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
Doug English
CFP®, MBA
ACT Advisors®
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Fee-Only Asset Management, Small Business Strategy, Tax Planning, Stock Options, Qualified Small Business Stock (QSBS)
ACT Advisors® builds relationships founded on trust and serves clients with flat fee or AUM wealth management services to help sophisticated clients organize, strategize, grow and protect their assets through life’s transitions.
David Hunter
CFP®
Horizons Wealth Management
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Horizons Managed Portfolios
We specialize in providing objective and comprehensive Fee-Only financial planning and investment management to help our clients build, manage, grow, and protect their assets through life’s transitions, especially retirement.
R. Deaton Smith III
CFP®, AEP®, ChFC®, WMCP®
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
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Wes Johnson
CFP®
ACT Advisors®
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Fee-Only Asset Management, Small Business Strategy, Tax Planning, Stock Options, Qualified Small Business Stock (QSBS)
ACT Advisors® is a fee-only fiduciary financial planning firm helping successful families, executives, and professionals simplify complex finances, pursue tax-efficient strategies, and plan for what’s next.
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 Planner with offices in Asheville and Black Mountain, NC and serving clients nationwide
Jacob Sadler
CFP®
Curio Wealth
Asheville, NC
Specialties: Tax Planning, Retirement Income Planning, Portfolio Design and Management, Charitable Gift Planning, Spending and Withdrawal Planning, Long Term Care Planning, Longevity Planning
Your Curio Wealth team seeks to understand your values, priorities, and wisdom, working with you to make the best financial decisions for you and your family.
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Asheville, NC
Specialties: Hourly Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising
Flat-fee and hourly financial advice. Serving clients virtually across the country.
Wendolyn Forbes
MPAS™, CFP®, CSRIC™, ABFP™, CCFC®
Wealth Transition Finance, A Member of Advisory Services Network, LLC
Waynesville, NC
Specialties: Financial Planning & Scenario Modeling: Tailored planning and modeling for retirement timing, cash flow, and tax-efficient withdrawal strategies., In-House Investment Management: Personalized portfolios designed and managed directly by your financial planner around your specific preferences., Inherited Asset & IRA Distribution Planning: Dedicated guidance for managing inherited IRAs, navigating RMDs, and structuring multi-year distribution strategies., Roth Conversion & IRMAA Strategies: Strategic evaluation of multi-year Roth conversions while navigating Medicare IRMAA brackets and tax impact., Behavioral Finance & Intentional Saving: Collaborative, ongoing support for self-directed, cash-flow conscious clients seeking to align personal money habits with their long-term life vision., Retirement Planning & Long-Term Care Scenarios: Focused planning for pre-retirees and retirees addressing long-term cash flow needs, healthcare considerations, and asset preservation.
Location independent fee-only financial planner serving clients in Western North Carolina and across the country.
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation
Flat Fee and Tax Focused - We specialize in comprehensive financial planning, investment management, and tax preparation for tech professionals, business owners, healthcare professionals, and retirees.
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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)
