Financial advisors for family wealth transfer in North Carolina
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Addison Delage CAPTRUST, Raleigh Holds the CFP and CPA. Fees on file: flat fee or retainer, percentage of assets.
- Sara Warntz Topsail Wealth Management, Charlotte Holds the CFP. Fees on file: percentage of assets.
- Ryan Casey Tilia Fiduciary Partners, Wilmington Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Stephan Shipe Scholar Financial Advising, Winston-Salem Holds the CFP. Fees on file: flat fee or retainer.
- Amanda Decesar TARA Wealth, Durham Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- 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.
Plus 44 in other cities.
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.
- CFP47% in North Carolina
- The CFP covers gifting, trusts, and the wider plan.
- CPA1% in North Carolina
- 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.
Dark bars are North Carolina. Light bars are all US advisors for family wealth transfer.
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.
All 118 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 |
| Mike Davis | Legs Financial | Greensboro | CFP | 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 |
| John Sanders | Portus Wealth Advisors | Charlotte | CFP, MBA | Percentage of assets, Hourly |
| William Bissett | Portus Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
| Cheryl Sherrard | Clearview Wealth Management | Charlotte | CFP, MA, MBA | Ongoing planning fee |
| Abby Bennett | Verum Partners | Charlotte | CExP, CFP | Percentage of assets, Fixed fees |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Sara Warntz | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| William Bunch | Maze Financial Planning | Chapel Hill | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Alixandria Tucci | PCM Encore | Charlotte | CFP | Percentage of assets, Fixed fees |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Drew Waterbury | Ocean Advisors | Charlotte | CFP | Hourly, Percentage of assets |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Matthew Blades | Woodard & Company Asset Management Group | Bermuda Run | CFP | Percentage of assets |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Jones | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Todd Senter | Woodard & Company Asset Management Group | Bermuda Run | CFP | Percentage of assets |
| William Hollan | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Brian Baum | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| 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 |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Anne McPhail | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Cameron Amos | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Charles Dann | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| John Menser | Novare Capital Management | Charlotte | CFP | Percentage of assets |
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