# Financial advisors for estate planning in North Carolina > For estate planning in North Carolina, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Deborah Hobart of Blue Water Capital Management, LLC, Travis Tracy of Fortitude Financial Planning, LLC and Edward Fulbright of Fulbright Financial Consulting, PA. Page: https://find.wellspent.co/specialties/estate-planning/north-carolina/ 198 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 estate planning in North Carolina? For estate planning in North Carolina, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Deborah Hobart of Blue Water Capital Management, LLC, Travis Tracy of Fortitude Financial Planning, LLC and Edward Fulbright of Fulbright Financial Consulting, PA. - [Deborah Hobart](https://find.wellspent.co/advisors/deborah-hobart/), Blue Water Capital Management, LLC, Apex. Holds the CFP and CPA. Fees on file: ongoing planning fee. - [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy/), Fortitude Financial Planning, LLC, Raleigh. Holds the CFP and JD. Fees on file: flat fee or retainer, ongoing planning fee. - [Edward Fulbright](https://find.wellspent.co/advisors/edward-fulbright/), Fulbright Financial Consulting, PA, Durham. Holds the CPA. Fees on file: ongoing planning fee. - [Fritzner Jean](https://find.wellspent.co/advisors/fritzner-jean/), Geometric Advisors, Charlotte. Holds the CFP. Fees on file: percentage of assets. - [Will Revels](https://find.wellspent.co/advisors/will-revels/), PieCapital, Raleigh. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Travis Ray](https://find.wellspent.co/advisors/travis-ray/), By Design Financial Planning, Greensboro. Holds the CFP. Fees on file: ongoing planning fee, percentage of assets. ## How many fee-only financial advisors in North Carolina work on estate planning? The Wellspent public graph lists 198 fee-only advisors for estate planning in North Carolina, at 92 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in North Carolina located? Of the 198 fee-only advisors for estate planning in North Carolina, 49 are in Charlotte, followed by 40 in Raleigh and 11 in Greensboro. ## How do fee-only advisors for estate planning in North Carolina charge? The most common fee among fee-only advisors for estate planning in North Carolina is a percentage of assets, used by 87% of the 198 with fees on file. Many use more than one: 55% charge fixed fees and 43% 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 estate planning have? For estate planning, look for the CFP, JD and CPA. In North Carolina, 52% of the 198 advisors listed hold the CFP. - CFP (52% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - JD (1% of advisors listed): A law degree helps a planner read trusts and documents closely. - CPA (1% of advisors listed): CPAs help with estate and gift tax filings. ## How do North Carolina advisors for estate planning compare with the rest of the US? 52% of fee-only advisors for estate planning in North Carolina hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does North Carolina have an estate or inheritance tax? No. North Carolina has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in North Carolina? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning 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 | | [Rupa Pereira](https://find.wellspent.co/advisors/rupa-pereira.md) | FWJ Planning | Raleigh Durham Triangle, North Carolina | CFP, EA | Subscription, One-time planning fee, Hourly | | [Charles Terry](https://find.wellspent.co/advisors/charles-terry.md) | Shepherd Wealth Partners, LLC | Waxhaw, North Carolina | CAP, CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Mike Davis](https://find.wellspent.co/advisors/mike-davis.md) | Legs Financial | Greensboro, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time 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 Mullis](https://find.wellspent.co/advisors/chris-mullis.md) | NorthStar Capital Advisors | Charlotte, North Carolina | CFP, PhD | Percentage of assets, Hourly | | [Chris Woods](https://find.wellspent.co/advisors/chris-woods.md) | Silvis Financial | Charlotte, North Carolina | CFP | Ongoing planning fee | | [Chuck Clifton](https://find.wellspent.co/advisors/chuck-clifton.md) | Sycamore Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFP, MBA | Hourly | | [Deaton Smith](https://find.wellspent.co/advisors/deaton-smith.md) | Thayer Financial | Hickory, North Carolina | CFP, ChFC | Percentage of assets | | [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets | | [James Charles](https://find.wellspent.co/advisors/james-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing 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 | | [Deborah Hobart](https://find.wellspent.co/advisors/deborah-hobart.md) | Blue Water Capital Management, LLC | Apex, North Carolina | CFP, CPA | Ongoing planning fee | | [John Underhill](https://find.wellspent.co/advisors/john-underhill.md) | Acorn & Oak Wealth Management LLC | Sanford, North Carolina | CFP | Percentage of assets, Fixed fees | | [Matt Johnson](https://find.wellspent.co/advisors/matt-johnson.md) | Defining Legacy Financial Advisors LLC | Greensboro, North Carolina | CFP | Ongoing planning fee | | [Nicholas Faulkner](https://find.wellspent.co/advisors/nicholas-faulkner.md) | Testament Wealth Management | Cary, North Carolina | CFP | Percentage of assets, Flat fee or retainer | | [Nick Murphy](https://find.wellspent.co/advisors/nick-murphy.md) | Counterweight Private Wealth | Raleigh, North Carolina | CFP, MBA, RICP | Ongoing planning fee | | [Travis Ray](https://find.wellspent.co/advisors/travis-ray.md) | By Design Financial Planning | Greensboro, North Carolina | CFP | Ongoing planning fee, Percentage of assets | | [Jeff Stewart](https://find.wellspent.co/advisors/jeff-stewart.md) | Lucid Wealth Planning LLC | Wake Forest, North Carolina | CFP, CRPC | Percentage of assets, Fixed fees | | [Mark Kelly](https://find.wellspent.co/advisors/mark-kelly.md) | University Financial Strategies, LLC | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Niamh Douglas](https://find.wellspent.co/advisors/niamh-douglas.md) | Financial Symmetry, Inc. | Raleigh, North Carolina | CFP, BS, CEPA, BBA, CPWA, CRPC, MBA | Percentage of assets, Hourly, Fixed fees | | [Todd Calamita](https://find.wellspent.co/advisors/todd-calamita.md) | Calamita Wealth Management | Charlotte, North Carolina | CDFA, CFP | Percentage of assets, Fixed fees | | [Zach Palmer](https://find.wellspent.co/advisors/zach-palmer.md) | Ark Royal Wealth Management, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Edward Fulbright](https://find.wellspent.co/advisors/edward-fulbright.md) | Fulbright Financial Consulting, PA | Durham, North Carolina | CPA/PFS | Ongoing planning fee | | [Megan Kopka](https://find.wellspent.co/advisors/megan-kopka.md) | Kopka Financial, LLC | Wilmington, North Carolina | CFP, RLP | Percentage of assets, Hourly, Fixed fees | | [William Carrington](https://find.wellspent.co/advisors/william-carrington.md) | Carrington Financial Planning, LLC | Fletcher, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar.md) | TARA Wealth | Durham, North Carolina | CFP | Percentage of assets, Flat fee or retainer | | [Curtis Byrd](https://find.wellspent.co/advisors/curtis-byrd.md) | Onyx Wealth Management | Durham, North Carolina | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Nicholas O'Kelly](https://find.wellspent.co/advisors/nicholas-o-kelly.md) | Cadence Wealth Partners | Concord, North Carolina | CFP | Flat fee or retainer, Percentage of assets | | [Sean Williams](https://find.wellspent.co/advisors/sean-williams.md) | Cadence Wealth Partners | Concord, North Carolina | CFP | Flat fee or retainer, Percentage of assets | | [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh.md) | Invest With Steve | Raleigh, North Carolina | CFP, CFA | Percentage of assets | | [Austin Moore](https://find.wellspent.co/advisors/austin-moore.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Bert Bennett](https://find.wellspent.co/advisors/bert-bennett.md) | West Fork Wealth Management | Chapel Hill, North Carolina | CFP | Percentage of assets | | [John Fleming](https://find.wellspent.co/advisors/john-fleming.md) | Vandalia Wealth | Greenville, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Lisa Bowers](https://find.wellspent.co/advisors/lisa-bowers.md) | RPO Wealth Partners | Charlotte, North Carolina | CFP | Fixed fees | | [Matthew Henry](https://find.wellspent.co/advisors/matthew-henry.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Matthew Snipes](https://find.wellspent.co/advisors/matthew-snipes.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Michael Kothakota](https://find.wellspent.co/advisors/michael-kothakota.md) | WolfBridge Wealth | Durham, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Miller Hoffman](https://find.wellspent.co/advisors/miller-hoffman.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Sara Warntz](https://find.wellspent.co/advisors/sara-warntz.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Sean Hilliard](https://find.wellspent.co/advisors/sean-hilliard.md) | Rivertree Wealth | Wake Forest, North Carolina | CFP | Percentage of assets | | [Stephanie Williams](https://find.wellspent.co/advisors/stephanie-williams.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Thomas Bengtson](https://find.wellspent.co/advisors/thomas-bengtson.md) | Lakeshore Advisors | Charlotte, North Carolina | CFP | Percentage of assets | | [Timothy Whitney](https://find.wellspent.co/advisors/timothy-whitney.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [William Bunch](https://find.wellspent.co/advisors/william-bunch.md) | Maze Financial Planning | Chapel Hill, North Carolina | CFP | Percentage of assets, Hourly | | [Adam Boor](https://find.wellspent.co/advisors/adam-boor.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 198. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/north-carolina/?page=2 ## Related - [Retirement planning in North Carolina](https://find.wellspent.co/specialties/retirement-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) - [Pre-retirees in North Carolina](https://find.wellspent.co/audiences/pre-retirees/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).