Financial advisors with no minimum in North Carolina
How do I find fee-only advisors at firms with no asset minimum in North Carolina?
In North Carolina, look for a fee-only firm that says on its own website that it has no asset minimum. Those firms usually charge a flat, hourly, or subscription fee instead of a percentage of assets. Records to start with include James Charles of Sanctuary Financial Planning, LLC, Ohan Kayikchyan, PhD of Alohana Financial and Chuck Clifton of Sycamore Financial Planning, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- James Charles Sanctuary Financial Planning, LLC, Charlotte Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Ohan Kayikchyan, PhD Alohana Financial, Durham Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Chuck Clifton Sycamore Financial Planning, LLC, Charlotte Holds the CFP. Fees on file: hourly.
- Matt Johnson Defining Legacy Financial Advisors LLC, Greensboro Holds the CFP. Fees on file: ongoing planning fee.
- Justin Horowitz Just Advising, Raleigh Holds the CFP. Fees on file: subscription, one-time planning fee.
- Mike Davis Legs Financial, Greensboro Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 25
- Firms
- 14
- Cities
- 7
- Hold the CFP
- 48%
- Other credentials: CFA 4% · EA 4%
- How they charge (of 25 with fees on file): percentage of assets 68% · fixed fees 48% · ongoing planning fee 32% · flat fee or retainer 20%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Financial advisors with no minimum by state
Questions about financial advisors with no minimum
How many fee-only advisors at firms with no asset minimum in North Carolina are there?
The Wellspent public graph lists 25 fee-only advisors at firms with no asset minimum in North Carolina, at 14 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors at firms with no asset minimum in North Carolina located?
Of the 25 fee-only advisors at firms with no asset minimum in North Carolina, 13 are in Raleigh, followed by 4 in Charlotte and 3 in Chapel Hill.
How do fee-only advisors at firms with no asset minimum in North Carolina charge?
The most common fee among fee-only advisors at firms with no asset minimum in North Carolina is a percentage of assets, used by 68% of the 25 with fees on file. Many use more than one: 48% charge fixed fees and 32% charge an ongoing planning fee.
How many fee-only advisors at firms with no asset minimum in North Carolina hold the CFP?
48% of the 25 fee-only advisors at firms with no asset minimum 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 at firms with no asset minimum?
We count an advisor here when their firm's website states it has no asset minimum.
What should I ask fee-only advisors at firms with no asset minimum in North Carolina?
If there's no asset minimum, is there a minimum fee? What would I pay in dollars each year? Do you take clients at my stage? What's included at that price?
How current is this list of fee-only advisors at firms with no asset minimum 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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing planning fee |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| James Charles | Sanctuary Financial Planning, LLC | Charlotte | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| Justin Horowitz Advice-only planning for environmentally and socially conscious people who want to align their money, investments and values. | Just Advising | Raleigh | CFP | Subscription, One-time planning fee |
| Matt Johnson | Defining Legacy Financial Advisors LLC | Greensboro | CFP | Ongoing planning fee |
| Ohan Kayikchyan, PhD | Alohana Financial | Durham | CFP, RLP, EA | Percentage of assets, Ongoing planning fee |
| Austin Moore | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Stephanie Williams | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Timothy Whitney | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Trigg Williamson | Advisor.com | Charlotte | Not listed | Flat fee or retainer, Percentage of assets |
| Christopher Sherman | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Damon Bremer | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Emma Schneider | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| James Bowie | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Martin Boney | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Ralston Turner | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Stephen Ross | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Todd Shand | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tracey Nobles | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Ryan Bannister | 1Up Financial Advisors | Cary | Not listed | Ongoing planning fee, Hourly |
| Matthew Choplin | Innovest Strategies | Raleigh | Not listed | Percentage of assets |
| Raymond Walsh | Your Capital Financial | Winston Salem | Not listed | Percentage of assets, Fixed fees |
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