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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
Laura Neal Woodward Financial Advisors Chapel Hill CFP Percentage of assets, Hourly
Mackenzie Bell Hilltop Wealth Advisors Chapel Hill CFP, ChFC Percentage of assets, Fixed fees
Madeline Valente Bluesky Wealth Advisors New Bern CFP Hourly, Fixed fees
Madison Mitchell OLD Peak Finance Chapel Hill CFP Percentage of assets, Fixed fees
Mark Paccione EQV Advisory Raleigh CFP, CFA Percentage of assets, Fixed fees
Mark Vitek NC Money Management Raleigh CFP Percentage of assets, Hourly
Matthew Spear Sapere Wealth Management Matthews CFP Percentage of assets, Fixed fees
Megan Coyne Keener Financial Planning Durham CFP Hourly, Fixed fees
Michael Eklund Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Michael Honea Cary Financial Planning Cary CFP Percentage of assets, Fixed fees
Michael Mustian Soaring Investment Management Mint Hill CFP Percentage of assets, Hourly
Michael Palmer ARK Royal Wealth Management Raleigh CFP Percentage of assets, Hourly
Michael Ragsdale EQV Advisory Raleigh CFP Percentage of assets, Fixed fees
Micheal Smith Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Molly Sutz Bluesky Wealth Advisors New Bern CFP Hourly, Fixed fees
Natalie Foy Greenway Wealth Advisors Charlotte CFP, CFA Percentage of assets, Hourly
Nathan Byrd Hamilton Point Investment Advisors Chapel Hill CFP, CFA Percentage of assets
Nathan Hymiller Beacon Financial Strategies Raleigh CFP Percentage of assets, Hourly
Nicholas Ross ARK Royal Wealth Management Raleigh CFP Percentage of assets, Hourly
Paul Richards Hicks & Associates Wealth Management Cary CFP Percentage of assets, Hourly
Phoebe Son Oh Verum Partners Charlotte CFP Percentage of assets, Fixed fees
Randal Best Planvision Fuquay-Varina CFP, ChFC Fixed fees
Richard Frazier Frazier Financial Consultants Chapel Hill CFP Percentage of assets, Hourly
Robert Baschnagel Holcombe & Mcgrath Asheville CFP Percentage of assets, Hourly
Robert Drury 7PW Wealth Charlotte CFP, CFA Percentage of assets
Robert Gammon Verum Partners Charlotte CFP, CFA Percentage of assets, Fixed fees
Robert Outen Kuhn Advisors Durham CFP Percentage of assets, Hourly
Robert Starinsky Level Wealth Management Greensboro CFP Fixed fees
Russell Eriksen Hilltop Wealth Advisors Chapel Hill CFP, ChFC Percentage of assets, Fixed fees
Ryan Foster Crossroads Financial Services Pleasant Garden CFP Percentage of assets, Hourly
Samuel Soots Timonier Winston Salem CFP Percentage of assets, Hourly
Sara Jean Veatch Oakworth Asset Management Charlotte CFP Percentage of assets, Hourly
Sarah Slattery Piecapital Raleigh CFP Percentage of assets, Fixed fees
Scott Bacon Charter Wealth Management Raleigh CFP Percentage of assets, Hourly
Shon Norris Altamont Capital Management Asheville CFP Percentage of assets, Hourly
Stephen Neubig Hilltop Wealth Advisors Chapel Hill CFP Percentage of assets, Fixed fees
Steven Pollock Pollock Planning Associates Asheville CFP Percentage of assets, Fixed fees
Steven Swierkowski Counterweight Private Wealth Wilmington CFP Percentage of assets, Fixed fees
Susan Kelly Tassel Capital Management Matthews CFP Percentage of assets, Hourly
Susan McGrath Holcombe & Mcgrath Asheville CFP Percentage of assets, Hourly
Taylor Cole Woodward Financial Advisors Chapel Hill CFP Percentage of assets, Hourly
Terrance Green Blue Water Capital Management Apex CFP Percentage of assets, Hourly
Theodore Waechter OLD Peak Finance Chapel Hill CFP Percentage of assets, Fixed fees
Thomas Sikes Wanderwealth Hillsborough CFP Percentage of assets, Fixed fees
Tracy Davies Hamilton Point Investment Advisors Chapel Hill CFP Percentage of assets
Trent Sheets Sheets Smith Wealth Management Winston Salem CFP Percentage of assets, Fixed fees
Treven Ayers Clearview Wealth Management Charlotte CFP Percentage of assets, Fixed fees
Tyler Weaver Alpha Financial Advisors Charlotte CFP Percentage of assets, Fixed fees
Victor Colella Woodward Financial Advisors Chapel Hill CFP Percentage of assets, Hourly
Walker Davidson Carolina Strategy Matthews CFP Percentage of assets, Fixed fees

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina