Financial advisors for tax planning in Raleigh, North Carolina
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Erin Campbell Beacon Financial Strategies, Raleigh City Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- 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 MainStreet Financial Planning, Raleigh City Holds the CFP. Fees on file: subscription, one-time planning fee.
- Geoffrey Hall Beacon Wealthcare, Raleigh City Holds the CFP. Fees on file: percentage of assets.
- Will Revels PieCapital, Raleigh City Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- 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.
- EA2% in Raleigh
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Raleigh
- CPAs bring broad tax and accounting depth.
- CFP64% in Raleigh
- 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.
Dark bars are Raleigh. 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 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.
All 44 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 |
| 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 |
| Daniel Logan | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| David McDougall | Highwind Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Ellen Martin | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Geoffrey Hall | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Jared Korver | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| 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 |
| Ryan Smith | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| 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 |
| 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 |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Cory Capps | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Derek Walker | Collegiate Capital Management | 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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