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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
Greg Derderian CapitalWize Charlotte Not listed Percentage of assets, Hourly
James Helvey Cassia Capital Partners Winston Salem Not listed Percentage of assets, Hourly
Ken Anderson 1808 Capital Partners Greensboro Not listed Percentage of assets, Hourly
Kurt Underhill FIRST Financial Group Raleigh Not listed Percentage of assets, Hourly
Lisa Johnson Respire Wealth Management Clyde Not listed Hourly, Percentage of assets
Marcus Terdik Piedmont Private Wealth Raleigh Not listed Percentage of assets
Meredith DeLaune New Perspectives Asheville Not listed Percentage of assets, Hourly
Thomas Tolley Tolley Financial Group Raleigh Not listed Percentage of assets, Fixed fees
Tommy Lewis FIRST Financial Group Raleigh Not listed Percentage of assets, Hourly
William Gupton Emerald Asset Management Rocky Mount Not listed Percentage of assets, Hourly
William Peeler 1808 Capital Partners Greensboro Not listed Percentage of assets, Hourly
Aaron Salmon Pathfinder Planning Charlotte CFP Percentage of assets, Hourly
Abigail Bennett Verum Partners Charlotte CFP Percentage of assets, Fixed fees
Alexandria Jeter OLD Peak Finance Chapel Hill CFP Percentage of assets, Fixed fees
Alexis Cole California Capital Management Black Mountain CFP Percentage of assets, Hourly
Allison Berger Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Andrew Lippert Simplified Wealth Greensboro CFP, CFA Percentage of assets, Hourly
Ann Marie Reilley Alpha Financial Advisors Charlotte CFP Percentage of assets, Fixed fees
Ann Zuraw Zuraw Financial Advisors Greensboro CFP, CFA Percentage of assets, Hourly
Anthony Mastrogiacomo Biltmore Family Office Charlotte CFP Percentage of assets, Fixed fees
Ashley Doyle Lumina Wealth Management Wilmington CFP Percentage of assets, Hourly
Audrey Kayser OLD Peak Finance Chapel Hill CFP Percentage of assets, Fixed fees
Benjamin Yeager Hilltop Wealth Advisors Chapel Hill CFP, ChFC Percentage of assets, Fixed fees
Bennett Kaplan Great Path Planning Charlotte CFP Hourly, Fixed fees
Bray Creech Joel Adams and Associates Asheville CFP Percentage of assets, Hourly
Bret Tackett Tackett Wealth Management Cary CFP Percentage of assets, Hourly
Breton Tagg Verum Partners Charlotte CFP Percentage of assets, Fixed fees
Brian Carroll Oak Harbor Wealth Partners Raleigh CFP Percentage of assets, Fixed fees
Brian Marshburn Brevity & Associates Franklinton CFP Percentage of assets, Hourly
Britton Williams Calamita Wealth Management Raleigh CFP Percentage of assets, Fixed fees
Cameron Hendricks Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Cameron Newell Alpha Financial Advisors Charlotte CFP, CFA Percentage of assets, Fixed fees
Carman Hicks Hicks & Associates Wealth Management Cary CFP Percentage of assets, Hourly
Charles Doran Verum Partners Charlotte CFP Percentage of assets, Fixed fees
Charles Rankin Hilltop Wealth Advisors Chapel Hill CFP Percentage of assets, Fixed fees
Christian Polanco Financial Symmetry Raleigh CFP Percentage of assets, Hourly
Christopher Brown Oake Financial Charlotte CFP, CFA Percentage of assets, Fixed fees
Christopher Lee Passport Wealth Management Cornelius CFP Percentage of assets, Fixed fees
Courtney Cubbin Woodward Financial Advisors Chapel Hill CFP Percentage of assets, Hourly
Damien Brayboy Devryll Wealth Management Charlotte CFP Percentage of assets, Hourly
Daniel Johnson The Wealth Conservatory Winston Salem CFP Percentage of assets, Hourly
Daniel Routh OLD Peak Finance Chapel Hill CFP Percentage of assets, Fixed fees
Daniel Taylor Resurgent Advisors Greenville CFP Percentage of assets, Hourly
Darian Billingsley Financial Symmetry Raleigh CFP Percentage of assets, Hourly
David Perkins Verum Partners Charlotte CFP, PFS Percentage of assets, Fixed fees
David Trettel Beacon Financial Strategies Raleigh CFP Percentage of assets, Hourly
David Wells Wells Financial Management Asheville CFP Percentage of assets, Fixed fees
David Wise Hilltop Wealth Advisors Chapel Hill CFP Percentage of assets, Fixed fees
Densel Fleming Marquise Wealth Management Charlotte CFP Percentage of assets, Hourly
Derek Williams Veratis Advisors Cary CFP Percentage of assets, Hourly

Firms headquartered in North Carolina (278)

All 278 firms in North Carolina