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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
Evan McCormick Investors Mosaic Durham Not listed Percentage of assets, Fixed fees
Frank Schornagle Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Fred Lowry Brightpath Wealth Advisors Raleigh Not listed Percentage of assets, Hourly
Garrison McAfee Laurel Wealth Advisors Charlotte Not listed Percentage of assets, Hourly
George Keener Salem Investment Counselors Winston Salem Not listed Percentage of assets, Hourly
George Leamnson Leamnson Capital Advisory Leland Not listed Percentage of assets, Hourly
George Nowack Hunter Street Investment Advisors Apex Not listed Percentage of assets, Hourly
Harry Wellons Cascades Capital Asset Management Greensboro Not listed Percentage of assets
Harvey Jenkins Altamont Capital Management Asheville Not listed Percentage of assets, Hourly
Holli Nowokunski Elbert Financial Consulting Charlotte Not listed Hourly
Holly Skipper Verum Partners Charlotte Not listed Percentage of assets, Fixed fees
Israel Gorelick Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Jack Richardson Cascades Capital Asset Management Wilmington Not listed Percentage of assets
Jacob Moore Pandowealth. Wilmington Not listed Percentage of assets, Fixed fees
Jade Brookreson Financial Symmetry Raleigh Not listed Percentage of assets, Hourly
James Castleman Advisorstrust Partners Raleigh Not listed Percentage of assets, Hourly
James Gregory Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
James Holmes Three Magnolias Financial Advisors Winston Salem Not listed Percentage of assets, Hourly
James Irwin Northstar Capital Advisors Charlotte Not listed Percentage of assets, Hourly
James Spirko Sovereign Financial Group Raleigh Not listed Percentage of assets
Jason Lynch Planvision Fuquay-Varina Not listed Fixed fees
Jeffery Campbell Fryar Financial Durham Not listed Percentage of assets, Fixed fees
Jeffrey Christopher Sheets Smith Wealth Management Winston-Salem Not listed Percentage of assets, Fixed fees
Jeffrey Howard Salem Investment Counselors Winston-Salem Not listed Percentage of assets, Hourly
Jenna Reynolds Integris Wealth Management Frisco Not listed Percentage of assets, Hourly
Jennifer Jones Laurel Wealth Advisors Charlotte Not listed Percentage of assets, Hourly
Jeremy Hamann Evergreen Wealth Advisors Raleigh Not listed Percentage of assets
Jesse Goins Salem Investment Counselors Winston Salem Not listed Percentage of assets, Hourly
Joel Anderson Evergreen Wealth Advisors Raleigh Not listed Percentage of assets
John Kernodle Strathmore Capital Advisors Charlotte Not listed Percentage of assets, Fixed fees
John Morgan Spectrum Advisers Chapel Hill Not listed Percentage of assets, Hourly
John Nelson Bluesky Wealth Advisors New Bern Not listed Hourly, Fixed fees
John Waddill Laurel Wealth Advisors Charlotte Not listed Percentage of assets, Hourly
Jonathan Autry EQV Advisory Raleigh Not listed Percentage of assets, Fixed fees
Jonathan Schultz Leading Edge Financial Planning Raleigh Not listed Percentage of assets
Jonathan Wierman EQV Advisory Raleigh Not listed Percentage of assets, Fixed fees
Jordan Hicks Hicks Financial Partners Southern Pines Not listed Percentage of assets, Hourly
Joseph Mulholand Olde Raleigh Financial Group Raleigh Not listed Percentage of assets
Joshua Kleinstuber Lumina Wealth Management Wilmington Not listed Percentage of assets, Hourly
Joshua Reichard Reichard Capital Charlotte Not listed Percentage of assets, Hourly
Julia Martinelli Strathmore Capital Advisors Charlotte Not listed Percentage of assets, Fixed fees
Justin Saffel Creativevest Charlotte Not listed Percentage of assets, Fixed fees
Justin Yager Brightpath Wealth Advisors Raleigh Not listed Percentage of assets, Hourly
Kamerynn Bonn Saltbox Financial Greensboro Not listed Percentage of assets, Hourly
Kathleen Focht Sapere Wealth Management Matthews Not listed Percentage of assets, Fixed fees
Kellie Hall Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Kelly Gaitens Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Kelsey Hageman Jerman Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Kenneth Jones Salem Investment Counselors Winston-Salem Not listed Percentage of assets, Hourly
Kenneth Nelson Hamilton Point Investment Advisors Chapel Hill Not listed Percentage of assets

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina