# Advisors for $500,000 to $1 million in North Carolina > In North Carolina, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Stephen Reh of Invest With Steve, Erin Campbell of Beacon Financial Strategies and Will Revels of PieCapital. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/north-carolina/ 211 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 $500,000 to $1 million in North Carolina? In North Carolina, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Stephen Reh of Invest With Steve, Erin Campbell of Beacon Financial Strategies and Will Revels of PieCapital. ## How many fee-only advisors for $500,000 to $1 million in North Carolina are there? The Wellspent public graph lists 211 fee-only advisors for $500,000 to $1 million in North Carolina, at 87 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in North Carolina located? Of the 211 fee-only advisors for $500,000 to $1 million in North Carolina, 83 are in Charlotte, followed by 33 in Raleigh and 20 in Chapel Hill. ## How do fee-only advisors for $500,000 to $1 million in North Carolina charge? The most common fee among fee-only advisors for $500,000 to $1 million in North Carolina is a percentage of assets, used by 89% of the 211 with fees on file. Many use more than one: 66% charge fixed fees and 44% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in North Carolina hold the CFP? 49% of the 211 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in North Carolina? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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 | |---|---|---|---|---| | [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 | | [Chuck Clifton](https://find.wellspent.co/advisors/chuck-clifton.md) | Sycamore Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFP, MBA | Hourly | | [Thomas Mclean](https://find.wellspent.co/advisors/thomas-mclean.md) | Altruist Wealth Management | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Aaron Parrish](https://find.wellspent.co/advisors/aaron-parrish.md) | Level Wealth Management LLC | Charlotte, North Carolina | CFP, TPCP | Flat fee or retainer, Ongoing planning fee | | [Drew Cook](https://find.wellspent.co/advisors/drew-cook.md) | Level Wealth Management | Charlotte, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee | | [Erin Campbell](https://find.wellspent.co/advisors/erin-campbell.md) | Beacon Financial Strategies | Raleigh, North Carolina | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee | | [Michael Fuhr](https://find.wellspent.co/advisors/michael-fuhr.md) | Evergreen Wealth Services | Mooresville, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee | | [Zach Palmer](https://find.wellspent.co/advisors/zach-palmer.md) | Ark Royal Wealth Management, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Alexander Richani](https://find.wellspent.co/advisors/alexander-richani.md) | Woodward Financial Advisors, Inc. | Chapel Hill, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Jennifer Lazarus](https://find.wellspent.co/advisors/jennifer-lazarus.md) | Lazarus Financial Planning, LLC | Durham, North Carolina | CFP | Percentage of assets, Fixed fees | | [Abby Bennett](https://find.wellspent.co/advisors/abby-bennett.md) | Verum Partners | Charlotte, North Carolina | CExP, CFP | Percentage of assets, Fixed fees | | [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 | | [John Fleming](https://find.wellspent.co/advisors/john-fleming.md) | Vandalia Wealth | Greenville, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Roger Elmer](https://find.wellspent.co/advisors/roger-elmer.md) | Realm Investment Consulting | Cary, North Carolina | CFP, CFA | Percentage of assets | | [William Bunch](https://find.wellspent.co/advisors/william-bunch.md) | Maze Financial Planning | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly | | [Drew Waterbury](https://find.wellspent.co/advisors/drew-waterbury.md) | Ocean Advisors | Charlotte, North Carolina | CFP | Hourly, Percentage of assets | | [Eric Schrum](https://find.wellspent.co/advisors/eric-schrum.md) | Schrum Private Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Erika Mielke](https://find.wellspent.co/advisors/erika-mielke.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Fritzner Jean](https://find.wellspent.co/advisors/fritzner-jean.md) | Geometric Advisors | Charlotte, North Carolina | CFP | Percentage of assets | | [Joshua Bailey](https://find.wellspent.co/advisors/joshua-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Kristopher Barney](https://find.wellspent.co/advisors/kristopher-barney.md) | 30/40 Wealth | Cornelius, North Carolina | CFA | Percentage of assets | | [Matthew Blades](https://find.wellspent.co/advisors/matthew-blades.md) | Woodard & Company Asset Management Group | Bermuda Run, North Carolina | CFP | Percentage of assets | | [Philip Bailey](https://find.wellspent.co/advisors/philip-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Scott Cawood](https://find.wellspent.co/advisors/scott-cawood.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Scott Jones](https://find.wellspent.co/advisors/scott-jones.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Todd Senter](https://find.wellspent.co/advisors/todd-senter.md) | Woodard & Company Asset Management Group | Bermuda Run, North Carolina | CFP | Percentage of assets | | [William Hollan](https://find.wellspent.co/advisors/william-hollan.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Benjamin Dolan](https://find.wellspent.co/advisors/benjamin-dolan.md) | Dolan Capital Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Smith](https://find.wellspent.co/advisors/bryan-smith.md) | Infinite Wealth Advisors | Mooresville, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Evan Grey](https://find.wellspent.co/advisors/evan-grey.md) | Grey Private Capital | Charlotte, North Carolina | CFP | Flat fee or retainer, Percentage of assets | | [Jennifer Oravsky](https://find.wellspent.co/advisors/jennifer-oravsky.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan George](https://find.wellspent.co/advisors/jonathan-george.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Mishoe](https://find.wellspent.co/advisors/kevin-mishoe.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | 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 | | [Robert Roland](https://find.wellspent.co/advisors/robert-roland.md) | Absher Wealth Management | Raleigh, North Carolina | CFP | 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 | | [Anne McPhail](https://find.wellspent.co/advisors/anne-mcphail.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Cameron Amos](https://find.wellspent.co/advisors/cameron-amos.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Charles Dann](https://find.wellspent.co/advisors/charles-dann.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Cordi Powell](https://find.wellspent.co/advisors/cordi-powell.md) | Favored Financial Planning | Jamestown, North Carolina | CFP | Fixed fees | | [David Powell](https://find.wellspent.co/advisors/david-powell.md) | Powell Wealth | Cornelius, North Carolina | ChFC | Percentage of assets, Hourly, Fixed fees | | [John Menser](https://find.wellspent.co/advisors/john-menser.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [John Ryan](https://find.wellspent.co/advisors/john-ryan.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [John Wilks](https://find.wellspent.co/advisors/john-wilks.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Laura Kido](https://find.wellspent.co/advisors/laura-kido.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Linda Walden](https://find.wellspent.co/advisors/linda-walden.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Parker Mayo](https://find.wellspent.co/advisors/parker-mayo.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Phillip Hanks](https://find.wellspent.co/advisors/phillip-hanks.md) | Parabla | Oak Ridge, North Carolina | CFP | Percentage of assets | | [Sophie Young](https://find.wellspent.co/advisors/sophie-young.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | Showing the first 50 of 211. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).