Fee-only advisors in North Carolina

Advisors serving North Carolina (80)

• Aaron Parrish

  Level Wealth Management LLC — Charlotte

  CFPTPCP

• Abby Bennett

  Verum Partners — Charlotte

  CExP™CFP

• Alexander Richani

  Woodward Financial Advisors, Inc. — Chapel Hill

  CFP

• Andy Millard

  Andy Millard Advisory — Columbus

  CFP

• Anne Marie Webster

  Curated Capital & Planning LLC — Lewisville

  CFP

• Anne McFarland

  Integrated Financial Coaching and Planning — Weaverville

  CFP

• Austin Brown

  Bolin Creek Wealth Advisors LLC — Chapel Hill

  CFP

• Benjamin Birken

  Pisces Financial Advisors — Chapel Hill

  CFP

• Brittany Brinckerhoff

  Hilltop Wealth Advisors, LLC — Chapel Hill

  CFPCSLP

• Cannon Wealth Management

  Cannon Wealth Management — Winston-salem

• CAPTRUST

  CAPTRUST — Raleigh

  CFACFPCPA

• Certified Exit Planners

  Certified Exit Planners — Charlotte

• Charles Feehely

  Charles Michael Financial LLC — Raleigh

  CFPMSFP

• Charles Terry

  Shepherd Wealth Partners, LLC — Waxhaw

  CAPCFP

• Cheryl Sherrard

  Clearview Wealth Management — Charlotte

  CFPMAMBA

• Chris Gure

  Chris Gure — Raleigh

• Chris Hostetler

  Hilltop Wealth Advisors — Chapel Hill

  CDAA™CFPCRPS

• Chris Mullis

  NorthStar Capital Advisors — Charlotte

  CFPPhD

• Chris Woods

  Silvis Financial — Charlotte

  CFP

• Chuck Clifton

  Sycamore Financial Planning, LLC — Charlotte

  CDFACFPMBA

• Curtis Averre

  Hollingsworth Avent Averre & Purvis, PA — Raleigh

• Dan Tobias

  Passport Wealth Management — Cornelius

  CFP

• Deaton Smith

  Thayer Financial — Hickory

  CFPChFC

• Deborah Hobart

  Blue Water Capital Management, LLC — Apex

  CFPCPA

• Drew Cook

  Level Wealth Management — Charlotte

  CFP

• Edward Fulbright

  Fulbright Financial Consulting, PA — Durham

  CPA/PFS

• Erin Campbell

  Beacon Financial Strategies — Raleigh

  CFPCPA/PFSMBA

• Evan Luongo

  NoDa Wealth Management — Charlotte

  CFP

• Grey Private Capital

  Grey Private Capital — Charlotte

  CFP

• Ian Bloom

  Open World Financial Life Planning — Raleigh

  CFPRLP

• Isaac Allen

  Stalwart Financial Planning — Durham

  CFPMBA

• James (Joyner) Edmundson, Jr.

  Salem Investment Counselors, Inc. — Winston-Salem

  CFACFPCPA

• James Charles

  Sanctuary Financial Planning, LLC — Charlotte

  CDFACFACFP

• Jamey Bass

  Carolina Wealth Strategies — Cary

  CFP

• Janice McGunnigle

  Alpha Financial Advisors, LLC — Charlotte

  CFPCTFACPA

• Jeff Stewart

  Lucid Wealth Planning LLC — Wake Forest

  CFPCRPC

• Jeffrey Stewart

  Lucid Wealth Planning LLC — Wake Forest

  CFPCRPC

• Jennifer Lazarus

  Lazarus Financial Planning, LLC — Durham

  CFP

• Jim Charles

  Sanctuary Financial Planning, LLC — Charlotte

  CFPCFA

• John Sanders

  Portus Wealth Advisors — Charlotte

  CFPMBA

• John Underhill

  Acorn & Oak Wealth Management LLC — Sanford

  CFP

• Jordan Vlastuin Vlastuin

  Make the Memory Financial Planning LLC — Clemmons

  CFP

• Justin Horowitz

  Just Advising — Raleigh

  CFP

• Justin May

  Old Peak Finance — Chapel Hill

  CFPMBA

• Kenneth Downer

  Kenneth Frenke & Co. — Arden

  CFPCPA

• Kevin Barry

  Cantata Wealth Management, LLC — Raleigh

  CFACFPCAP

• Logan Collie

  Collie Financial Planning, Inc. — Black Mountain

  CFP

• Marcus Fryar

  Fryar Financial LLC — Durham

  AWMACFPChFC

• Mark Kelly

  University Financial Strategies, LLC — Raleigh

  CFP

• Matt Johnson

  Defining Legacy Financial Advisors LLC — Greensboro

  CFP

• Matthew Filepp

  PB Wealth, LLC — Charlotte

  CFPCFA

• Matthew Miner

  Miner Wealth Management, LLC — Raleigh

  CFPMBA

• Max Greenberg

  Altrius Capital Management — Wake Forest

  CFP

• Megan Kopka

  Kopka Financial, LLC — Wilmington

  CFPRLP

• Michael Collie

  Collie Financial Planning, Inc. — Black Mountain

  AIFCFPCKA

• Michael Fuhr

  Evergreen Wealth Services — Mooresville

  CFP

• Mike Davis

  Legs Financial — Greensboro

  CFP

• Niamh Douglas

  Financial Symmetry, Inc. — Raleigh

  CFPBSCEPA

• Nicholas Faulkner

  Testament Wealth Management — Cary

  CFP

• Nick Foy

  Greenway Wealth Advisors, LLC — Charlotte

  CFP

• Nick Murphy

  Counterweight Private Wealth — Raleigh

  CFPMBARICP

• Ohan Kayikchyan, PhD

  Alohana Financial — Durham

  CFPRLPEA

• Rupa Pereira

  FWJ Planning — Raleigh Durham Triangle

• Ryan Kaysen

  Integritas Financial — Charlotte

  CFP

• Ryan Kaysen

  Integritas Financial LLC — Charlotte

  CFP

• Stephen Boatman

  Flat Fee Financial LLC — Charlotte

  CFP

• Tammy Goodman

  Tammy Goodman Financial, LLC — Charlotte

  CFPMBA

• Thomas Mclean

  Altruist Wealth Management — Charlotte

  CFPMBA

• Timothy Hicks

  Hicks Financial Partners, LLC — Cary

  CFPCKA

• Timothy Iseler

  Iseler Financial LLC — Durham

  CFP

• Todd Calamita

  Calamita Wealth Management — Charlotte

  CDFACFP

• Travis Ray

  By Design Financial Planning — Greensboro

  CFP

• Travis Tracy

  Fortitude Financial Planning, LLC — Raleigh

  CFPEAJD

• Wendolyn Forbes

  Wealth Transition Finance, A Member of Advisory Services Network, LLC — Waynesville

  ABFP™CFPChartered SRI Counselor™

• Will Revels

  PieCapital — Raleigh

  CEPACFACFP

• William Bissett

  Portus Wealth Advisors — Charlotte

  CFP

• William Carrington

  Carrington Financial Planning, LLC — Fletcher

  CFP

• William Ertel

  Tassel Capital Management, Inc. — Matthews

  CFPCMFCCPA/PFS

• Zach Palmer

  Ark Royal Wealth Management, LLC — Charlotte

  CFP

• Zachary Ashburn

  Reach Strategic Wealth — Winston-Salem

  CFPEAAFC

Firms headquartered in North Carolina (65)

• Collie Financial Planning, Inc.

