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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
Anthony Winkels Fortis Wealth Management Blowing Rock Not listed Percentage of assets, Hourly
Ashley Stockdale Crossgen Wealth Greenville Not listed Percentage of assets, Hourly
Austin Childress Three Magnolias Financial Advisors Winston Salem Not listed Percentage of assets, Hourly
Ayasha Jones Bluesky Wealth Advisors New Bern Not listed Hourly, Fixed fees
Bailey Alleman Leading Edge Financial Planning Fuquay Varina Not listed Percentage of assets
Barron Akins Oakworth Asset Management Charlotte Not listed Percentage of assets, Hourly
Barry Carpenter Cascades Capital Asset Management Greensboro Not listed Percentage of assets
Benjamin Roberts Ironsides Asset Advisors Rocky Mount Not listed Percentage of assets, Hourly
Bradley Kendall Tassel Capital Management Matthews Not listed Percentage of assets, Hourly
Brent Plunkett Charter Wealth Management Raleigh Not listed Percentage of assets, Hourly
Brian Ager Verum Partners Charlotte Not listed Percentage of assets, Fixed fees
Brian Debruin Brightpath Wealth Advisors Raleigh Not listed Percentage of assets, Hourly
Brian Johnson Brightpath Wealth Advisors Raleigh Not listed Percentage of assets, Hourly
Cambell Conard Shepherd Wealth Partners Waxhaw Not listed Percentage of assets, Hourly
Carlton Whitman Tassel Capital Management Matthews Not listed Percentage of assets, Hourly
Caroline Gallagher Greenway Wealth Advisors Charlotte Not listed Percentage of assets, Hourly
Chad Storck Joel Adams and Associates Asheville Not listed Percentage of assets, Hourly
Charles Parks C F Parks Salisbury Not listed Percentage of assets, Fixed fees
Cheryl Sova Charter Wealth Management Raleigh Not listed Percentage of assets, Hourly
Christopher Cecil Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Christopher Harp CH Capital Management Chapel Hill Not listed Percentage of assets, Hourly
Christopher O'Leary Unconventional Investor Charlotte Not listed Percentage of assets
Christopher Perkins Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Clay Young Tannin Capital Charlotte Not listed Percentage of assets
Colby Mank Mason & Associates Apex Not listed Percentage of assets, Hourly
Colton Tickle Financial Symmetry Raleigh Not listed Percentage of assets, Hourly
Cooper Brown Oakworth Asset Management Charlotte Not listed Percentage of assets, Hourly
Dale Brown Salem Investment Counselors Winston-Salem Not listed Percentage of assets, Hourly
Daniel Conklin Hunter Street Investment Advisors Apex Not listed Percentage of assets, Hourly
Daniel Joseph Fortis Wealth Management Charlotte Not listed Percentage of assets, Hourly
Daniel Trub Sjbenen Advisory Durham Not listed Percentage of assets, Hourly
David Clark Oak Harbor Wealth Partners Raleigh Not listed Percentage of assets, Fixed fees
David Gikoshvili Miner Wealth Management Raleigh Not listed Percentage of assets, Hourly
David Isley Abound Investments Burlington Not listed Percentage of assets, Hourly
David Perkins Pharos Capital Management Fuquay-Varina Not listed Percentage of assets, Hourly
David Rea Salem Investment Counselors Winston-Salem Not listed Percentage of assets, Hourly
David Staab Foundation Wealth & Tax Advisors Charlotte Not listed Percentage of assets, Hourly
David Warner Hutchins Canning & Company PA Kitty Hawk Not listed Percentage of assets, Hourly
Deborah Frazier Frazier Financial Consultants Chapel Hill Not listed Percentage of assets, Hourly
Denise Prince IRA Group Fuquay-Varina Not listed Percentage of assets, Fixed fees
Derek Hernquist Aptus Capital Advisors Charlotte Not listed Percentage of assets, Fixed fees
Diane Nelson Shepherd Wealth Partners Waxhaw Not listed Percentage of assets, Hourly
Donald Masters Masters Tax and Financial Planning Statesville Not listed Percentage of assets, Hourly
Donna Pleasant Vision Capital & Management Mooresville Not listed Percentage of assets, Fixed fees
Edward Helm Emerald Haven Investments Albemarle Not listed Percentage of assets, Hourly
Emily Burgess AIM Advisors Raleigh Not listed Percentage of assets, Hourly
Emma Mooney Verum Partners Charlotte Not listed Percentage of assets, Fixed fees
Emma Powers Laurel Wealth Advisors Charlotte Not listed Percentage of assets, Hourly
Emmett Gibson Ironsides Asset Advisors Rocky Mount Not listed Percentage of assets, Hourly
Erin Tackett Tackett Wealth Management Cary Not listed Percentage of assets, Hourly

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina