Fee-only financial advisors in Winston Salem, North Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Scott Cawood Arbor Investment Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Charles Barham Cassia Capital Partners Holds the CFP. Fees on file: percentage of assets, hourly.
- Samuel Soots Timonier Holds the CFP. Fees on file: percentage of assets, hourly.
- Trent Sheets Sheets Smith Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
- James Edmundson Salem Investment Counselors Holds the CFA. Fees on file: percentage of assets, hourly.
- Daniel Johnson The Wealth Conservatory Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 28
- Firms
- 8
- Hold the CFP
- 29%
- Other credentials: CFA 25%
- How they charge (of 28 with fees on file): percentage of assets 100% · fixed fees 100% · hourly 61%
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 Winston Salem 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 Winston Salem
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.
All 28 advisors in Winston Salem
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Jones | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| William Hollan | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Charles Barham | Cassia Capital Partners | Winston Salem | CFP | Percentage of assets, Hourly |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Andrew Miller | Cassia Capital Partners | Winston Salem | CFA | Percentage of assets, Hourly |
| Raymond Walsh | Your Capital Financial | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Benjamin Haynes | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| James Helvey | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Daniel Johnson | The Wealth Conservatory | Winston Salem | CFP | Percentage of assets, Hourly |
| Samuel Soots | Timonier | Winston Salem | CFP | Percentage of assets, Hourly |
| Trent Sheets | Sheets Smith Wealth Management | Winston Salem | CFP | Percentage of assets, Fixed fees |
| James Edmundson | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Janice French | Timonier | Winston Salem | CFA | Percentage of assets, Hourly |
| Joseph McCaffrey | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Matthew Simmons | Salem Investment Counselors | Winston Salem | CFA | Percentage of assets, Hourly |
| Robert Pike | Sheets Smith Wealth Management | Winston Salem | CFA | Percentage of assets, Fixed fees |
| Austin Childress | Three Magnolias Financial Advisors | Winston Salem | Not listed | Percentage of assets, Hourly |
| George Keener | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| James Holmes | Three Magnolias Financial Advisors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Jesse Goins | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Kristopher Abernethy | Salem Investment Counselors | Winston Salem | Not listed | Percentage of assets, Hourly |
| Mary Shamburg | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Nicholas Baker | Timonier | Winston Salem | Not listed | Percentage of assets, Hourly |
| Nicholas Yeakle | Timonier | Winston Salem | Not listed | Percentage of assets, Hourly |
| Ntina Skoteiniadis | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Phu Roy O | Sheets Smith Wealth Management | Winston Salem | Not listed | Percentage of assets, Fixed fees |
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