Fee-only financial advisors in Raleigh, North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Addison Delage CAPTRUST Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, percentage of assets.
- Travis Tracy Fortitude Financial Planning, LLC Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Stephen Reh Invest With Steve Holds the CFP and CFA. Fees on file: percentage of assets.
- Will Revels PieCapital Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Erin Campbell Beacon Financial Strategies Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- John Maddison Balentine Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 133
- Firms
- 57
- Hold the CFP
- 51%
- Other credentials: CFA 9% · CPA 2% · EA 1%
- How they charge (of 133 with fees on file): percentage of assets 96% · fixed fees 65% · hourly 48% · ongoing planning fee 5%
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 Raleigh by what you need
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 Raleigh
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.
All 133 advisors in Raleigh
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Justin Horowitz Advice-only planning for environmentally and socially conscious people who want to align their money, investments and values. | Just Advising | Raleigh | CFP | Subscription, One-time planning fee |
| Nick Murphy | Counterweight Private Wealth | Raleigh | CFP, MBA, RICP | Ongoing planning fee |
| Erin Campbell | Beacon Financial Strategies | Raleigh | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Katherine Edwards Personalized retirement income and tax-efficient planning for pre-retirees and retirees, plus families at every stage of life. | MainStreet Financial Planning | Raleigh | CFP | Subscription, One-time planning fee |
| Mark Kelly | University Financial Strategies, LLC | Raleigh | CFP | Percentage of assets, Hourly |
| Niamh Douglas | Financial Symmetry, Inc. | Raleigh | CFP, BS, CEPA, BBA | Percentage of assets, Hourly |
| Ian Bloom | Open World Financial Life Planning | Raleigh | CFP, RLP | Ongoing planning fee, Percentage of assets |
| Charles Feehely | Charles Michael Financial LLC | Raleigh | CFP, MSFP | Ongoing planning fee, Hourly |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Matthew Miner | Miner Wealth Management, LLC | Raleigh | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Austin Moore | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Stephanie Williams | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Timothy Whitney | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Logan | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| David McDougall | Highwind Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Ellen Martin | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Eric Schrum | Schrum Private Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Geoffrey Hall | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Jared Korver | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| John Purrington | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Ryan Smith | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Caleb Griffith | Townsend Asset Management | Raleigh | CFP | Percentage of assets, Hourly |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Jennifer Pcholinsky | Balentine Wealth Advisors | Raleigh | CFP | Percentage of assets, Fixed fees |
| John Maddison | Balentine Wealth Advisors | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Carolyn Larsen-Wieber | CLW Financial Planning | Raleigh | PFS | Percentage of assets, One-time planning fee |
| Emma Schneider | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| James Bowie | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| James Tarkenton | Townsend Asset Management | Raleigh | CFA | Percentage of assets, Hourly |
| Martin Boney | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Ralston Turner | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Stephen Ross | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Todd Shand | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tracey Nobles | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| William Bost | Absher Wealth Management | Raleigh | CFA | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Kevin Barry | Cantata Wealth Management, LLC | Raleigh | CFA, CFP, CAP, MBA | Percentage of assets, Fixed fees |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
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