Financial advisors for equity compensation in North Carolina

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.

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.

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.

See every fee-only advisor fee in North Carolina

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How will you plan for North Carolina tax alongside federal tax?
6. 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.