Financial advisors for estate planning in Charlotte, North Carolina

Which financial advisor should I talk to about estate planning in Charlotte?

For estate planning in Charlotte, 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 Fritzner Jean of Geometric Advisors, James Charles of Sanctuary Financial Planning, LLC and Sara Warntz of Topsail Wealth Management.

How many fee-only financial advisors in Charlotte work on estate planning?

The Wellspent public graph lists 49 fee-only advisors for estate planning in Charlotte, at 21 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for estate planning in Charlotte charge?

The most common fee among fee-only advisors for estate planning in Charlotte is a percentage of assets, used by 90% of the 49 with fees on file. Many use more than one: 27% charge fixed fees and 18% charge by the hour.

How much do fee-only financial advisors charge in Charlotte?

Fee-only financial advisors in Charlotte charge a median of $4,125 a year for ongoing planning. We found this across the published prices of 10 Charlotte firms.

What credentials should a financial advisor for estate planning have?

For estate planning, look for the CFP. In Charlotte, 61% of the 49 advisors listed hold the CFP.

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 Charlotte?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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 Charlotte?

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.