# Fee-only financial advisors in Winston Salem, North Carolina > Start with a fee-only advisor in Winston Salem whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Scott Cawood of Arbor Investment Advisors, Charles Barham of Cassia Capital Partners and Samuel Soots of Timonier, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/north-carolina/winston-salem/ 28 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 Winston Salem? Start with a fee-only advisor in Winston Salem whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Scott Cawood of Arbor Investment Advisors, Charles Barham of Cassia Capital Partners and Samuel Soots of Timonier, chosen for their credentials and fees on file. ## How many fee-only advisors in Winston Salem are there? The Wellspent public graph lists 28 fee-only advisors in Winston Salem, at 8 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Winston Salem focus on? The most common focus among fee-only advisors in Winston Salem is founders (9), followed by executives (9) and estate planning (5). Advisors can list more than one. ## How do fee-only advisors in Winston Salem charge? All 28 fee-only advisors in Winston Salem with fees on file charge a percentage of assets. Many use more than one: 100% charge fixed fees and 61% 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 Winston Salem hold the CFP? 29% of the 28 fee-only advisors in Winston Salem 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 Winston Salem? 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 | |---|---|---|---|---| | [Erika Mielke](https://find.wellspent.co/advisors/erika-mielke.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Scott Cawood](https://find.wellspent.co/advisors/scott-cawood.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Scott Jones](https://find.wellspent.co/advisors/scott-jones.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [William Hollan](https://find.wellspent.co/advisors/william-hollan.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Charles Barham](https://find.wellspent.co/advisors/charles-barham.md) | Cassia Capital Partners | Winston Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [James Hough](https://find.wellspent.co/advisors/james-hough.md) | Arbor Investment Advisors | Winston Salem, North Carolina | | Percentage of assets, Fixed fees | | [Andrew Miller](https://find.wellspent.co/advisors/andrew-miller.md) | Cassia Capital Partners | Winston Salem, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Raymond Walsh](https://find.wellspent.co/advisors/raymond-walsh.md) | Your Capital Financial | Winston Salem, North Carolina | | Percentage of assets, Fixed fees | | [Benjamin Haynes](https://find.wellspent.co/advisors/benjamin-haynes.md) | Cassia Capital Partners | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [James Helvey](https://find.wellspent.co/advisors/james-helvey.md) | Cassia Capital Partners | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson.md) | The Wealth Conservatory | Winston Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Samuel Soots](https://find.wellspent.co/advisors/samuel-soots.md) | Timonier | Winston Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Trent Sheets](https://find.wellspent.co/advisors/trent-sheets.md) | Sheets Smith Wealth Management | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [James Edmundson](https://find.wellspent.co/advisors/james-edmundson.md) | Salem Investment Counselors | Winston Salem, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Janice French](https://find.wellspent.co/advisors/janice-french.md) | Timonier | Winston Salem, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Joseph McCaffrey](https://find.wellspent.co/advisors/joseph-mccaffrey.md) | Salem Investment Counselors | Winston Salem, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Simmons](https://find.wellspent.co/advisors/matthew-simmons.md) | Salem Investment Counselors | Winston Salem, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Pike](https://find.wellspent.co/advisors/robert-pike.md) | Sheets Smith Wealth Management | Winston Salem, North Carolina | CFA | Percentage of assets, Fixed fees | | [Austin Childress](https://find.wellspent.co/advisors/austin-childress.md) | Three Magnolias Financial Advisors | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [George Keener](https://find.wellspent.co/advisors/george-keener.md) | Salem Investment Counselors | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [James Holmes](https://find.wellspent.co/advisors/james-holmes.md) | Three Magnolias Financial Advisors | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Jesse Goins](https://find.wellspent.co/advisors/jesse-goins.md) | Salem Investment Counselors | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kristopher Abernethy](https://find.wellspent.co/advisors/kristopher-abernethy.md) | Salem Investment Counselors | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Mary Shamburg](https://find.wellspent.co/advisors/mary-shamburg.md) | Sheets Smith Wealth Management | Winston Salem, North Carolina | | Percentage of assets, Fixed fees | | [Nicholas Baker](https://find.wellspent.co/advisors/nicholas-baker.md) | Timonier | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Yeakle](https://find.wellspent.co/advisors/nicholas-yeakle.md) | Timonier | Winston Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ntina Skoteiniadis](https://find.wellspent.co/advisors/ntina-skoteiniadis.md) | Sheets Smith Wealth Management | Winston Salem, North Carolina | | Percentage of assets, Fixed fees | | [Phu Roy O](https://find.wellspent.co/advisors/phu-roy-o.md) | Sheets Smith Wealth Management | Winston Salem, North Carolina | | Percentage of assets, Fixed fees | ## 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).