# Hourly financial advisors in North Carolina

> In North Carolina, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Addison Delage of CAPTRUST, James (Joyner) Edmundson, Jr. of Salem Investment Counselors, Inc. and Stephan Shipe of Scholar Financial Advising.

Page: https://find.wellspent.co/by/hourly-financial-advisors/north-carolina/
435 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who charge by the hour in North Carolina?

In North Carolina, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Addison Delage of CAPTRUST, James (Joyner) Edmundson, Jr. of Salem Investment Counselors, Inc. and Stephan Shipe of Scholar Financial Advising.

## How many fee-only advisors who charge by the hour in North Carolina are there?

The Wellspent public graph lists 435 fee-only advisors who charge by the hour in North Carolina, at 220 firms. We counted every advisor record that fits, as of November 2026.

## Where are fee-only advisors who charge by the hour in North Carolina located?

Of the 435 fee-only advisors who charge by the hour in North Carolina, 84 are in Charlotte, followed by 72 in Raleigh and 26 in Chapel Hill.

## How do fee-only advisors who charge by the hour in North Carolina charge?

The most common fee among fee-only advisors who charge by the hour in North Carolina is an hourly rate, used by 88% of the 435 with fees on file. Many use more than one: 88% charge a percentage of assets and 68% charge fixed fees.

## How many fee-only advisors who charge by the hour in North Carolina hold the CFP?

44% of the 435 fee-only advisors who charge by the hour 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 who charge by the hour?

We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.

## What should I ask fee-only advisors who charge by the hour in North Carolina?

What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?

