# Financial advisors for family wealth transfer in North Carolina > For family wealth transfer in North Carolina, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Addison Delage of CAPTRUST, Sara Warntz of Topsail Wealth Management and Ryan Casey of Tilia Fiduciary Partners. Page: https://find.wellspent.co/specialties/family-wealth-transfer/north-carolina/ 118 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 passing wealth to the next generation in North Carolina? For family wealth transfer in North Carolina, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Addison Delage of CAPTRUST, Sara Warntz of Topsail Wealth Management and Ryan Casey of Tilia Fiduciary Partners. - [Addison Delage](https://find.wellspent.co/advisors/addison-delage/), CAPTRUST, Raleigh. Holds the CFP and CPA. Fees on file: flat fee or retainer, percentage of assets. - [Sara Warntz](https://find.wellspent.co/advisors/sara-warntz/), Topsail Wealth Management, Charlotte. Holds the CFP. Fees on file: percentage of assets. - [Ryan Casey](https://find.wellspent.co/advisors/ryan-casey/), Tilia Fiduciary Partners, Wilmington. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe/), Scholar Financial Advising, Winston-Salem. Holds the CFP. Fees on file: flat fee or retainer. - [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar/), TARA Wealth, Durham. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Matthew Blades](https://find.wellspent.co/advisors/matthew-blades/), Woodard & Company Asset Management Group, Bermuda Run. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in North Carolina work on family wealth transfer? The Wellspent public graph lists 118 fee-only advisors for family wealth transfer in North Carolina, at 44 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in North Carolina located? Of the 118 fee-only advisors for family wealth transfer in North Carolina, 39 are in Charlotte, followed by 16 in Raleigh and 8 in Matthews. ## How do fee-only advisors for family wealth transfer in North Carolina charge? The most common fee among fee-only advisors for family wealth transfer in North Carolina is a percentage of assets, used by 88% of the 118 with fees on file. Many use more than one: 43% charge fixed fees and 25% 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 family wealth transfer have? For family wealth transfer, look for the CFP and CPA. In North Carolina, 47% of the 118 advisors listed hold the CFP. - CFP (47% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (1% of advisors listed): CPAs handle gift tax returns and estate calculations. ## How do North Carolina advisors for family wealth transfer compare with the rest of the US? 43% of fee-only advisors for family wealth transfer in North Carolina charge fixed fees, compared with 62% of the 3,385 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 passing wealth to the next generation in North Carolina? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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 | | [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 | | [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer | | [John Sanders](https://find.wellspent.co/advisors/john-sanders.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [William Bissett](https://find.wellspent.co/advisors/william-bissett.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar.md) | TARA Wealth | Durham, North Carolina | CFP | Percentage of assets, Flat fee or retainer | | [Cheryl Sherrard](https://find.wellspent.co/advisors/cheryl-sherrard.md) | Clearview Wealth Management | Charlotte, North Carolina | CFP, MA, MBA | Ongoing planning fee | | [Abby Bennett](https://find.wellspent.co/advisors/abby-bennett.md) | Verum Partners | Charlotte, North Carolina | CExP, CFP | Percentage of assets, Fixed fees | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Alexis Delia](https://find.wellspent.co/advisors/alexis-delia.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Ryan Casey](https://find.wellspent.co/advisors/ryan-casey.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Walker Abney](https://find.wellspent.co/advisors/walker-abney.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [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 | | [Sara Warntz](https://find.wellspent.co/advisors/sara-warntz.md) | Topsail Wealth Management | Charlotte, North Carolina | CFP | Percentage of assets | | [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 | | [Alixandria Tucci](https://find.wellspent.co/advisors/alixandria-tucci.md) | PCM Encore | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Douglas English](https://find.wellspent.co/advisors/douglas-english.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Drew Waterbury](https://find.wellspent.co/advisors/drew-waterbury.md) | Ocean Advisors | Charlotte, North Carolina | CFP | Hourly, Percentage of assets | | [Erika Mielke](https://find.wellspent.co/advisors/erika-mielke.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Matthew Blades](https://find.wellspent.co/advisors/matthew-blades.md) | Woodard & Company Asset Management Group | Bermuda Run, North Carolina | CFP | Percentage of assets | | [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 | | [Roger Johnson](https://find.wellspent.co/advisors/roger-johnson.md) | ACT Advisors | Asheville, North Carolina | CFP | Ongoing planning fee | | [Scott Cawood](https://find.wellspent.co/advisors/scott-cawood.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Scott Jones](https://find.wellspent.co/advisors/scott-jones.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Todd Senter](https://find.wellspent.co/advisors/todd-senter.md) | Woodard & Company Asset Management Group | Bermuda Run, North Carolina | CFP | Percentage of assets | | [William Hollan](https://find.wellspent.co/advisors/william-hollan.md) | Arbor Investment Advisors | Winston Salem, North Carolina | CFP | Percentage of assets, Fixed fees | | [Amber Schiffert](https://find.wellspent.co/advisors/amber-schiffert.md) | TARA Wealth | Durham, North Carolina | | Percentage of assets, Flat fee or retainer | | [Blaise Stevens](https://find.wellspent.co/advisors/blaise-stevens.md) | Strategic Advisory Partners | Greensboro, North Carolina | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Blake Hedrick](https://find.wellspent.co/advisors/blake-hedrick.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Baum](https://find.wellspent.co/advisors/brian-baum.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Sigmon](https://find.wellspent.co/advisors/daniel-sigmon.md) | Collegiate Capital Management | Raleigh, North Carolina | CFP | Percentage of assets | | [Daniel Smith](https://find.wellspent.co/advisors/daniel-smith-6577973.md) | Piedmont Trust | Greenboro, North Carolina | CFP, CFA | Percentage of assets, Fixed fees | | [Erica Lyall](https://find.wellspent.co/advisors/erica-lyall.md) | Strategic Advisory Partners | Greensboro, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Evan Grey](https://find.wellspent.co/advisors/evan-grey.md) | Grey Private Capital | Charlotte, North Carolina | CFP | Flat fee or retainer, Percentage of assets | | [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 | | [Nathan Fulks](https://find.wellspent.co/advisors/nathan-fulks.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Dye](https://find.wellspent.co/advisors/robert-dye.md) | Family Wealth Partners | Matthews, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Anne McPhail](https://find.wellspent.co/advisors/anne-mcphail.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Cameron Amos](https://find.wellspent.co/advisors/cameron-amos.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [Charles Dann](https://find.wellspent.co/advisors/charles-dann.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | | [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina | | One-time planning fee, Flat fee or retainer | | [Jason Barbera](https://find.wellspent.co/advisors/jason-barbera.md) | Heritage Wealth Advisors | Durham, North Carolina | CFA | Percentage of assets, Fixed fees | | [John Menser](https://find.wellspent.co/advisors/john-menser.md) | Novare Capital Management | Charlotte, North Carolina | CFP | Percentage of assets | Showing the first 50 of 118. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/north-carolina/?page=2 ## Related - [Retirement planning in North Carolina](https://find.wellspent.co/specialties/retirement-planning/north-carolina.md) - [Estate planning in North Carolina](https://find.wellspent.co/specialties/estate-planning/north-carolina.md) - [Tax planning in North Carolina](https://find.wellspent.co/specialties/tax-planning/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).