# Fee-only financial advisors in Raleigh, North Carolina > Start with a fee-only advisor in Raleigh whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Addison Delage of CAPTRUST, Travis Tracy of Fortitude Financial Planning, LLC and Stephen Reh of Invest With Steve, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/north-carolina/raleigh/ 133 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 Raleigh? Start with a fee-only advisor in Raleigh whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Addison Delage of CAPTRUST, Travis Tracy of Fortitude Financial Planning, LLC and Stephen Reh of Invest With Steve, chosen for their credentials and fees on file. ## How many fee-only advisors in Raleigh are there? The Wellspent public graph lists 133 fee-only advisors in Raleigh, at 57 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in Raleigh focus on? The most common focus among fee-only advisors in Raleigh is retirement planning (47), followed by tax planning (44) and estate planning (40). Advisors can list more than one. ## How do fee-only advisors in Raleigh charge? The most common fee among fee-only advisors in Raleigh is a percentage of assets, used by 96% of the 133 with fees on file. Many use more than one: 65% charge fixed fees and 48% charge by the hour. ## How much do fee-only financial advisors charge in Raleigh? Fee-only financial advisors in Raleigh charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 5 Raleigh firms. ## How many fee-only advisors in Raleigh hold the CFP? 51% of the 133 fee-only advisors in Raleigh 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 Raleigh? 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 | |---|---|---|---|---| | [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy.md) | Fortitude Financial Planning, LLC | Raleigh, North Carolina | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Justin Horowitz](https://find.wellspent.co/advisors/justin-horowitz.md) | Just Advising | Raleigh, North Carolina | CFP | Subscription, One-time planning fee | | [Nick Murphy](https://find.wellspent.co/advisors/nick-murphy.md) | Counterweight Private Wealth | Raleigh, North Carolina | CFP, MBA, RICP | Ongoing planning fee | | [Erin Campbell](https://find.wellspent.co/advisors/erin-campbell.md) | Beacon Financial Strategies | Raleigh, North Carolina | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee | | [Katherine Edwards](https://find.wellspent.co/advisors/katherine-edwards.md) | MainStreet Financial Planning | Raleigh, North Carolina | CFP | Subscription, One-time planning fee, Hourly | | [Mark Kelly](https://find.wellspent.co/advisors/mark-kelly.md) | University Financial Strategies, LLC | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Niamh Douglas](https://find.wellspent.co/advisors/niamh-douglas.md) | Financial Symmetry, Inc. | Raleigh, North Carolina | CFP, BS, CEPA, BBA, CPWA, CRPC, MBA | Percentage of assets, Hourly, Fixed fees | | [Ian Bloom](https://find.wellspent.co/advisors/ian-bloom.md) | Open World Financial Life Planning | Raleigh, North Carolina | CFP, RLP | Ongoing planning fee, Percentage of assets | | [Charles Feehely](https://find.wellspent.co/advisors/charles-feehely.md) | Charles Michael Financial LLC | Raleigh, North Carolina | CFP, MSFP | Ongoing planning fee, Hourly, Percentage of assets, One-time planning fee | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Matthew Miner](https://find.wellspent.co/advisors/matthew-miner.md) | Miner Wealth Management, LLC | Raleigh, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh.md) | Invest With Steve | Raleigh, North Carolina | CFP, CFA | Percentage of assets | | [Austin Moore](https://find.wellspent.co/advisors/austin-moore.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Miller Hoffman](https://find.wellspent.co/advisors/miller-hoffman.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Stephanie Williams](https://find.wellspent.co/advisors/stephanie-williams.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Timothy Whitney](https://find.wellspent.co/advisors/timothy-whitney.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Adam Boor](https://find.wellspent.co/advisors/adam-boor.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Allison Miller](https://find.wellspent.co/advisors/allison-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Logan](https://find.wellspent.co/advisors/daniel-logan.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [David McDougall](https://find.wellspent.co/advisors/david-mcdougall.md) | Highwind Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Ellen Martin](https://find.wellspent.co/advisors/ellen-martin.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [Eric Schrum](https://find.wellspent.co/advisors/eric-schrum.md) | Schrum Private Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Geoffrey Hall](https://find.wellspent.co/advisors/geoffrey-hall.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [Graham Shepherd](https://find.wellspent.co/advisors/graham-shepherd.