# Fee-only financial advisors in Charlotte, North Carolina

> Start with a fee-only advisor in Charlotte whose record matches what you need, then check their fees and SEC record before you call. Records to start with include James Charles of Sanctuary Financial Planning, LLC, Stephen Miller of Forward Wealth Management and Robert Drury of 7PW Wealth, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/north-carolina/charlotte/
203 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## Which fee-only financial advisor should I talk to in Charlotte?

Start with a fee-only advisor in Charlotte whose record matches what you need, then check their fees and SEC record before you call. Records to start with include James Charles of Sanctuary Financial Planning, LLC, Stephen Miller of Forward Wealth Management and Robert Drury of 7PW Wealth, chosen for their credentials and fees on file.

## How many fee-only advisors in Charlotte are there?

The Wellspent public graph lists 203 fee-only advisors in Charlotte, at 88 firms. We counted every advisor record that fits, as of November 2026.

## What do fee-only advisors in Charlotte focus on?

The most common focus among fee-only advisors in Charlotte is retirement planning (52), followed by estate planning (49) and people close to retirement (49). Advisors can list more than one.

## How do fee-only advisors in Charlotte charge?

The most common fee among fee-only advisors in Charlotte is a percentage of assets, used by 89% of the 202 with fees on file. Many use more than one: 63% charge fixed fees and 37% charge by the hour.

## How much do fee-only financial advisors charge in Charlotte?

Fee-only financial advisors in Charlotte charge a median of $4,125 a year for ongoing planning. We found this across the published prices of 10 Charlotte firms.

## How many fee-only advisors in Charlotte hold the CFP?

46% of the 203 fee-only advisors in Charlotte 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 Charlotte?

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 |
|---|---|---|---|---|
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Chris Mullis](https://find.wellspent.co/advisors/chris-mullis.md) | NorthStar Capital Advisors | Charlotte, North Carolina | CFP, PhD | Percentage of assets, Hourly |
| [Chris Woods](https://find.wellspent.co/advisors/chris-woods.md) | Silvis Financial | Charlotte, North Carolina | CFP | Ongoing planning fee |
| [Chuck Clifton](https://find.wellspent.co/advisors/chuck-clifton.md) | Sycamore Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFP, MBA | Hourly |
| [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets |
| [James Charles](https://find.wellspent.co/advisors/james-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| [Stephen Boatman](https://find.wellspent.co/advisors/stephen-boatman.md) | Flat Fee Financial LLC | Charlotte, North Carolina | CFP | Flat fee or retainer |
| [Thomas Mclean](https://find.wellspent.co/advisors/thomas-mclean.md) | Altruist Wealth Management | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Aaron Parrish](https://find.wellspent.co/advisors/aaron-parrish.md) | Level Wealth Management LLC | Charlotte, North Carolina | CFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| [Drew Cook](https://find.wellspent.co/advisors/drew-cook.md) | Level Wealth Management | Charlotte, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee |
| [John Sanders](https://find.wellspent.co/advisors/john-sanders.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Tammy Goodman](https://find.wellspent.co/advisors/tammy-goodman.md) | Tammy Goodman Financial, LLC | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Todd Calamita](https://find.wellspent.co/advisors/todd-calamita.md) | Calamita Wealth Management | Charlotte, North Carolina | CDFA, CFP | Percentage of assets, Fixed fees |
| [William Bissett](https://find.wellspent.co/advisors/william-bissett.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Zach Palmer](https://find.wellspent.co/advisors/zach-palmer.md) | Ark Royal Wealth Management, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Adam Coleman](https://find.wellspent.co/advisors/adam-coleman.md) | Nectarine | Charlotte, North Carolina | CRPC, AFC, CDLP | Subscription, One-time planning fee, Hourly |
| [Cheryl Sherrard](https://find.wellspent.co/advisors/cheryl-sherrard.md) | Clearview Wealth Management | Charlotte, North Carolina | CFP, MA, MBA | Ongoing planning fee |
| [Abby Bennett](https://find.wellspent.co/advisors/abby-bennett.md) | Verum Partners | Charlotte, North Carolina | CExP, CFP | Percentage of assets, Fixed fees |
| [Lisa Bowers](https://find.wellspent.co/advisors/lisa-bowers.md) | RPO Wealth Partners | Charlotte, North Carolina | CFP | Fixed fees |
| [Matthew Henry](https://find.wellspent.co/advisors/matthew-henry.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Matthew Snipes](https://find.wellspent.co/advisors/matthew-snipes.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Sara Warntz](https://find.wellspent.co/advisors/sara-warntz.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Thomas Bengtson](https://find.wellspent.co/advisors/thomas-bengtson.md) | Lakeshore Advisors | Charlotte, North Carolina | CFP | Percentage of assets |
| [Alixandria Tucci](https://find.wellspent.co/advisors/alixandria-tucci.md) | PCM Encore | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Drew Waterbury](https://find.wellspent.co/advisors/drew-waterbury.md) | Ocean Advisors | Charlotte, North Carolina | CFP | Hourly, Percentage of assets |
| [Fritzner Jean](https://find.wellspent.co/advisors/fritzner-jean.md) | Geometric Advisors | Charlotte, North Carolina | CFP | Percentage of assets |
| [Joshua Bailey](https://find.wellspent.co/advisors/joshua-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Philip Bailey](https://find.wellspent.co/advisors/philip-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Benjamin Dolan](https://find.wellspent.co/advisors/benjamin-dolan.md) | Dolan Capital Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bradley Kucharo](https://find.wellspent.co/advisors/bradley-kucharo.md) | Kucharo Wealth | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Bryan Llewellyn](https://find.wellspent.co/advisors/bryan-llewellyn.md) | Llewellyn Financial | Charlotte, North Carolina |   | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Evan Grey](https://find.wellspent.co/advisors/evan-grey.md) | Grey Private Capital | Charlotte, North Carolina | CFP | Flat fee or retainer, Percentage of assets |
| [Michael Foster](https://find.wellspent.co/advisors/michael-foster.md) | Dolan Capital Advisors | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Robert Higgins](https://find.wellspent.co/advisors/robert-higgins.md) | Dalton Financial | Charlotte, North Carolina | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Stephen Miller](https://find.wellspent.co/advisors/stephen-miller-4112825.md) | Forward Wealth Management | Charlotte, North Carolina | CFP, CFA | Percentage of assets |
| [Trigg Williamson](https://find.wellspent.co/advisors/trigg-williamson.md) | Advisor.com | Charlotte, North Carolina |   | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Anne McPhail](https://find.wellspent.co/advisors/anne-mcphail.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Cameron Amos](https://find.wellspent.co/advisors/cameron-amos.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Charles Dann](https://find.wellspent.co/advisors/charles-dann.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [David D'Alessandro](https://find.wellspent.co/advisors/david-d-alessandro.md) | Axiom Private Wealth | Charlotte, North Carolina | CFP | Percentage of assets |
| [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina |   | One-time planning fee, Flat fee or retainer |
| [John Menser](https://find.wellspent.co/advisors/john-menser.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [John Ryan](https://find.wellspent.co/advisors/john-ryan.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [John Wilks](https://find.wellspent.co/advisors/john-wilks.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Laura Kido](https://find.wellspent.co/advisors/laura-kido.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Linda Walden](https://find.wellspent.co/advisors/linda-walden.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Parker Mayo](https://find.wellspent.co/advisors/parker-mayo.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Richard Freitag](https://find.wellspent.co/advisors/richard-freitag.md) | Freitag Financial Group, LLC. | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sophie Young](https://find.wellspent.co/advisors/sophie-young.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Thomas Dyer](https://find.wellspent.co/advisors/thomas-dyer.md) | Dyer & | Charlotte, North Carolina | CFP | Percentage of assets, Hourly |
| [Andrew Lee](https://find.wellspent.co/advisors/andrew-lee.md) | Linkside Financial | Charlotte, North Carolina |   | Percentage of assets |
| [Brenton Bersin](https://find.wellspent.co/advisors/brenton-bersin.md) | Linkside Financial | Charlotte, North Carolina |   | Percentage of assets |
| [Christopher Knight](https://find.wellspent.co/advisors/christopher-knight.md) | Retirement Planning Blueprint | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cody Ritchie](https://find.wellspent.co/advisors/cody-ritchie.md) | Retirement Planning Blueprint | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Geoffrey Owen](https://find.wellspent.co/advisors/geoffrey-owen.md) | Front Porch Financial Advisory | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jakhongir Mirtalipov](https://find.wellspent.co/advisors/jakhongir-mirtalipov.md) | Dream Life Wealth Management | Charlotte, North Carolina |   | Percentage of assets, Ongoing planning fee |
| [Jeffrey Martin](https://find.wellspent.co/advisors/jeffrey-martin-7327812.md) | RPO Wealth Partners | Charlotte, North Carolina |   | Fixed fees |
| [Joseph McFaddin](https://find.wellspent.co/advisors/joseph-mcfaddin.md) | Retirement Planning Blueprint | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kevin Blocker](https://find.wellspent.co/advisors/kevin-blocker.md) | Linkside Financial | Charlotte, North Carolina |   | Percentage of assets |
| [Robert Johnson](https://find.wellspent.co/advisors/robert-johnson.md) | Linkside Financial | Charlotte, North Carolina |   | Percentage of assets |
| [Scott Cannady](https://find.wellspent.co/advisors/scott-cannady.md) | Hayden Harper Advisory | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sidney King](https://find.wellspent.co/advisors/sidney-king.md) | Retirement Planning Blueprint | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Rudisill](https://find.wellspent.co/advisors/brian-rudisill.md) | Novare Capital Management | Charlotte, North Carolina | CFA | Percentage of assets |
| [Isaac Neidbalson](https://find.wellspent.co/advisors/isaac-neidbalson.md) | Jarrod Adams Investing | Charlotte, North Carolina |   | Percentage of assets |
| [James Baynard](https://find.wellspent.co/advisors/james-baynard.md) | Novare Capital Management | Charlotte, North Carolina | CFA | Percentage of assets |
| [James Harlow](https://find.wellspent.co/advisors/james-harlow.md) | Novare Capital Management | Charlotte, North Carolina | CFA | Percentage of assets |
| [Janice McGunnigle](https://find.wellspent.co/advisors/janice-mcgunnigle.md) | Alpha Financial Advisors, LLC | Charlotte, North Carolina | CFP, CTFA, CPA | Percentage of assets, Fixed fees |
| [Jim Charles](https://find.wellspent.co/advisors/jim-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CFP, CFA | Hourly, Fixed fees |
| [Matthew Filepp](https://find.wellspent.co/advisors/matthew-filepp.md) | PB Wealth, LLC | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Lloyd](https://find.wellspent.co/advisors/nicholas-lloyd.md) | Novare Capital Management | Charlotte, North Carolina | CFA | Percentage of assets |
| [Ryan Kaysen](https://find.wellspent.co/advisors/ryan-kaysen.md) | Integritas Financial | Charlotte, North Carolina | CFP |   |
| [Seth Mullikin](https://find.wellspent.co/advisors/seth-mullikin.md) | Lattice Financial | Charlotte, North Carolina | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [David Miller](https://find.wellspent.co/advisors/david-miller-4819204.md) | Auctus Advisors | Charlotte, North Carolina |   | Percentage of assets, Fixed fees |
| [Garrett Jenkins](https://find.wellspent.co/advisors/garrett-jenkins.md) | Hayden Harper Advisory | Charlotte, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Glen McLaughlin](https://find.wellspent.co/advisors/glen-mclaughlin.md) | Buoyant Financial | Charlotte, North Carolina |   | Percentage of assets |
| [Mallen Bruggeman](https://find.wellspent.co/advisors/mallen-bruggeman.md) | Auctus Advisors | Charlotte, North Carolina |   | Percentage of assets, Fixed fees |
| [Patrick Evans](https://find.wellspent.co/advisors/patrick-evans.md) | Grant Street Asset Management | Charlotte, North Carolina |   | Percentage of assets, Fixed fees |
| [Andrew Fisher](https://find.wellspent.co/advisors/andrew-fisher.md) | Novare Capital Management | Charlotte, North Carolina |   | Percentage of assets |
| [Andrew Krafft](https://find.wellspent.co/advisors/andrew-krafft.md) | Luminary Wealth | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Caroline Hawkins](https://find.wellspent.co/advisors/caroline-hawkins.md) | Dyer & | Charlotte, North Carolina |   | Percentage of assets, Hourly |
| [Christopher Patton](https://find.wellspent.co/advisors/christopher-patton.md) | Novare Capital Management | Charlotte, North Carolina |   | Percentage of assets |
| [Dana Goldfarb](https://find.wellspent.co/advisors/dana-goldfarb.md) | Goldfarb Wealth Advisors | Charlotte, North Carolina |   | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Edward Jackson](https://find.wellspent.co/advisors/edward-jackson.md) | The Investor Advisory Group | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Eric Lockerman](https://find.wellspent.co/advisors/eric-lockerman.md) | Novare Capital Management | Charlotte, North Carolina |   | Percentage of assets |
| [Jacob Pivonka](https://find.wellspent.co/advisors/jacob-pivonka.md) | Axiom Private Wealth | Charlotte, North Carolina |   | Percentage of assets |
| [Jessica Rickert](https://find.wellspent.co/advisors/jessica-rickert.md) | Novare Capital Management | Charlotte, North Carolina |   | Percentage of assets |
| [Michael Jackson](https://find.wellspent.co/advisors/michael-jackson.md) | The Investor Advisory Group | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Paul Bradley](https://find.wellspent.co/advisors/paul-bradley.md) | Piedmont Wealth Advisory | Charlotte, North Carolina |   | Flat fee or retainer |
| [Robert Jones](https://find.wellspent.co/advisors/robert-jones.md) | The Investor Advisory Group | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Aaron Salter](https://find.wellspent.co/advisors/aaron-salter.md) | Retirement Planning Blueprint | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Small](https://find.wellspent.co/advisors/benjamin-small.md) | Retirement Planning Blueprint | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Daren Bitter](https://find.wellspent.co/advisors/daren-bitter.md) | Arimathea Investing | Charlotte, North Carolina |   | Percentage of assets, Hourly |
| [David Caivano](https://find.wellspent.co/advisors/david-caivano.md) | Retirement Planning Blueprint | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Esther Bodman](https://find.wellspent.co/advisors/esther-bodman.md) | Retirement Planning Blueprint | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Holden Bobb](https://find.wellspent.co/advisors/holden-bobb.md) | Front Porch Financial Advisory | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [John Teed](https://find.wellspent.co/advisors/john-teed.md) | Hayden Harper Advisory | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Kevin Johnson](https://find.wellspent.co/advisors/kevin-johnson.md) | Retirement Planning Blueprint | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Michael Fox](https://find.wellspent.co/advisors/michael-fox.md) | Hayden Harper Advisory | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Randall Newton](https://find.wellspent.co/advisors/randall-newton.md) | Eagle Wealth Management Group | Charlotte, North Carolina |   | Percentage of assets |
| [Shon McCarley](https://find.wellspent.co/advisors/shon-mccarley.md) | Retirement Planning Blueprint | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Stewart Neely](https://find.wellspent.co/advisors/stewart-neely.md) | Retirement Planning Blueprint | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Alaric Spencer](https://find.wellspent.co/advisors/alaric-spencer.md) | The Financial Legacy Group | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Andrew Driscoll](https://find.wellspent.co/advisors/andrew-driscoll.md) | Lake Effect Wealth | Charlotte, North Carolina |   | Ongoing planning fee |
| [Andrew Hellstedt](https://find.wellspent.co/advisors/andrew-hellstedt.md) | KMG Fiduciary Partners | Charlotte, North Carolina |   | Percentage of assets, Fixed fees |
| [George Acheampong](https://find.wellspent.co/advisors/george-acheampong.md) | CapitalWize | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Greg Derderian](https://find.wellspent.co/advisors/greg-derderian.md) | CapitalWize | Charlotte, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Aaron Salmon](https://find.wellspent.co/advisors/aaron-salmon.md) | Pathfinder Planning | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Abigail Bennett](https://find.wellspent.co/advisors/abigail-bennett.md) | Verum Partners | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Ann Marie Reilley](https://find.wellspent.co/advisors/ann-marie-reilley.md) | Alpha Financial Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Anthony Mastrogiacomo](https://find.wellspent.co/advisors/anthony-mastrogiacomo.md) | Biltmore Family Office | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Bennett Kaplan](https://find.wellspent.co/advisors/bennett-kaplan.md) | Great Path Planning | Charlotte, North Carolina | CFP | Hourly, Fixed fees |
| [Breton Tagg](https://find.wellspent.co/advisors/breton-tagg.md) | Verum Partners | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Cameron Newell](https://find.wellspent.co/advisors/cameron-newell.md) | Alpha Financial Advisors | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Charles Doran](https://find.wellspent.co/advisors/charles-doran-7261273.md) | Verum Partners | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Christopher Brown](https://find.wellspent.co/advisors/christopher-brown-2958994.md) | Oake Financial | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Damien Brayboy](https://find.wellspent.co/advisors/damien-brayboy.md) | Devryll Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Perkins](https://find.wellspent.co/advisors/david-perkins-2616463.md) | Verum Partners | Charlotte, North Carolina | CFP, PFS | Percentage of assets, Fixed fees |
| [Densel Fleming](https://find.wellspent.co/advisors/densel-fleming.md) | Marquise Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets, Hourly |
| [Dustin Waide](https://find.wellspent.co/advisors/dustin-waide.md) | Laurel Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Dylan Harnett](https://find.wellspent.co/advisors/dylan-harnett.md) | Alpha Financial Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Edward Coambs](https://find.wellspent.co/advisors/edward-coambs.md) | Alpha Financial Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Edward Stroman](https://find.wellspent.co/advisors/edward-stroman.md) | Strathmore Capital Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Graham Mull](https://find.wellspent.co/advisors/graham-mull.md) | Foundation Wealth & Tax Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Heather Lawrence](https://find.wellspent.co/advisors/heather-lawrence.md) | Alpha Financial Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Henry Barringer](https://find.wellspent.co/advisors/henry-barringer.md) | Alpha Financial Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [James Hill](https://find.wellspent.co/advisors/james-hill.md) | Gatehill Financial Consulting | Charlotte, North Carolina | CFP | Percentage of assets, Hourly |
| [Jason Skibek](https://find.wellspent.co/advisors/jason-skibek.md) | Skibek Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets |
| [Jennifer Hill](https://find.wellspent.co/advisors/jennifer-hill.md) | Greenway Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Granger](https://find.wellspent.co/advisors/joseph-granger.md) | Verum Partners | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Justin Louis](https://find.wellspent.co/advisors/justin-louis.md) | Verum Partners | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Kader Joseph](https://find.wellspent.co/advisors/kader-joseph.md) | Marquise Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets, Hourly |
| [Kara Elbert](https://find.wellspent.co/advisors/kara-elbert.md) | Elbert Financial Consulting | Charlotte, North Carolina | CFP | Hourly |
| [Kathy Stanley](https://find.wellspent.co/advisors/kathy-stanley.md) | Sentry Consulting | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Natalie Foy](https://find.wellspent.co/advisors/natalie-foy.md) | Greenway Wealth Advisors | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Phoebe Son Oh](https://find.wellspent.co/advisors/phoebe-son-oh.md) | Verum Partners | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Robert Drury](https://find.wellspent.co/advisors/robert-drury.md) | 7PW Wealth | Charlotte, North Carolina | CFP, CFA | Percentage of assets |
| [Robert Gammon](https://find.wellspent.co/advisors/robert-gammon.md) | Verum Partners | Charlotte, North Carolina | CFP, CFA | Percentage of assets, Fixed fees |
| [Sara Jean Veatch](https://find.wellspent.co/advisors/sara-jean-veatch.md) | Oakworth Asset Management | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Treven Ayers](https://find.wellspent.co/advisors/treven-ayers.md) | Clearview Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Tyler Weaver](https://find.wellspent.co/advisors/tyler-weaver.md) | Alpha Financial Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Walker Shelton](https://find.wellspent.co/advisors/walker-shelton.md) | Verum Partners | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [William Clark](https://find.wellspent.co/advisors/william-clark.md) | Clearview Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [William Sugg](https://find.wellspent.co/advisors/william-sugg.md) | Laurel Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell-5414590.md) | Biltmore Family Office | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees |
| [Austin Tilles](https://find.wellspent.co/advisors/austin-tilles.md) | Verum Partners | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees |
| [Christopher Scott](https://find.wellspent.co/advisors/christopher-scott-7343136.md) | New Republic Partners | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Clay Young](https://find.wellspent.co/advisors/clay-young.md) | Tannin Capital | Charlotte, North Carolina | CFA | Percentage of assets |
| [David McGrath](https://find.wellspent.co/advisors/david-mcgrath.md) | Oakworth Asset Management | Charlotte, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Dustin Barr](https://find.wellspent.co/advisors/dustin-barr.md) | Verum Partners | Charlotte, North Carolina | CFA | Percentage of assets, Fixed fees |
| [James Reichard](https://find.wellspent.co/advisors/james-reichard.md) | Reichard Capital | Charlotte, North Carolina | PFS | Percentage of assets, Hourly |

Showing the first 150 of 203. The full list, page by page: https://find.wellspent.co/locations/us/north-carolina/charlotte/?page=2

## 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).