Financial advisors for estate planning in Raleigh, North Carolina
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- 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 PieCapital, Raleigh City Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Stephen Reh Invest With Steve, Raleigh City Holds the CFP. Fees on file: percentage of assets.
- Nick Murphy Counterweight Private Wealth, Raleigh City Holds the CFP. Fees on file: ongoing planning fee.
- Jennifer Pcholinsky Balentine Wealth Advisors, Raleigh City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- 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.
- CFP57% in Raleigh
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD3% in Raleigh
- 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.
Dark bars are Raleigh. 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 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.
All 40 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Nick Murphy | Counterweight Private Wealth | Raleigh | CFP, MBA, RICP | Ongoing planning fee |
| 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 |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Austin Moore | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Stephanie Williams | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Timothy Whitney | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| David McDougall | Highwind Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Eric Schrum | Schrum Private Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| John Purrington | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Caleb Griffith | Townsend Asset Management | Raleigh | CFP | Percentage of assets, Hourly |
| Jennifer Pcholinsky | Balentine Wealth Advisors | Raleigh | CFP | Percentage of assets, Fixed fees |
| John Maddison | Balentine Wealth Advisors | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Emma Schneider | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| James Bowie | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| James Tarkenton | Townsend Asset Management | Raleigh | CFA | Percentage of assets, Hourly |
| Martin Boney | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Ralston Turner | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Stephen Ross | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Todd Shand | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tracey Nobles | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| William Bost | Absher Wealth Management | Raleigh | CFA | Percentage of assets, Hourly |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Bradley Turlington | White Oak Wealth Partners | Raleigh | Not listed | Percentage of assets |
| Danielle Bailey | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Lucas Roberson | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Michael Absher | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Zakariya Wahdan | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Gregory Dunne | Raleigh Investment Advisors | Raleigh | Not listed | Percentage of assets |
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