Fee-only financial advisors in Greensboro, North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Andrew Lippert Simplified Wealth Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Justin Smith Smith Partners Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Daniel Smith Piedmont Trust Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Ann Zuraw Zuraw Financial Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Matt Johnson Defining Legacy Financial Advisors LLC Holds the CFP. Fees on file: ongoing planning fee.
- Wendell Jones Phoenix Financial Solutions Holds the CFP. Fees on file: hourly.
By the numbers
- Advisors listed
- 33
- Firms
- 20
- Cities
- 2
- Hold the CFP
- 45%
- Other credentials: CFA 15% · ChFC 6%
- How they charge (of 33 with fees on file): percentage of assets 85% · fixed fees 64% · hourly 52% · ongoing planning fee 12%
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 Greensboro 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 Greensboro
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.
All 33 advisors in Greensboro
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing planning fee |
| Matt Johnson | Defining Legacy Financial Advisors LLC | Greensboro | CFP | Ongoing planning fee |
| Travis Ray | By Design Financial Planning | Greensboro | CFP | Ongoing planning fee, Percentage of assets |
| David Childs | Spartan Planning | Greensboro | CFP | Percentage of assets, Fixed fees |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Justin Smith | Smith Partners Wealth Management | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Durriya Pierce | Fruitful | Greensboro | CFP | Percentage of assets, Ongoing planning fee |
| Christopher Arena | Clef Financial | Greensboro | CFP | Percentage of assets, Hourly |
| John Simms | Piedmont Trust | Greenboro | CFA | Percentage of assets, Fixed fees |
| Donald Button | Button & Button Wealth Management | Greensboro | Not listed | Percentage of assets, One-time planning fee |
| Edward Stephens | 1808 Capital Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Richard Dexter | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Wendell Jones | Phoenix Financial Solutions | Greensboro | CFP, ChFC | Hourly |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Jonathan Smith | Smith Partners Wealth Management | Greensboro | Not listed | Percentage of assets, Hourly |
| Orville Igharas | Piedmont Trust | Greenboro | Not listed | Percentage of assets, Fixed fees |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| William Davidson | Park Wealth Management | Greensboro | Not listed | Hourly |
| Amit Hampel | Hampel Investment Advisors | Greensboro | Not listed | Percentage of assets |
| David Anderson | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| George Hall | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Ken Anderson | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| William Peeler | 1808 Capital Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Andrew Lippert | Simplified Wealth | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Ann Zuraw | Zuraw Financial Advisors | Greensboro | CFP, CFA | Percentage of assets, Hourly |
| Robert Starinsky | Level Wealth Management | Greensboro | CFP | Fixed fees |
| Barry Carpenter | Cascades Capital Asset Management | Greensboro | Not listed | Percentage of assets |
| Harry Wellons | Cascades Capital Asset Management | Greensboro | Not listed | Percentage of assets |
| Kamerynn Bonn | Saltbox Financial | Greensboro | Not listed | Percentage of assets, Hourly |
| Michael Brown | Olde Towne Financial Management | Greensboro | Not listed | Percentage of assets |
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