# One-time financial plans in North Carolina > In North Carolina, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Zachary Ashburn of Reach Strategic Wealth, Travis Tracy of Fortitude Financial Planning, LLC and William Ertel of Tassel Capital Management, Inc.. Page: https://find.wellspent.co/by/one-time-financial-plan/north-carolina/ 31 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 offer one-time plans in North Carolina? In North Carolina, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Zachary Ashburn of Reach Strategic Wealth, Travis Tracy of Fortitude Financial Planning, LLC and William Ertel of Tassel Capital Management, Inc.. ## How many fee-only advisors who offer one-time plans in North Carolina are there? The Wellspent public graph lists 31 fee-only advisors who offer one-time plans in North Carolina, at 30 firms. We counted every advisor record that fits, as of November 2026. ## Where are fee-only advisors who offer one-time plans in North Carolina located? Of the 31 fee-only advisors who offer one-time plans in North Carolina, 6 are in Raleigh, followed by 6 in Charlotte and 3 in Durham. ## How do fee-only advisors who offer one-time plans in North Carolina charge? All 31 fee-only advisors who offer one-time plans in North Carolina with fees on file charge a one-time planning fee. Many use more than one: 55% charge an ongoing planning fee and 48% charge a percentage of assets. ## How many fee-only advisors who offer one-time plans in North Carolina hold the CFP? 55% of the 31 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in North Carolina? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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 | | [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 | | [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets | | [Justin Horowitz](https://find.wellspent.co/advisors/justin-horowitz.md) | Just Advising | Raleigh, North Carolina | CFP | Subscription, One-time planning fee | | [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 | | [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 | | [Katherine Edwards](https://find.wellspent.co/advisors/katherine-edwards.md) | MainStreet Financial Planning | Raleigh, North Carolina | CFP | Subscription, One-time planning fee, Hourly | | [Adam Coleman](https://find.wellspent.co/advisors/adam-coleman.md) | Nectarine | Charlotte, North Carolina | CRPC, AFC, CDLP | Subscription, One-time planning fee, Hourly | | [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 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 | | [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 | | [Curtis Byrd](https://find.wellspent.co/advisors/curtis-byrd.md) | Onyx Wealth Management | Durham, North Carolina | CFP | Percentage of assets, One-time planning fee, Ongoing 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 | | [Bryan Llewellyn](https://find.wellspent.co/advisors/bryan-llewellyn.md) | Llewellyn Financial | Charlotte, North Carolina | | Ongoing planning fee, One-time planning fee, Percentage of assets | | [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina | | One-time planning fee, Flat fee or retainer | | [Carolyn Larsen-Wieber](https://find.wellspent.co/advisors/carolyn-larsen-wieber.md) | CLW Financial Planning | Raleigh, North Carolina | PFS | Percentage of assets, One-time planning fee | | [Christopher Sherman](https://find.wellspent.co/advisors/christopher-sherman.md) | Sherman Financial | Chapel Hill, North Carolina | | Hourly, Ongoing planning fee, One-time planning fee | | [Damon Bremer](https://find.wellspent.co/advisors/damon-bremer.md) | Sherman Financial | Chapel Hill, North Carolina | | Hourly, Ongoing planning fee, One-time planning fee | | [Ryan Hammond](https://find.wellspent.co/advisors/ryan-hammond.md) | Hammond Wealth Partners | Gastonia, North Carolina | | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Donald Button](https://find.wellspent.co/advisors/donald-button.md) | Button & Button Wealth Management | Greensboro, North Carolina | | Percentage of assets, One-time planning fee | | [Katherine Stevick](https://find.wellspent.co/advisors/katherine-stevick.md) | Align Financial Planning | Southern Pines, North Carolina | | Ongoing planning fee, One-time planning fee, Hourly | | [Lenward Jones](https://find.wellspent.co/advisors/lenward-jones.md) | Envision Planning | Hendersonville, North Carolina | ChFC | Percentage of assets, One-time planning fee | | [Seth Mullikin](https://find.wellspent.co/advisors/seth-mullikin.md) | Lattice Financial | Charlotte, North Carolina | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Steven Thorpe](https://find.wellspent.co/advisors/steven-thorpe.md) | Pragmatic Portfolios | Durham, North Carolina | | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Dana Goldfarb](https://find.wellspent.co/advisors/dana-goldfarb.md) | Goldfarb Wealth Advisors | Charlotte, North Carolina | | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Louis Jones](https://find.wellspent.co/advisors/louis-jones.md) | Strategic Wealth Management Solutions | Southern Shores, North Carolina | CFA | One-time planning fee | | [Raymond Eustace](https://find.wellspent.co/advisors/raymond-eustace.md) | Eustace Advisors | Cary, North Carolina | | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | ## 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).