Advisors for over $3 million in North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Addison Delage CAPTRUST, Raleigh Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, percentage of assets.
- Jason Barbera Heritage Wealth Advisors, Durham Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Anthony Mastrogiacomo Biltmore Family Office, Charlotte Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jason Carter Veratis Advisors, Cary Holds the CFP. Fees on file: percentage of assets, hourly.
- Jonathan Rhoney Mill Capital Management, Concord Holds the CFP. Fees on file: percentage of assets.
- Angela Simmons ABS Legacy Partners, Hickory Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 32
- Firms
- 9
- Cities
- 8
- Hold the CFP
- 19%
- Other credentials: CFA 22% · CPA 3%
- How they charge (of 32 with fees on file): percentage of assets 100% · fixed fees 81% · hourly 19% · performance-based fees 16%
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 over $3 million by state
Questions about advisors for over $3 million
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.
All 32 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| Jonathan Rhoney | Mill Capital Management | Concord | CFP | Percentage of assets |
| Paul Clark | Mill Capital Management | Concord | CFP | Percentage of assets |
| Angela Simmons | ABS Legacy Partners | Hickory | CFA | Percentage of assets, Hourly |
| Brian Seay | Mill Capital Management | Concord | CFA | Percentage of assets |
| David Beach | Mill Capital Management | Concord | Not listed | Percentage of assets |
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |
| Philip Sparacino | Disciplined Portfolio Solutions | Leland | Not listed | Percentage of assets |
| Anthony Mastrogiacomo | Biltmore Family Office | Charlotte | CFP | Percentage of assets, Fixed fees |
| Derek Williams | Veratis Advisors | Cary | CFP | Percentage of assets, Hourly |
| Jason Carter | Veratis Advisors | Cary | CFP | Percentage of assets, Hourly |
| Andrew Russell | Biltmore Family Office | Charlotte | CFA | Percentage of assets, Fixed fees |
| Christopher Scott | New Republic Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Thomas Hoops | New Republic Partners | Charlotte | CFA | Percentage of assets, Fixed fees |
| Addison Dascombe | New Republic Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Christopher Cecil | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Christopher Perkins | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Denise Prince | IRA Group | Fuquay-Varina | Not listed | Percentage of assets, Fixed fees |
| Frank Schornagle | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Israel Gorelick | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| James Gregory | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kellie Hall | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kelly Gaitens | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Kelsey Hageman Jerman | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Liam Johnson | Veratis Advisors | Cary | Not listed | Percentage of assets, Hourly |
| Matthew Favreau | New Republic Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Michael Farrell | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Nicole Gokey | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Peter Harris | Biltmore Family Office | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Stephen Simpson | Veratis Advisors | Cary | Not listed | Percentage of assets, Hourly |
| Zelle Dunn | New Republic Partners | Charlotte | Not listed | Percentage of assets, Fixed fees |
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