Fee-only financial advisors in Chapel Hill, North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Nathan Byrd Hamilton Point Investment Advisors Holds the CFP and CFA. Fees on file: percentage of assets.
- Brittany Brinckerhoff Hilltop Wealth Advisors, LLC Holds the CFP. Fees on file: percentage of assets.
- Justin May Old Peak Finance Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Alexander Richani Woodward Financial Advisors, Inc. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Thomas Fenn T. Fenn Financial Planning Holds the CFP. Fees on file: hourly.
- Walter Hinson Tarheel Advisors Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 59
- Firms
- 26
- Cities
- 2
- Hold the CFP
- 69%
- Other credentials: CFA 5% · ChFC 5%
- How they charge (of 59 with fees on file): percentage of assets 90% · fixed fees 66% · hourly 41% · ongoing planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Chapel Hill by what you need
- Retirement planning in North Carolina
- Estate planning in North Carolina
- Tax planning in North Carolina
- Family wealth transfer in North Carolina
- Retirees in North Carolina
- Founders in North Carolina
- Pre-retirees in North Carolina
- Small business owners in North Carolina
- Executives in North Carolina
- High earners in North Carolina
Find an advisor in North Carolina by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Chapel Hill
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.
All 59 advisors in Chapel Hill
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Brittany Brinckerhoff | Hilltop Wealth Advisors, LLC | Chapel Hill | CFP, CSLP | Percentage of assets |
| Chris Hostetler | Hilltop Wealth Advisors | Chapel Hill | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets |
| Alexander Richani | Woodward Financial Advisors, Inc. | Chapel Hill | CFP | Percentage of assets, Ongoing planning fee |
| Bert Bennett | West Fork Wealth Management | Chapel Hill | CFP | Percentage of assets |
| William Bunch | Maze Financial Planning | Chapel Hill | CFP | Percentage of assets, Hourly |
| Ryan Glover | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Walter Hinson | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Jennifer Oravsky | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jonathan George | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Kevin Mishoe | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Thomas Fenn | T. Fenn Financial Planning | Chapel Hll | CFP | Hourly |
| Christopher Sherman | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Damon Bremer | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Austin Brown | Bolin Creek Wealth Advisors LLC | Chapel Hill | CFP | Hourly, Fixed fees |
| Benjamin Birken | Pisces Financial Advisors | Chapel Hill | CFP | Hourly, Fixed fees |
| Joseph Acquanita | Atlantic | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Andrew Blass | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Chase Wietfeld | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Christopher Thomas | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Alexandria Jeter | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| 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 |
| Charles Rankin | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Courtney Cubbin | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Daniel Routh | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| David Wise | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Elizabeth Stancil | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Erin Vickery | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| George Barrett | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| James Miller | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| James Mosher | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Joseph Marques | Bolin Creek Wealth Advisors | Chapel Hill | CFP | Hourly, Fixed fees |
| Laura Neal | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Mackenzie Bell | Hilltop Wealth Advisors | Chapel Hill | CFP, ChFC | Percentage of assets, Fixed fees |
| Madison Mitchell | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Nathan Byrd | Hamilton Point Investment Advisors | Chapel Hill | CFP, CFA | Percentage of assets |
| Richard Frazier | Frazier Financial Consultants | Chapel Hill | CFP | Percentage of assets, Hourly |
| Russell Eriksen | Hilltop Wealth Advisors | Chapel Hill | CFP, ChFC | Percentage of assets, Fixed fees |
| Stephen Neubig | Hilltop Wealth Advisors | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Taylor Cole | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Theodore Waechter | OLD Peak Finance | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Tracy Davies | Hamilton Point Investment Advisors | Chapel Hill | CFP | Percentage of assets |
| Victor Colella | Woodward Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| William Newcomb | Newcomb Financial Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| David Stephan | Hamilton Point Investment Advisors | Chapel Hill | CFA | Percentage of assets |
| Richard Woods | Hamilton Point Investment Advisors | Chapel Hill | CFA | Percentage of assets |
| Christopher Harp | CH Capital Management | Chapel Hill | Not listed | Percentage of assets, Hourly |
| Deborah Frazier | Frazier Financial Consultants | Chapel Hill | Not listed | Percentage of assets, Hourly |
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