One-time financial plans in North Carolina
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..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Zachary Ashburn Reach Strategic Wealth, Winston-Salem Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- 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.
- Rupa Pereira FWJ Planning, Raleigh Durham Triangle Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- Will Revels PieCapital, Raleigh Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Anne Marie Webster Curated Capital & Planning LLC, Lewisville Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 31
- Firms
- 30
- Cities
- 16
- Hold the CFP
- 55%
- Other credentials: CFA 6% · CPA 3% · EA 10%
- How they charge (of 31 with fees on file): one-time planning fee 100% · ongoing planning fee 55% · percentage of assets 48% · hourly 39%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 31 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 |
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Evan Luongo | NoDa Wealth Management | Charlotte | CFP | One-time planning fee, Percentage of assets |
| 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 |
| 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 |
| 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 |
| 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 |
| Timothy Hicks | Hicks Financial Partners, LLC | Cary | CFP, CKA | Ongoing planning fee, One-time planning fee |
| William Ertel | Tassel Capital Management, Inc. | Matthews | CFP, CMFC, CPA/PFS | Percentage of assets, One-time planning fee |
| Charles Feehely | Charles Michael Financial LLC | Raleigh | CFP, MSFP | Ongoing planning fee, Hourly |
| Curtis Byrd | Onyx Wealth Management | Durham | CFP | Percentage of assets, One-time planning fee |
| Timothy Iseler | Iseler Financial LLC | Durham | CFP | One-time planning fee, Percentage of assets |
| Bryan Llewellyn | Llewellyn Financial | Charlotte | Not listed | Ongoing planning fee, One-time planning fee |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| Carolyn Larsen-Wieber | CLW Financial Planning | Raleigh | PFS | Percentage of assets, One-time planning fee |
| Christopher Sherman | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Damon Bremer | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Ryan Hammond | Hammond Wealth Partners | Gastonia | Not listed | Percentage of assets, Ongoing planning fee |
| Donald Button | Button & Button Wealth Management | Greensboro | Not listed | Percentage of assets, One-time planning fee |
| Katherine Stevick | Align Financial Planning | Southern Pines | Not listed | Ongoing planning fee, One-time planning fee |
| Lenward Jones | Envision Planning | Hendersonville | ChFC | Percentage of assets, One-time planning fee |
| Seth Mullikin | Lattice Financial | Charlotte | CFP | One-time planning fee, Ongoing planning fee |
| Steven Thorpe | Pragmatic Portfolios | Durham | Not listed | Flat fee or retainer, Ongoing planning fee |
| Dana Goldfarb | Goldfarb Wealth Advisors | Charlotte | Not listed | Flat fee or retainer, Ongoing planning fee |
| Louis Jones | Strategic Wealth Management Solutions | Southern Shores | CFA | One-time planning fee |
| Raymond Eustace | Eustace Advisors | Cary | Not listed | Flat fee or retainer, Ongoing planning fee |
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