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jared Korver](https://find.wellspent.co/advisors/jared-korver.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [John Purrington](https://find.wellspent.co/advisors/john-purrington.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Miller](https://find.wellspent.co/advisors/matthew-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Snuggs](https://find.wellspent.co/advisors/matthew-snuggs.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Pamela Rigsby](https://find.wellspent.co/advisors/pamela-rigsby.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Smith](https://find.wellspent.co/advisors/ryan-smith.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [Caleb Griffith](https://find.wellspent.co/advisors/caleb-griffith.md) | Townsend Asset Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Sigmon](https://find.wellspent.co/advisors/daniel-sigmon.md) | Collegiate Capital Management | Raleigh, North Carolina | CFP | Percentage of assets | | [Jennifer Pcholinsky](https://find.wellspent.co/advisors/jennifer-pcholinsky.md) | Balentine Wealth Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [John Maddison](https://find.wellspent.co/advisors/john-maddison.md) | Balentine Wealth Advisors | Raleigh, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Robert Roland](https://find.wellspent.co/advisors/robert-roland.md) | Absher Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Carolyn Larsen-Wieber](https://find.wellspent.co/advisors/carolyn-larsen-wieber.md) | CLW Financial Planning | Raleigh, North Carolina | PFS | Percentage of assets, One-time planning fee | | [Emma Schneider](https://find.wellspent.co/advisors/emma-schneider.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [James Bowie](https://find.wellspent.co/advisors/james-bowie.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [James Tarkenton](https://find.wellspent.co/advisors/james-tarkenton.md) | Townsend Asset Management | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Martin Boney](https://find.wellspent.co/advisors/martin-boney.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Ralston Turner](https://find.wellspent.co/advisors/ralston-turner.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Stephen Ross](https://find.wellspent.co/advisors/stephen-ross.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Todd Shand](https://find.wellspent.co/advisors/todd-shand.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Tracey Nobles](https://find.wellspent.co/advisors/tracey-nobles.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [William Bost](https://find.wellspent.co/advisors/william-bost.md) | Absher Wealth Management | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Adam Oates](https://find.wellspent.co/advisors/adam-oates.md) | Peak Planning Group | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kelsey Plummer](https://find.wellspent.co/advisors/kelsey-plummer.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kevin Barry](https://find.wellspent.co/advisors/kevin-barry.md) | Cantata Wealth Management, LLC | Raleigh, North Carolina | CFA, CFP, CAP, MBA | Percentage of assets, Fixed fees | | [Susanna Robinson](https://find.wellspent.co/advisors/susanna-robinson.md) | Peak Planning Group | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Arne Morris](https://find.wellspent.co/advisors/arne-morris.md) | Townsend Asset Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Bradley Turlington](https://find.wellspent.co/advisors/bradley-turlington.md) | White Oak Wealth Partners | Raleigh, North Carolina | | Percentage of assets | | [Cory Capps](https://find.wellspent.co/advisors/cory-capps.md) | Collegiate Capital Management | Raleigh, North Carolina | | Percentage of assets | | [Danielle Bailey](https://find.wellspent.co/advisors/danielle-bailey.md) | Balentine Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Derek Walker](https://find.wellspent.co/advisors/derek-walker.md) | Collegiate Capital Management | Raleigh, North Carolina | | Percentage of assets | | [Lucas Roberson](https://find.wellspent.co/advisors/lucas-roberson.md) | Balentine Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Matthew Choplin](https://find.wellspent.co/advisors/matthew-choplin.md) | Innovest Strategies | Raleigh, North Carolina | | Percentage of assets | | [Michael Absher](https://find.wellspent.co/advisors/michael-absher.md) | Absher Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Tony Sigmon](https://find.wellspent.co/advisors/tony-sigmon.md) | Collegiate Capital Management | Raleigh, North Carolina | | Percentage of assets | | [Zakariya Wahdan](https://find.wellspent.co/advisors/zakariya-wahdan.md) | Absher Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Lenoris Yarborough, Jr](https://find.wellspent.co/advisors/lenoris-yarborough-jr.md) | Yarborough Asset Management Strategies | Raleigh, North Carolina | | Percentage of assets, Ongoing planning fee | | [Gregory Dunne](https://find.wellspent.co/advisors/gregory-dunne.md) | Raleigh Investment Advisors | Raleigh, North