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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
Jarrod Adams Jarrod Adams Investing Mooresville Not listed Percentage of assets
Jim Charles Sanctuary Financial Planning, LLC Charlotte CFP, CFA Hourly, Fixed fees
Joan Woodard Woodard & Company Asset Management Group Bermuda Run Not listed Percentage of assets
John Woodard Woodard & Company Asset Management Group Bermuda Run Not listed Percentage of assets
John Woodard Woodard & Company Asset Management Group Bermuda Run Not listed Percentage of assets
Joseph Acquanita Atlantic Chapel Hill CFP Percentage of assets, Fixed fees
Katherine Stevick Align Financial Planning Southern Pines Not listed Ongoing planning fee, One-time planning fee
Kelsey Plummer Pursuit Wealth Strategies Raleigh Not listed Percentage of assets, Hourly
Kenneth Downer Kenneth Frenke & Co. Arden CFP, CPA Percentage of assets, Fixed fees
Kevin Barry Cantata Wealth Management, LLC Raleigh CFA, CFP, CAP, MBA Percentage of assets, Fixed fees
Lenward Jones Envision Planning Hendersonville ChFC Percentage of assets, One-time planning fee
Leonard Brecken Brecken Capital Advisors Weddington Not listed Percentage of assets, Hourly
Marcus Fryar Fryar Financial LLC Durham AWMA, CFP, ChFC, CRPC Percentage of assets, Fixed fees
Martha Hays ACT Advisors Asheville Not listed Ongoing planning fee
Matthew Filepp PB Wealth, LLC Charlotte CFP, CFA Percentage of assets, Hourly
Max Greenberg Altrius Capital Management Wake Forest CFP Percentage of assets
Michael Collie Collie Financial Planning, Inc. Black Mountain AIF, CFP, CKA, CMFC Percentage of assets, Hourly
Michael Troy Red Reef Advisors Chapel Hill CFP Percentage of assets, Hourly
Michael White Dreher Financial Partners Southern Pines CFP Percentage of assets
Nicholas Lloyd Novare Capital Management Charlotte CFA Percentage of assets
Patrick Latta ACT Advisors Asheville Not listed Ongoing planning fee
Patrick Mauney Mauney-Pitt Financial Management Shelby Not listed Percentage of assets
Richard Dexter Spartan Planning Greensboro Not listed Percentage of assets, Fixed fees
Robert Pitt Mauney-Pitt Financial Management Shelby Not listed Percentage of assets
Ryan Bannister 1Up Financial Advisors Cary Not listed Ongoing planning fee, Hourly
Ryan Kaysen Integritas Financial Charlotte CFP Not listed
Seth Mullikin Lattice Financial Charlotte CFP One-time planning fee, Ongoing planning fee
Susanna Robinson Peak Planning Group Raleigh Not listed Percentage of assets, Hourly
Terry Sapp Live Oak Private Wealth Wilmington CFA Percentage of assets, Hourly
Thomas Velevis Dreher Financial Partners Southern Pines CFP Percentage of assets
Wendell Jones Phoenix Financial Solutions Greensboro CFP, ChFC Hourly
Wendolyn Forbes Wealth Transition Finance, A Member of Advisory Services Network, LLC Waynesville ABFP, CFP, Chartered SRI Counselor, MPAS Not listed
Arne Morris Townsend Asset Management Raleigh Not listed Percentage of assets, Hourly
Arturo Lumpkin Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
Bradley Turlington White Oak Wealth Partners Raleigh Not listed Percentage of assets
BreAnn Weaver Gragg Financial Shelby Not listed Percentage of assets, Hourly
Christine Foster-Perry Absher Wealth Management Wilkesboro Not listed Percentage of assets, Hourly
Christopher Harris Strategic Advisory Partners Greensboro Not listed Percentage of assets, Hourly
Cory Capps Collegiate Capital Management Raleigh Not listed Percentage of assets
Danielle Bailey Balentine Wealth Advisors Raleigh Not listed Percentage of assets, Fixed fees
David Miller Auctus Advisors Charlotte Not listed Percentage of assets, Fixed fees
Derek Walker Collegiate Capital Management Raleigh Not listed Percentage of assets
Ella Anderson Family Wealth Partners Matthews Not listed Percentage of assets, Hourly
Frank Cooper Grand Central Investment Group Montreat Not listed Percentage of assets, Hourly
Garrett Jenkins Hayden Harper Advisory Charlotte CFA Percentage of assets, Hourly
Glen McLaughlin Buoyant Financial Charlotte Not listed Percentage of assets
James "Tripp" Lumpkin Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
James Lumpkin Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
John Hutchinson Great Falls Wealth Management Pinehurst Not listed Percentage of assets, Hourly
Jonathan Smith Smith Partners Wealth Management Greensboro Not listed Percentage of assets, Hourly

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina