Financial advisors for tax planning in Charlotte, North Carolina
Which financial advisor should I talk to about tax planning in Charlotte?
For tax planning in Charlotte, 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 Aaron Parrish of Level Wealth Management LLC, Sara Warntz of Topsail Wealth Management and Chris Woods of Silvis Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Aaron Parrish Level Wealth Management LLC, Charlotte City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Sara Warntz Topsail Wealth Management, Charlotte City Holds the CFP. Fees on file: percentage of assets.
- Chris Woods Silvis Financial, Charlotte City Holds the CFP. Fees on file: ongoing planning fee.
- Tammy Goodman Tammy Goodman Financial, LLC, Charlotte City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Thomas Bengtson Lakeshore Advisors, Charlotte City Holds the CFP. Fees on file: percentage of assets.
- Evan Luongo NoDa Wealth Management, Charlotte City Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
How many fee-only financial advisors in Charlotte work on tax planning?
The Wellspent public graph lists 39 fee-only advisors for tax planning in Charlotte, at 29 firms. We counted every advisor record that lists this work, as of November 2026.
How do fee-only advisors for tax planning in Charlotte charge?
The most common fee among fee-only advisors for tax planning in Charlotte is a percentage of assets, used by 74% of the 39 with fees on file. Many use more than one: 33% charge fixed fees and 26% charge an ongoing planning fee.
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 tax planning have?
For tax planning, look for the CFP. In Charlotte, 62% of the 39 advisors listed hold the CFP.
- CFP62% in Charlotte
- The CFP connects tax decisions to the rest of the plan.
How do Charlotte advisors for tax planning compare with the rest of the US?
33% of fee-only advisors for tax planning in Charlotte charge fixed fees, 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 Charlotte. 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 Charlotte?
- 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 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.
All 39 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Chris Woods | Silvis Financial | Charlotte | CFP | Ongoing planning fee |
| 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 |
| 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 |
| Drew Cook | Level Wealth Management | Charlotte | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| 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 |
| Thomas Bengtson | Lakeshore Advisors | Charlotte | CFP | Percentage of assets |
| Alixandria Tucci | PCM Encore | Charlotte | CFP | Percentage of assets, Fixed fees |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Bradley Kucharo | Kucharo Wealth | Charlotte | CFP | Percentage of assets, Fixed fees |
| Bryan Llewellyn | Llewellyn Financial | Charlotte | Not listed | Ongoing planning fee, One-time planning fee |
| Robert Higgins | Dalton Financial | Charlotte | CFP, ChFC | Percentage of assets, Hourly |
| Trigg Williamson | Advisor.com | Charlotte | Not listed | Flat fee or retainer, Percentage of assets |
| David D'Alessandro | Axiom Private Wealth | Charlotte | CFP | Percentage of assets |
| Richard Freitag | Freitag Financial Group, LLC. | Charlotte | CFP | Percentage of assets, Hourly |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Jakhongir Mirtalipov | Dream Life Wealth Management | Charlotte | Not listed | Percentage of assets, Ongoing planning fee |
| Jeffrey Martin | RPO Wealth Partners | Charlotte | Not listed | Fixed fees |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Scott Cannady | Hayden Harper Advisory | Charlotte | CFP | Percentage of assets, Hourly |
| Isaac Neidbalson | Jarrod Adams Investing | Charlotte | Not listed | Percentage of assets |
| Garrett Jenkins | Hayden Harper Advisory | Charlotte | CFA | Percentage of assets, Hourly |
| Andrew Krafft | Luminary Wealth | Charlotte | Not listed | Percentage of assets, Hourly |
| Jacob Pivonka | Axiom Private Wealth | Charlotte | Not listed | Percentage of assets |
| John Teed | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Michael Fox | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
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