Fee-Only Financial Planners in:
North Carolina

These North Carolina Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

North Carolina Financial Planners

Tools & Tips

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

David Sylvester, CFA, CFP®
CAVU Wealth Advisors
Charlotte NC, Walnut Creek CA
Plan Well. Invest Wisely. Live Richly.
Patrick Rush, CFP®, CLU®, MBA
Triad Financial Advisors
Greensboro NC
Fee-Only Financial Planner and Investment Adviser helping clients LIVE WITH INTENTION
Philip Gibson, Ph.D., CFP®
Elation Wealth
Charlotte NC
Fee-Only Financial Planner serving the Charlotte, NC area.
Giles Almond, CFP®, CPA, PFS, CIMA®
Matrix Wealth Advisors, Inc.
Charlotte NC
Fee-Only Financial Advisor serving Charlotte, NC area.
Megan Rindskopf, CFP®
Alpha Financial Advisors, LLC
Charlotte NC
Fee-Only Financial Planner serving the Charlotte, NC area.
Erin Campbell, CFP®, CPA, PFS
Beacon Financial Strategies
Raleigh NC
Fee-Only Financial Advisor serving Raleigh, NC area.
Bronwyn Shone, CFP®
BlueSky Wealth Advisors
Pleasanton CA, New Bern NC
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Eric Clark, CFP®
Clearview Wealth Management
Charlotte NC
Fee-Only Financial Planner located in Charlotte, NC and serving clients throughout the Southeast.
Edward Fulbright, CPA, CGMA, PFS
Fulbright Financial Consulting, PA
Durham NC
Fee-Only Financial Advisor serving the Raleigh Durham, NC area.
Mike Palmer, CFP®
Ark Royal Wealth Management
Raleigh NC, Littleton NC
We help successful people make smart decisions about money.
Cameron Hendricks, CFP®
Financial Symmetry, Inc.
Raleigh NC, Durham NC, Cary NC, Chapel Hill NC, Apex NC
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
John Gjertsen, CFP®, CFA, EA
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office
Nancy Coumou, CFP®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Will Holt, CPA, CFP®
Financial Symmetry, Inc.
Raleigh NC
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
Daniel Johnson, CFP®, MBA
Parsec Financial Management
Winston Salem NC, Greensboro NC
Fee-Only Financial Planner serving the Winston-Salem, NC area.
Nick Barringer, CFP®
Alpha Financial Advisors, LLC
Charlotte NC
Fee-Only Financial Planner serving the Charlotte, NC area.
Ann Gugle, CFP®, CPA/PFS
Alpha Financial Advisors, LLC
Charlotte NC
Fee Only Financial Planner Located in Charlotte, NC and Serving Clients Nationwide
Travis Boyer, CFA, CFP®
Parsec Financial Management
Asheville NC
Fee-Only Financial Planner serving the Asheville, NC area.
Chuck Clifton, CFP®, MBA
Sycamore Financial Planning
Durham NC, Charlotte NC, Raleigh NC, Cary NC, Morrisville NC, Chapel Hill NC
Fee-Only Financial Planner Located in Durham, NC and Serving Clients Nationwide
Michael Baughman, CFP®
Parsec Financial Management
Tryon NC
Fee-Only Financial Planner serving the Tryon, NC area and Clients Across the Country
Michael Collie, CFP®, AIF®, CKA®
Collie Financial Planning, Inc.
Asheville NC, Black Mountain NC
Fee Only Certified Financial Planner™ with offices in Asheville and Black Mountain, NC and serving clients nationwide
Nick Foy, CFP®
CAVU Wealth Advisors
Walnut Creek CA, Charlotte NC
Plan Well. Invest Wisely. Live Richly.
Cheryl Sherrard, CFP®
Clearview Wealth Management
Charlotte NC
Fee Only Financial Planner Located in Charlotte, NC and Serving Clients Nationwide
Richard Manske, CFP®
Parsec Financial Management
Asheville NC
Fee Only Financial Planner Located in Asheville, NC and Serving Clients Nationwide
Scott Ranby, CFP®
Kuhn Advisors, Inc.
Denver CO, Durham NC
Fee-Only Financial Planner serving the Denver, CO area.
Chip Hymiller, CFP®, MBA
Beacon Financial Strategies
Raleigh NC
Fee-Only Financial Advisor serving Raleigh, NC area.
James Kantowski, CFP®, CPA, PFS
JSK Financial Services, LLC
Annapolis MD, Asheville NC
Fee-Only Financial Planner with offices in Annapolis, MD and Asheville, NC
Craig Schmith, CFP®

