Hourly financial advisors in North Carolina
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.
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.
- James (Joyner) Edmundson, Jr. Salem Investment Counselors, Inc., Winston-Salem Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Stephan Shipe Scholar Financial Advising, Winston-Salem Holds the CFP and CFA. Fees on file: flat fee or retainer.
- Stephen Reh Invest With Steve, Raleigh 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.
- William Ertel Tassel Capital Management, Inc., Matthews Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 435
- Firms
- 220
- Cities
- 59
- Hold the CFP
- 44%
- Other credentials: CFA 9% · CPA 1% · EA 1%
- How they charge (of 435 with fees on file): hourly 88% · percentage of assets 88% · fixed fees 68% · ongoing planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
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.
All 435 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Rupa Pereira Tax-focused hourly and comprehensive planning for young families, women-led households and clients with cross-border ties. | FWJ Planning | Raleigh Durham Triangle | CFP, EA | Subscription, One-time planning fee |
| 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 |
| Mike Davis | Legs Financial | Greensboro | 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 |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| Deaton Smith | Thayer Financial | Hickory | CFP, ChFC | Percentage of assets |
| James Charles | Sanctuary Financial Planning, LLC | Charlotte | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| Stephan Shipe Flat-fee, team-reviewed planning for DIY investors and families with complex wealth, from equity compensation to business exits. | Scholar Financial Advising | Winston-Salem | CFP, CFA, PhD | Flat fee or retainer |
| Stephen Boatman | Flat Fee Financial LLC | Charlotte | CFP | Flat fee or retainer |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| Nicholas Faulkner | Testament Wealth Management | Cary | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Erin Campbell | Beacon Financial Strategies | Raleigh | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Anne Marie Webster | Curated Capital & Planning LLC | Lewisville | CFP | Percentage of assets, Hourly |
| John Sanders | Portus Wealth Advisors | Charlotte | CFP, MBA | Percentage of assets, Hourly |
| Katherine Edwards Personalized retirement income and tax-efficient planning for pre-retirees and retirees, plus families at every stage of life. | MainStreet Financial Planning | Raleigh | CFP | Subscription, One-time planning fee |
| Mark Kelly | University Financial Strategies, LLC | Raleigh | CFP | Percentage of assets, Hourly |
| Michael Fuhr | Evergreen Wealth Services | Mooresville | CFP | Flat fee or retainer, Ongoing planning fee |
| Niamh Douglas | Financial Symmetry, Inc. | Raleigh | CFP, BS, CEPA, BBA | Percentage of assets, Hourly |
| William Bissett | Portus Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Zach Palmer | Ark Royal Wealth Management, LLC | Charlotte | CFP | Percentage of assets, Hourly |
| Adam Coleman Hourly fiduciary planning for millennials, Gen X and FIRE enthusiasts handling home buying, family, debt and DIY investing. | Nectarine | Charlotte | CRPC, AFC, CDLP | Subscription, One-time planning fee |
| Alexander Richani | Woodward Financial Advisors, Inc. | Chapel Hill | CFP | Percentage of assets, Ongoing planning fee |
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| 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 |
| Ohan Kayikchyan, PhD | Alohana Financial | Durham | CFP, RLP, EA | Percentage of assets, Ongoing planning fee |
| 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 |
| Timothy Iseler | Iseler Financial LLC | Durham | CFP | One-time planning fee, Percentage of assets |
| 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 |
| 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 |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Carlton Davis | Realm Investment Consulting | Cary | CFP, CFA | Percentage of assets |
| John Fleming | Vandalia Wealth | Greenville | CFP | Percentage of assets, Hourly |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Roger Elmer | Realm Investment Consulting | Cary | CFP, CFA | Percentage of assets |
| Sean Hilliard | Rivertree Wealth | Wake Forest | CFP | Percentage of assets |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes