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Fee report · North Carolina

What fee-only financial advisors charge in North Carolina

Fee-only financial advisors in North Carolina who publish their prices charge a median of $4,500 a year for ongoing planning, $1,950 for a one-time plan, $250 an hour, or 1% of assets a year, from 71 firm websites. Ongoing planning here is about the same as the national median of $4,500.

FeeNorth CarolinaUnited States
Ongoing planning (per year) $4,500$2,400 to $9,800 · 33 firms $4,500
One-time financial plan $1,950$1,500 to $3,300 · 19 firms $2,000
Hourly rate $250$200 to $274 · 12 firms $300
Assets under management (first tier) 1%0.98% to 1.05% · 31 firms 1%
No account minimum46%of 26 firms that state one50%

Medians, with the middle half of firms below each. A figure appears only with at least 12 firms behind it. Prices are the starting prices firms publish on their own websites, each checked word for word against the page. This is the 2026 Q4 edition, with figures as of October 31, 2026.

Find a fee-only advisor in North Carolina

See fee-only advisors in North Carolina on the public graph, with each advisor's fees where they publish them. Many fee-only advisors also work with clients in other states by video, so a planner elsewhere can be an option if you want a particular specialty.

Questions

How much does a fee-only financial advisor cost in North Carolina?

Among fee-only firms in North Carolina that publish prices, the median ongoing planning fee is $4,500 a year, with the middle half between $2,400 and $9,800. That's about the same as the national median of $4,500.

What does an hourly financial planner cost in North Carolina?

The median hourly rate among North Carolina fee-only firms that publish one is $250, from 12 firms.

Do North Carolina fee-only advisors have account minimums?

Of 26 North Carolina firms that state an account minimum on their website, 46% say they have none.