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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
Kristopher Barney 30/40 Wealth Cornelius CFA Percentage of assets
Matthew Blades Woodard & Company Asset Management Group Bermuda Run CFP Percentage of assets
Matthew Miller Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Matthew Snuggs Pursuit Wealth Strategies Raleigh CFP Percentage of assets, Hourly
Pamela Rigsby Pursuit Wealth Strategies Raleigh CFP Percentage of assets, Hourly
Philip Bailey Muirfield Wealth Advisors Charlotte CFP Percentage of assets, Fixed fees
Roger Johnson ACT Advisors Asheville CFP Ongoing planning fee
Ryan Glover Tarheel Advisors Chapel Hill CFP Percentage of assets
Ryan Smith Beacon Wealthcare Raleigh CFP Percentage of assets
Scott Cawood Arbor Investment Advisors Winston Salem CFP, CFA Percentage of assets, Fixed fees
Scott Jones Arbor Investment Advisors Winston Salem CFP Percentage of assets, Fixed fees
Todd Senter Woodard & Company Asset Management Group Bermuda Run CFP Percentage of assets
Walter Hinson Tarheel Advisors Chapel Hill CFP Percentage of assets
William Hollan Arbor Investment Advisors Winston Salem CFP Percentage of assets, Fixed fees
Amber Schiffert TARA Wealth Durham Not listed Percentage of assets, Flat fee or retainer
Benjamin Dolan Dolan Capital Advisors Charlotte CFP Percentage of assets, Hourly
Blaise Stevens Strategic Advisory Partners Greensboro CFP, ChFC Percentage of assets, Hourly
Blake Hedrick Family Wealth Partners Matthews CFP Percentage of assets, Hourly
Bradley Kucharo Kucharo Wealth Charlotte CFP Percentage of assets, Fixed fees
Brian Baum Family Wealth Partners Matthews CFP Percentage of assets, Hourly
Bryan Llewellyn Llewellyn Financial Charlotte Not listed Ongoing planning fee, One-time planning fee
Bryan Smith Infinite Wealth Advisors Mooresville CFP Percentage of assets, Hourly
Caleb Griffith Townsend Asset Management Raleigh CFP Percentage of assets, Hourly
Daniel Sigmon Collegiate Capital Management Raleigh CFP Percentage of assets
Daniel Smith Piedmont Trust Greenboro CFP, CFA Percentage of assets, Fixed fees
Erica Lyall Strategic Advisory Partners Greensboro CFP Percentage of assets, Hourly
Evan Grey Grey Private Capital Charlotte CFP Flat fee or retainer, Percentage of assets
Jennifer Oravsky Absher Wealth Management Chapel Hill CFP Percentage of assets, Hourly
Jennifer Pcholinsky Balentine Wealth Advisors Raleigh CFP Percentage of assets, Fixed fees
John Maddison Balentine Wealth Advisors Raleigh CFP, CFA Percentage of assets, Fixed fees
Jon Green Encompass Advisors Brevard CFP, PFS Percentage of assets, Hourly
Jonathan George Absher Wealth Management Chapel Hill CFP Percentage of assets, Hourly
Justin Smith Smith Partners Wealth Management Greensboro CFP, CFA Percentage of assets, Hourly
Kevin Mishoe Absher Wealth Management Chapel Hill CFP Percentage of assets, Hourly
Michael Foster Dolan Capital Advisors Charlotte CFP, CFA Percentage of assets, Hourly
Michael Giblin Dovetail Financial Wilmington CFP Ongoing planning fee
Nathan Fulks Family Wealth Partners Matthews CFP Percentage of assets, Hourly
Robert Dye Family Wealth Partners Matthews CFP Percentage of assets, Hourly
Robert Higgins Dalton Financial Charlotte CFP, ChFC Percentage of assets, Hourly
Robert Roland Absher Wealth Management Raleigh CFP Percentage of assets, Hourly
Ross Marino Dovetail Financial Wilmington CFP Ongoing planning fee
Stephen Miller Forward Wealth Management Charlotte CFP, CFA Percentage of assets
Thomas Figgatt Portolan Financial Durham CFP Percentage of assets, Ongoing planning fee
Trigg Williamson Advisor.com Charlotte Not listed Flat fee or retainer, Percentage of assets
Andrew Basinger Live Oak Private Wealth Wilmington CFP Percentage of assets, Hourly
Anne McPhail Novare Capital Management Charlotte CFP Percentage of assets
Cameron Amos Novare Capital Management Charlotte CFP Percentage of assets
Charles Dann Novare Capital Management Charlotte CFP Percentage of assets
Cordi Powell Favored Financial Planning Jamestown CFP Fixed fees
Daniel Hughes Live Oak Private Wealth Wilmington CFP Percentage of assets, Hourly

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina