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Wellspent public graph/Locations/United States/North Carolina
United States

Fee-only advisors in North Carolina

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

What fee-only financial advisors charge in North Carolina

By the numbers

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.

Advisors listed
774
Firms
365
Cities
81
Hold the CFP
46%
  • Other credentials: CFA 10% · CPA 1% · EA 1%
  • How they charge (of 772 with fees on file): percentage of assets 89% · fixed fees 64% · hourly 49% · ongoing planning fee 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving North Carolina (774)

Fee-only advisors serving North Carolina: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Justin May Tax-focused wealth management for executives & founders Old Peak Finance Chapel Hill CFP, MBA Flat fee or retainer, Percentage of assets
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
Nick Foy Greenway Wealth Advisors, LLC Charlotte CFP Percentage of assets, 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
Chris Mullis NorthStar Capital Advisors Charlotte CFP, PhD Percentage of assets, Hourly
Chris Woods Silvis Financial Charlotte CFP Ongoing planning fee
Chuck Clifton Sycamore Financial Planning, LLC Charlotte CDFA, CFP, MBA Hourly
Deaton Smith Thayer Financial Hickory CFP, ChFC Percentage of assets
Evan Luongo NoDa Wealth Management Charlotte CFP One-time planning fee, Percentage of assets
James Charles Sanctuary Financial Planning, LLC Charlotte CDFA, CFA, CFP, MS Flat fee or retainer, Ongoing planning fee
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
Stephen Boatman Flat Fee Financial LLC Charlotte CFP 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
Brittany Brinckerhoff Hilltop Wealth Advisors, LLC Chapel Hill CFP, CSLP Percentage of assets
Chris Hostetler Hilltop Wealth Advisors Chapel Hill CDAA, CFP, CRPS, Certified Student Loan Professional Percentage of assets
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
John Underhill Acorn & Oak Wealth Management LLC Sanford CFP Percentage of assets, Fixed fees
Matt Johnson Defining Legacy Financial Advisors LLC Greensboro CFP Ongoing planning fee
Nicholas Faulkner Testament Wealth Management Cary CFP Percentage of assets, Flat fee or retainer
Nick Murphy Counterweight Private Wealth Raleigh CFP, MBA, RICP Ongoing planning fee
Travis Ray By Design Financial Planning Greensboro CFP Ongoing planning fee, Percentage of assets
Zachary Ashburn Reach Strategic Wealth Winston-Salem CFP, EA, AFC Percentage of assets, One-time planning fee
Erin Campbell Beacon Financial Strategies Raleigh CFP, CPA/PFS, MBA Percentage of assets, 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
John Sanders Portus Wealth Advisors Charlotte CFP, MBA 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
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
Niamh Douglas Financial Symmetry, Inc. Raleigh CFP, BS, CEPA, BBA Percentage of assets, Hourly
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 Bissett Portus Wealth Advisors Charlotte CFP Percentage of assets, Hourly
Zach Palmer Ark Royal Wealth Management, LLC Charlotte CFP Percentage of assets, Hourly
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
Alexander Richani Woodward Financial Advisors, Inc. Chapel Hill CFP Percentage of assets, Ongoing planning fee
Edward Fulbright Fulbright Financial Consulting, PA Durham CPA/PFS Ongoing planning fee
Ian Bloom Open World Financial Life Planning Raleigh CFP, RLP Ongoing planning fee, Percentage of assets
Logan Collie Collie Financial Planning, Inc. Black Mountain CFP Percentage of assets, Hourly
Megan Kopka Kopka Financial, LLC Wilmington CFP, RLP Percentage of assets, Hourly
Ohan Kayikchyan, PhD Alohana Financial Durham CFP, RLP, EA Percentage of assets, Ongoing planning fee
Timothy Hicks Hicks Financial Partners, LLC Cary CFP, CKA Ongoing planning fee, One-time planning fee
William Carrington Carrington Financial Planning, LLC Fletcher CFP Percentage of assets, Hourly

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina