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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
Kevin Cochran Hunter Street Investment Advisors Apex Not listed Percentage of assets, Hourly
Kirk Hobart Beacon Wealth Consultants Hickory Not listed Percentage of assets, Hourly
Kristopher Abernethy Salem Investment Counselors Winston Salem Not listed Percentage of assets, Hourly
Kyle Feduccia Kuhn Advisors Durham Not listed Percentage of assets, Hourly
Liam Gilroy Fortis Wealth Management Blowing Rock Not listed Percentage of assets, Hourly
Liam Johnson Veratis Advisors Cary Not listed Percentage of assets, Hourly
Marci Hansen Hamilton Point Investment Advisors Chapel Hill Not listed Percentage of assets
Mark Kuhn Kuhn Advisors Durham Not listed Percentage of assets, Hourly
Mark Zoril Planvision Fuquay-Varina Not listed Fixed fees
Mary Masters Masters Tax and Financial Planning Statesville Not listed Percentage of assets, Hourly
Mary Shamburg Sheets Smith Wealth Management Winston Salem Not listed Percentage of assets, Fixed fees
Matthew Favreau New Republic Partners Charlotte Not listed Percentage of assets, Fixed fees
Matthew Maiers Hunter Street Investment Advisors Apex Not listed Percentage of assets, Hourly
Matthew Pohlman Resurgent Advisors Chapel Hill Not listed Percentage of assets, Hourly
Meredith Koenig Lumina Wealth Management Wilmington Not listed Percentage of assets, Hourly
Michael Brown Olde Towne Financial Management Greensboro Not listed Percentage of assets
Michael Farrell Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Michael Molitoris Flagship Wealth Management Group Cary Not listed Percentage of assets, Hourly
Michael O'Rourke Hunter Street Investment Advisors Apex Not listed Percentage of assets, Hourly
Molly Bohrer Verum Partners Charlotte Not listed Percentage of assets, Fixed fees
Nicholas Baker Timonier Winston Salem Not listed Percentage of assets, Hourly
Nicholas Gower HIP Investor Chapel Hill Not listed Percentage of assets, Hourly
Nicholas Yeakle Timonier Winston Salem Not listed Percentage of assets, Hourly
Nicole Gokey Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Ntina Skoteiniadis Sheets Smith Wealth Management Winston Salem Not listed Percentage of assets, Fixed fees
Oliver Cross Verum Partners Charlotte Not listed Percentage of assets, Fixed fees
Paige Grace Ronald R Geiger Wilmington Not listed Percentage of assets, Hourly
Patrick Dunn Olde Raleigh Financial Group Raleigh Not listed Percentage of assets
Patrick Lyons Lyons DEN Capital Zebulon Not listed Percentage of assets, Fixed fees
Paul Elam Cordgrass Capital Advisors Raleigh Not listed Percentage of assets, Hourly
Paul Yokabitus Cary Financial Planning Cary Not listed Percentage of assets, Fixed fees
Peter Harris Biltmore Family Office Charlotte Not listed Percentage of assets, Fixed fees
Peter Platt Platt Investment Counsel Cary Not listed Percentage of assets
Peter Walton 7PW Wealth Davidson Not listed Percentage of assets
Phu Roy O Sheets Smith Wealth Management Winston Salem Not listed Percentage of assets, Fixed fees
Rachel Marthinsen Reichard Capital Charlotte Not listed Percentage of assets, Hourly
Reagan Brittain Ascendant Capital Research Waxhaw Not listed Percentage of assets, Hourly
Riley Sutter Hilltop Wealth Advisors Chapel Hill Not listed Percentage of assets, Fixed fees
Rita Hendrick-Smith Altrius Capital Management Ner Bern Not listed Percentage of assets
Robert Beach Salem Investment Counselors Winston-Salem Not listed Percentage of assets, Hourly
Robert Kernodle Strathmore Capital Advisors Charlotte Not listed Percentage of assets, Fixed fees
Robert Shaw 7PW Wealth Charlotte Not listed Percentage of assets
Robin Mitler Strathmore Capital Advisors Chapel Hill Not listed Percentage of assets, Fixed fees
Ryan Campbell Kuhn Advisors Durham Not listed Percentage of assets, Hourly
Ryan Thomsen First Oak Wealth Management Raleigh Not listed Percentage of assets, Hourly
Sakshi Chauhan Portus Wealth Advisors Charlotte Not listed Percentage of assets, Hourly
Salvatore Ferrito Planvision Fuquay-Varina Not listed Fixed fees
Samantha Muncy Evergreen Wealth Advisors Raleigh Not listed Percentage of assets
Samson Benen Sjbenen Advisory Durham Not listed Percentage of assets, Hourly
Samuel Miesmer Trillium Square Advisors Raleigh Not listed Percentage of assets, Hourly

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina