# Fee-only financial advisors in North Carolina, United States

> Fee-only advisors in Charlotte, Raleigh and Chapel Hill, plus 77 other cities.

The Wellspent public graph lists 774 fee-only financial advisors serving North Carolina at 365 firms, most in Charlotte, Raleigh and Chapel Hill. 46% hold the CFP certification. Of the 772 with fees on file, 89% charge percentage of assets.

Page: https://find.wellspent.co/locations/us/north-carolina/
774 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [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 |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing 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 |
| [Chris Mullis](https://find.wellspent.co/advisors/chris-mullis.md) | NorthStar Capital Advisors | Charlotte, North Carolina | CFP, PhD | Percentage of assets, Hourly |
| [Chris Woods](https://find.wellspent.co/advisors/chris-woods.md) | Silvis Financial | Charlotte, North Carolina | CFP | Ongoing planning fee |
| [Chuck Clifton](https://find.wellspent.co/advisors/chuck-clifton.md) | Sycamore Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFP, MBA | Hourly |
| [Deaton Smith](https://find.wellspent.co/advisors/deaton-smith.md) | Thayer Financial | Hickory, North Carolina | CFP, ChFC | Percentage of assets |
| [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets |
| [James Charles](https://find.wellspent.co/advisors/james-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| [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 |
| [Stephen Boatman](https://find.wellspent.co/advisors/stephen-boatman.md) | Flat Fee Financial LLC | Charlotte, North Carolina | CFP | 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 |
| [Brittany Brinckerhoff](https://find.wellspent.co/advisors/brittany-brinckerhoff.md) | Hilltop Wealth Advisors, LLC | Chapel Hill, North Carolina | CFP, CSLP | Percentage of assets |
| [Chris Hostetler](https://find.wellspent.co/advisors/chris-hostetler.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets |
| [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 |
| [John Underhill](https://find.wellspent.co/advisors/john-underhill.md) | Acorn & Oak Wealth Management LLC | Sanford, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Matt Johnson](https://find.wellspent.co/advisors/matt-johnson.md) | Defining Legacy Financial Advisors LLC | Greensboro, North Carolina | CFP | Ongoing planning fee |
| [Nicholas Faulkner](https://find.wellspent.co/advisors/nicholas-faulkner.md) | Testament Wealth Management | Cary, North Carolina | CFP | Percentage of assets, Flat fee or retainer |
| [Nick Murphy](https://find.wellspent.co/advisors/nick-murphy.md) | Counterweight Private Wealth | Raleigh, North Carolina | CFP, MBA, RICP | Ongoing planning fee |
| [Travis Ray](https://find.wellspent.co/advisors/travis-ray.md) | By Design Financial Planning | Greensboro, North Carolina | CFP | Ongoing planning fee, Percentage of assets |
| [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 |
| [Erin Campbell](https://find.wellspent.co/advisors/erin-campbell.md) | Beacon Financial Strategies | Raleigh, North Carolina | CFP, CPA/PFS, MBA | Percentage of assets, 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 |
| [John Sanders](https://find.wellspent.co/advisors/john-sanders.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Katherine Edwards](https://find.wellspent.co/advisors/katherine-edwards.md) | MainStreet Financial Planning | Raleigh, North Carolina | CFP | Subscription, One-time planning fee, Hourly |
| [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 |
| [Niamh Douglas](https://find.wellspent.co/advisors/niamh-douglas.md) | Financial Symmetry, Inc. | Raleigh, North Carolina | CFP, BS, CEPA, BBA, CPWA, CRPC, MBA | Percentage of assets, Hourly, Fixed fees |
| [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 Bissett](https://find.wellspent.co/advisors/william-bissett.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Zach Palmer](https://find.wellspent.co/advisors/zach-palmer.md) | Ark Royal Wealth Management, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Adam Coleman](https://find.wellspent.co/advisors/adam-coleman.md) | Nectarine | Charlotte, North Carolina | CRPC, AFC, CDLP | Subscription, One-time planning fee, Hourly |
| [Alexander Richani](https://find.wellspent.co/advisors/alexander-richani.md) | Woodward Financial Advisors, Inc. | Chapel Hill, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Edward Fulbright](https://find.wellspent.co/advisors/edward-fulbright.md) | Fulbright Financial Consulting, PA | Durham, North Carolina | CPA/PFS | Ongoing planning fee |
| [Ian Bloom](https://find.wellspent.co/advisors/ian-bloom.md) | Open World Financial Life Planning | Raleigh, North Carolina | CFP, RLP | Ongoing planning fee, Percentage of assets |
| [Logan Collie](https://find.wellspent.co/advisors/logan-collie.md) | Collie Financial Planning, Inc. | Black Mountain, North Carolina | CFP | Percentage of assets, Hourly |
| [Megan Kopka](https://find.wellspent.co/advisors/megan-kopka.md) | Kopka Financial, LLC | Wilmington, North Carolina | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Ohan Kayikchyan, PhD](https://find.wellspent.co/advisors/ohan-kayikchyan-phd.md) | Alohana Financial | Durham, North Carolina | CFP, RLP, EA | Percentage of assets, Ongoing planning fee |
| [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 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 |
| [Cheryl Sherrard](https://find.wellspent.co/advisors/cheryl-sherrard.md) | Clearview Wealth Management | Charlotte, North Carolina | CFP, MA, MBA | Ongoing 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 |
| [Jennifer Lazarus](https://find.wellspent.co/advisors/jennifer-lazarus.md) | Lazarus Financial Planning, LLC | Durham, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Nicholas O'Kelly](https://find.wellspent.co/advisors/nicholas-o-kelly.md) | Cadence Wealth Partners | Concord, North Carolina | CFP | Flat fee or retainer, Percentage of assets |
| [Sean Williams](https://find.wellspent.co/advisors/sean-williams.md) | Cadence Wealth Partners | Concord, North Carolina | CFP | Flat fee or retainer, Percentage of assets |
| [Timothy Iseler](https://find.wellspent.co/advisors/timothy-iseler.md) | Iseler Financial LLC | Durham, North Carolina | CFP | One-time planning fee, Percentage of assets |
| [Abby Bennett](https://find.wellspent.co/advisors/abby-bennett.md) | Verum Partners | Charlotte, North Carolina | CExP, CFP | Percentage of assets, Fixed fees |
| [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Alexis Delia](https://find.wellspent.co/advisors/alexis-delia.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing 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 |
| [Ryan Casey](https://find.wellspent.co/advisors/ryan-casey.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh.md) | Invest With Steve | Raleigh, North Carolina | CFP, CFA | Percentage of assets |
| [Walker Abney](https://find.wellspent.co/advisors/walker-abney.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, 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 |
| [Bert Bennett](https://find.wellspent.co/advisors/bert-bennett.md) | West Fork Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets |
| [Carlton Davis](https://find.wellspent.co/advisors/carlton-davis.md) | Realm Investment Consulting | Cary, North Carolina | CFP, CFA | Percentage of assets |
| [John Fleming](https://find.wellspent.co/advisors/john-fleming.md) | Vandalia Wealth | Greenville, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Lisa Bowers](https://find.wellspent.co/advisors/lisa-bowers.md) | RPO Wealth Partners | Charlotte, North Carolina | CFP | Fixed fees |
| [Matthew Henry](https://find.wellspent.co/advisors/matthew-henry.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Matthew Snipes](https://find.wellspent.co/advisors/matthew-snipes.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Michael Kothakota](https://find.wellspent.co/advisors/michael-kothakota.md) | WolfBridge Wealth | Durham, North Carolina | CFP | Percentage of assets, Hourly, 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 |
| [Roger Elmer](https://find.wellspent.co/advisors/roger-elmer.md) | Realm Investment Consulting | Cary, North Carolina | CFP, CFA | Percentage of assets |
| [Sara Warntz](https://find.wellspent.co/advisors/sara-warntz.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [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 |
| [Thomas Bengtson](https://find.wellspent.co/advisors/thomas-bengtson.md) | Lakeshore Advisors | Charlotte, North Carolina | CFP | Percentage of assets |
| [Timothy Whitney](https://find.wellspent.co/advisors/timothy-whitney.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees |
| [William Bunch](https://find.wellspent.co/advisors/william-bunch.md) | Maze Financial Planning | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly |
| [Adam Boor](https://find.wellspent.co/advisors/adam-boor.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alixandria Tucci](https://find.wellspent.co/advisors/alixandria-tucci.md) | PCM Encore | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Allison Miller](https://find.wellspent.co/advisors/allison-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Logan](https://find.wellspent.co/advisors/daniel-logan.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [David Childs](https://find.wellspent.co/advisors/david-childs.md) | Spartan Planning | Greensboro, North Carolina | CFP | Percentage of assets, Fixed fees |
| [David McDougall](https://find.wellspent.co/advisors/david-mcdougall.md) | Highwind Wealth Management | 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 |
| [Drew Waterbury](https://find.wellspent.co/advisors/drew-waterbury.md) | Ocean Advisors | Charlotte, North Carolina | CFP | Hourly, Percentage of assets |
| [Ellen Martin](https://find.wellspent.co/advisors/ellen-martin.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [Eric Schrum](https://find.wellspent.co/advisors/eric-schrum.md) | Schrum Private Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Erika Mielke](https://find.wellspent.co/advisors/erika-mielke.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Fritzner Jean](https://find.wellspent.co/advisors/fritzner-jean.md) | Geometric Advisors | Charlotte, North Carolina | CFP | Percentage of assets |
| [Geoffrey Hall](https://find.wellspent.co/advisors/geoffrey-hall.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [Graham Shepherd](https://find.wellspent.co/advisors/graham-shepherd.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jared Korver](https://find.wellspent.co/advisors/jared-korver.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [John Purrington](https://find.wellspent.co/advisors/john-purrington.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joshua Bailey](https://find.wellspent.co/advisors/joshua-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Kristopher Barney](https://find.wellspent.co/advisors/kristopher-barney.md) | 30/40 Wealth | Cornelius, North Carolina | CFA | Percentage of assets |
| [Matthew Blades](https://find.wellspent.co/advisors/matthew-blades.md) | Woodard & Company Asset Management Group | Bermuda Run, North Carolina | CFP | Percentage of assets |
| [Matthew Miller](https://find.wellspent.co/advisors/matthew-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Snuggs](https://find.wellspent.co/advisors/matthew-snuggs.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Pamela Rigsby](https://find.wellspent.co/advisors/pamela-rigsby.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Philip Bailey](https://find.wellspent.co/advisors/philip-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Roger Johnson](https://find.wellspent.co/advisors/roger-johnson.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee |
| [Ryan Glover](https://find.wellspent.co/advisors/ryan-glover.md) | Tarheel Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets |
| [Ryan Smith](https://find.wellspent.co/advisors/ryan-smith.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [Scott Cawood](https://find.wellspent.co/advisors/scott-cawood.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Scott Jones](https://find.wellspent.co/advisors/scott-jones.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Todd Senter](https://find.wellspent.co/advisors/todd-senter.md) | Woodard & Company Asset Management Group | Bermuda Run, North Carolina | CFP | Percentage of assets |
| [Walter Hinson](https://find.wellspent.co/advisors/walter-hinson.md) | Tarheel Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets |
| [William Hollan](https://find.wellspent.co/advisors/william-hollan.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Amber Schiffert](https://find.wellspent.co/advisors/amber-schiffert.md) | TARA Wealth | Durham, North Carolina |   | Percentage of assets, Flat fee or retainer |
| [Benjamin Dolan](https://find.wellspent.co/advisors/benjamin-dolan.md) | Dolan Capital Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Blaise Stevens](https://find.wellspent.co/advisors/blaise-stevens.md) | Strategic Advisory Partners | Greensboro, North Carolina | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [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 |
| [Bryan Smith](https://find.wellspent.co/advisors/bryan-smith.md) | Infinite Wealth Advisors | Mooresville, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Caleb Griffith](https://find.wellspent.co/advisors/caleb-griffith.md) | Townsend Asset Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Sigmon](https://find.wellspent.co/advisors/daniel-sigmon.md) | Collegiate Capital Management | Raleigh, North Carolina | CFP | Percentage of assets |
| [Daniel Smith](https://find.wellspent.co/advisors/daniel-smith-6577973.md) | Piedmont Trust | Greenboro, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Erica Lyall](https://find.wellspent.co/advisors/erica-lyall.md) | Strategic Advisory Partners | Greensboro, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Evan Grey](https://find.wellspent.co/advisors/evan-grey.md) | Grey Private Capital | Charlotte, North Carolina | CFP | Flat fee or retainer, Percentage of assets |
| [Jennifer Oravsky](https://find.wellspent.co/advisors/jennifer-oravsky.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jennifer Pcholinsky](https://find.wellspent.co/advisors/jennifer-pcholinsky.md) | Balentine Wealth Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees |
| [John Maddison](https://find.wellspent.co/advisors/john-maddison.md) | Balentine Wealth Advisors | Raleigh, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Jon Green](https://find.wellspent.co/advisors/jon-green.md) | Encompass Advisors | Brevard, North Carolina | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Jonathan George](https://find.wellspent.co/advisors/jonathan-george.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Justin Smith](https://find.wellspent.co/advisors/justin-smith.md) | Smith Partners Wealth Management | Greensboro, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Kevin Mishoe](https://find.wellspent.co/advisors/kevin-mishoe.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Foster](https://find.wellspent.co/advisors/michael-foster.md) | Dolan Capital Advisors | Charlotte, North Carolina | CFP, CFA | 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 |
| [Robert Higgins](https://find.wellspent.co/advisors/robert-higgins.md) | Dalton Financial | Charlotte, North Carolina | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Robert Roland](https://find.wellspent.co/advisors/robert-roland.md) | Absher Wealth Management | Raleigh, 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 |
| [Stephen Miller](https://find.wellspent.co/advisors/stephen-miller-4112825.md) | Forward Wealth Management | Charlotte, North Carolina | CFP, CFA | Percentage of assets |
| [Thomas Figgatt](https://find.wellspent.co/advisors/thomas-figgatt.md) | Portolan Financial | Durham, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Trigg Williamson](https://find.wellspent.co/advisors/trigg-williamson.md) | Advisor.com | Charlotte, North Carolina |   | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Andrew Basinger](https://find.wellspent.co/advisors/andrew-basinger.md) | Live Oak Private Wealth | Wilmington, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anne McPhail](https://find.wellspent.co/advisors/anne-mcphail.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Cameron Amos](https://find.wellspent.co/advisors/cameron-amos.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Charles Dann](https://find.wellspent.co/advisors/charles-dann.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Cordi Powell](https://find.wellspent.co/advisors/cordi-powell.md) | Favored Financial Planning | Jamestown, North Carolina | CFP | Fixed fees |
| [Daniel Hughes](https://find.wellspent.co/advisors/daniel-hughes.md) | Live Oak Private Wealth | Wilmington, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [David D'Alessandro](https://find.wellspent.co/advisors/david-d-alessandro.md) | Axiom Private Wealth | Charlotte, North Carolina | CFP | Percentage of assets |
| [David Powell](https://find.wellspent.co/advisors/david-powell.md) | Powell Wealth | Cornelius, North Carolina | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Durriya Pierce](https://find.wellspent.co/advisors/durriya-pierce.md) | Fruitful | Greensboro, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Gregory Cadger](https://find.wellspent.co/advisors/gregory-cadger.md) | Cadger Wealth Advisors | Carolina Beach, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacob Stewart](https://find.wellspent.co/advisors/jacob-stewart.md) | WealthMore | Smithfield, North Carolina | CFP | Ongoing planning fee |
| [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina |   | One-time planning fee, Flat fee or retainer |
| [Jason Barbera](https://find.wellspent.co/advisors/jason-barbera.md) | Heritage Wealth Advisors | Durham, North Carolina | CFA | Percentage of assets, Fixed fees |
| [John Gallagher](https://find.wellspent.co/advisors/john-gallagher.md) | Integrated Wealthcare | Durham, North Carolina | ChFC | Percentage of assets, Hourly, Fixed fees |
| [John Menser](https://find.wellspent.co/advisors/john-menser.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [John Ryan](https://find.wellspent.co/advisors/john-ryan.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [John Wilks](https://find.wellspent.co/advisors/john-wilks.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Jonathan Rhoney](https://find.wellspent.co/advisors/jonathan-rhoney.md) | Mill Capital Management | Concord, North Carolina | CFP | Percentage of assets |
| [Laura Kido](https://find.wellspent.co/advisors/laura-kido.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Linda Walden](https://find.wellspent.co/advisors/linda-walden.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Mary Bolton](https://find.wellspent.co/advisors/mary-bolton.md) | Live Oak Private Wealth | Rocky Mount, North Carolina | CFP | Percentage of assets, Hourly, 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 |
| [Michael Ruffing](https://find.wellspent.co/advisors/michael-ruffing.md) | Integrated Wealthcare | Durham, North Carolina | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Michael Whitman](https://find.wellspent.co/advisors/michael-whitman.md) | Millennium Planning Group | Pittsboro, North Carolina | CFP | Percentage of assets, Hourly, Ongoing planning fee |
| [Parker Mayo](https://find.wellspent.co/advisors/parker-mayo.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Paul Clark](https://find.wellspent.co/advisors/paul-clark-7336231.md) | Mill Capital Management | Concord, North Carolina | CFP | Percentage of assets |
| [Phillip Hanks](https://find.wellspent.co/advisors/phillip-hanks.md) | Parabla | Oak Ridge, North Carolina | CFP | Percentage of assets |
| [Richard Freitag](https://find.wellspent.co/advisors/richard-freitag.md) | Freitag Financial Group, LLC. | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sean Gilsenan](https://find.wellspent.co/advisors/sean-gilsenan.md) | Whitener Capital Management | Cary, North Carolina | CFP | Percentage of assets, Hourly |
| [Shawn Hudspeth](https://find.wellspent.co/advisors/shawn-hudspeth.md) | Tilia Fiduciary Partners | Wilmington, North Carolina |   | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Sophie Young](https://find.wellspent.co/advisors/sophie-young.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Thomas Dyer](https://find.wellspent.co/advisors/thomas-dyer.md) | Dyer & | Charlotte, North Carolina | CFP | Percentage of assets, Hourly |
| [Thomas Favor](https://find.wellspent.co/advisors/thomas-favor.md) | Tilia Fiduciary Partners | Wilmington, North Carolina |   | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Thomas Fenn](https://find.wellspent.co/advisors/thomas-fenn.md) | T. Fenn Financial Planning | Chapel Hll, North Carolina | CFP | Hourly |
| [Timothy Pope](https://find.wellspent.co/advisors/timothy-pope.md) | 360 Aviation Advisors | Concord, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Andrew Lee](https://find.wellspent.co/advisors/andrew-lee.md) | Linkside Financial | Charlotte, North Carolina |   | Percentage of assets |
| [Brenton Bersin](https://find.wellspent.co/advisors/brenton-bersin.md) | Linkside Financial | Charlotte, North Carolina |   | Percentage of assets |
| [Caitlin Price](https://find.wellspent.co/advisors/caitlin-price.md) | Tactical Wealth Partners | Swansboro, North Carolina | CFP | Ongoing planning fee |
| [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 Arena](https://find.wellspent.co/advisors/christopher-arena.md) | Clef Financial | Greensboro, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Knight](https://find.wellspent.co/advisors/christopher-knight.md) | Retirement Planning Blueprint | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Sherman](https://find.wellspent.co/advisors/christopher-sherman.md) | Sherman Financial | Chapel Hill, North Carolina |   | Hourly, Ongoing planning fee, One-time planning fee |
| [Cody Ritchie](https://find.wellspent.co/advisors/cody-ritchie.md) | Retirement Planning Blueprint | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Craig Harvey Field](https://find.wellspent.co/advisors/craig-harvey-field.md) | Alluvial Wealth Management | Matthews, North Carolina |   | Percentage of assets, Fixed fees |
| [Damon Bremer](https://find.wellspent.co/advisors/damon-bremer.md) | Sherman Financial | Chapel Hill, North Carolina |   | Hourly, Ongoing planning fee, One-time 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 |
| [Dorsey Tyndall](https://find.wellspent.co/advisors/dorsey-tyndall.md) | Vandalia Wealth | Greenville, 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 |
| [Fawzi Jaber Hyder](https://find.wellspent.co/advisors/fawzi-jaber-hyder.md) | Mike Adams Financial Advisors | Mooresville, North Carolina | CFA | Percentage of assets, Hourly |
| [Gary Gragg](https://find.wellspent.co/advisors/gary-gragg.md) | Gragg Financial | Shelby, North Carolina | PFS | Percentage of assets, Hourly |
| [Geoffrey Owen](https://find.wellspent.co/advisors/geoffrey-owen.md) | Front Porch Financial Advisory | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |

Showing the first 200 of 774. The full list, page by page: https://find.wellspent.co/locations/us/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).