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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
Louis Jones Strategic Wealth Management Solutions Southern Shores CFA One-time planning fee
Mackenzie Thompson Stussie Whitener Capital Management Rocky Mount Not listed Percentage of assets, Hourly
Matthew Rubush Millennium Planning Group Cary Not listed Percentage of assets, Hourly
Michael Jackson The Investor Advisory Group Charlotte Not listed Percentage of assets, Hourly
Michael Kennedy Whitener Capital Management Rocky Mount Not listed Percentage of assets, Hourly
Noah Hannon ABS Legacy Partners Hickory Not listed Percentage of assets, Hourly
Paul Bradley Piedmont Wealth Advisory Charlotte Not listed Flat fee or retainer
Raymond Eustace Eustace Advisors Cary Not listed Flat fee or retainer, Ongoing planning fee
Raymond Walsh Your Capital Financial Winston Salem Not listed Percentage of assets, Fixed fees
Richard Sanford Whitener Capital Management Rocky Mount Not listed Percentage of assets, Hourly
Robert Jones The Investor Advisory Group Charlotte Not listed Percentage of assets, Hourly
William Collier Live Oak Private Wealth Rocky Mount Not listed Percentage of assets, Hourly
Zachary Williams Three Phases Wealth Advisors Indian Trail Not listed Ongoing planning fee, Percentage of assets
Aaron Salter Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Benjamin Small Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Daren Bitter Arimathea Investing Charlotte Not listed Percentage of assets, Hourly
David Caivano Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Esther Bodman Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Frank Brown Arjuna Capital Durham Not listed Percentage of assets, Performance-based fees
George Leisure BSG Advisers Apex Not listed Percentage of assets, Hourly
Gregory Dunne Raleigh Investment Advisors Raleigh Not listed Percentage of assets
Holden Bobb Front Porch Financial Advisory Charlotte Not listed Percentage of assets, Hourly
John Teed Hayden Harper Advisory Charlotte Not listed Percentage of assets, Hourly
Kevin Johnson Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Kristofer Alban BSG Advisers Apex Not listed Percentage of assets, Hourly
Lisa Hodges Shift to impact Durham Not listed Hourly, Fixed fees
Michael Fox Hayden Harper Advisory Charlotte Not listed Percentage of assets, Hourly
Nahnsan Guseh Capital Solutions Advisors Durham Not listed Percentage of assets, Hourly
Philip Sparacino Disciplined Portfolio Solutions Leland Not listed Percentage of assets
Randall Newton Eagle Wealth Management Group Charlotte Not listed Percentage of assets
Robert Picha BSG Advisers Apex Not listed Percentage of assets, Hourly
Shon McCarley Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Stewart Neely Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Suyoung Cha BSG Advisers Apex Not listed Percentage of assets, Hourly
Alaric Spencer The Financial Legacy Group Charlotte Not listed Percentage of assets, Hourly
Amit Hampel Hampel Investment Advisors Greensboro Not listed Percentage of assets
Andrew Blass Atlantic Chapel Hill Not listed Percentage of assets, Fixed fees
Andrew Driscoll Lake Effect Wealth Charlotte Not listed Ongoing planning fee
Andrew Hellstedt KMG Fiduciary Partners Charlotte Not listed Percentage of assets, Fixed fees
Benjamin Haynes Cassia Capital Partners Winston Salem Not listed Percentage of assets, Hourly
Chase Wietfeld Atlantic Chapel Hill Not listed Percentage of assets, Fixed fees
Christopher Chaves Beacon Bridge Wealth Partners Candler Not listed Percentage of assets, Fixed fees
Christopher Thomas Atlantic Chapel Hill Not listed Percentage of assets, Fixed fees
Curtis Averre Hollingsworth Avent Averre & Purvis, PA Raleigh Not listed Percentage of assets, Hourly
David Anderson 1808 Capital Partners Greensboro Not listed Percentage of assets, Hourly
David Hoshour Cornerstone Investment Services Indian Trail Not listed Percentage of assets, Ongoing planning fee
Deborah McManama FIRST Financial Group Raleigh Not listed Percentage of assets, Hourly
Erika Jensen Respire Wealth Management Clyde Not listed Hourly, Percentage of assets
George Acheampong CapitalWize Charlotte Not listed Percentage of assets, Hourly
George Hall 1808 Capital Partners Greensboro Not listed Percentage of assets, Hourly

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina