Virtual financial advisors in North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stephan Shipe Scholar Financial Advising, Winston-Salem Holds the CFP and CFA. Fees on file: flat fee or retainer.
- 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.
- Deborah Hobart Blue Water Capital Management, LLC, Apex Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Aaron Parrish Level Wealth Management LLC, Charlotte Holds the CFP. Fees on file: flat fee or retainer, ongoing 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
- 67
- Firms
- 38
- Cities
- 19
- Hold the CFP
- 61%
- Other credentials: CFA 1% · CPA 3% · EA 1%
- How they charge (of 67 with fees on file): percentage of assets 64% · fixed fees 48% · hourly 33% · ongoing planning fee 33%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 67 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 |
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing 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 |
| 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 |
| Thomas Mclean | Altruist Wealth Management | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Aaron Parrish | Level Wealth Management LLC | Charlotte | CFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| Drew Cook | Level Wealth Management | Charlotte | CFP | Flat fee or retainer, Ongoing planning fee |
| Anne Marie Webster | Curated Capital & Planning LLC | Lewisville | CFP | Percentage of assets, Hourly |
| Jeff Stewart | Lucid Wealth Planning LLC | Wake Forest | CFP, CRPC | Percentage of assets, Fixed fees |
| 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 |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Todd Calamita | Calamita Wealth Management | Charlotte | CDFA, CFP | Percentage of assets, Fixed fees |
| 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 |
| Matthew Miner | Miner Wealth Management, LLC | Raleigh | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Austin Moore | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Sean Hilliard | Rivertree Wealth | Wake Forest | CFP | Percentage of assets |
| Stephanie Williams | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Timothy Whitney | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Bradley Kucharo | Kucharo Wealth | Charlotte | CFP | Percentage of assets, Fixed fees |
| Brian Baum | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Michael Giblin | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Thomas Figgatt | Portolan Financial | Durham | CFP | Percentage of assets, Ongoing planning fee |
| Cordi Powell | Favored Financial Planning | Jamestown | CFP | Fixed fees |
| Michael Kelly | Canopy Financial Solutions | Sanford | ChFC | Percentage of assets, Hourly |
| Caitlin Price | Tactical Wealth Partners | Swansboro | CFP | Ongoing planning fee |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Danielle Dettenmayer | Tactical Wealth Partners | Southern Pines | CFP | Ongoing planning fee |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Emma Schneider | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Jakhongir Mirtalipov | Dream Life Wealth Management | Charlotte | Not listed | Percentage of assets, Ongoing planning fee |
| James Bowie | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Martin Boney | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Noah Lewis | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
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