Carolina | | Percentage of assets | | [Curtis Averre](https://find.wellspent.co/advisors/curtis-averre.md) | Hollingsworth Avent Averre & Purvis, PA | Raleigh, North Carolina | | Percentage of assets, Hourly | | [Deborah McManama](https://find.wellspent.co/advisors/deborah-mcmanama.md) | FIRST Financial Group | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kurt Underhill](https://find.wellspent.co/advisors/kurt-underhill.md) | FIRST Financial Group | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Marcus Terdik](https://find.wellspent.co/advisors/marcus-terdik.md) | Piedmont Private Wealth | Raleigh, North Carolina | | Percentage of assets | | [Thomas Tolley](https://find.wellspent.co/advisors/thomas-tolley.md) | Tolley Financial Group | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Tommy Lewis](https://find.wellspent.co/advisors/tommy-lewis-7590987.md) | FIRST Financial Group | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Allison Berger](https://find.wellspent.co/advisors/allison-berger.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Carroll](https://find.wellspent.co/advisors/brian-carroll.md) | Oak Harbor Wealth Partners | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Britton Williams](https://find.wellspent.co/advisors/britton-williams.md) | Calamita Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Cameron Hendricks](https://find.wellspent.co/advisors/cameron-hendricks.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Christian Polanco](https://find.wellspent.co/advisors/christian-polanco.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Darian Billingsley](https://find.wellspent.co/advisors/darian-billingsley.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [David Trettel](https://find.wellspent.co/advisors/david-trettel.md) | Beacon Financial Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ella Rogers](https://find.wellspent.co/advisors/ella-rogers.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Garrick King](https://find.wellspent.co/advisors/garrick-king.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Grace Kvantas](https://find.wellspent.co/advisors/grace-kvantas.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Grayson Blazek](https://find.wellspent.co/advisors/grayson-blazek.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Haley Modlin](https://find.wellspent.co/advisors/haley-modlin.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Andrews](https://find.wellspent.co/advisors/jonathan-andrews.md) | Cardinal Capital Management | Raleigh, North Carolina | CFP | Percentage of assets | | [Joseph Aulisi](https://find.wellspent.co/advisors/joseph-aulisi.md) | Foundry Financial | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Kathleen Warren](https://find.wellspent.co/advisors/kathleen-warren.md) | Cardinal Capital Management | Raleigh, North Carolina | CFP | Percentage of assets | | [Kinston Whitener](https://find.wellspent.co/advisors/kinston-whitener.md) | Cordgrass Capital Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Paccione](https://find.wellspent.co/advisors/mark-paccione.md) | EQV Advisory | Raleigh, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Mark Vitek](https://find.wellspent.co/advisors/mark-vitek.md) | NC Money Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Eklund](https://find.wellspent.co/advisors/michael-eklund.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Palmer](https://find.wellspent.co/advisors/michael-palmer.md) | ARK Royal Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Ragsdale](https://find.wellspent.co/advisors/michael-ragsdale.md) | EQV Advisory | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Micheal Smith](https://find.wellspent.co/advisors/micheal-smith.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathan Hymiller](https://find.wellspent.co/advisors/nathan-hymiller.md) | Beacon Financial Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Ross](https://find.wellspent.co/advisors/nicholas-ross.md) | ARK Royal Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Slattery](https://find.wellspent.co/advisors/sarah-slattery.md) | Piecapital | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Scott Bacon](https://find.wellspent.co/advisors/scott-bacon.md) | Charter Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [William Hesmer](https://find.wellspent.co/advisors/william-hesmer.md) | Oak Harbor Wealth Partners | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [William Holt](https://find.wellspent.co/advisors/william-holt.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [William Ramsay](https://find.wellspent.co/advisors/william-ramsay.md) | Financial Symmetry | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [William Sloan](https://find.wellspent.co/advisors/william-sloan-2235344.md) | Sound Financial Management | Raleigh, North Carolina | CFP | Percentage of assets | | [William Sloan](https://find.wellspent.co/advisors/william-sloan.md) | Sound Financial Management | Raleigh, North Carolina | CFP | Percentage of assets | | [Charles Averre](https://find.wellspent.co/advisors/charles-averre.md) | Hollingsworth Avent Averre & Purvis, PA | Raleigh, North Carolina | PFS | Percentage of assets, Hourly | | [Chris Harrell](https://find.wellspent.co/advisors/chris-harrell.md) | Cordgrass Capital Advisors | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Glenn Andrews](https://find.wellspent.co/advisors/glenn-andrews.md) | Cardinal Capital Management | Raleigh, North Carolina | CFA | Percentage of assets | | [Katherine Skurski](https://find.wellspent.co/advisors/katherine-skurski.md) | EQV Advisory | Raleigh, North Carolina | CFA | Percentage of assets, Fixed fees | | [Lauretta Reeves](https://find.wellspent.co/advisors/lauretta-reeves.md) | Bastion Fiduciary | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Alexander Mihajlov](https://find.wellspent.co/advisors/alexander-mihajlov.md) | Olde Raleigh Financial Group | Raleigh, North Carolina | | Percentage of assets | | [Brent Plunkett](https://find.wellspent.co/advisors/brent-plunkett.md) | Charter Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Brian Debruin](https://find.wellspent.co/advisors/brian-debruin.md) | Brightpath Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Brian Johnson](https://find.wellspent.co/advisors/brian-johnson-5113584.md) | Brightpath Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Cheryl Sova](https://find.wellspent.co/advisors/cheryl-sova.md) | Charter Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Colton Tickle](https://find.wellspent.co/advisors/colton-tickle.md) | Financial Symmetry | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [David Clark](https://find.wellspent.co/advisors/david-clark-8127297.md) | Oak Harbor Wealth Partners | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [David Gikoshvili](https://find.wellspent.co/advisors/david-gikoshvili.md) | Miner Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Emily Burgess](https://find.wellspent.co/advisors/emily-burgess.md) | AIM Advisors | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Fred Lowry](https://find.wellspent.co/advisors/fred-lowry.md) | Brightpath Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Jade Brookreson](https://find.wellspent.co/advisors/jade-brookreson.md) | Financial Symmetry | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [James Castleman](https://find.wellspent.co/advisors/james-castleman.md) | Advisorstrust Partners | Raleigh, North Carolina | | Percentage of assets, Hourly | | [James Spirko](https://find.wellspent.co/advisors/james-spirko.md) | Sovereign Financial Group | Raleigh, North Carolina | | Percentage of assets | | [Jeremy Hamann](https://find.wellspent.co/advisors/jeremy-hamann.md) | Evergreen Wealth Advisors | Raleigh, North Carolina | | Percentage of assets | | [Joel Anderson](https://find.wellspent.co/advisors/joel-anderson.md) | Evergreen Wealth Advisors | Raleigh, North Carolina | | Percentage of assets | | [Jonathan Autry](https://find.wellspent.co/advisors/jonathan-autry.md) | EQV Advisory | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Jonathan Schultz](https://find.wellspent.co/advisors/jonathan-schultz.md) | Leading Edge Financial Planning | Raleigh, North Carolina | | Percentage of assets | | [Jonathan Wierman](https://find.wellspent.co/advisors/jonathan-wierman.md) | EQV Advisory | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Joseph Mulholand](https://find.wellspent.co/advisors/joseph-mulholand.md) | Olde Raleigh Financial Group | Raleigh, North Carolina | | Percentage of assets | | [Justin Yager](https://find.wellspent.co/advisors/justin-yager.md) | Brightpath Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Patrick Dunn](https://find.wellspent.co/advisors/patrick-dunn.md) | Olde Raleigh Financial Group | Raleigh, North Carolina | | Percentage of assets | | [Paul Elam](https://find.wellspent.co/advisors/paul-elam.md) | Cordgrass Capital Advisors | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ryan Thomsen](https://find.wellspent.co/advisors/ryan-thomsen.md) | First Oak Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly | | [Samantha Muncy](https://find.wellspent.co/advisors/samantha-muncy.md) | Evergreen Wealth Advisors | Raleigh, North Carolina | | Percentage of assets | | [Samuel Miesmer](https://find.wellspent.co/advisors/samuel-miesmer.md) | Trillium Square Advisors | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Stephanie Murray](https://find.wellspent.co/advisors/stephanie-murray.md) | Beacon Financial Strategies | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Tina Purvis](https://find.wellspent.co/advisors/tina-purvis.md) | Hollingsworth Avent Averre & Purvis, PA | Raleigh, North Carolina | | Percentage of assets, Hourly | | [Trevor Chambers](https://find.wellspent.co/advisors/trevor-chambers.md) | Olde Raleigh Financial Group | Raleigh, North Carolina | | Percentage of assets | | [Tyler Lamar](https://find.wellspent.co/advisors/tyler-lamar.md) | Olde Raleigh Financial Group | Raleigh, 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).