# Advisors for over $3 million in North Carolina > In North Carolina, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Addison Delage of CAPTRUST, Jason Barbera of Heritage Wealth Advisors and Anthony Mastrogiacomo of Biltmore Family Office. Page: https://find.wellspent.co/by/financial-advisors-over-3-million/north-carolina/ 32 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 over $3 million in North Carolina? In North Carolina, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Addison Delage of CAPTRUST, Jason Barbera of Heritage Wealth Advisors and Anthony Mastrogiacomo of Biltmore Family Office. ## How many fee-only advisors for over $3 million in North Carolina are there? The Wellspent public graph lists 32 fee-only advisors for over $3 million in North Carolina, at 9 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million. ## Where are fee-only advisors for over $3 million in North Carolina located? Of the 32 fee-only advisors for over $3 million in North Carolina, 18 are in Charlotte, followed by 4 in Concord and 4 in Cary. ## How do fee-only advisors for over $3 million in North Carolina charge? All 32 fee-only advisors for over $3 million in North Carolina with fees on file charge a percentage of assets. Many use more than one: 81% charge fixed fees and 19% charge by the hour. ## How many fee-only advisors for over $3 million in North Carolina hold the CFP? 19% of the 32 fee-only advisors for over $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 over $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 over $3 million in North Carolina? What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments? ## How current is this list of fee-only advisors for over $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 | |---|---|---|---|---| | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Jason Barbera](https://find.wellspent.co/advisors/jason-barbera.md) | Heritage Wealth Advisors | Durham, North Carolina | CFA | Percentage of assets, Fixed fees | | [Jonathan Rhoney](https://find.wellspent.co/advisors/jonathan-rhoney.md) | Mill Capital Management | Concord, North Carolina | CFP | Percentage of assets | | [Paul Clark](https://find.wellspent.co/advisors/paul-clark-7336231.md) | Mill Capital Management | Concord, North Carolina | CFP | Percentage of assets | | [Angela Simmons](https://find.wellspent.co/advisors/angela-simmons.md) | ABS Legacy Partners | Hickory, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Brian Seay](https://find.wellspent.co/advisors/brian-seay.md) | Mill Capital Management | Concord, North Carolina | CFA | Percentage of assets | | [David Beach](https://find.wellspent.co/advisors/david-beach.md) | Mill Capital Management | Concord, North Carolina | | Percentage of assets | | [Noah Hannon](https://find.wellspent.co/advisors/noah-hannon.md) | ABS Legacy Partners | Hickory, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Philip Sparacino](https://find.wellspent.co/advisors/philip-sparacino.md) | Disciplined Portfolio Solutions | Leland, North Carolina | | Percentage of assets | | [Anthony Mastrogiacomo](https://find.wellspent.co/advisors/anthony-mastrogiacomo.md) | Biltmore Family Office | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Derek Williams](https://find.wellspent.co/advisors/derek-williams.md) | Veratis Advisors | Cary, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Carter](https://find.wellspent.co/advisors/jason-carter.md) | Veratis Advisors | Cary, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell-5414590.md) | Biltmore Family Office | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees | | [Christopher Scott](https://find.wellspent.co/advisors/christopher-scott-7343136.md) | New Republic Partners | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Thomas Hoops](https://find.wellspent.co/advisors/thomas-hoops.md) | New Republic Partners | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Addison Dascombe](https://find.wellspent.co/advisors/addison-dascombe.md) | New Republic Partners | Charlotte, North Carolina | | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Cecil](https://find.wellspent.co/advisors/christopher-cecil.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Christopher Perkins](https://find.wellspent.co/advisors/christopher-perkins.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Denise Prince](https://find.wellspent.co/advisors/denise-prince.md) | IRA Group | Fuquay-Varina, North Carolina | | Percentage of assets, Fixed fees | | [Frank Schornagle](https://find.wellspent.co/advisors/frank-schornagle.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Israel Gorelick](https://find.wellspent.co/advisors/israel-gorelick.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [James Gregory](https://find.wellspent.co/advisors/james-gregory.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Kellie Hall](https://find.wellspent.co/advisors/kellie-hall.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Kelly Gaitens](https://find.wellspent.co/advisors/kelly-gaitens.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Kelsey Hageman Jerman](https://find.wellspent.co/advisors/kelsey-hageman-jerman.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Liam Johnson](https://find.wellspent.co/advisors/liam-johnson.md) | Veratis Advisors | Cary, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Matthew Favreau](https://find.wellspent.co/advisors/matthew-favreau.md) | New Republic Partners | Charlotte, North Carolina | | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Farrell](https://find.wellspent.co/advisors/michael-farrell.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Nicole Gokey](https://find.wellspent.co/advisors/nicole-gokey.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Peter Harris](https://find.wellspent.co/advisors/peter-harris.md) | Biltmore Family Office | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Stephen Simpson](https://find.wellspent.co/advisors/stephen-simpson.md) | Veratis Advisors | Cary, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Zelle Dunn](https://find.wellspent.co/advisors/zelle-dunn.md) | New Republic Partners | Charlotte, North Carolina | | Percentage of assets, Fixed fees, Performance-based fees | ## 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).