# Fee-only financial advisors in Durham, North Carolina > Start with a fee-only advisor in Durham whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Ohan Kayikchyan, PhD of Alohana Financial, Timothy Iseler of Iseler Financial LLC and Curtis Byrd of Onyx Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/north-carolina/durham/ 34 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 Durham? Start with a fee-only advisor in Durham whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Ohan Kayikchyan, PhD of Alohana Financial, Timothy Iseler of Iseler Financial LLC and Curtis Byrd of Onyx Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Durham are there? The Wellspent public graph lists 34 fee-only advisors in Durham, at 25 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Durham focus on? The most common focus among fee-only advisors in Durham is estate planning (9), followed by tax planning (9) and retirement planning (8). Advisors can list more than one. ## How do fee-only advisors in Durham charge? The most common fee among fee-only advisors in Durham is a percentage of assets, used by 82% of the 34 with fees on file. Many use more than one: 59% charge fixed fees and 56% 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 Durham hold the CFP? 41% of the 34 fee-only advisors in Durham 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 Durham? 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 | |---|---|---|---|---| | [Edward Fulbright](https://find.wellspent.co/advisors/edward-fulbright.md) | Fulbright Financial Consulting, PA | Durham, North Carolina | CPA/PFS | Ongoing planning fee | | [Ohan Kayikchyan, PhD](https://find.wellspent.co/advisors/ohan-kayikchyan-phd.md) | Alohana Financial | Durham, North Carolina | CFP, RLP, EA | Percentage of assets, Ongoing planning fee | | [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar.md) | TARA Wealth | Durham, North Carolina | CFP | Percentage of assets, Flat fee or retainer | | [Curtis Byrd](https://find.wellspent.co/advisors/curtis-byrd.md) | Onyx Wealth Management | Durham, North Carolina | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Jennifer Lazarus](https://find.wellspent.co/advisors/jennifer-lazarus.md) | Lazarus Financial Planning, LLC | Durham, North Carolina | CFP | Percentage of assets, Fixed fees | | [Timothy Iseler](https://find.wellspent.co/advisors/timothy-iseler.md) | Iseler Financial LLC | Durham, North Carolina | CFP | One-time planning fee, Percentage of assets | | [Michael Kothakota](https://find.wellspent.co/advisors/michael-kothakota.md) | WolfBridge Wealth | Durham, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Amber Schiffert](https://find.wellspent.co/advisors/amber-schiffert.md) | TARA Wealth | Durham, North Carolina | | Percentage of assets, Flat fee or retainer | | [Thomas Figgatt](https://find.wellspent.co/advisors/thomas-figgatt.md) | Portolan Financial | Durham, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Jason Barbera](https://find.wellspent.co/advisors/jason-barbera.md) | Heritage Wealth Advisors | Durham, North Carolina | CFA | Percentage of assets, Fixed fees | | [John Gallagher](https://find.wellspent.co/advisors/john-gallagher.md) | Integrated Wealthcare | Durham, North Carolina | ChFC | Percentage of assets, Hourly, Fixed fees | | [Michael Ruffing](https://find.wellspent.co/advisors/michael-ruffing.md) | Integrated Wealthcare | Durham, North Carolina | ChFC | Percentage of assets, Hourly, Fixed fees | | [August Pye](https://find.wellspent.co/advisors/august-pye.md) | Integrated Wealthcare | Durham, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Isaac Allen](https://find.wellspent.co/advisors/isaac-allen.md) | Stalwart Financial Planning | Durham, North Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Marcus Fryar](https://find.wellspent.co/advisors/marcus-fryar.md) | Fryar Financial LLC | Durham, North Carolina | AWMA, CFP, ChFC, CRPC, MBA | Percentage of assets, Fixed fees | | [Steven Thorpe](https://find.wellspent.co/advisors/steven-thorpe.md) | Pragmatic Portfolios | Durham, North Carolina | | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [David Rawson](https://find.wellspent.co/advisors/david-rawson.md) | Three Phases Wealth Advisors | Durham, North Carolina | | Ongoing planning fee, Percentage of assets | | [Frank Brown](https://find.wellspent.co/advisors/frank-brown.md) | Arjuna Capital | Durham, North Carolina | | Percentage of assets, Performance-based fees | | [Lisa Hodges](https://find.wellspent.co/advisors/lisa-hodges.md) | Shift to impact | Durham, North Carolina | | Hourly, Fixed fees | | [Nahnsan Guseh](https://find.wellspent.co/advisors/nahnsan-guseh.md) | Capital Solutions Advisors | Durham, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ethan Earles](https://find.wellspent.co/advisors/ethan-earles.md) | Sycamore Financial Planning | Durham, North Carolina | CFP | Hourly, Fixed fees | | [James Brown](https://find.wellspent.co/advisors/james-brown.md) | Minerva Planning Group | Durham, North Carolina | CFP | Percentage of assets, Hourly | | [Joshua Holland](https://find.wellspent.co/advisors/joshua-holland.md) | Sycamore Financial Planning | Durham, North Carolina | CFP | Hourly, Fixed fees | | [Megan Coyne](https://find.wellspent.co/advisors/megan-coyne.md) | Keener Financial Planning | Durham, North Carolina | CFP | Hourly, Fixed fees | | [Robert Outen](https://find.wellspent.co/advisors/robert-outen.md) | Kuhn Advisors | Durham, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Shrey Patel](https://find.wellspent.co/advisors/shrey-patel.md) | Ataraxis Capital | Durham, North Carolina | CFA | Percentage of assets, Hourly, Performance-based fees | | [Daniel Trub](https://find.wellspent.co/advisors/daniel-trub.md) | Sjbenen Advisory | Durham, North Carolina | | Percentage of assets, Hourly | | [Evan McCormick](https://find.wellspent.co/advisors/evan-mccormick.md) | Investors Mosaic | Durham, North Carolina | | Percentage of assets, Fixed fees | | [Jeffery Campbell](https://find.wellspent.co/advisors/jeffery-campbell.md) | Fryar Financial | Durham, North Carolina | | Percentage of assets, Fixed fees | | [Kyle Feduccia](https://find.wellspent.co/advisors/kyle-feduccia.md) | Kuhn Advisors | Durham, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Mark Kuhn](https://find.wellspent.co/advisors/mark-kuhn.md) | Kuhn Advisors | Durham, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ryan Campbell](https://find.wellspent.co/advisors/ryan-campbell.md) | Kuhn Advisors | Durham, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Samson Benen](https://find.wellspent.co/advisors/samson-benen.md) | Sjbenen Advisory | Durham, North Carolina | | Percentage of assets, Hourly | | [Trinity Panko](https://find.wellspent.co/advisors/trinity-panko.md) | Investors Mosaic | Durham, North Carolina | | Percentage of assets, Fixed fees | ## 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).