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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
William Ertel Tassel Capital Management, Inc. Matthews CFP, CMFC, CPA/PFS Percentage of assets, One-time planning fee
Amanda Decesar TARA Wealth Durham CFP Percentage of assets, Flat fee or retainer
Charles Feehely Charles Michael Financial LLC Raleigh CFP, MSFP Ongoing planning fee, Hourly
Cheryl Sherrard Clearview Wealth Management Charlotte CFP, MA, MBA Ongoing planning fee
Curtis Byrd Onyx Wealth Management Durham CFP Percentage of assets, One-time planning fee
Jennifer Lazarus Lazarus Financial Planning, LLC Durham CFP Percentage of assets, Fixed fees
Nicholas O'Kelly Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Sean Williams Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Timothy Iseler Iseler Financial LLC Durham CFP One-time planning fee, Percentage of assets
Abby Bennett Verum Partners Charlotte CExP, CFP Percentage of assets, Fixed fees
Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. CAPTRUST Raleigh CFA, CFP, CPA Flat fee or retainer, Percentage of assets
Alexis Delia Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Matthew Miner Miner Wealth Management, LLC Raleigh CFP, MBA Flat fee or retainer, Ongoing planning fee
Ryan Casey Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Stephen Reh Invest With Steve Raleigh CFP, CFA Percentage of assets
Walker Abney Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Austin Moore TradeWinds Raleigh CFP Percentage of assets, Fixed fees
Bert Bennett West Fork Wealth Management Chapel Hill CFP Percentage of assets
Carlton Davis Realm Investment Consulting Cary CFP, CFA Percentage of assets
John Fleming Vandalia Wealth Greenville CFP Percentage of assets, Hourly
Lisa Bowers RPO Wealth Partners Charlotte CFP Fixed fees
Matthew Henry Topsail Wealth Management Charlotte CFP Percentage of assets
Matthew Snipes Topsail Wealth Management Charlotte CFP Percentage of assets
Michael Kothakota WolfBridge Wealth Durham CFP Percentage of assets, Hourly
Miller Hoffman TradeWinds Raleigh CFP Percentage of assets, Fixed fees
Nathan Snow Accruent Wealth Advisors Winston-Salem CFP Percentage of assets, Hourly
Roger Elmer Realm Investment Consulting Cary CFP, CFA Percentage of assets
Sara Warntz Topsail Wealth Management Charlotte CFP Percentage of assets
Sean Hilliard Rivertree Wealth Wake Forest CFP Percentage of assets
Stephanie Williams TradeWinds Raleigh CFP Percentage of assets, Fixed fees
Thomas Bengtson Lakeshore Advisors Charlotte CFP Percentage of assets
Timothy Whitney TradeWinds Raleigh CFP Percentage of assets, Fixed fees
William Bunch Maze Financial Planning Chapel Hill CFP Percentage of assets, Hourly
Adam Boor Pursuit Wealth Strategies Raleigh CFP Percentage of assets, Hourly
Alixandria Tucci PCM Encore Charlotte CFP Percentage of assets, Fixed fees
Allison Miller Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Daniel Logan Beacon Wealthcare Raleigh CFP Percentage of assets
David Childs Spartan Planning Greensboro CFP Percentage of assets, Fixed fees
David McDougall Highwind Wealth Management Raleigh CFP Percentage of assets, Fixed fees
Douglas English ACT Advisors Asheville CFP Ongoing planning fee
Drew Waterbury Ocean Advisors Charlotte CFP Hourly, Percentage of assets
Ellen Martin Beacon Wealthcare Raleigh CFP Percentage of assets
Eric Schrum Schrum Private Wealth Management Raleigh CFP Percentage of assets, Fixed fees
Erika Mielke Arbor Investment Advisors Winston Salem CFP Percentage of assets, Fixed fees
Fritzner Jean Geometric Advisors Charlotte CFP Percentage of assets
Geoffrey Hall Beacon Wealthcare Raleigh CFP Percentage of assets
Graham Shepherd Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Jared Korver Beacon Wealthcare Raleigh CFP Percentage of assets
John Purrington Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Joshua Bailey Muirfield Wealth Advisors Charlotte CFP Percentage of assets, Fixed fees

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina