Financial advisors for estate planning in North Carolina
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Deborah Hobart Blue Water Capital Management, LLC, Apex Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Travis Tracy Fortitude Financial Planning, LLC, Raleigh Holds the CFP and JD. Fees on file: flat fee or retainer, ongoing planning fee.
- Edward Fulbright Fulbright Financial Consulting, PA, Durham Holds the CPA. Fees on file: ongoing planning fee.
- Fritzner Jean Geometric Advisors, Charlotte Holds the CFP. Fees on file: percentage of assets.
- Will Revels PieCapital, Raleigh Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- 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.
Plus 79 in other cities.
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.
- CFP52% in North Carolina
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in North Carolina
- A law degree helps a planner read trusts and documents closely.
- CPA1% in North Carolina
- 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.
Dark bars are North Carolina. Light bars are all US advisors for estate planning.
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.
All 198 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Rupa Pereira Tax-focused hourly and comprehensive planning for young families, women-led households and clients with cross-border ties. | FWJ Planning | Raleigh Durham Triangle | CFP, EA | Subscription, One-time planning fee |
| Charles Terry | Shepherd Wealth Partners, LLC | Waxhaw | CAP, CFP | Percentage of assets, Ongoing planning fee |
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing planning fee |
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Chris Woods | Silvis Financial | Charlotte | CFP | Ongoing planning fee |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| Deaton Smith | Thayer Financial | Hickory | CFP, ChFC | Percentage of assets |
| Evan Luongo | NoDa Wealth Management | Charlotte | CFP | One-time planning fee, Percentage of assets |
| James Charles | Sanctuary Financial Planning, LLC | Charlotte | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| Stephan Shipe Flat-fee, team-reviewed planning for DIY investors and families with complex wealth, from equity compensation to business exits. | Scholar Financial Advising | Winston-Salem | CFP, CFA, PhD | Flat fee or retainer |
| Brittany Brinckerhoff | Hilltop Wealth Advisors, LLC | Chapel Hill | CFP, CSLP | Percentage of assets |
| Chris Hostetler | Hilltop Wealth Advisors | Chapel Hill | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| John Underhill | Acorn & Oak Wealth Management LLC | Sanford | CFP | Percentage of assets, Fixed fees |
| Matt Johnson | Defining Legacy Financial Advisors LLC | Greensboro | CFP | Ongoing planning fee |
| Nicholas Faulkner | Testament Wealth Management | Cary | CFP | Percentage of assets, Flat fee or retainer |
| Nick Murphy | Counterweight Private Wealth | Raleigh | CFP, MBA, RICP | Ongoing planning fee |
| Travis Ray | By Design Financial Planning | Greensboro | CFP | Ongoing planning fee, Percentage of assets |
| Jeff Stewart | Lucid Wealth Planning LLC | Wake Forest | CFP, CRPC | Percentage of assets, Fixed fees |
| Mark Kelly | University Financial Strategies, LLC | Raleigh | CFP | Percentage of assets, Hourly |
| Niamh Douglas | Financial Symmetry, Inc. | Raleigh | CFP, BS, CEPA, BBA | Percentage of assets, Hourly |
| Todd Calamita | Calamita Wealth Management | Charlotte | CDFA, CFP | Percentage of assets, Fixed fees |
| Zach Palmer | Ark Royal Wealth Management, LLC | Charlotte | CFP | Percentage of assets, Hourly |
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| Megan Kopka | Kopka Financial, LLC | Wilmington | CFP, RLP | Percentage of assets, Hourly |
| William Carrington | Carrington Financial Planning, LLC | Fletcher | CFP | Percentage of assets, Hourly |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
| Curtis Byrd | Onyx Wealth Management | Durham | CFP | Percentage of assets, One-time planning fee |
| Nicholas O'Kelly | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Sean Williams | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Austin Moore | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Bert Bennett | West Fork Wealth Management | Chapel Hill | CFP | Percentage of assets |
| John Fleming | Vandalia Wealth | Greenville | CFP | Percentage of assets, Hourly |
| Lisa Bowers | RPO Wealth Partners | Charlotte | CFP | Fixed fees |
| Matthew Henry | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Matthew Snipes | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Sara Warntz | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Sean Hilliard | Rivertree Wealth | Wake Forest | CFP | Percentage of assets |
| Stephanie Williams | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Thomas Bengtson | Lakeshore Advisors | Charlotte | CFP | Percentage of assets |
| Timothy Whitney | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| William Bunch | Maze Financial Planning | Chapel Hill | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
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