Financial advisors for retirement planning in Raleigh, North Carolina
Which financial advisor should I talk to about retirement planning in Raleigh?
For retirement planning in Raleigh, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Addison Delage of CAPTRUST, Erin Campbell of Beacon Financial Strategies and Travis Tracy of Fortitude Financial Planning, LLC.
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 City Holds the CFP and CPA. Fees on file: flat fee or retainer, percentage of assets.
- Erin Campbell Beacon Financial Strategies, Raleigh City Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Travis Tracy Fortitude Financial Planning, LLC, Raleigh City Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Nick Murphy Counterweight Private Wealth, Raleigh City Holds the RICP and CFP. Fees on file: 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.
How many fee-only financial advisors in Raleigh work on retirement planning?
The Wellspent public graph lists 47 fee-only advisors for retirement planning in Raleigh, at 22 firms. We counted every advisor record that lists this work, as of November 2026.
How do fee-only advisors for retirement planning in Raleigh charge?
The most common fee among fee-only advisors for retirement planning in Raleigh is a percentage of assets, used by 94% of the 47 with fees on file. Many use more than one: 68% charge fixed fees and 45% 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 retirement planning have?
For retirement planning, look for the RICP, CFP and EA. In Raleigh, 55% of the 47 advisors listed hold the CFP.
- RICP2% in Raleigh
- The RICP is built around retirement income specifically.
- CFP55% in Raleigh
- The CFP covers income, tax, insurance, and estate decisions together.
- EA2% in Raleigh
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA4% in Raleigh
- CPAs help with the tax side of withdrawals.
How do Raleigh advisors for retirement planning compare with the rest of the US?
68% of fee-only advisors for retirement planning in Raleigh charge fixed fees, compared with 47% of the 7,304 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 retirement planning.
Does North Carolina tax Social Security?
No. North Carolina doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Raleigh?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does North Carolina tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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 47 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 |
| Erin Campbell | Beacon Financial Strategies | Raleigh | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Katherine Edwards Personalized retirement income and tax-efficient planning for pre-retirees and retirees, plus families at every stage of life. | MainStreet Financial Planning | Raleigh | CFP | Subscription, One-time 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 |
| Charles Feehely | Charles Michael Financial LLC | Raleigh | CFP, MSFP | Ongoing planning fee, Hourly |
| 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 |
| 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 |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Carolyn Larsen-Wieber | CLW Financial Planning | Raleigh | PFS | Percentage of assets, One-time planning fee |
| 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 |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Susanna Robinson | Peak Planning Group | 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 |
| Cory Capps | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Derek Walker | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Matthew Choplin | Innovest Strategies | Raleigh | Not listed | Percentage of assets |
| Michael Absher | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Tony Sigmon | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Zakariya Wahdan | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
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