# Fee-only financial advisors in Chapel Hill, North Carolina > Start with a fee-only advisor in Chapel Hill whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Nathan Byrd of Hamilton Point Investment Advisors, Brittany Brinckerhoff of Hilltop Wealth Advisors, LLC and Justin May of Old Peak Finance, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/north-carolina/chapel-hill/ 59 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Chapel Hill? Start with a fee-only advisor in Chapel Hill whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Nathan Byrd of Hamilton Point Investment Advisors, Brittany Brinckerhoff of Hilltop Wealth Advisors, LLC and Justin May of Old Peak Finance, chosen for their credentials and fees on file. ## How many fee-only advisors in Chapel Hill are there? The Wellspent public graph lists 59 fee-only advisors in Chapel Hill, at 26 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Chapel Hill focus on? The most common focus among fee-only advisors in Chapel Hill is estate planning (11), followed by retirement planning (11) and tax planning (8). Advisors can list more than one. ## How do fee-only advisors in Chapel Hill charge? The most common fee among fee-only advisors in Chapel Hill is a percentage of assets, used by 90% of the 59 with fees on file. Many use more than one: 66% charge fixed fees and 41% charge by the hour. ## How much do fee-only financial advisors charge in North Carolina? Fee-only financial advisors in North Carolina charge a median of $4,500 a year for ongoing planning. We found this across the published prices of 33 North Carolina firms. ## How many fee-only advisors in Chapel Hill hold the CFP? 69% of the 59 fee-only advisors in Chapel Hill hold the CFP certification, based on the credentials listed on each record. ## Does North Carolina tax income on top of federal tax? Yes. North Carolina has a state income tax, so a financial plan for a North Carolina resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Chapel Hill? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets | | [Brittany Brinckerhoff](https://find.wellspent.co/advisors/brittany-brinckerhoff.md) | Hilltop Wealth Advisors, LLC | Chapel Hill, North Carolina | CFP, CSLP | Percentage of assets | | [Chris Hostetler](https://find.wellspent.co/advisors/chris-hostetler.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets | | [Alexander Richani](https://find.wellspent.co/advisors/alexander-richani.md) | Woodward Financial Advisors, Inc. | Chapel Hill, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Bert Bennett](https://find.wellspent.co/advisors/bert-bennett.md) | West Fork Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets | | [William Bunch](https://find.wellspent.co/advisors/william-bunch.md) | Maze Financial Planning | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly | | [Ryan Glover](https://find.wellspent.co/advisors/ryan-glover.md) | Tarheel Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets | | [Walter Hinson](https://find.wellspent.co/advisors/walter-hinson.md) | Tarheel Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets | | [Jennifer Oravsky](https://find.wellspent.co/advisors/jennifer-oravsky.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan George](https://find.wellspent.co/advisors/jonathan-george.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Mishoe](https://find.wellspent.co/advisors/kevin-mishoe.md) | Absher Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Fenn](https://find.wellspent.co/advisors/thomas-fenn.md) | T. Fenn Financial Planning | Chapel Hll, North Carolina | CFP | Hourly | | [Christopher Sherman](https://find.wellspent.co/advisors/christopher-sherman.md) | Sherman Financial | Chapel Hill, North Carolina | | Hourly, Ongoing planning fee, One-time planning fee | | [Damon Bremer](https://find.wellspent.co/advisors/damon-bremer.md) | Sherman Financial | Chapel Hill, North Carolina | | Hourly, Ongoing planning fee, One-time planning fee | | [Austin Brown](https://find.wellspent.co/advisors/austin-brown.md) | Bolin Creek Wealth Advisors LLC | Chapel Hill, North Carolina | CFP | Hourly, Fixed fees | | [Benjamin Birken](https://find.wellspent.co/advisors/benjamin-birken.md) | Pisces Financial Advisors | Chapel Hill, North Carolina | CFP | Hourly, Fixed fees | | [Joseph Acquanita](https://find.wellspent.co/advisors/joseph-acquanita.md) | Atlantic | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Michael Troy](https://find.wellspent.co/advisors/michael-troy.md) | Red Reef Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Blass](https://find.wellspent.co/advisors/andrew-blass.md) | Atlantic | Chapel Hill, North Carolina | | Percentage of assets, Fixed fees | | [Chase Wietfeld](https://find.wellspent.co/advisors/chase-wietfeld.md) | Atlantic | Chapel Hill, North Carolina | | Percentage of assets, Fixed fees | | [Christopher Thomas](https://find.wellspent.co/advisors/christopher-thomas-6753241.md) | Atlantic | Chapel Hill, North Carolina | | Percentage of assets, Fixed fees | | [Alexandria Jeter](https://find.wellspent.co/advisors/alexandria-jeter.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Audrey Kayser](https://find.wellspent.co/advisors/audrey-kayser.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Benjamin Yeager](https://find.wellspent.co/advisors/benjamin-yeager.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CFP, ChFC | Percentage of assets, Fixed fees | | [Charles Rankin](https://find.wellspent.co/advisors/charles-rankin.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Courtney Cubbin](https://find.wellspent.co/advisors/courtney-cubbin.md) | Woodward Financial Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Routh](https://find.wellspent.co/advisors/daniel-routh.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [David Wise](https://find.wellspent.co/advisors/david-wise.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Elizabeth Stancil](https://find.wellspent.co/advisors/elizabeth-stancil.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Erin Vickery](https://find.wellspent.co/advisors/erin-vickery.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [George Barrett](https://find.wellspent.co/advisors/george-barrett.md) | Woodward Financial Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [James Miller](https://find.wellspent.co/advisors/james-miller.md) | Woodward Financial Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [James Mosher](https://find.wellspent.co/advisors/james-mosher.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Joseph Marques](https://find.wellspent.co/advisors/joseph-marques.md) | Bolin Creek Wealth Advisors | Chapel Hill, North Carolina | CFP | Hourly, Fixed fees | | [Laura Neal](https://find.wellspent.co/advisors/laura-neal-3075106.md) | Woodward Financial Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Mackenzie Bell](https://find.wellspent.co/advisors/mackenzie-bell.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CFP, ChFC | Percentage of assets, Fixed fees | | [Madison Mitchell](https://find.wellspent.co/advisors/madison-mitchell.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Nathan Byrd](https://find.wellspent.co/advisors/nathan-byrd.md) | Hamilton Point Investment Advisors | Chapel Hill, North Carolina | CFP, CFA | Percentage of assets | | [Richard Frazier](https://find.wellspent.co/advisors/richard-frazier.md) | Frazier Financial Consultants | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Russell Eriksen](https://find.wellspent.co/advisors/russell-eriksen.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CFP, ChFC | Percentage of assets, Fixed fees | | [Stephen Neubig](https://find.wellspent.co/advisors/stephen-neubig.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Taylor Cole](https://find.wellspent.co/advisors/taylor-cole.md) | Woodward Financial Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Theodore Waechter](https://find.wellspent.co/advisors/theodore-waechter.md) | OLD Peak Finance | Chapel Hill, North Carolina | CFP | Percentage of assets, Fixed fees | | [Tracy Davies](https://find.wellspent.co/advisors/tracy-davies.md) | Hamilton Point Investment Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets | | [Victor Colella](https://find.wellspent.co/advisors/victor-colella.md) | Woodward Financial Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [William Newcomb](https://find.wellspent.co/advisors/william-newcomb.md) | Newcomb Financial Advisors | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [David Stephan](https://find.wellspent.co/advisors/david-stephan.md) | Hamilton Point Investment Advisors | Chapel Hill, North Carolina | CFA | Percentage of assets | | [Richard Woods](https://find.wellspent.co/advisors/richard-woods.md) | Hamilton Point Investment Advisors | Chapel Hill, North Carolina | CFA | Percentage of assets | | [Christopher Harp](https://find.wellspent.co/advisors/christopher-harp.md) | CH Capital Management | Chapel Hill, North Carolina | | Percentage of assets, Hourly | | [Deborah Frazier](https://find.wellspent.co/advisors/deborah-frazier.md) | Frazier Financial Consultants | Chapel Hill, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [John Morgan](https://find.wellspent.co/advisors/john-morgan.md) | Spectrum Advisers | Chapel Hill, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kenneth Nelson](https://find.wellspent.co/advisors/kenneth-nelson.md) | Hamilton Point Investment Advisors | Chapel Hill, North Carolina | | Percentage of assets | | [Marci Hansen](https://find.wellspent.co/advisors/marci-hansen.md) | Hamilton Point Investment Advisors | Chapel Hill, North Carolina | | Percentage of assets | | [Matthew Pohlman](https://find.wellspent.co/advisors/matthew-pohlman.md) | Resurgent Advisors | Chapel Hill, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Gower](https://find.wellspent.co/advisors/nicholas-gower.md) | HIP Investor | Chapel Hill, North Carolina | | Percentage of assets, Hourly, Subscription | | [Riley Sutter](https://find.wellspent.co/advisors/riley-sutter.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | | Percentage of assets, Fixed fees | | [Robin Mitler](https://find.wellspent.co/advisors/robin-mitler.md) | Strathmore Capital Advisors | Chapel Hill, North Carolina | | Percentage of assets, Fixed fees | | [Sofia Pina](https://find.wellspent.co/advisors/sofia-pina.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | | Percentage of assets, Fixed fees | | [Wheeler Chapman](https://find.wellspent.co/advisors/wheeler-chapman.md) | Kokua Capital Management | Chapel Hill, North Carolina | | Percentage of assets | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).