# Financial advisors for estate planning in Raleigh, North Carolina > For estate planning in Raleigh, 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 Travis Tracy of Fortitude Financial Planning, LLC, Will Revels of PieCapital and Stephen Reh of Invest With Steve. Page: https://find.wellspent.co/specialties/estate-planning/north-carolina/raleigh/ 40 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 Raleigh? For estate planning in Raleigh, 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 Travis Tracy of Fortitude Financial Planning, LLC, Will Revels of PieCapital and Stephen Reh of Invest With Steve. - [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy/), Fortitude Financial Planning, LLC, Raleigh City. Holds the CFP and JD. Fees on file: flat fee or retainer, ongoing planning fee. - [Will Revels](https://find.wellspent.co/advisors/will-revels/), PieCapital, Raleigh City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh/), Invest With Steve, Raleigh City. Holds the CFP. Fees on file: percentage of assets. - [Nick Murphy](https://find.wellspent.co/advisors/nick-murphy/), Counterweight Private Wealth, Raleigh City. Holds the CFP. Fees on file: ongoing planning fee. - [Jennifer Pcholinsky](https://find.wellspent.co/advisors/jennifer-pcholinsky/), Balentine Wealth Advisors, Raleigh City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Niamh Douglas](https://find.wellspent.co/advisors/niamh-douglas/), Financial Symmetry, Inc., Raleigh City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Raleigh work on estate planning? The Wellspent public graph lists 40 fee-only advisors for estate planning in Raleigh, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Raleigh charge? The most common fee among fee-only advisors for estate planning in Raleigh is a percentage of assets, used by 95% of the 40 with fees on file. Many use more than one: 85% charge fixed fees and 43% charge by the hour. ## How much do fee-only financial advisors charge in Raleigh? Fee-only financial advisors in Raleigh charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 5 Raleigh firms. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP and JD. In Raleigh, 57% of the 40 advisors listed hold the CFP. - CFP (57% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - JD (3% of advisors listed): A law degree helps a planner read trusts and documents closely. ## How do Raleigh advisors for estate planning compare with the rest of the US? 85% of fee-only advisors for estate planning in Raleigh charge fixed fees, compared with 54% 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 Raleigh? - 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 Raleigh? 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 | |---|---|---|---|---| | [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 | | [Nick Murphy](https://find.wellspent.co/advisors/nick-murphy.md) | Counterweight Private Wealth | Raleigh, North Carolina | CFP, MBA, RICP | Ongoing planning fee | | [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 | | [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 | | [Miller Hoffman](https://find.wellspent.co/advisors/miller-hoffman.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Stephanie Williams](https://find.wellspent.co/advisors/stephanie-williams.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Timothy Whitney](https://find.wellspent.co/advisors/timothy-whitney.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Adam Boor](https://find.wellspent.co/advisors/adam-boor.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Allison Miller](https://find.wellspent.co/advisors/allison-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [David McDougall](https://find.wellspent.co/advisors/david-mcdougall.md) | Highwind Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Eric Schrum](https://find.wellspent.co/advisors/eric-schrum.md) | Schrum Private Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Graham Shepherd](https://find.wellspent.co/advisors/graham-shepherd.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [John Purrington](https://find.wellspent.co/advisors/john-purrington.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Miller](https://find.wellspent.co/advisors/matthew-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Snuggs](https://find.wellspent.co/advisors/matthew-snuggs.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Pamela Rigsby](https://find.wellspent.co/advisors/pamela-rigsby.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Caleb Griffith](https://find.wellspent.co/advisors/caleb-griffith.md) | Townsend Asset Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Pcholinsky](https://find.wellspent.co/advisors/jennifer-pcholinsky.md) | Balentine Wealth Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [John Maddison](https://find.wellspent.co/advisors/john-maddison.md) | Balentine Wealth Advisors | Raleigh, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Robert Roland](https://find.wellspent.co/advisors/robert-roland.md) | Absher Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Emma Schneider](https://find.wellspent.co/advisors/emma-schneider.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [James Bowie](https://find.wellspent.co/advisors/james-bowie.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [James Tarkenton](https://find.wellspent.co/advisors/james-tarkenton.md) | Townsend Asset Management | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Martin Boney](https://find.wellspent.co/advisors/martin-boney.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Ralston Turner](https://find.wellspent.co/advisors/ralston-turner.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Stephen Ross](https://find.wellspent.co/advisors/stephen-ross.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Todd Shand](https://find.wellspent.co/advisors/todd-shand.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Tracey Nobles](https://find.wellspent.co/advisors/tracey-nobles.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [William Bost](https://find.wellspent.co/advisors/william-bost.md) | Absher Wealth Management | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Kelsey Plummer](https://find.wellspent.co/advisors/kelsey-plummer.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Arne Morris](https://find.wellspent.co/advisors/arne-morris.md) | Townsend Asset Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Bradley Turlington](https://find.wellspent.co/advisors/bradley-turlington.md) | White Oak Wealth Partners | Raleigh, North Carolina | | Percentage of assets | | [Danielle Bailey](https://find.wellspent.co/advisors/danielle-bailey.md) | Balentine Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Lucas Roberson](https://find.wellspent.co/advisors/lucas-roberson.md) | Balentine Wealth Advisors | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Michael Absher](https://find.wellspent.co/advisors/michael-absher.md) | Absher Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Zakariya Wahdan](https://find.wellspent.co/advisors/zakariya-wahdan.md) | Absher Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Gregory Dunne](https://find.wellspent.co/advisors/gregory-dunne.md) | Raleigh Investment Advisors | Raleigh, North Carolina | | Percentage of assets | ## Related - [Retirement planning in Raleigh](https://find.wellspent.co/specialties/retirement-planning/north-carolina/raleigh.md) - [Tax planning in Raleigh](https://find.wellspent.co/specialties/tax-planning/north-carolina/raleigh.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).