Fee-Only Financial Advisors in Asheville, NC

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

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

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

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

Davis Financial Planning

Asheville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country

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.

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

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

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

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

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

Al S. Davis

CFP®, EA

Davis Financial Planning, LLC

Asheville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Asheville, 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

Aaron Combs

CFP®

Parsec Financial

Charlotte, NC

Michael Ziemer

CFP®

Parsec Financial

Charlotte, NC

Betsy Cunagin

CFP®, CRPC®

Parsec Financial

Asheville, NC

Chad Foster

CDFA®, CFP®, ChFEBC℠

Parsec Financial

Asheville, NC

Ashley Gragtmans

CFP®, CSRIC®, BFA™

Parsec Financial

Asheville, NC

Judson Meinhart

CFP®, BFA

Parsec Financial

Winston-Salem, NC

Travis Boyer

CFA®, CFP®

Parsec Financial

Asheville, NC

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    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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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