Advisors for $1 million to $3 million in North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- James (Joyner) Edmundson, Jr. Salem Investment Counselors, Inc., Winston-Salem Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- James Charles Sanctuary Financial Planning, LLC, Charlotte Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Nathan Byrd Hamilton Point Investment Advisors, Chapel Hill Holds the CFP and CFA. Fees on file: percentage of assets.
- John Maddison Balentine Wealth Advisors, Raleigh Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Daniel Smith Piedmont Trust, Greenboro Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Christopher Brown Oake Financial, Charlotte Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 104
- Firms
- 34
- Cities
- 15
- Hold the CFP
- 38%
- Other credentials: CFA 21% · CPA 1% · ChFC 1%
- How they charge (of 104 with fees on file): percentage of assets 95% · fixed fees 70% · hourly 49% · flat fee or retainer 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 104 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 |
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing planning fee |
| James Charles | Sanctuary Financial Planning, LLC | Charlotte | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| Bert Bennett | West Fork Wealth Management | Chapel Hill | CFP | Percentage of assets |
| Matthew Henry | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Matthew Snipes | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Sara Warntz | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Alixandria Tucci | PCM Encore | Charlotte | CFP | Percentage of assets, Fixed fees |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| John Purrington | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| Jennifer Pcholinsky | Balentine Wealth Advisors | Raleigh | CFP | Percentage of assets, Fixed fees |
| John Maddison | Balentine Wealth Advisors | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Andrew Basinger | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| Daniel Hughes | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| Mary Bolton | Live Oak Private Wealth | Rocky Mount | CFP | Percentage of assets, Hourly |
| John Simms | Piedmont Trust | Greenboro | CFA | Percentage of assets, Fixed fees |
| 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 |
| Jim Charles | Sanctuary Financial Planning, LLC | Charlotte | CFP, CFA | Hourly, Fixed fees |
| Terry Sapp | Live Oak Private Wealth | Wilmington | CFA | Percentage of assets, Hourly |
| Danielle Bailey | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Lucas Roberson | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Orville Igharas | Piedmont Trust | Greenboro | Not listed | Percentage of assets, Fixed fees |
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Adam Easley | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Amanda Miars | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Connor Keller | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| John Coleman | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| William Collier | Live Oak Private Wealth | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Frank Brown | Arjuna Capital | Durham | Not listed | Percentage of assets, Performance-based fees |
| Amit Hampel | Hampel Investment Advisors | Greensboro | Not listed | Percentage of assets |
| Curtis Averre | Hollingsworth Avent Averre & Purvis, PA | Raleigh | Not listed | Percentage of assets, Hourly |
| Alexandria Jeter | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Audrey Kayser | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Christopher Brown | Oake Financial | Charlotte | CFP, CFA | Percentage of assets, Fixed fees |
| Daniel Routh | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| David Wells | Wells Financial Management | Asheville | CFP | Percentage of assets, Fixed fees |
| Erin Vickery | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| James Mosher | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| John Sheets | Sheets Smith Wealth Management | Winston-Salem | CFP | Percentage of assets, Fixed fees |
| Joseph Brooks | Sapere Wealth Management | Matthews | CFP | Percentage of assets, Fixed fees |
| Madison Mitchell | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Mark Vitek | NC Money Management | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Spear | Sapere Wealth Management | Matthews | CFP | Percentage of assets, Fixed fees |
| Nathan Byrd | Hamilton Point Investment Advisors | Chapel Hill | CFP, CFA | Percentage of assets |
| Sara Jean Veatch | Oakworth Asset Management | Charlotte | CFP | Percentage of assets, Hourly |
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