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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
Don Keel Keel & Long Financial Management Greenville CFP Percentage of assets, Hourly
Dustin Waide Laurel Wealth Advisors Charlotte CFP Percentage of assets, Hourly
Dylan Harnett Alpha Financial Advisors Charlotte CFP Percentage of assets, Fixed fees
Edward Coambs Alpha Financial Advisors Charlotte CFP Percentage of assets, Fixed fees
Edward Stroman Strathmore Capital Advisors Charlotte CFP Percentage of assets, Fixed fees
Elizabeth Stancil Hilltop Wealth Advisors Chapel Hill CFP Percentage of assets, Fixed fees
Ella Rogers Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Elmer Wessel Wessel Investment Counsel Asheville CFP, CFA Percentage of assets, Hourly
Eric Vogen Vision Capital & Management Mooresville CFP Percentage of assets, Fixed fees
Erin Vickery OLD Peak Finance Chapel Hill CFP Percentage of assets, Fixed fees
Ethan Earles Sycamore Financial Planning Durham CFP Hourly, Fixed fees
Garrick King Financial Symmetry Raleigh CFP Percentage of assets, Hourly
George Barrett Woodward Financial Advisors Chapel Hill CFP Percentage of assets, Hourly
Glen Martin Horizons Wealth Management Asheville CFP Percentage of assets, Hourly
Grace Kvantas Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Graham Mull Foundation Wealth & Tax Advisors Charlotte CFP Percentage of assets, Hourly
Grayson Blazek Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Haley Modlin Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Heather Lawrence Alpha Financial Advisors Charlotte CFP Percentage of assets, Fixed fees
Henry Barringer Alpha Financial Advisors Charlotte CFP Percentage of assets, Fixed fees
James Brown Minerva Planning Group Durham CFP Percentage of assets, Hourly
James Hill Gatehill Financial Consulting Charlotte CFP Percentage of assets, Hourly
James Miller Woodward Financial Advisors Chapel Hill CFP Percentage of assets, Hourly
James Mosher OLD Peak Finance Chapel Hill CFP Percentage of assets, Fixed fees
Jason Carter Veratis Advisors Cary CFP Percentage of assets, Hourly
Jason Skibek Skibek Wealth Management Charlotte CFP Percentage of assets
Jennifer Hill Greenway Wealth Advisors Charlotte CFP Percentage of assets, Hourly
Jessie Goodwin Joel Adams and Associates Asheville CFP Percentage of assets, Hourly
John Frechette Foundry Financial Davidson CFP Percentage of assets, Fixed fees
John Sheets Sheets Smith Wealth Management Winston-Salem CFP Percentage of assets, Fixed fees
John Staton Bluesky Wealth Advisors New Bern CFP Hourly, Fixed fees
John Zarinsky Safebridge Denver CFP Fixed fees
Jonathan Andrews Cardinal Capital Management Raleigh CFP Percentage of assets
Joseph Aulisi Foundry Financial Raleigh CFP Percentage of assets, Fixed fees
Joseph Brooks Sapere Wealth Management Matthews CFP Percentage of assets, Fixed fees
Joseph Calabrasi Lionsight Capital Mint Hill CFP Percentage of assets, Hourly
Joseph Granger Verum Partners Charlotte CFP Percentage of assets, Fixed fees
Joseph Malfeo Hunter Street Investment Advisors Apex CFP, ChFC Percentage of assets, Hourly
Joseph Marques Bolin Creek Wealth Advisors Chapel Hill CFP Hourly, Fixed fees
Joshua Holland Sycamore Financial Planning Durham CFP Hourly, Fixed fees
Justin Baas Oak Wealth Advisors Wake Forest CFP Percentage of assets, Fixed fees
Justin Louis Verum Partners Charlotte CFP Percentage of assets, Fixed fees
Justinn Steffe Veyla Financial Asheville CFP Fixed fees
Kader Joseph Marquise Wealth Management Charlotte CFP Percentage of assets, Hourly
Kara Elbert Elbert Financial Consulting Charlotte CFP Hourly
Katherine Alepa Ithaka Financial Planning Holly Springs CFP Percentage of assets, Hourly
Kathleen Warren Cardinal Capital Management Raleigh CFP Percentage of assets
Kathy Stanley Sentry Consulting Charlotte CFP Percentage of assets, Hourly
Kinston Whitener Cordgrass Capital Advisors Raleigh CFP Percentage of assets, Hourly
Kirk Block Block Wealth Management Marvin CFP, PFS Percentage of assets, Hourly

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina