Fee-only financial advisors in Durham, North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ohan Kayikchyan, PhD Alohana Financial Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Timothy Iseler Iseler Financial LLC Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Curtis Byrd Onyx Wealth Management Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Edward Fulbright Fulbright Financial Consulting, PA Holds the CPA. Fees on file: ongoing planning fee.
- Amanda Decesar TARA Wealth Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Thomas Figgatt Portolan Financial Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 34
- Firms
- 25
- Hold the CFP
- 41%
- Other credentials: CFA 6% · CPA 3% · EA 3%
- How they charge (of 34 with fees on file): percentage of assets 82% · fixed fees 59% · hourly 56% · ongoing planning fee 18%
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 Durham 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 Durham
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.
All 34 advisors in Durham
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| Ohan Kayikchyan, PhD | Alohana Financial | Durham | CFP, RLP, EA | Percentage of assets, Ongoing planning fee |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
| Curtis Byrd | Onyx Wealth Management | Durham | CFP | Percentage of assets, One-time planning fee |
| Jennifer Lazarus | Lazarus Financial Planning, LLC | Durham | CFP | Percentage of assets, Fixed fees |
| Timothy Iseler | Iseler Financial LLC | Durham | CFP | One-time planning fee, Percentage of assets |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Figgatt | Portolan Financial | Durham | CFP | Percentage of assets, Ongoing planning fee |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| John Gallagher | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| Michael Ruffing | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| August Pye | Integrated Wealthcare | Durham | Not listed | Percentage of assets, Hourly |
| Isaac Allen | Stalwart Financial Planning | Durham | CFP, MBA | Percentage of assets, Hourly |
| Marcus Fryar | Fryar Financial LLC | Durham | AWMA, CFP, ChFC, CRPC | Percentage of assets, Fixed fees |
| Steven Thorpe | Pragmatic Portfolios | Durham | Not listed | Flat fee or retainer, Ongoing planning fee |
| David Rawson | Three Phases Wealth Advisors | Durham | Not listed | Ongoing planning fee, Percentage of assets |
| Frank Brown | Arjuna Capital | Durham | Not listed | Percentage of assets, Performance-based fees |
| Lisa Hodges | Shift to impact | Durham | Not listed | Hourly, Fixed fees |
| Nahnsan Guseh | Capital Solutions Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Ethan Earles | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| James Brown | Minerva Planning Group | Durham | CFP | Percentage of assets, Hourly |
| Joshua Holland | Sycamore Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Megan Coyne | Keener Financial Planning | Durham | CFP | Hourly, Fixed fees |
| Robert Outen | Kuhn Advisors | Durham | CFP | Percentage of assets, Hourly |
| Shrey Patel | Ataraxis Capital | Durham | CFA | Percentage of assets, Hourly |
| Daniel Trub | Sjbenen Advisory | Durham | Not listed | Percentage of assets, Hourly |
| Evan McCormick | Investors Mosaic | Durham | Not listed | Percentage of assets, Fixed fees |
| Jeffery Campbell | Fryar Financial | Durham | Not listed | Percentage of assets, Fixed fees |
| Kyle Feduccia | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Mark Kuhn | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Ryan Campbell | Kuhn Advisors | Durham | Not listed | Percentage of assets, Hourly |
| Samson Benen | Sjbenen Advisory | Durham | Not listed | Percentage of assets, Hourly |
| Trinity Panko | Investors Mosaic | Durham | Not listed | Percentage of assets, Fixed fees |
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