# Advisors for $1 million to $3 million in North Carolina > In North Carolina, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include James (Joyner) Edmundson, Jr. of Salem Investment Counselors, Inc., James Charles of Sanctuary Financial Planning, LLC and Nathan Byrd of Hamilton Point Investment Advisors. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/north-carolina/ 104 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 for $1 million to $3 million in North Carolina? In North Carolina, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include James (Joyner) Edmundson, Jr. of Salem Investment Counselors, Inc., James Charles of Sanctuary Financial Planning, LLC and Nathan Byrd of Hamilton Point Investment Advisors. ## How many fee-only advisors for $1 million to $3 million in North Carolina are there? The Wellspent public graph lists 104 fee-only advisors for $1 million to $3 million in North Carolina, at 34 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in North Carolina located? Of the 104 fee-only advisors for $1 million to $3 million in North Carolina, 19 are in Charlotte, followed by 15 in Chapel Hill and 12 in Raleigh. ## How do fee-only advisors for $1 million to $3 million in North Carolina charge? The most common fee among fee-only advisors for $1 million to $3 million in North Carolina is a percentage of assets, used by 95% of the 104 with fees on file. Many use more than one: 70% charge fixed fees and 49% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in North Carolina hold the CFP? 38% of the 104 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in North Carolina? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | | [Mike Davis](https://find.wellspent.co/advisors/mike-davis.md) | Legs Financial | Greensboro, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, 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 | | [Bert Bennett](https://find.wellspent.co/advisors/bert-bennett.md) | West Fork Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets | | [Matthew Henry](https://find.wellspent.co/advisors/matthew-henry.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Matthew Snipes](https://find.wellspent.co/advisors/matthew-snipes.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Michael Kothakota](https://find.wellspent.co/advisors/michael-kothakota.md) | WolfBridge Wealth | Durham, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Sara Warntz](https://find.wellspent.co/advisors/sara-warntz.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Alixandria Tucci](https://find.wellspent.co/advisors/alixandria-tucci.md) | PCM Encore | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Allison Miller](https://find.wellspent.co/advisors/allison-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Graham Shepherd](https://find.wellspent.co/advisors/graham-shepherd.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [John Purrington](https://find.wellspent.co/advisors/john-purrington.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Miller](https://find.wellspent.co/advisors/matthew-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, 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 | | [Jennifer Pcholinsky](https://find.wellspent.co/advisors/jennifer-pcholinsky.md) | Balentine Wealth Advisors | Raleigh, North Carolina | CFP | 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 | | [Andrew Basinger](https://find.wellspent.co/advisors/andrew-basinger.md) | Live Oak Private Wealth | Wilmington, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Hughes](https://find.wellspent.co/advisors/daniel-hughes.md) | Live Oak Private Wealth | Wilmington, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Bolton](https://find.wellspent.co/advisors/mary-bolton.md) | Live Oak Private Wealth | Rocky Mount, North Carolina | CFP | 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 | | [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 | | [Jim Charles](https://find.wellspent.co/advisors/jim-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CFP, CFA | Hourly, Fixed fees | | [Terry Sapp](https://find.wellspent.co/advisors/terry-sapp.md) | Live Oak Private Wealth | Wilmington, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Danielle Bailey](https://find.wellspent.co/advisors/danielle-bailey.md) | Balentine Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Lucas Roberson](https://find.wellspent.co/advisors/lucas-roberson.md) | Balentine Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Orville Igharas](https://find.wellspent.co/advisors/orville-igharas.md) | Piedmont Trust | Greenboro, North Carolina | | Percentage of assets, Fixed fees | | [Ross Smyth](https://find.wellspent.co/advisors/ross-smyth.md) | Glassy Mountain Advisors | Brevard, North Carolina | CFA | Percentage of assets | | [Adam Easley](https://find.wellspent.co/advisors/adam-easley.md) | Live Oak Private Wealth | Wilmington, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Amanda Miars](https://find.wellspent.co/advisors/amanda-miars.md) | Live Oak Private Wealth | Wilmington, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Connor Keller](https://find.wellspent.co/advisors/connor-keller.md) | Live Oak Private Wealth | Wilmington, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [John Coleman](https://find.wellspent.co/advisors/john-coleman.md) | Live Oak Private Wealth | Wilmington, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [William Collier](https://find.wellspent.co/advisors/william-collier.md) | Live Oak Private Wealth | Rocky Mount, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Frank Brown](https://find.wellspent.co/advisors/frank-brown.md) | Arjuna Capital | Durham, North Carolina | | Percentage of assets, Performance-based fees | | [Amit Hampel](https://find.wellspent.co/advisors/amit-hampel.md) | Hampel Investment Advisors | Greensboro, North Carolina | | Percentage of assets | | [Curtis Averre](https://find.wellspent.co/advisors/curtis-averre.md) | Hollingsworth Avent Averre & Purvis, PA | Raleigh, North Carolina | | Percentage of assets, Hourly | | [Alexandria Jeter](https://find.wellspent.co/advisors/alexandria-jeter.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Audrey Kayser](https://find.wellspent.co/advisors/audrey-kayser.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | 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 | | [Daniel Routh](https://find.wellspent.co/advisors/daniel-routh.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [David Wells](https://find.wellspent.co/advisors/david-wells.md) | Wells Financial Management | Asheville, North Carolina | CFP | Percentage of assets, Fixed fees | | [Erin Vickery](https://find.wellspent.co/advisors/erin-vickery.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [James Mosher](https://find.wellspent.co/advisors/james-mosher.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [John Sheets](https://find.wellspent.co/advisors/john-sheets.md) | Sheets Smith Wealth Management | Winston-Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Joseph Brooks](https://find.wellspent.co/advisors/joseph-brooks.md) | Sapere Wealth Management | Matthews, North Carolina | CFP | Percentage of assets, Fixed fees | | [Madison Mitchell](https://find.wellspent.co/advisors/madison-mitchell.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Mark Vitek](https://find.wellspent.co/advisors/mark-vitek.md) | NC Money Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Spear](https://find.wellspent.co/advisors/matthew-spear.md) | Sapere Wealth Management | Matthews, North Carolina | CFP | Percentage of assets, 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 | | [Sara Jean Veatch](https://find.wellspent.co/advisors/sara-jean-veatch.md) | Oakworth Asset Management | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 104. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/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).