# Financial advisors for founders in Charlotte, North Carolina > For founders in Charlotte, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Stephen Miller of Forward Wealth Management, Thomas Bengtson of Lakeshore Advisors and Nick Foy of Greenway Wealth Advisors, LLC. Page: https://find.wellspent.co/specialties/founders-pre-exit/north-carolina/charlotte/ 27 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 as a founder in Charlotte? For founders in Charlotte, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Stephen Miller of Forward Wealth Management, Thomas Bengtson of Lakeshore Advisors and Nick Foy of Greenway Wealth Advisors, LLC. - [Stephen Miller](https://find.wellspent.co/advisors/stephen-miller-4112825/), Forward Wealth Management, Charlotte City. Holds the CFP and CFA. Fees on file: percentage of assets. - [Thomas Bengtson](https://find.wellspent.co/advisors/thomas-bengtson/), Lakeshore Advisors, Charlotte City. Holds the CFP. Fees on file: percentage of assets. - [Nick Foy](https://find.wellspent.co/advisors/nick-foy/), Greenway Wealth Advisors, LLC, Charlotte City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Evan Grey](https://find.wellspent.co/advisors/evan-grey/), Grey Private Capital, Charlotte City. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo/), NoDa Wealth Management, Charlotte City. Holds the CFP. Fees on file: one-time planning fee, percentage of assets. - [Lisa Bowers](https://find.wellspent.co/advisors/lisa-bowers/), RPO Wealth Partners, Charlotte City. Holds the CFP. Fees on file: fixed fees. ## How many fee-only financial advisors in Charlotte work with founders? The Wellspent public graph lists 27 fee-only advisors for founders in Charlotte, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in Charlotte charge? The most common fee among fee-only advisors for founders in Charlotte is a percentage of assets, used by 89% of the 27 with fees on file. Many use more than one: 59% charge fixed fees and 30% 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 founders have? For founders, look for the CFP and CFA. In Charlotte, 44% of the 27 advisors listed hold the CFP. - CFP (44% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (7% of advisors listed): The CFA helps with investing a large sum at once. ## How do Charlotte advisors for founders compare with the rest of the US? 30% of fee-only advisors for founders in Charlotte charge by the hour, compared with 46% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does North Carolina tax income on top of federal tax? Yes. North Carolina has a state income tax, so a financial plan for a North Carolina resident should project it alongside federal tax. ## What happens to stock pay if you move to or from North Carolina? States often tax stock pay based on where you worked between grant and vesting, so a move to or from North Carolina can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Charlotte? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for North Carolina tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets | | [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 | | [Abby Bennett](https://find.wellspent.co/advisors/abby-bennett.md) | Verum Partners | Charlotte, North Carolina | CExP, CFP | Percentage of assets, Fixed fees | | [Lisa Bowers](https://find.wellspent.co/advisors/lisa-bowers.md) | RPO Wealth Partners | Charlotte, North Carolina | CFP | Fixed fees | | [Thomas Bengtson](https://find.wellspent.co/advisors/thomas-bengtson.md) | Lakeshore Advisors | Charlotte, North Carolina | CFP | Percentage of assets | | [Joshua Bailey](https://find.wellspent.co/advisors/joshua-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Philip Bailey](https://find.wellspent.co/advisors/philip-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Bryan Llewellyn](https://find.wellspent.co/advisors/bryan-llewellyn.md) | Llewellyn Financial | Charlotte, North Carolina | | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Evan Grey](https://find.wellspent.co/advisors/evan-grey.md) | Grey Private Capital | Charlotte, North Carolina | CFP | Flat fee or retainer, Percentage of assets | | [Stephen Miller](https://find.wellspent.co/advisors/stephen-miller-4112825.md) | Forward Wealth Management | Charlotte, North Carolina | CFP, CFA | 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 | | [Andrew Lee](https://find.wellspent.co/advisors/andrew-lee.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Brenton Bersin](https://find.wellspent.co/advisors/brenton-bersin.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Jeffrey Martin](https://find.wellspent.co/advisors/jeffrey-martin-7327812.md) | RPO Wealth Partners | Charlotte, North Carolina | | Fixed fees | | [Kevin Blocker](https://find.wellspent.co/advisors/kevin-blocker.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Robert Johnson](https://find.wellspent.co/advisors/robert-johnson.md) | Linkside Financial | Charlotte, North Carolina | | Percentage of assets | | [Scott Cannady](https://find.wellspent.co/advisors/scott-cannady.md) | Hayden Harper Advisory | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [David Miller](https://find.wellspent.co/advisors/david-miller-4819204.md) | Auctus Advisors | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Garrett Jenkins](https://find.wellspent.co/advisors/garrett-jenkins.md) | Hayden Harper Advisory | Charlotte, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Mallen Bruggeman](https://find.wellspent.co/advisors/mallen-bruggeman.md) | Auctus Advisors | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [Patrick Evans](https://find.wellspent.co/advisors/patrick-evans.md) | Grant Street Asset Management | Charlotte, North Carolina | | Percentage of assets, Fixed fees | | [John Teed](https://find.wellspent.co/advisors/john-teed.md) | Hayden Harper Advisory | Charlotte, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Michael Fox](https://find.wellspent.co/advisors/michael-fox.md) | Hayden Harper Advisory | Charlotte, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [George Acheampong](https://find.wellspent.co/advisors/george-acheampong.md) | CapitalWize | Charlotte, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Greg Derderian](https://find.wellspent.co/advisors/greg-derderian.md) | CapitalWize | Charlotte, North Carolina | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Charlotte](https://find.wellspent.co/specialties/retirement-planning/north-carolina/charlotte.md) - [Estate planning in Charlotte](https://find.wellspent.co/specialties/estate-planning/north-carolina/charlotte.md) - [Pre-retirees in Charlotte](https://find.wellspent.co/audiences/pre-retirees/north-carolina/charlotte.md) - [Tax planning in Charlotte](https://find.wellspent.co/specialties/tax-planning/north-carolina/charlotte.md) - [Family wealth transfer in Charlotte](https://find.wellspent.co/specialties/family-wealth-transfer/north-carolina/charlotte.md) - [Retirees in Charlotte](https://find.wellspent.co/audiences/retirees/north-carolina/charlotte.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).