Advisors for $500,000 to $1 million in North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stephen Reh Invest With Steve, Raleigh Holds the CFP and CFA. Fees on file: percentage of assets.
- Erin Campbell Beacon Financial Strategies, Raleigh Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Will Revels PieCapital, Raleigh Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Stephen Miller Forward Wealth Management, Charlotte Holds the CFP and CFA. Fees on file: percentage of assets.
- Carlton Davis Realm Investment Consulting, Cary Holds the CFP and CFA. Fees on file: percentage of assets.
- Ann Zuraw Zuraw Financial Advisors, Greensboro Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 211
- Firms
- 87
- Cities
- 31
- Hold the CFP
- 49%
- Other credentials: CFA 13% · CPA 0% · ChFC 0%
- How they charge (of 211 with fees on file): percentage of assets 89% · fixed fees 66% · hourly 44% · 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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 211 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| 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 |
| Drew Cook | Level Wealth Management | Charlotte | CFP | Flat fee or retainer, Ongoing planning fee |
| Erin Campbell | Beacon Financial Strategies | Raleigh | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Michael Fuhr | Evergreen Wealth Services | Mooresville | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Jennifer Lazarus | Lazarus Financial Planning, LLC | Durham | CFP | Percentage of assets, Fixed fees |
| Abby Bennett | Verum Partners | Charlotte | CExP, CFP | Percentage of assets, Fixed fees |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Carlton Davis | Realm Investment Consulting | Cary | CFP, CFA | Percentage of assets |
| John Fleming | Vandalia Wealth | Greenville | CFP | Percentage of assets, Hourly |
| Roger Elmer | Realm Investment Consulting | Cary | CFP, CFA | Percentage of assets |
| William Bunch | Maze Financial Planning | Chapel Hill | CFP | Percentage of assets, Hourly |
| Drew Waterbury | Ocean Advisors | Charlotte | CFP | Hourly, Percentage of assets |
| Eric Schrum | Schrum Private Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Joshua Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Kristopher Barney | 30/40 Wealth | Cornelius | CFA | Percentage of assets |
| Matthew Blades | Woodard & Company Asset Management Group | Bermuda Run | CFP | Percentage of assets |
| Philip Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Jones | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Todd Senter | Woodard & Company Asset Management Group | Bermuda Run | CFP | Percentage of assets |
| William Hollan | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Benjamin Dolan | Dolan Capital Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Bryan Smith | Infinite Wealth Advisors | Mooresville | CFP | Percentage of assets, Hourly |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| Jennifer Oravsky | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jonathan George | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Kevin Mishoe | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Michael Foster | Dolan Capital Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Stephen Miller | Forward Wealth Management | Charlotte | CFP, CFA | Percentage of assets |
| Anne McPhail | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Cameron Amos | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Charles Dann | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Cordi Powell | Favored Financial Planning | Jamestown | CFP | Fixed fees |
| David Powell | Powell Wealth | Cornelius | ChFC | Percentage of assets, Hourly |
| John Menser | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Ryan | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Wilks | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Laura Kido | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Linda Walden | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Parker Mayo | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Phillip Hanks | Parabla | Oak Ridge | CFP | Percentage of assets |
| Sophie Young | Novare Capital Management | Charlotte | CFP | Percentage of assets |
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