Financial advisors for divorce in North Carolina
Which financial advisor should I talk to about divorce in North Carolina?
For divorce in North Carolina, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include Chuck Clifton of Sycamore Financial Planning, LLC, Ross Marino of Dovetail Financial and Anne Marie Webster of Curated Capital & Planning LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Chuck Clifton Sycamore Financial Planning, LLC, Charlotte Holds the CDFA and CFP. Fees on file: hourly.
- Ross Marino Dovetail Financial, Wilmington Holds the CFP. Fees on file: ongoing planning fee.
- Anne Marie Webster Curated Capital & Planning LLC, Lewisville Holds the CFP. Fees on file: percentage of assets, hourly.
- Geoffrey Owen Front Porch Financial Advisory, Charlotte Holds the CFP. Fees on file: percentage of assets, hourly.
- William Hollan Arbor Investment Advisors, Winston Salem Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Erica Lyall Strategic Advisory Partners, Greensboro Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in North Carolina work on divorce?
The Wellspent public graph lists 26 fee-only advisors for divorce in North Carolina, at 15 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for divorce in North Carolina located?
Of the 26 fee-only advisors for divorce in North Carolina, 8 are in Charlotte, followed by 5 in Winston Salem and 4 in Greensboro.
Plus 4 in other cities.
How do fee-only advisors for divorce in North Carolina charge?
The most common fee among fee-only advisors for divorce in North Carolina is a percentage of assets, used by 73% of the 26 with fees on file. Many use more than one: 58% charge fixed fees and 54% 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 much does a one-time financial plan cost in North Carolina?
A one-time financial plan from a fee-only firm in North Carolina has a median price of $1,950. We found this across the published prices of 19 North Carolina firms.
What credentials should a financial advisor for divorce have?
For divorce, look for the CDFA and CFP. In North Carolina, 50% of the 26 advisors listed hold the CFP.
- CDFA4% in North Carolina
- The CDFA is the designation built for divorce finances.
- CFP50% in North Carolina
- The CFP covers the plan you'll live on afterward.
How do North Carolina advisors for divorce compare with the rest of the US?
73% of fee-only advisors for divorce in North Carolina charge a percentage of assets, compared with 88% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are North Carolina. Light bars are all US advisors for divorce.
How does North Carolina divide property in a divorce?
North Carolina divides marital property by equitable distribution, which means what's fair rather than automatically half.
What should I ask a financial advisor about divorce in North Carolina?
- How many divorces have you worked on, and at what stage do you get involved?
- Will you compare settlement options after tax?
- How do you handle dividing retirement accounts?
- Do you work with my attorney, or only with me?
- How do North Carolina's property rules change what I should ask for?
How current is this list of fee-only advisors for divorce in North Carolina?
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 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| Anne Marie Webster | Curated Capital & Planning LLC | Lewisville | CFP | Percentage of assets, Hourly |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| 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 |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Michael Giblin | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Trigg Williamson | Advisor.com | Charlotte | Not listed | Flat fee or retainer, Percentage of assets |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| Carolyn Larsen-Wieber | CLW Financial Planning | Raleigh | PFS | Percentage of assets, One-time planning fee |
| Christopher Sherman | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Damon Bremer | Sherman Financial | Chapel Hill | Not listed | Hourly, Ongoing planning fee |
| Geoffrey Owen | Front Porch Financial Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Patrick Evans | Grant Street Asset Management | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Paul Bradley | Piedmont Wealth Advisory | Charlotte | Not listed | Flat fee or retainer |
| Holden Bobb | Front Porch Financial Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
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