W Wellspent Public advisor graph
Get matched
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
David D'Alessandro Axiom Private Wealth Charlotte CFP Percentage of assets
David Powell Powell Wealth Cornelius ChFC Percentage of assets, Hourly
Durriya Pierce Fruitful Greensboro CFP Percentage of assets, Ongoing planning fee
Gregory Cadger Cadger Wealth Advisors Carolina Beach CFP Percentage of assets, Hourly
Jacob Stewart WealthMore Smithfield CFP Ongoing planning fee
James Gorzynski We increase your company value by 72% to prepare for a sale Certified Exit Planners Charlotte Not listed One-time planning fee, Flat fee or retainer
Jason Barbera Heritage Wealth Advisors Durham CFA Percentage of assets, Fixed fees
John Gallagher Integrated Wealthcare Durham ChFC Percentage of assets, Hourly
John Menser Novare Capital Management Charlotte CFP Percentage of assets
John Ryan Novare Capital Management Charlotte CFP Percentage of assets
John Wilks Novare Capital Management Charlotte CFP Percentage of assets
Jonathan Rhoney Mill Capital Management Concord CFP Percentage of assets
Laura Kido Novare Capital Management Charlotte CFP Percentage of assets
Linda Walden Novare Capital Management Charlotte CFP Percentage of assets
Mary Bolton Live Oak Private Wealth Rocky Mount CFP Percentage of assets, Hourly
Michael Kelly Canopy Financial Solutions Sanford ChFC Percentage of assets, Hourly
Michael Ruffing Integrated Wealthcare Durham ChFC Percentage of assets, Hourly
Michael Whitman Millennium Planning Group Pittsboro CFP Percentage of assets, Hourly
Parker Mayo Novare Capital Management Charlotte CFP Percentage of assets
Paul Clark Mill Capital Management Concord CFP Percentage of assets
Phillip Hanks Parabla Oak Ridge CFP Percentage of assets
Richard Freitag Freitag Financial Group, LLC. Charlotte CFP Percentage of assets, Hourly
Sean Gilsenan Whitener Capital Management Cary CFP Percentage of assets, Hourly
Shawn Hudspeth Tilia Fiduciary Partners Wilmington Not listed Percentage of assets, Flat fee or retainer
Sophie Young Novare Capital Management Charlotte CFP Percentage of assets
Thomas Dyer Dyer & Charlotte CFP Percentage of assets, Hourly
Thomas Favor Tilia Fiduciary Partners Wilmington Not listed Percentage of assets, Flat fee or retainer
Thomas Fenn T. Fenn Financial Planning Chapel Hll CFP Hourly
Timothy Pope 360 Aviation Advisors Concord CFP Percentage of assets, Fixed fees
Andrew Lee Linkside Financial Charlotte Not listed Percentage of assets
Brenton Bersin Linkside Financial Charlotte Not listed Percentage of assets
Caitlin Price Tactical Wealth Partners Swansboro CFP Ongoing planning fee
Carolyn Larsen-Wieber CLW Financial Planning Raleigh PFS Percentage of assets, One-time planning fee
Christopher Arena Clef Financial Greensboro CFP Percentage of assets, Hourly
Christopher Knight Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Christopher Sherman Sherman Financial Chapel Hill Not listed Hourly, Ongoing planning fee
Cody Ritchie Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Craig Harvey Field Alluvial Wealth Management Matthews Not listed Percentage of assets, Fixed fees
Damon Bremer Sherman Financial Chapel Hill Not listed Hourly, Ongoing planning fee
Dana Strickland Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Danielle Dettenmayer Tactical Wealth Partners Southern Pines CFP Ongoing planning fee
David Klepeisz Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
Dorsey Tyndall Vandalia Wealth Greenville Not listed Percentage of assets, Hourly
Emma Schneider TradeWinds Raleigh Not listed Percentage of assets, Fixed fees
Evan Mills Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Fawzi Jaber Hyder Mike Adams Financial Advisors Mooresville CFA Percentage of assets, Hourly
Gary Gragg Gragg Financial Shelby PFS Percentage of assets, Hourly
Geoffrey Owen Front Porch Financial Advisory Charlotte CFP Percentage of assets, Hourly
Jakhongir Mirtalipov Dream Life Wealth Management Charlotte Not listed Percentage of assets, Ongoing planning fee
James Bowie TradeWinds Raleigh Not listed Percentage of assets, Fixed fees

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina