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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
Walker Shelton Verum Partners Charlotte CFP Percentage of assets, Fixed fees
William Clark Clearview Wealth Management Charlotte CFP Percentage of assets, Fixed fees
William Hesmer Oak Harbor Wealth Partners Raleigh CFP Percentage of assets, Fixed fees
William Holt Financial Symmetry Raleigh CFP Percentage of assets, Hourly
William Howard Durant Wealth Mgmt Advisory Services Mooresville CFP, ChFC Percentage of assets, Hourly
William Newcomb Newcomb Financial Advisors Chapel Hill CFP Percentage of assets, Hourly
William Ramsay Financial Symmetry Raleigh CFP Percentage of assets, Hourly
William Sloan Sound Financial Management Raleigh CFP Percentage of assets
William Sloan Sound Financial Management Raleigh CFP Percentage of assets
William Sugg Laurel Wealth Advisors Charlotte CFP Percentage of assets, Hourly
Andrew Russell Biltmore Family Office Charlotte CFA Percentage of assets, Fixed fees
Austin Tilles Verum Partners Charlotte CFA Percentage of assets, Fixed fees
Carlton Dixon Sapere Wealth Management Matthews ChFC Percentage of assets, Fixed fees
Charles Averre Hollingsworth Avent Averre & Purvis, PA Raleigh PFS Percentage of assets, Hourly
Charles Leedy Hunter Street Investment Advisors Apex CFA Percentage of assets, Hourly
Chris Harrell Cordgrass Capital Advisors Raleigh CFA Percentage of assets, Hourly
Christie Bonacci Bluesky Wealth Advisors New Bern PFS Hourly, Fixed fees
Christopher Scott New Republic Partners Charlotte CFA Percentage of assets, Fixed fees
Clay Young Tannin Capital Charlotte CFA Percentage of assets
David McGrath Oakworth Asset Management Charlotte CFA Percentage of assets, Hourly
David Stephan Hamilton Point Investment Advisors Chapel Hill CFA Percentage of assets
Dustin Barr Verum Partners Charlotte CFA Percentage of assets, Fixed fees
Edin Cuskovic Maximum Advisory Huntersville CFA Percentage of assets, Hourly
Glenn Andrews Cardinal Capital Management Raleigh CFA Percentage of assets
James Edmundson Salem Investment Counselors Winston Salem CFA Percentage of assets, Hourly
James Reichard Reichard Capital Charlotte PFS Percentage of assets, Hourly
Janice French Timonier Winston Salem CFA Percentage of assets, Hourly
Joseph McCaffrey Salem Investment Counselors Winston Salem CFA Percentage of assets, Hourly
Katherine Skurski EQV Advisory Raleigh CFA Percentage of assets, Fixed fees
Lauretta Reeves Bastion Fiduciary Raleigh CFA Percentage of assets, Hourly
Mark Roberts Ironsides Asset Advisors Rocky Mount CFA Percentage of assets, Hourly
Mark Thompson Laurel Wealth Advisors Charlotte CFA Percentage of assets, Hourly
Matthew Simmons Salem Investment Counselors Winston Salem CFA Percentage of assets, Hourly
Patrick Raminski Verum Partners Charlotte CFA Percentage of assets, Fixed fees
Paul Anthony Sheets Smith Wealth Management Winston-Salem CFA Percentage of assets, Fixed fees
Paul Delaney Capital Endurance Group Cary CFA Percentage of assets, Fixed fees
Richard Woods Hamilton Point Investment Advisors Chapel Hill CFA Percentage of assets
Robert Pike Sheets Smith Wealth Management Winston Salem CFA Percentage of assets, Fixed fees
Shrey Patel Ataraxis Capital Durham CFA Percentage of assets, Hourly
Sukesh Pai Trillium Square Advisors Rolesville CFA Percentage of assets, Hourly
Tara Hughes Bluesky Wealth Advisors New Bern PFS Hourly, Fixed fees
Thomas Crawford Ascendant Capital Research Waxhaw CFA Percentage of assets, Hourly
Thomas Hoops New Republic Partners Charlotte CFA Percentage of assets, Fixed fees
Addison Dascombe New Republic Partners Charlotte Not listed Percentage of assets, Fixed fees
Alan Heltzel Planvision Fuquay-Varina Not listed Fixed fees
Alex Mathews Sanctuary Financial Planning Charlotte Not listed Hourly, Fixed fees
Alexander Halavazis Foundation Wealth & Tax Advisors Charlotte Not listed Percentage of assets, Hourly
Alexander Mihajlov Olde Raleigh Financial Group Raleigh Not listed Percentage of assets
Angela Connolly Verum Partners Charlotte Not listed Percentage of assets, Fixed fees
Anna Pottle Pottle Financial Services Pinehurst Not listed Percentage of assets, Fixed fees

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina