# Fee-only financial advisors in Greensboro, North Carolina > Start with a fee-only advisor in Greensboro whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Andrew Lippert of Simplified Wealth, Justin Smith of Smith Partners Wealth Management and Daniel Smith of Piedmont Trust, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/north-carolina/greensboro/ 33 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 Greensboro? Start with a fee-only advisor in Greensboro whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Andrew Lippert of Simplified Wealth, Justin Smith of Smith Partners Wealth Management and Daniel Smith of Piedmont Trust, chosen for their credentials and fees on file. ## How many fee-only advisors in Greensboro are there? The Wellspent public graph lists 33 fee-only advisors in Greensboro, at 20 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Greensboro focus on? The most common focus among fee-only advisors in Greensboro is retirement planning (14), followed by estate planning (14) and tax planning (10). Advisors can list more than one. ## How do fee-only advisors in Greensboro charge? The most common fee among fee-only advisors in Greensboro is a percentage of assets, used by 85% of the 33 with fees on file. Many use more than one: 64% charge fixed fees and 52% 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 Greensboro hold the CFP? 45% of the 33 fee-only advisors in Greensboro 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 Greensboro? 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 | |---|---|---|---|---| | [Mike Davis](https://find.wellspent.co/advisors/mike-davis.md) | Legs Financial | Greensboro, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Matt Johnson](https://find.wellspent.co/advisors/matt-johnson.md) | Defining Legacy Financial Advisors LLC | Greensboro, North Carolina | CFP | Ongoing planning fee | | [Travis Ray](https://find.wellspent.co/advisors/travis-ray.md) | By Design Financial Planning | Greensboro, North Carolina | CFP | Ongoing planning fee, Percentage of assets | | [David Childs](https://find.wellspent.co/advisors/david-childs.md) | Spartan Planning | Greensboro, North Carolina | CFP | Percentage of assets, Fixed fees | | [Blaise Stevens](https://find.wellspent.co/advisors/blaise-stevens.md) | Strategic Advisory Partners | Greensboro, North Carolina | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Daniel Smith](https://find.wellspent.co/advisors/daniel-smith-6577973.md) | Piedmont Trust | Greenboro, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Erica Lyall](https://find.wellspent.co/advisors/erica-lyall.md) | Strategic Advisory Partners | Greensboro, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Smith](https://find.wellspent.co/advisors/justin-smith.md) | Smith Partners Wealth Management | Greensboro, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Durriya Pierce](https://find.wellspent.co/advisors/durriya-pierce.md) | Fruitful | Greensboro, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Christopher Arena](https://find.wellspent.co/advisors/christopher-arena.md) | Clef Financial | Greensboro, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [John Simms](https://find.wellspent.co/advisors/john-simms.md) | Piedmont Trust | Greenboro, North Carolina | CFA | Percentage of assets, Fixed fees | | [Donald Button](https://find.wellspent.co/advisors/donald-button.md) | Button & Button Wealth Management | Greensboro, North Carolina | | Percentage of assets, One-time planning fee | | [Edward Stephens](https://find.wellspent.co/advisors/edward-stephens.md) | 1808 Capital Partners | Greensboro, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ira Ross](https://find.wellspent.co/advisors/ira-ross.md) | Spartan Planning | Greensboro, North Carolina | | Percentage of assets, Fixed fees | | [Richard Dexter](https://find.wellspent.co/advisors/richard-dexter.md) | Spartan Planning | Greensboro, North Carolina | | Percentage of assets, Fixed fees | | [Wendell Jones](https://find.wellspent.co/advisors/wendell-jones.md) | Phoenix Financial Solutions | Greensboro, North Carolina | CFP, ChFC | Hourly | | [Christopher Harris](https://find.wellspent.co/advisors/christopher-harris-7548590.md) | Strategic Advisory Partners | Greensboro, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Smith](https://find.wellspent.co/advisors/jonathan-smith-820376.md) | Smith Partners Wealth Management | Greensboro, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Orville Igharas](https://find.wellspent.co/advisors/orville-igharas.md) | Piedmont Trust | Greenboro, North Carolina | | Percentage of assets, Fixed fees | | [Roy Hyde](https://find.wellspent.co/advisors/roy-hyde.md) | Strategic Advisory Partners | Greensboro, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [William Davidson](https://find.wellspent.co/advisors/william-davidson.md) | Park Wealth Management | Greensboro, North Carolina | | Hourly | | [Amit Hampel](https://find.wellspent.co/advisors/amit-hampel.md) | Hampel Investment Advisors | Greensboro, North Carolina | | Percentage of assets | | [David Anderson](https://find.wellspent.co/advisors/david-anderson-4348821.md) | 1808 Capital Partners | Greensboro, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [George Hall](https://find.wellspent.co/advisors/george-hall.md) | 1808 Capital Partners | Greensboro, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ken Anderson](https://find.wellspent.co/advisors/ken-anderson.md) | 1808 Capital Partners | Greensboro, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [William Peeler](https://find.wellspent.co/advisors/william-peeler.md) | 1808 Capital Partners | Greensboro, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Andrew Lippert](https://find.wellspent.co/advisors/andrew-lippert.md) | Simplified Wealth | Greensboro, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Ann Zuraw](https://find.wellspent.co/advisors/ann-zuraw.md) | Zuraw Financial Advisors | Greensboro, North Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Starinsky](https://find.wellspent.co/advisors/robert-starinsky.md) | Level Wealth Management | Greensboro, North Carolina | CFP | Fixed fees | | [Barry Carpenter](https://find.wellspent.co/advisors/barry-carpenter.md) | Cascades Capital Asset Management | Greensboro, North Carolina | | Percentage of assets | | [Harry Wellons](https://find.wellspent.co/advisors/harry-wellons.md) | Cascades Capital Asset Management | Greensboro, North Carolina | | Percentage of assets | | [Kamerynn Bonn](https://find.wellspent.co/advisors/kamerynn-bonn.md) | Saltbox Financial | Greensboro, North Carolina | | Percentage of assets, Hourly | | [Michael Brown](https://find.wellspent.co/advisors/michael-brown-2965633.md) | Olde Towne Financial Management | Greensboro, 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).