## How current is this list of fee-only advisors who charge by the hour 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 |
|---|---|---|---|---|
| [Rupa Pereira](https://find.wellspent.co/advisors/rupa-pereira.md) | FWJ Planning | Raleigh Durham Triangle, North Carolina | CFP, EA | Subscription, One-time planning fee, Hourly |
| [Charles Terry](https://find.wellspent.co/advisors/charles-terry.md) | Shepherd Wealth Partners, LLC | Waxhaw, North Carolina | CAP, CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jordan Vlastuin Vlastuin](https://find.wellspent.co/advisors/jordan-vlastuin-vlastuin.md) | Make the Memory Financial Planning LLC | Clemmons, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Mike Davis](https://find.wellspent.co/advisors/mike-davis.md) | Legs Financial | Greensboro, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy.md) | Fortitude Financial Planning, LLC | Raleigh, North Carolina | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Chris Mullis](https://find.wellspent.co/advisors/chris-mullis.md) | NorthStar Capital Advisors | Charlotte, North Carolina | CFP, PhD | Percentage of assets, Hourly |
| [Chris Woods](https://find.wellspent.co/advisors/chris-woods.md) | Silvis Financial | Charlotte, North Carolina | CFP | Ongoing planning fee |
| [Chuck Clifton](https://find.wellspent.co/advisors/chuck-clifton.md) | Sycamore Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFP, MBA | Hourly |
| [Deaton Smith](https://find.wellspent.co/advisors/deaton-smith.md) | Thayer Financial | Hickory, North Carolina | CFP, ChFC | Percentage of assets |
| [James Charles](https://find.wellspent.co/advisors/james-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer |
| [Stephen Boatman](https://find.wellspent.co/advisors/stephen-boatman.md) | Flat Fee Financial LLC | Charlotte, North Carolina | CFP | Flat fee or retainer |
| [Deborah Hobart](https://find.wellspent.co/advisors/deborah-hobart.md) | Blue Water Capital Management, LLC | Apex, North Carolina | CFP, CPA | Ongoing planning fee |
| [Nicholas Faulkner](https://find.wellspent.co/advisors/nicholas-faulkner.md) | Testament Wealth Management | Cary, North Carolina | CFP | Percentage of assets, Flat fee or retainer |
| [Travis Ray](https://find.wellspent.co/advisors/travis-ray.md) | By Design Financial Planning | Greensboro, North Carolina | CFP | Ongoing planning fee, Percentage of assets |
| [Zachary Ashburn](https://find.wellspent.co/advisors/zachary-ashburn.md) | Reach Strategic Wealth | Winston-Salem, North Carolina | CFP, EA, AFC | Percentage of assets, One-time planning fee, 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 |
| [Anne Marie Webster](https://find.wellspent.co/advisors/anne-marie-webster.md) | Curated Capital & Planning LLC | Lewisville, North Carolina | CFP | Percentage of assets, Hourly, One-time planning fee |
| [John Sanders](https://find.wellspent.co/advisors/john-sanders.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Katherine Edwards](https://find.wellspent.co/advisors/katherine-edwards.md) | MainStreet Financial Planning | Raleigh, North Carolina | CFP | Subscription, One-time planning fee, Hourly |
| [Mark Kelly](https://find.wellspent.co/advisors/mark-kelly.md) | University Financial Strategies, LLC | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Fuhr](https://find.wellspent.co/advisors/michael-fuhr.md) | Evergreen Wealth Services | Mooresville, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee |
| [Niamh Douglas](https://find.wellspent.co/advisors/niamh-douglas.md) | Financial Symmetry, Inc. | Raleigh, North Carolina | CFP, BS, CEPA, BBA, CPWA, CRPC, MBA | Percentage of assets, Hourly, Fixed fees |
| [William Bissett](https://find.wellspent.co/advisors/william-bissett.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [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 |
| [Adam Coleman](https://find.wellspent.co/advisors/adam-coleman.md) | Nectarine | Charlotte, North Carolina | CRPC, AFC, CDLP | Subscription, One-time planning fee, Hourly |
| [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 |
| [Edward Fulbright](https://find.wellspent.co/advisors/edward-fulbright.md) | Fulbright Financial Consulting, PA | Durham, North Carolina | CPA/PFS | Ongoing planning fee |
| [Logan Collie](https://find.wellspent.co/advisors/logan-collie.md) | Collie Financial Planning, Inc. | Black Mountain, North Carolina | CFP | Percentage of assets, Hourly |
| [Megan Kopka](https://find.wellspent.co/advisors/megan-kopka.md) | Kopka Financial, LLC | Wilmington, North Carolina | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Ohan Kayikchyan, PhD](https://find.wellspent.co/advisors/ohan-kayikchyan-phd.md) | Alohana Financial | Durham, North Carolina | CFP, RLP, EA | Percentage of assets, Ongoing planning fee |
| [Timothy Hicks](https://find.wellspent.co/advisors/timothy-hicks.md) | Hicks Financial Partners, LLC | Cary, North Carolina | CFP, CKA | Ongoing planning fee, One-time planning fee, Hourly |
| [William Carrington](https://find.wellspent.co/advisors/william-carrington.md) | Carrington Financial Planning, LLC | Fletcher, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [William Ertel](https://find.wellspent.co/advisors/william-ertel.md) | Tassel Capital Management, Inc. | Matthews, North Carolina | CFP, CMFC, CPA/PFS | Percentage of assets, One-time planning fee |
| [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar.md) | TARA Wealth | Durham, North Carolina | CFP | Percentage of assets, Flat fee or retainer |
| [Charles Feehely](https://find.wellspent.co/advisors/charles-feehely.md) | Charles Michael Financial LLC | Raleigh, North Carolina | CFP, MSFP | Ongoing planning fee, Hourly, Percentage of assets, One-time planning fee |
| [Timothy Iseler](https://find.wellspent.co/advisors/timothy-iseler.md) | Iseler Financial LLC | Durham, North Carolina | CFP | One-time planning fee, Percentage of assets |
| [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Alexis Delia](https://find.wellspent.co/advisors/alexis-delia.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Matthew Miner](https://find.wellspent.co/advisors/matthew-miner.md) | Miner Wealth Management, LLC | Raleigh, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Ryan Casey](https://find.wellspent.co/advisors/ryan-casey.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh.md) | Invest With Steve | Raleigh, North Carolina | CFP, CFA | Percentage of assets |
| [Walker Abney](https://find.wellspent.co/advisors/walker-abney.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [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 |
| [Michael Kothakota](https://find.wellspent.co/advisors/michael-kothakota.md) | WolfBridge Wealth | Durham, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, 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 |
| [Sean Hilliard](https://find.wellspent.co/advisors/sean-hilliard.md) | Rivertree Wealth | Wake Forest, North Carolina | CFP | Percentage of assets |

Showing the first 50 of 435. The full list, page by page: https://find.wellspent.co/by/hourly-financial-advisors/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).