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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
Lorin Wagler Great Falls Wealth Management Pinehurst Not listed Percentage of assets, Hourly
Louis Wheless Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
Lucas Roberson Balentine Wealth Advisors Raleigh Not listed Percentage of assets, Fixed fees
Mallen Bruggeman Auctus Advisors Charlotte Not listed Percentage of assets, Fixed fees
Matthew Choplin Innovest Strategies Raleigh Not listed Percentage of assets
Matthew Woodlief Private Wealth Management of NC Henderson Not listed Percentage of assets, Hourly
Michael Absher Absher Wealth Management Raleigh Not listed Percentage of assets, Hourly
Michael Cornell Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Michael Fusco Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Orville Igharas Piedmont Trust Greenboro Not listed Percentage of assets, Fixed fees
Patrick Evans Grant Street Asset Management Charlotte Not listed Percentage of assets, Fixed fees
Reed Wheless Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
Robert Boggs Catawba River Capital Belmont Not listed Percentage of assets, Hourly
Robert Graham Riggs Asset Management Bolivia Not listed Percentage of assets, Hourly
Robert Wagler Great Falls Wealth Management Pinehurst Not listed Percentage of assets, Hourly
Ross Smyth Glassy Mountain Advisors Brevard CFA Percentage of assets
Roy Hyde Strategic Advisory Partners Greensboro Not listed Percentage of assets, Hourly
Ryan Knight Family Wealth Partners Matthews Not listed Percentage of assets, Hourly
Scott Wardrop SCW Wealth Management Carolina Beach Not listed Percentage of assets
Steven Thorpe Pragmatic Portfolios Durham Not listed Flat fee or retainer, Ongoing planning fee
Susan Riser Whitlock Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Toney Falkner Private Wealth Management of NC Henderson Not listed Percentage of assets, Hourly
Tony Sigmon Collegiate Capital Management Raleigh Not listed Percentage of assets
Wade Tapp Family Wealth Partners Matthews Not listed Percentage of assets, Hourly
William Davidson Park Wealth Management Greensboro Not listed Hourly
Zakariya Wahdan Absher Wealth Management Raleigh Not listed Percentage of assets, Hourly
Adam Easley Live Oak Private Wealth Wilmington Not listed Percentage of assets, Hourly
Adam Mcmillian Financial planning is as important as investments. Cannon Wealth Management Winston-salem Not listed Percentage of assets, Flat fee or retainer
Amanda Miars Live Oak Private Wealth Wilmington Not listed Percentage of assets, Hourly
Andrew Fisher Novare Capital Management Charlotte Not listed Percentage of assets
Andrew Krafft Luminary Wealth Charlotte Not listed Percentage of assets, Hourly
Andrew Miller Cassia Capital Partners Winston Salem CFA Percentage of assets, Hourly
Caroline Hawkins Dyer & Charlotte Not listed Percentage of assets, Hourly
Carolyn Reynolds Proxy Wealth Huntersville Not listed Percentage of assets, Hourly
Christopher Patton Novare Capital Management Charlotte Not listed Percentage of assets
Connor Keller Live Oak Private Wealth Wilmington Not listed Percentage of assets, Hourly
Dana Goldfarb Goldfarb Wealth Advisors Charlotte Not listed Flat fee or retainer, Ongoing planning fee
Dana Gower Millennium Planning Group Cary Not listed Percentage of assets, Hourly
Daniel Heth Preserve Wealth Management Weaverville Not listed Percentage of assets, Fixed fees
Daniel Ockey Three Phases Wealth Advisors Indian Trail Not listed Ongoing planning fee, Percentage of assets
David Beach Mill Capital Management Concord Not listed Percentage of assets
David Rawson Three Phases Wealth Advisors Durham Not listed Ongoing planning fee, Percentage of assets
Edward Jackson The Investor Advisory Group Charlotte Not listed Percentage of assets, Hourly
Eric Lockerman Novare Capital Management Charlotte Not listed Percentage of assets
Jacob Pivonka Axiom Private Wealth Charlotte Not listed Percentage of assets
James Tharin Emerald Asset Management Rocky Mount CFA Percentage of assets, Hourly
Jessica Rickert Novare Capital Management Charlotte Not listed Percentage of assets
John Coleman Live Oak Private Wealth Wilmington Not listed Percentage of assets, Hourly
Jonathan Morgan Taelos Financial Partners Apex Not listed Percentage of assets, Hourly
Lenoris Yarborough, Jr Yarborough Asset Management Strategies Raleigh Not listed Percentage of assets, Ongoing planning fee

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina