Financial advisors for tax planning in North Carolina
Which financial advisor should I talk to about tax planning in North Carolina?
For tax planning in North Carolina, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Zachary Ashburn of Reach Strategic Wealth, Deborah Hobart of Blue Water Capital Management, LLC and Erin Campbell of Beacon Financial Strategies.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Zachary Ashburn Reach Strategic Wealth, Winston-Salem Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee.
- Deborah Hobart Blue Water Capital Management, LLC, Apex Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Erin Campbell Beacon Financial Strategies, Raleigh Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Rupa Pereira FWJ Planning, Raleigh Durham Triangle Holds the EA and CFP. Fees on file: subscription, one-time planning fee.
- Travis Tracy Fortitude Financial Planning, LLC, Raleigh Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Katherine Edwards MainStreet Financial Planning, Raleigh Holds the CFP. Fees on file: subscription, one-time planning fee.
How many fee-only financial advisors in North Carolina work on tax planning?
The Wellspent public graph lists 177 fee-only advisors for tax planning in North Carolina, at 97 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tax planning in North Carolina located?
Of the 177 fee-only advisors for tax planning in North Carolina, 44 are in Raleigh, followed by 39 in Charlotte and 9 in Durham.
Plus 69 in other cities.
How do fee-only advisors for tax planning in North Carolina charge?
The most common fee among fee-only advisors for tax planning in North Carolina is a percentage of assets, used by 84% of the 177 with fees on file. Many use more than one: 50% charge fixed fees and 38% 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In North Carolina, 58% of the 177 advisors listed hold the CFP.
- EA2% in North Carolina
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in North Carolina
- CPAs bring broad tax and accounting depth.
- CFP58% in North Carolina
- The CFP connects tax decisions to the rest of the plan.
How do North Carolina advisors for tax planning compare with the rest of the US?
58% of fee-only advisors for tax planning in North Carolina hold the CFP, compared with 50% of the 5,860 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 tax planning.
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 should I ask a financial advisor about tax planning in North Carolina?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for North Carolina tax alongside federal tax?
How current is this list of fee-only advisors for tax planning 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 177 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 |
| Rupa Pereira Tax-focused hourly and comprehensive planning for young families, women-led households and clients with cross-border ties. | FWJ Planning | Raleigh Durham Triangle | CFP, EA | Subscription, One-time planning fee |
| Charles Terry | Shepherd Wealth Partners, LLC | Waxhaw | CAP, CFP | Percentage of assets, Ongoing planning fee |
| Jordan Vlastuin Vlastuin | Make the Memory Financial Planning LLC | Clemmons | CFP | Flat fee or retainer, Ongoing planning fee |
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing planning fee |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Chris Woods | Silvis Financial | Charlotte | CFP | Ongoing planning fee |
| Deaton Smith | Thayer Financial | Hickory | CFP, ChFC | Percentage of assets |
| Evan Luongo | NoDa Wealth Management | Charlotte | CFP | One-time planning fee, Percentage of assets |
| James Charles | Sanctuary Financial Planning, LLC | Charlotte | CDFA, CFA, CFP, MS | 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 |
| Stephen Boatman | Flat Fee Financial LLC | Charlotte | CFP | Flat fee or retainer |
| Thomas Mclean | Altruist Wealth Management | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Aaron Parrish | Level Wealth Management LLC | Charlotte | CFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Brittany Brinckerhoff | Hilltop Wealth Advisors, LLC | Chapel Hill | CFP, CSLP | Percentage of assets |
| Chris Hostetler | Hilltop Wealth Advisors | Chapel Hill | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| Drew Cook | Level Wealth Management | Charlotte | CFP | Flat fee or retainer, Ongoing planning fee |
| John Underhill | Acorn & Oak Wealth Management LLC | Sanford | CFP | Percentage of assets, Fixed fees |
| Matt Johnson | Defining Legacy Financial Advisors LLC | Greensboro | CFP | Ongoing planning fee |
| Nicholas Faulkner | Testament Wealth Management | Cary | CFP | Percentage of assets, Flat fee or retainer |
| Nick Murphy | Counterweight Private Wealth | Raleigh | CFP, MBA, RICP | Ongoing planning fee |
| Travis Ray | By Design Financial Planning | Greensboro | CFP | Ongoing planning fee, Percentage of assets |
| Zachary Ashburn | Reach Strategic Wealth | Winston-Salem | CFP, EA, AFC | Percentage of assets, One-time planning fee |
| Erin Campbell | Beacon Financial Strategies | Raleigh | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Jeff Stewart | Lucid Wealth Planning LLC | Wake Forest | CFP, CRPC | Percentage of assets, Fixed fees |
| 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 |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Todd Calamita | Calamita Wealth Management | Charlotte | CDFA, CFP | Percentage of assets, Fixed fees |
| Zach Palmer | Ark Royal Wealth Management, LLC | Charlotte | CFP | Percentage of assets, Hourly |
| Adam Coleman Hourly fiduciary planning for millennials, Gen X and FIRE enthusiasts handling home buying, family, debt and DIY investing. | Nectarine | Charlotte | CRPC, AFC, CDLP | Subscription, One-time planning fee |
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| Megan Kopka | Kopka Financial, LLC | Wilmington | CFP, RLP | Percentage of assets, Hourly |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
| Curtis Byrd | Onyx Wealth Management | Durham | CFP | Percentage of assets, One-time planning fee |
| Nicholas O'Kelly | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Sean Williams | Cadence Wealth Partners | Concord | CFP | 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 |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Austin Moore | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Bert Bennett | West Fork Wealth Management | Chapel Hill | CFP | Percentage of assets |
| Carlton Davis | Realm Investment Consulting | Cary | CFP, CFA | Percentage of assets |
| John Fleming | Vandalia Wealth | Greenville | CFP | Percentage of assets, Hourly |
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