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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
Sarah Charles Sanctuary Financial Planning Charlotte Not listed Hourly, Fixed fees
Scott Trease Sapere Wealth Management Matthews Not listed Percentage of assets, Fixed fees
Shennelleh Kaine Kaine Capital Ventures Charlotte Not listed Percentage of assets, Fixed fees
Sofia Pina Hilltop Wealth Advisors Chapel Hill Not listed Percentage of assets, Fixed fees
Stephanie Murray Beacon Financial Strategies Raleigh Not listed Percentage of assets, Hourly
Stephen Simpson Veratis Advisors Cary Not listed Percentage of assets, Hourly
Susan Cook Horizons Wealth Management Asheville Not listed Percentage of assets, Hourly
Thomas Cartee Sheets Smith Wealth Management Winston-Salem Not listed Percentage of assets, Fixed fees
Thomas Long Keel & Long Financial Management Greenville Not listed Percentage of assets, Hourly
Timothy Dukes Dukes Financial Group Charlotte Not listed Percentage of assets, Fixed fees
Tina Purvis Hollingsworth Avent Averre & Purvis, PA Raleigh Not listed Percentage of assets, Hourly
Trevor Chambers Olde Raleigh Financial Group Raleigh Not listed Percentage of assets
Trinity Panko Investors Mosaic Durham Not listed Percentage of assets, Fixed fees
Tyler Lamar Olde Raleigh Financial Group Raleigh Not listed Percentage of assets
Warren Overman Springboard Financial Services Black Mountain Not listed Percentage of assets, Fixed fees
Webster Burrier MKT and Associates Leland Not listed Percentage of assets, Hourly
Wheeler Chapman Kokua Capital Management Chapel Hill Not listed Percentage of assets
William Blanton Tannin Capital Raliegh Not listed Percentage of assets
William Kernodle Strathmore Capital Advisors Charlotte Not listed Percentage of assets, Fixed fees
William Litchfield Crossgen Wealth Greenville Not listed Percentage of assets, Hourly
William Watson Salem Investment Counselors Winston-Salem Not listed Percentage of assets, Hourly
Yash Deshpande Aureus Capital Charlotte Not listed Percentage of assets, Hourly
Zachary Huneycutt Strathmore Capital Advisors Charlotte Not listed Percentage of assets, Fixed fees
Zelle Dunn New Republic Partners Charlotte Not listed Percentage of assets, Fixed fees

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina