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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
James Tarkenton Townsend Asset Management Raleigh CFA Percentage of assets, Hourly
Jason Gragg Gragg Financial Shelby PFS Percentage of assets, Hourly
Jeffrey Martin RPO Wealth Partners Charlotte Not listed Fixed fees
John Simms Piedmont Trust Greenboro CFA Percentage of assets, Fixed fees
Joseph McFaddin Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Justin Struble BSG Advisers Apex CFP Percentage of assets, Hourly
Kevin Blocker Linkside Financial Charlotte Not listed Percentage of assets
Laird Hepburn BSG Advisers Apex CFP Percentage of assets, Hourly
Martin Boney TradeWinds Raleigh Not listed Percentage of assets, Fixed fees
Noah Lewis Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Ralston Turner TradeWinds Raleigh Not listed Percentage of assets, Fixed fees
Richard Speers Private Wealth Management of NC Henderson ChFC Percentage of assets, Hourly
Robert Johnson Linkside Financial Charlotte Not listed Percentage of assets
Ryan Hammond Hammond Wealth Partners Gastonia Not listed Percentage of assets, Ongoing planning fee
Ryan Hill Brock Hill Wealth Management Wilmington Not listed Percentage of assets, Hourly
Scott Cannady Hayden Harper Advisory Charlotte CFP Percentage of assets, Hourly
Sidney King Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Stephen Ross TradeWinds Raleigh Not listed Percentage of assets, Fixed fees
Todd Shand TradeWinds Raleigh Not listed Percentage of assets, Fixed fees
Tracey Nobles TradeWinds Raleigh Not listed Percentage of assets, Fixed fees
Weston Bryan Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
William Bost Absher Wealth Management Raleigh CFA Percentage of assets, Hourly
Adam Oates Peak Planning Group Raleigh Not listed Percentage of assets, Hourly
Andy Millard Andy Millard Advisory Columbus CFP Percentage of assets
Angela Simmons ABS Legacy Partners Hickory CFA Percentage of assets, Hourly
Anne McFarland Integrated Financial Coaching and Planning Weaverville CFP Fixed fees
August Pye Integrated Wealthcare Durham Not listed Percentage of assets, Hourly
Austin Brown Bolin Creek Wealth Advisors LLC Chapel Hill CFP Hourly, Fixed fees
Benjamin Birken Pisces Financial Advisors Chapel Hill CFP Hourly, Fixed fees
Brendan Willmann Granada Wealth Management Davidson CFP, CFA Percentage of assets, Hourly
Brian Rudisill Novare Capital Management Charlotte CFA Percentage of assets
Brian Seay Mill Capital Management Concord CFA Percentage of assets
Caleb Rich PracticeCFO Swansboro Not listed Percentage of assets, Fixed fees
Charles Barham Cassia Capital Partners Winston Salem CFP Percentage of assets, Hourly
Charles Powell Powell Wealth Cornelius Not listed Percentage of assets, Hourly
Dan Tobias Passport Wealth Management Cornelius CFP Percentage of assets, Fixed fees
Donald Button Button & Button Wealth Management Greensboro Not listed Percentage of assets, One-time planning fee
Edward Stephens 1808 Capital Partners Greensboro CFP Percentage of assets, Hourly
Frank Jolley Live Oak Private Wealth Rocky Mount CFA Percentage of assets, Hourly
Ira Ross Spartan Planning Greensboro Not listed Percentage of assets, Fixed fees
Isaac Allen Stalwart Financial Planning Durham CFP, MBA Percentage of assets, Hourly
Isaac Neidbalson Jarrod Adams Investing Charlotte Not listed Percentage of assets
Jackson Wilson Mauney-Pitt Financial Management Shelby Not listed Percentage of assets
James (Joyner) Edmundson, Jr. Salem Investment Counselors, Inc. Winston-Salem CFA, CFP, CPA, MAcc Percentage of assets, Hourly
James Baynard Novare Capital Management Charlotte CFA Percentage of assets
James Harlow Novare Capital Management Charlotte CFA Percentage of assets
James Hough Arbor Investment Advisors Winston Salem Not listed Percentage of assets, Fixed fees
James Krapfel Glass Lake Wealth Management Huntersville CFP, CFA Percentage of assets
Jamey Bass Carolina Wealth Strategies Cary CFP Percentage of assets, Hourly
Janice McGunnigle Alpha Financial Advisors, LLC Charlotte CFP, CTFA, CPA Percentage of assets, Fixed fees

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina