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 Asheville, 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 Asheville, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
William Hufnell
CFP®, CPA, BBA, MS
Bay Point Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL
Al S. Davis
CFP®, EA
Buckingham Strategic Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Forever standing on the side of our clients.
Lyn Dippel
CFP®, JD
Bay Point Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Serving clients locally and nation wide with offices in greater Annapolis and Columbia, MD
Rick Brown
CFP®, EA
Buckingham Strategic Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Forever standing on the side of our clients.
Wendolyn Forbes
CFP®
Wealth Transition Finance, A Member of Advisory Services Network, LLC
Waynesville, NC
Specialties: Consultative Financial Planning, Investment Management, Tax Planning Scenarios, Including Roth Conversion and Inherited IRA Distribution
Location independent fee-only financial planner serving clients in Western North Carolina and across the country.
Samantha Sachs
CPA, MBA
Bay Point Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Investment Portfolio Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country
R. Deaton Smith III
CFP®, ChFC®, WMCP®, CEPA®, AIF®
Thayer Financial, L.L.C.
Hickory, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Hickory, NC, serving clients locally and across the country
Mike Collie
CFP®, AIF®, CKA®, CMFC®
Collie Financial Planning, Inc.
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Certified Financial Plannerâ„¢ with offices in Asheville and Black Mountain, NC and serving clients nationwide
David Hunter
CFP®
Horizons Wealth Management
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner Serving Clients from Offices in Asheville, NC and Greenville, SC
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, College Education Planning, Hourly Financial Planning
Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually across the country.
Jacob Sadler
CFP®
Bay Point Wealth
Asheville, NC
Specialties: Investment Management, Customized Financial Planning, Retirement Income Planning, Social Security Planning, CCRC and Long Term Care Planning, Savings Strategies, Income Tax Planning
Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country
James Kantowski
CFP®, CPA, PFS
Bay Point Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Portfolio Management, Retirement Income Planning, College Education Planning,
Fee-Only Financial Planner with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL
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
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)
