# Virtual financial advisors in North Carolina > In North Carolina, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Stephan Shipe of Scholar Financial Advising, William Ertel of Tassel Capital Management, Inc. and Rupa Pereira of FWJ Planning. Page: https://find.wellspent.co/by/virtual-financial-advisors/north-carolina/ 67 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who work with clients virtually in North Carolina? In North Carolina, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Stephan Shipe of Scholar Financial Advising, William Ertel of Tassel Capital Management, Inc. and Rupa Pereira of FWJ Planning. ## How many fee-only advisors who work with clients virtually in North Carolina are there? The Wellspent public graph lists 67 fee-only advisors who work with clients virtually in North Carolina, at 38 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in North Carolina located? Of the 67 fee-only advisors who work with clients virtually in North Carolina, 18 are in Raleigh, followed by 11 in Charlotte and 8 in Matthews. ## How do fee-only advisors who work with clients virtually in North Carolina charge? The most common fee among fee-only advisors who work with clients virtually in North Carolina is a percentage of assets, used by 64% of the 67 with fees on file. Many use more than one: 48% charge fixed fees and 33% charge by the hour. ## How many fee-only advisors who work with clients virtually in North Carolina hold the CFP? 61% of the 67 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in North Carolina? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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 | | [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 | | [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 | | [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer | | [Thomas Mclean](https://find.wellspent.co/advisors/thomas-mclean.md) | Altruist Wealth Management | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Aaron Parrish](https://find.wellspent.co/advisors/aaron-parrish.md) | Level Wealth Management LLC | Charlotte, North Carolina | CFP, TPCP | Flat fee or retainer, Ongoing planning fee | | [Deborah Hobart](https://find.wellspent.co/advisors/deborah-hobart.md) | Blue Water Capital Management, LLC | Apex, North Carolina | CFP, CPA | Ongoing planning fee | | [Drew Cook](https://find.wellspent.co/advisors/drew-cook.md) | Level Wealth Management | Charlotte, North Carolina | CFP | Flat fee or retainer, 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 | | [Jeff Stewart](https://find.wellspent.co/advisors/jeff-stewart.md) | Lucid Wealth Planning LLC | Wake Forest, North Carolina | CFP, CRPC | Percentage of assets, Fixed fees | | [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 | | [Tammy Goodman](https://find.wellspent.co/advisors/tammy-goodman.md) | Tammy Goodman Financial, LLC | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Todd Calamita](https://find.wellspent.co/advisors/todd-calamita.md) | Calamita Wealth Management | Charlotte, North Carolina | CDFA, CFP | Percentage of assets, Fixed fees | | [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 | | [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 | | [Austin Moore](https://find.wellspent.co/advisors/austin-moore.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Miller Hoffman](https://find.wellspent.co/advisors/miller-hoffman.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, 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 | | [Sean Hilliard](https://find.wellspent.co/advisors/sean-hilliard.md) | Rivertree Wealth | Wake Forest, North Carolina | CFP | Percentage of assets | | [Stephanie Williams](https://find.wellspent.co/advisors/stephanie-williams.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Timothy Whitney](https://find.wellspent.co/advisors/timothy-whitney.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Douglas English](https://find.wellspent.co/advisors/douglas-english.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Fritzner Jean](https://find.wellspent.co/advisors/fritzner-jean.md) | Geometric Advisors | Charlotte, North Carolina | CFP | Percentage of assets | | [Roger Johnson](https://find.wellspent.co/advisors/roger-johnson.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Amber Schiffert](https://find.wellspent.co/advisors/amber-schiffert.md) | TARA Wealth | Durham, North Carolina | | Percentage of assets, Flat fee or retainer | | [Blake Hedrick](https://find.wellspent.co/advisors/blake-hedrick.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Kucharo](https://find.wellspent.co/advisors/bradley-kucharo.md) | Kucharo Wealth | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Brian Baum](https://find.wellspent.co/advisors/brian-baum.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Giblin](https://find.wellspent.co/advisors/michael-giblin.md) | Dovetail Financial | Wilmington, North Carolina | CFP | Ongoing planning fee | | [Nathan Fulks](https://find.wellspent.co/advisors/nathan-fulks.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Dye](https://find.wellspent.co/advisors/robert-dye.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross Marino](https://find.wellspent.co/advisors/ross-marino.md) | Dovetail Financial | Wilmington, North Carolina | CFP | Ongoing planning fee | | [Thomas Figgatt](https://find.wellspent.co/advisors/thomas-figgatt.md) | Portolan Financial | Durham, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Cordi Powell](https://find.wellspent.co/advisors/cordi-powell.md) | Favored Financial Planning | Jamestown, North Carolina | CFP | Fixed fees | | [Michael Kelly](https://find.wellspent.co/advisors/michael-kelly.md) | Canopy Financial Solutions | Sanford, North Carolina | ChFC | Percentage of assets, Hourly, Fixed fees | | [Caitlin Price](https://find.wellspent.co/advisors/caitlin-price.md) | Tactical Wealth Partners | Swansboro, North Carolina | CFP | Ongoing planning fee | | [Dana Strickland](https://find.wellspent.co/advisors/dana-strickland.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | | [Danielle Dettenmayer](https://find.wellspent.co/advisors/danielle-dettenmayer.md) | Tactical Wealth Partners | Southern Pines, North Carolina | CFP | Ongoing planning fee | | [David Klepeisz](https://find.wellspent.co/advisors/david-klepeisz.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Emma Schneider](https://find.wellspent.co/advisors/emma-schneider.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Evan Mills](https://find.wellspent.co/advisors/evan-mills.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | | [Jakhongir Mirtalipov](https://find.wellspent.co/advisors/jakhongir-mirtalipov.md) | Dream Life Wealth Management | Charlotte, North Carolina | | Percentage of assets, Ongoing planning fee | | [James Bowie](https://find.wellspent.co/advisors/james-bowie.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Martin Boney](https://find.wellspent.co/advisors/martin-boney.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Noah Lewis](https://find.wellspent.co/advisors/noah-lewis.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | Showing the first 50 of 67. The full list, page by page: https://find.wellspent.co/by/virtual-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).