# Financial advisors for equity compensation in North Carolina > For equity compensation in North Carolina, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Addison Delage of CAPTRUST, Will Revels of PieCapital and Stephan Shipe of Scholar Financial Advising. Page: https://find.wellspent.co/specialties/equity-compensation/north-carolina/ 37 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in North Carolina? For equity compensation in North Carolina, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Addison Delage of CAPTRUST, Will Revels of PieCapital and Stephan Shipe of Scholar Financial Advising. - [Addison Delage](https://find.wellspent.co/advisors/addison-delage/), CAPTRUST, Raleigh. Holds the CPA, CFP and CFA. Fees on file: flat fee or retainer, percentage of assets. - [Will Revels](https://find.wellspent.co/advisors/will-revels/), PieCapital, Raleigh. Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee. - [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe/), Scholar Financial Advising, Winston-Salem. Holds the CFP and CFA. Fees on file: flat fee or retainer. - [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy/), Fortitude Financial Planning, LLC, Raleigh. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Zachary Ashburn](https://find.wellspent.co/advisors/zachary-ashburn/), Reach Strategic Wealth, Winston-Salem. Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Justin Horowitz](https://find.wellspent.co/advisors/justin-horowitz/), Just Advising, Raleigh. Holds the CFP. Fees on file: subscription, one-time planning fee. ## How many fee-only financial advisors in North Carolina work on equity compensation? The Wellspent public graph lists 37 fee-only advisors for equity compensation in North Carolina, at 23 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for equity compensation in North Carolina located? Of the 37 fee-only advisors for equity compensation in North Carolina, 12 are in Charlotte, followed by 8 in Winston-Salem and 4 in Raleigh. ## How do fee-only advisors for equity compensation in North Carolina charge? The most common fee among fee-only advisors for equity compensation in North Carolina is a percentage of assets, used by 65% of the 37 with fees on file. Many use more than one: 32% charge an ongoing planning fee and 30% charge a flat fee or retainer. ## 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 equity compensation have? For equity compensation, look for the EA, CPA and CFP. In North Carolina, 49% of the 37 advisors listed hold the CFP. - EA (5% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CPA (3% of advisors listed): CPAs bring the tax modeling that exercise and sale decisions depend on. - CFP (49% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (11% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do North Carolina advisors for equity compensation compare with the rest of the US? 65% of fee-only advisors for equity compensation in North Carolina charge a percentage of assets, compared with 85% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from North Carolina? States often tax stock pay based on where you worked between grant and vesting, so a move to or from North Carolina can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in North Carolina? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How will you plan for North Carolina tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets | | [Jordan Vlastuin Vlastuin](https://find.wellspent.co/advisors/jordan-vlastuin-vlastuin.md) | Make the Memory Financial Planning LLC | Clemmons, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy.md) | Fortitude Financial Planning, LLC | Raleigh, North Carolina | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Chris Woods](https://find.wellspent.co/advisors/chris-woods.md) | Silvis Financial | Charlotte, North Carolina | CFP | Ongoing planning fee | | [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets | | [Justin Horowitz](https://find.wellspent.co/advisors/justin-horowitz.md) | Just Advising | Raleigh, North Carolina | CFP | Subscription, One-time planning fee | | [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer | | [Brittany Brinckerhoff](https://find.wellspent.co/advisors/brittany-brinckerhoff.md) | Hilltop Wealth Advisors, LLC | Chapel Hill, North Carolina | CFP, CSLP | Percentage of assets | | [Chris Hostetler](https://find.wellspent.co/advisors/chris-hostetler.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets | | [Nicholas Faulkner](https://find.wellspent.co/advisors/nicholas-faulkner.md) | Testament Wealth Management | Cary, North Carolina | CFP | Percentage of assets, Flat fee or retainer | | [Zachary Ashburn](https://find.wellspent.co/advisors/zachary-ashburn.md) | Reach Strategic Wealth | Winston-Salem, North Carolina | CFP, EA, AFC | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Tammy Goodman](https://find.wellspent.co/advisors/tammy-goodman.md) | Tammy Goodman Financial, LLC | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas English](https://find.wellspent.co/advisors/douglas-english.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Kristopher Barney](https://find.wellspent.co/advisors/kristopher-barney.md) | 30/40 Wealth | Cornelius, North Carolina | CFA | Percentage of assets | | [Roger Johnson](https://find.wellspent.co/advisors/roger-johnson.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Bryan Llewellyn](https://find.wellspent.co/advisors/bryan-llewellyn.md) | Llewellyn Financial | Charlotte, North Carolina | | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Trigg Williamson](https://find.wellspent.co/advisors/trigg-williamson.md) | Advisor.com | Charlotte, North Carolina | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Andrew Lee](https://find.wellspent.co/advisors/andrew-lee.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Brenton Bersin](https://find.wellspent.co/advisors/brenton-bersin.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Dana Strickland](https://find.wellspent.co/advisors/dana-strickland.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | | [David Klepeisz](https://find.wellspent.co/advisors/david-klepeisz.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Evan Mills](https://find.wellspent.co/advisors/evan-mills.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | | [Kevin Blocker](https://find.wellspent.co/advisors/kevin-blocker.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Noah Lewis](https://find.wellspent.co/advisors/noah-lewis.md) | Scholar Financial Advising | Winston-Salem, North Carolina | | Flat fee or retainer | | [Robert Johnson](https://find.wellspent.co/advisors/robert-johnson.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Weston Bryan](https://find.wellspent.co/advisors/weston-bryan.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Jackson Wilson](https://find.wellspent.co/advisors/jackson-wilson.md) | Mauney-Pitt Financial Management | Shelby, North Carolina | | Percentage of assets | | [Martha Hays](https://find.wellspent.co/advisors/martha-hays.md) | ACT Advisors | Asheville, North Carolina | | Ongoing planning fee | | [Patrick Latta](https://find.wellspent.co/advisors/patrick-latta.md) | ACT Advisors | Asheville, North Carolina | | Ongoing planning fee | | [Patrick Mauney](https://find.wellspent.co/advisors/patrick-mauney.md) | Mauney-Pitt Financial Management | Shelby, North Carolina | | Percentage of assets | | [Robert Pitt](https://find.wellspent.co/advisors/robert-pitt.md) | Mauney-Pitt Financial Management | Shelby, North Carolina | | Percentage of assets | | [David Miller](https://find.wellspent.co/advisors/david-miller-4819204.md) | Auctus Advisors | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Mallen Bruggeman](https://find.wellspent.co/advisors/mallen-bruggeman.md) | Auctus Advisors | Charlotte, North Carolina | | Percentage of assets, Fixed fees | ## Related - [Retirement planning in North Carolina](https://find.wellspent.co/specialties/retirement-planning/north-carolina.md) - [Estate planning in North Carolina](https://find.wellspent.co/specialties/estate-planning/north-carolina.md) - [Tax planning in North Carolina](https://find.wellspent.co/specialties/tax-planning/north-carolina.md) - [Family wealth transfer in North Carolina](https://find.wellspent.co/specialties/family-wealth-transfer/north-carolina.md) - [Retirees in North Carolina](https://find.wellspent.co/audiences/retirees/north-carolina.md) - [Founders in North Carolina](https://find.wellspent.co/specialties/founders-pre-exit/north-carolina.md) ## 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).