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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.

  • Hold the RICP 2% 1%
  • Hold the CFP 55% 46%
  • Hold the EA 2% 2%
  • Charge a percentage of assets 94% 87%
  • Charge fixed fees 68% 47%
  • Charge by the hour 45% 45%

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?

  1. How do you decide which accounts I draw from first?
  2. When would you have me claim Social Security, and why?
  3. How do you handle a bad market in my first years of retirement?
  4. Will you run Roth conversion scenarios for me each year?
  5. 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

Fee-only advisors for retirement planning in Raleigh: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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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