  Black Mountain, North Carolina

• Sanctuary Financial Planning, LLC

  Charlotte, North Carolina

• Integritas Financial

  Charlotte, North Carolina

• Level Wealth Management LLC

  Charlotte, North Carolina

• NoDa Wealth Management

  Charlotte, North Carolina

• Greenway Wealth Advisors, LLC

  Charlotte, North Carolina

• Open World Financial Life Planning

  Raleigh, North Carolina

• Miner Wealth Management, LLC

  Raleigh, North Carolina

• Charles Michael Financial LLC

  Raleigh, North Carolina

• Lucid Wealth Planning LLC

  Wake Forest, North Carolina

• Shepherd Wealth Partners, LLC

  Waxhaw, North Carolina

• Hilltop Wealth Advisors

  Chapel Hill, North Carolina

• Iseler Financial LLC

  Durham, North Carolina

• FWJ Planning

  Raleigh Durham Triangle, North Carolina

• Legs Financial

  Greensboro, North Carolina

• Fulbright Financial Consulting, PA

  Durham, North Carolina

• Hollingsworth Avent Averre & Purvis, PA

  Raleigh, North Carolina

• Kenneth Frenke & Co.

  Arden, North Carolina

• Wealth Transition Finance, A Member of Advisory Services Network, LLC

  Waynesville, North Carolina

• PB Wealth, LLC

  Charlotte, North Carolina

• Financial Symmetry, Inc.

  Raleigh, North Carolina

• Salem Investment Counselors, Inc.

  Winston-Salem, North Carolina

• Tassel Capital Management, Inc.

  Matthews, North Carolina

• Woodward Financial Advisors, Inc.

  Chapel Hill, North Carolina

• NorthStar Capital Advisors

  Charlotte, North Carolina

• Calamita Wealth Management

  Charlotte, North Carolina

• Portus Wealth Advisors

  Charlotte, North Carolina

• Alpha Financial Advisors, LLC

  Charlotte, North Carolina

• Sycamore Financial Planning, LLC

  Charlotte, North Carolina

• Tammy Goodman Financial, LLC

  Charlotte, North Carolina

• Clearview Wealth Management

  Charlotte, North Carolina

• Verum Partners

  Charlotte, North Carolina

• Ark Royal Wealth Management, LLC

  Charlotte, North Carolina

• Old Peak Finance

  Chapel Hill, North Carolina

• Acorn & Oak Wealth Management LLC

  Sanford, North Carolina

• Just Advising

  Raleigh, North Carolina

• Fortitude Financial Planning, LLC

  Raleigh, North Carolina

• PieCapital

  Raleigh, North Carolina

• Cantata Wealth Management, LLC

  Raleigh, North Carolina

• Beacon Financial Strategies

  Raleigh, North Carolina

• Counterweight Private Wealth

  Raleigh, North Carolina

• Carolina Wealth Strategies

  Cary, North Carolina

• Hicks Financial Partners, LLC

  Cary, North Carolina

• Stalwart Financial Planning

  Durham, North Carolina

• Altrius Capital Management

  Wake Forest, North Carolina

• Testament Wealth Management

  Cary, North Carolina

• Lazarus Financial Planning, LLC

  Durham, North Carolina

• Integrated Financial Coaching and Planning

  Weaverville, North Carolina

• Bolin Creek Wealth Advisors LLC

  Chapel Hill, North Carolina

• Pisces Financial Advisors

  Chapel Hill, North Carolina

• Fryar Financial LLC

  Durham, North Carolina

• Passport Wealth Management

  Cornelius, North Carolina

• Evergreen Wealth Services

  Mooresville, North Carolina

• Andy Millard Advisory

  Columbus, North Carolina

• Alohana Financial

  Durham, North Carolina

• Reach Strategic Wealth

  Winston-Salem, North Carolina

• Curated Capital & Planning LLC

  Lewisville, North Carolina

• Kopka Financial, LLC

  Wilmington, North Carolina

• Defining Legacy Financial Advisors LLC

  Greensboro, North Carolina

• Silvis Financial

  Charlotte, North Carolina

• Flat Fee Financial LLC

  Charlotte, North Carolina

• University Financial Strategies, LLC

  Raleigh, North Carolina

• Thayer Financial

  Hickory, North Carolina

• Carrington Financial Planning, LLC

  Fletcher, North Carolina

• By Design Financial Planning

  Greensboro, North Carolina

Metros tracked

• Charlotte
• Raleigh
• Durham
• Chapel Hill
• Cary
• Greensboro

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.