# Financial advisors for tax planning in Raleigh, North Carolina > For tax planning in Raleigh, 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 Erin Campbell of Beacon Financial Strategies, Travis Tracy of Fortitude Financial Planning, LLC and Katherine Edwards of MainStreet Financial Planning. Page: https://find.wellspent.co/specialties/tax-planning/north-carolina/raleigh/ 44 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Raleigh? For tax planning in Raleigh, 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 Erin Campbell of Beacon Financial Strategies, Travis Tracy of Fortitude Financial Planning, LLC and Katherine Edwards of MainStreet Financial Planning. - [Erin Campbell](https://find.wellspent.co/advisors/erin-campbell/), Beacon Financial Strategies, Raleigh City. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy/), Fortitude Financial Planning, LLC, Raleigh City. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Katherine Edwards](https://find.wellspent.co/advisors/katherine-edwards/), MainStreet Financial Planning, Raleigh City. Holds the CFP. Fees on file: subscription, one-time planning fee. - [Geoffrey Hall](https://find.wellspent.co/advisors/geoffrey-hall/), Beacon Wealthcare, Raleigh City. Holds the CFP. Fees on file: percentage of assets. - [Will Revels](https://find.wellspent.co/advisors/will-revels/), PieCapital, Raleigh City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Nick Murphy](https://find.wellspent.co/advisors/nick-murphy/), Counterweight Private Wealth, Raleigh City. Holds the CFP. Fees on file: ongoing planning fee. ## How many fee-only financial advisors in Raleigh work on tax planning? The Wellspent public graph lists 44 fee-only advisors for tax planning in Raleigh, at 16 firms. We counted every advisor record that lists this work, as of November 2026. ## How do fee-only advisors for tax planning in Raleigh charge? The most common fee among fee-only advisors for tax planning in Raleigh is a percentage of assets, used by 93% of the 44 with fees on file. Many use more than one: 66% charge fixed fees and 41% 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 tax planning have? For tax planning, look for the EA, CPA and CFP. In Raleigh, 64% of the 44 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (2% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (64% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Raleigh advisors for tax planning compare with the rest of the US? 66% of fee-only advisors for tax planning in Raleigh 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. ## 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 Raleigh? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy.md) | Fortitude Financial Planning, LLC | Raleigh, North Carolina | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Nick Murphy](https://find.wellspent.co/advisors/nick-murphy.md) | Counterweight Private Wealth | Raleigh, North Carolina | CFP, MBA, RICP | Ongoing planning fee | | [Erin Campbell](https://find.wellspent.co/advisors/erin-campbell.md) | Beacon Financial Strategies | Raleigh, North Carolina | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee | | [Katherine Edwards](https://find.wellspent.co/advisors/katherine-edwards.md) | MainStreet Financial Planning | Raleigh, North Carolina | CFP | Subscription, One-time planning fee, Hourly | | [Mark Kelly](https://find.wellspent.co/advisors/mark-kelly.md) | University Financial Strategies, LLC | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Niamh Douglas](https://find.wellspent.co/advisors/niamh-douglas.md) | Financial Symmetry, Inc. | Raleigh, North Carolina | CFP, BS, CEPA, BBA, CPWA, CRPC, MBA | Percentage of assets, Hourly, Fixed fees | | [Stephen Reh](https://find.wellspent.co/advisors/stephen-reh.md) | Invest With Steve | Raleigh, North Carolina | CFP, CFA | Percentage of assets | | [Austin Moore](https://find.wellspent.co/advisors/austin-moore.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Miller Hoffman](https://find.wellspent.co/advisors/miller-hoffman.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Stephanie Williams](https://find.wellspent.co/advisors/stephanie-williams.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Timothy Whitney](https://find.wellspent.co/advisors/timothy-whitney.md) | TradeWinds | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Adam Boor](https://find.wellspent.co/advisors/adam-boor.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Allison Miller](https://find.wellspent.co/advisors/allison-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Logan](https://find.wellspent.co/advisors/daniel-logan.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [David McDougall](https://find.wellspent.co/advisors/david-mcdougall.md) | Highwind Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Fixed fees | | [Ellen Martin](https://find.wellspent.co/advisors/ellen-martin.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [Geoffrey Hall](https://find.wellspent.co/advisors/geoffrey-hall.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [Graham Shepherd](https://find.wellspent.co/advisors/graham-shepherd.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jared Korver](https://find.wellspent.co/advisors/jared-korver.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [John Purrington](https://find.wellspent.co/advisors/john-purrington.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Miller](https://find.wellspent.co/advisors/matthew-miller.md) | Armor Investment Advisors | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Snuggs](https://find.wellspent.co/advisors/matthew-snuggs.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Pamela Rigsby](https://find.wellspent.co/advisors/pamela-rigsby.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Smith](https://find.wellspent.co/advisors/ryan-smith.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets | | [Caleb Griffith](https://find.wellspent.co/advisors/caleb-griffith.md) | Townsend Asset Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Sigmon](https://find.wellspent.co/advisors/daniel-sigmon.md) | Collegiate Capital Management | Raleigh, North Carolina | CFP | Percentage of assets | | [Robert Roland](https://find.wellspent.co/advisors/robert-roland.md) | Absher Wealth Management | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Emma Schneider](https://find.wellspent.co/advisors/emma-schneider.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [James Bowie](https://find.wellspent.co/advisors/james-bowie.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [James Tarkenton](https://find.wellspent.co/advisors/james-tarkenton.md) | Townsend Asset Management | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Martin Boney](https://find.wellspent.co/advisors/martin-boney.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Ralston Turner](https://find.wellspent.co/advisors/ralston-turner.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Stephen Ross](https://find.wellspent.co/advisors/stephen-ross.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Todd Shand](https://find.wellspent.co/advisors/todd-shand.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [Tracey Nobles](https://find.wellspent.co/advisors/tracey-nobles.md) | TradeWinds | Raleigh, North Carolina | | Percentage of assets, Fixed fees | | [William Bost](https://find.wellspent.co/advisors/william-bost.md) | Absher Wealth Management | Raleigh, North Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Kelsey Plummer](https://find.wellspent.co/advisors/kelsey-plummer.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Arne Morris](https://find.wellspent.co/advisors/arne-morris.md) | Townsend Asset Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Cory Capps](https://find.wellspent.co/advisors/cory-capps.md) | Collegiate Capital Management | Raleigh, North Carolina | | Percentage of assets | | [Derek Walker](https://find.wellspent.co/advisors/derek-walker.md) | Collegiate Capital Management | Raleigh, North Carolina | | Percentage of assets | | [Michael Absher](https://find.wellspent.co/advisors/michael-absher.md) | Absher Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | | [Tony Sigmon](https://find.wellspent.co/advisors/tony-sigmon.md) | Collegiate Capital Management | Raleigh, North Carolina | | Percentage of assets | | [Zakariya Wahdan](https://find.wellspent.co/advisors/zakariya-wahdan.md) | Absher Wealth Management | Raleigh, North Carolina | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Raleigh](https://find.wellspent.co/specialties/retirement-planning/north-carolina/raleigh.md) - [Estate planning in Raleigh](https://find.wellspent.co/specialties/estate-planning/north-carolina/raleigh.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).