly 44% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in North Carolina are there?
The Wellspent public graph lists 353 fee-only advisors who hold the CFP in North Carolina, at 225 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who hold the CFP in North Carolina located?
Of the 353 fee-only advisors who hold the CFP in North Carolina, 94 are in Charlotte, followed by 68 in Raleigh and 40 in Chapel Hill.
How do fee-only advisors who hold the CFP in North Carolina charge?
The most common fee among fee-only advisors who hold the CFP in North Carolina is a percentage of assets, used by 86% of the 351 with fees on file. Many use more than one: 63% charge fixed fees and 44% charge by the hour.
How many fee-only advisors who hold the CFP in North Carolina hold the CFP?
100% of the 353 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in North Carolina?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 353 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 |
| Rupa Pereira Tax-focused hourly and comprehensive planning for young families, women-led households and clients with cross-border ties. | FWJ Planning | Raleigh Durham Triangle | CFP, EA | Subscription, One-time planning fee |
| Charles Terry | Shepherd Wealth Partners, LLC | Waxhaw | CAP, CFP | Percentage of assets, Ongoing planning fee |
| Jordan Vlastuin Vlastuin | Make the Memory Financial Planning LLC | Clemmons | CFP | Flat fee or retainer, Ongoing planning fee |
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing planning fee |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Chris Woods | Silvis Financial | Charlotte | CFP | Ongoing planning fee |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| Deaton Smith | Thayer Financial | Hickory | CFP, ChFC | Percentage of assets |
| Evan Luongo | NoDa Wealth Management | Charlotte | CFP | One-time planning fee, Percentage of assets |
| James Charles | Sanctuary Financial Planning, LLC | Charlotte | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| Justin Horowitz Advice-only planning for environmentally and socially conscious people who want to align their money, investments and values. | Just Advising | Raleigh | CFP | Subscription, One-time 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 |
| Stephen Boatman | Flat Fee Financial LLC | Charlotte | CFP | Flat fee or retainer |
| Thomas Mclean | Altruist Wealth Management | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Aaron Parrish | Level Wealth Management LLC | Charlotte | CFP, TPCP | 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 |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| Drew Cook | Level Wealth Management | Charlotte | CFP | Flat fee or retainer, Ongoing planning fee |
| John Underhill | Acorn & Oak Wealth Management LLC | Sanford | CFP | Percentage of assets, Fixed fees |
| Matt Johnson | Defining Legacy Financial Advisors LLC | Greensboro | CFP | Ongoing planning fee |
| Nicholas Faulkner | Testament Wealth Management | Cary | CFP | Percentage of assets, Flat fee or retainer |
| Nick Murphy | Counterweight Private Wealth | Raleigh | CFP, MBA, RICP | Ongoing planning fee |
| Travis Ray | By Design Financial Planning | Greensboro | CFP | Ongoing planning fee, Percentage of assets |
| Zachary Ashburn | Reach Strategic Wealth | Winston-Salem | CFP, EA, AFC | Percentage of assets, One-time planning fee |
| Erin Campbell | Beacon Financial Strategies | Raleigh | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Anne Marie Webster | Curated Capital & Planning LLC | Lewisville | CFP | Percentage of assets, Hourly |
| Jeff Stewart | Lucid Wealth Planning LLC | Wake Forest | CFP, CRPC | Percentage of assets, Fixed fees |
| John Sanders | Portus Wealth Advisors | Charlotte | CFP, MBA | Percentage of assets, Hourly |
| Katherine Edwards Personalized retirement income and tax-efficient planning for pre-retirees and retirees, plus families at every stage of life. | MainStreet Financial Planning | Raleigh | CFP | Subscription, One-time planning fee |
| Mark Kelly | University Financial Strategies, LLC | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Fuhr | Evergreen Wealth Services | Mooresville | CFP | Flat fee or retainer, Ongoing planning fee |
| Niamh Douglas | Financial Symmetry, Inc. | Raleigh | CFP, BS, CEPA, BBA | Percentage of assets, Hourly |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Todd Calamita | Calamita Wealth Management | Charlotte | CDFA, CFP | Percentage of assets, Fixed fees |
| William Bissett | Portus Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Zach Palmer | Ark Royal Wealth Management, LLC | Charlotte | CFP | Percentage of assets, Hourly |
| Alexander Richani | Woodward Financial Advisors, Inc. | Chapel Hill | CFP | Percentage of assets, Ongoing planning fee |
| Ian Bloom | Open World Financial Life Planning | Raleigh | CFP, RLP | Ongoing planning fee, Percentage of assets |
| Logan Collie | Collie Financial Planning, Inc. | Black Mountain | CFP | Percentage of assets, Hourly |
| Megan Kopka | Kopka Financial, LLC | Wilmington | CFP, RLP | Percentage of assets, Hourly |
| Ohan Kayikchyan, PhD | Alohana Financial | Durham | CFP, RLP, EA | Percentage of assets, Ongoing planning fee |
| Timothy Hicks | Hicks Financial Partners, LLC | Cary | CFP, CKA | Ongoing planning fee, One-time planning fee |
| William Carrington | Carrington Financial Planning, LLC | Fletcher | CFP | Percentage of assets, Hourly |
| William Ertel | Tassel Capital Management, Inc. | Matthews | CFP, CMFC, CPA/PFS | Percentage of assets, One-time planning fee |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
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