Raleigh NC, Wilmington NC, Raleigh NC, Chapel Hill NC
Fee-Only Financial Advisor serving Raleigh, Durham, Chapel Hill and Wilmington NC areas
Daniel Tobias, CFP®, PPC™
Davidson Capital
Davidson NC, Charlotte NC, Cornelius NC
Fee-Only Financial Advisor serving Charlotte, NC and the entire Lake Norman region including Concord, Huntersville, Cornelius, Davidson, and Mooresville.
Joel Kelley, CFP®
Woodstone Financial, LLC
Asheville NC
Fee Only Financial Planner Located in Asheville, NC and Serving Clients Nationwide
Justin Smith, CFP®, CFA®
Smith Partners Wealth Management
Greensboro NC
Fee-Only Financial Planner and Investment Advisor serving the Greensboro, NC area.
Chad Smith, CFP®
Financial Symmetry, Inc.
Raleigh NC, Durham NC, Cary NC, Chapel Hill NC, Apex NC
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
Martin Hopkins, CFP®
Hopkins Investment Management
Annapolis MD, Bethesda MD, Princeton NJ, Fulton MD, Charleston SC, Cary NC
Bringing peace of mind and a defined financial future to young professionals, those heading to retirement and engaged retirees. We help you preserve wealth and use great opportunities to grow it.
Jennifer Lazarus, CFP®
Lazarus Financial Planning, LLC
Durham NC
Fee-only financial advisor for socially responsible investors in Durham, NC and nationwide
David Hunter, CFP®
Horizons Wealth Management
Asheville NC, Greenville SC
Fee-Only Certified Financial Planner Serving Clients from Offices in Asheville, NC and Greenville, SC
Madeline Valente, CFP®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Grayson Blazek, CFP®
Financial Symmetry, Inc.
Raleigh NC
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
Bob Blanke, CFP®, MBA
Braeside Financial Planning, LLC
Asheville NC
Fee-Only Financial Advisor serving Asheville, NC area.
Ed Taylor, CFP®
Taylor Financial
Wilmington NC
Fee Only Financial Planner serving clients in Wilmington, NC and all surrounding areas.
Todd Calamita
Calamita Wealth Management
Charlotte NC
Fee-Only Financial Planner serving the Charlotte, NC area.
Al Davis, CFP®, EA, MBA
Davis Financial Planning, LLC
Asheville NC
Fee-Only Financial Advisor serving Asheville, NC area.
Karen Keatley, CFP®, CFA®
Keatley Wealth Management, LLC
Charlotte NC
Fee-Only Financial Advisor serving Charlotte, NC area.
Grace Kvantas, CFP®
Financial Symmetry, Inc.
Raleigh NC
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
Dan Grover, CFP®, CPA/PFS, CKA®
Ronald Blue Trust
Charlotte NC
Fee-Only Financial Advisor serving the Charlotte, NC area.
John Gugle, CFP®, CRPC
Alpha Financial Advisors, LLC
Charlotte NC
Fee-Only Financial Advisor serving Charlotte, NC area.
Jenny Martella, MBA, CFP®
Keatley Wealth Management, LLC
Charlotte NC
Fee-Only Financial Planner serving the Charlotte, NC area.
David Blain, CFA®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office
Jennifer Windsor - Triad Financial Advisors - Greensboro NC
Allison Palmer - Woodward Financial Advisors, Inc. - Chapel Hill NC
James Miller, CFP - Woodward Financial Advisors, Inc. - Chapel Hill NC
Benjamin Birken - Woodward Financial Advisors, Inc. - Chapel Hill NC
Anne McFarland - Davis Financial Planning, LLC - Asheville NC
Dennis Stearns, CFP®, ChFC® - Stearns Financial Services Group, Inc. - Greensboro NC, Chapel Hill NC
Janice McGunnigle, CFP®, CTFA - Matrix Wealth Advisors, Inc. - Charlotte NC
Scott Carl - Green Lane Capital Advisors, LLC - Wilmington NC
Barry Swaim, CFP® - Wealth Management Group, Inc. - Winston Salem NC
Kenneth Frenke - Kenneth Frenke & Co. - Arden NC, Marietta GA
Joseph Marques - Woodward Financial Advisors, Inc. - Chapel Hill NC
Deborah Frazier, MBA - Frazier Financial Consultants - Chapel Hill NC
Kenneth Downer - Kenneth Frenke & Co. - Arden NC
Carter Leinster - Triad Financial Advisors - Greensboro NC
James McKee, CFA, CFP®, CPA, ChFC® - Stearns Financial Services Group, Inc. - Greensboro NC, Chapel Hill NC
William Dix, CFP® - Fortune Management, LLC - Raleigh NC
Terrance Green, CFP®, MBA - Blue Water Capital Management, LLC - Apex NC
Michael Eklund, CFP®, CRPC®, MBA - Financial Symmetry, Inc. - Raleigh NC
Molly Stanifer, CFP® - Old Peak Finance - Chapel Hill NC
David Klepeisz - Wealth Management Group, Inc. - Winston Salem NC
William Ertel, CFP®, CPA, PFS, CMFC - Tassel Capital Management, Inc. - Matthews NC
John Day - Woodward Financial Advisors, Inc. - Chapel Hill NC
Allison Berger, CFP® - Financial Symmetry, Inc. - Raleigh NC
Rick Waechter, CFP® - Old Peak Finance - Chapel Hill NC
Bonnie Cienek - Triad Financial Advisors - Greensboro NC
Jonie Parks - Matrix Wealth Advisors, Inc. - Charlotte NC
Brian Fenn - Carolina Capital Consulting, Inc. - Charlotte NC
Jon Green, CPA, MBA, JD, CFP® - Encompass Advisors, Ltd. - Brevard NC
Richard Vasko - True Bearing Financial Planning, LLC - Southport NC
Cameron Aydlett - Triad Financial Advisors - Greensboro NC
Lauren Bauer - Triad Financial Advisors - Greensboro NC
Rich Frazier, CFP® - Frazier Financial Consultants - Wilmington NC
Thomas Velevis - H.S. Dreher Capital Management, LLC - Southern Pines NC
Isaac Allen, CFP® - Stalwart Financial Planning - Fayetteville NC, Durham NC
Aaron Parrish, CFP® - Triad Financial Advisors - Greensboro NC
Andrew Millard, CFP® - Millard & Company - Tryon NC