Advisors for under $500,000 in North Carolina
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Travis Tracy of Fortitude Financial Planning, LLC, William Ertel of Tassel Capital Management, Inc. and Zachary Ashburn of Reach Strategic Wealth.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Travis Tracy Fortitude Financial Planning, LLC, Raleigh Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- William Ertel Tassel Capital Management, Inc., Matthews Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Zachary Ashburn Reach Strategic Wealth, Winston-Salem Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Deborah Hobart Blue Water Capital Management, LLC, Apex Holds the CFP and CPA. Fees on file: ongoing planning fee.
- James Krapfel Glass Lake Wealth Management, Huntersville Holds the CFP and CFA. Fees on file: percentage of assets.
- Janice McGunnigle Alpha Financial Advisors, LLC, Charlotte Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 383
- Firms
- 208
- Cities
- 58
- Hold the CFP
- 50%
- Other credentials: CFA 5% · CPA 1% · EA 1%
- How they charge (of 383 with fees on file): percentage of assets 93% · fixed fees 63% · hourly 57% · ongoing planning fee 12%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in North Carolina are there?
The Wellspent public graph lists 383 fee-only advisors for under $500,000 in North Carolina, at 208 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in North Carolina located?
Of the 383 fee-only advisors for under $500,000 in North Carolina, 80 are in Raleigh, followed by 73 in Charlotte and 21 in Chapel Hill.
How do fee-only advisors for under $500,000 in North Carolina charge?
The most common fee among fee-only advisors for under $500,000 in North Carolina is a percentage of assets, used by 93% of the 383 with fees on file. Many use more than one: 63% charge fixed fees and 57% charge by the hour.
How many fee-only advisors for under $500,000 in North Carolina hold the CFP?
50% of the 383 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in North Carolina?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 383 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Charles Terry | Shepherd Wealth Partners, LLC | Waxhaw | CAP, CFP | Percentage of assets, Ongoing planning fee |
| Jordan Vlastuin Vlastuin | Make the Memory Financial Planning LLC | Clemmons | CFP | Flat fee or retainer, Ongoing planning fee |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Chris Woods | Silvis Financial | Charlotte | CFP | Ongoing planning fee |
| Deaton Smith | Thayer Financial | Hickory | CFP, ChFC | Percentage of assets |
| Evan Luongo | NoDa Wealth Management | Charlotte | CFP | One-time planning fee, Percentage of assets |
| Stephen Boatman | Flat Fee Financial LLC | Charlotte | CFP | Flat fee or retainer |
| Brittany Brinckerhoff | Hilltop Wealth Advisors, LLC | Chapel Hill | CFP, CSLP | Percentage of assets |
| Chris Hostetler | Hilltop Wealth Advisors | Chapel Hill | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| John Underhill | Acorn & Oak Wealth Management LLC | Sanford | CFP | Percentage of assets, Fixed fees |
| Matt Johnson | Defining Legacy Financial Advisors LLC | Greensboro | CFP | Ongoing planning fee |
| Nick Murphy | Counterweight Private Wealth | Raleigh | CFP, MBA, RICP | Ongoing planning fee |
| Travis Ray | By Design Financial Planning | Greensboro | CFP | Ongoing planning fee, Percentage of assets |
| Zachary Ashburn | Reach Strategic Wealth | Winston-Salem | CFP, EA, AFC | Percentage of assets, One-time planning fee |
| Anne Marie Webster | Curated Capital & Planning LLC | Lewisville | CFP | Percentage of assets, Hourly |
| Jeff Stewart | Lucid Wealth Planning LLC | Wake Forest | CFP, CRPC | Percentage of assets, Fixed fees |
| John Sanders | Portus Wealth Advisors | Charlotte | CFP, MBA | Percentage of assets, Hourly |
| Mark Kelly | University Financial Strategies, LLC | Raleigh | CFP | Percentage of assets, Hourly |
| Niamh Douglas | Financial Symmetry, Inc. | Raleigh | CFP, BS, CEPA, BBA | Percentage of assets, Hourly |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Todd Calamita | Calamita Wealth Management | Charlotte | CDFA, CFP | Percentage of assets, Fixed fees |
| William Bissett | Portus Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| Ian Bloom | Open World Financial Life Planning | Raleigh | CFP, RLP | Ongoing planning fee, Percentage of assets |
| Logan Collie | Collie Financial Planning, Inc. | Black Mountain | CFP | Percentage of assets, Hourly |
| Megan Kopka | Kopka Financial, LLC | Wilmington | CFP, RLP | Percentage of assets, Hourly |
| Timothy Hicks | Hicks Financial Partners, LLC | Cary | CFP, CKA | Ongoing planning fee, One-time planning fee |
| William Carrington | Carrington Financial Planning, LLC | Fletcher | CFP | Percentage of assets, Hourly |
| William Ertel | Tassel Capital Management, Inc. | Matthews | CFP, CMFC, CPA/PFS | Percentage of assets, One-time planning fee |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
| Charles Feehely | Charles Michael Financial LLC | Raleigh | CFP, MSFP | Ongoing planning fee, Hourly |
| Cheryl Sherrard | Clearview Wealth Management | Charlotte | CFP, MA, MBA | Ongoing planning fee |
| Curtis Byrd | Onyx Wealth Management | Durham | CFP | Percentage of assets, One-time planning fee |
| Nicholas O'Kelly | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Sean Williams | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Timothy Iseler | Iseler Financial LLC | Durham | CFP | One-time planning fee, Percentage of assets |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Miner | Miner Wealth Management, LLC | Raleigh | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Austin Moore | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Sean Hilliard | Rivertree Wealth | Wake Forest | CFP | Percentage of assets |
| Stephanie Williams | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Thomas Bengtson | Lakeshore Advisors | Charlotte | CFP | Percentage of assets |
| Timothy Whitney | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
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