What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Durham, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Durham, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jeff Stewart
CFP®, CRPC®, CSLP®, BFA®
Lucid Wealth Planning LLC
Wake Forest, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Student Loan Analysis, Tax Planning, Socially Responsible & ESG Investing
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Employee Stock Options, Tax Planning, Cash flow / Budgeting, Debt Management, College Education Planning, Insurance Reviews, Comprehensive Financial Planning, Investment Management
Take control of your finances with a fee-only financial planner located in Raleigh, NC, serving those with equity compensation, advanced tax planning needs, and business owners locally and across the country
Josh Holland
CFP®
Sycamore Financial Planning
Durham, NC
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning
Fee-Only financial planner located in Durham, NC, serving clients locally and across the country
Edward Fulbright
CPA/PFS, CGMA
Fulbright Financial Consulting, PA
Durham, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Tax Preparation Fed & States
Fee-Only Financial Advisor serving the Raleigh Durham, NC area.
Tim Hicks
CFP®
Hicks Financial Partners, LLC
Durham, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country.
Chuck Clifton
CFP®, CDFA®, MBA
Sycamore Financial Planning
Durham, NC
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning
Fee-Only Financial Planner Located in Durham & Charlotte, NC and Serving Clients Nationwide
Kelly Jennings
CFP®, CDAA™
Branning Wealth Management
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chapel Hill, NC serving clients locally and across the country
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
