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 Chapel Hill, 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 Chapel Hill, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Kelly Jennings
CFP®, CDAA™
Branning Wealth Management
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cryptocurrency
Kelly Jennings is a Chapel Hill, NC-based CFP® and CDAA™ who works with pre-retirees locally and across the country.
Johnson Rhett
CFP®, ChFC®
Branning Wealth Management
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Financial Advisory, Investment Management, Cash Flow Planning / Budgeting, Retirement Planning, Tax Planning, Insurance Planning, Education Planning, Debt Reduction
Based in Jackson, MS and serving clients nationwide. As a CFP® and ChFC®, Johnson Rhett helps young professionals, families, and pre-retirees build plan-first financial strategies designed to answer one important question: “Am I going to be okay?”
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.
Alison Ngai
CFP®, MTWM
Philanthropy Financial Planning
Chapel Hill, NC
Specialties: Integrated Financial Planning, Strategic Charitable Giving Planning, Family Legacy & Values Planning, Cross-Border & Global Family Planning, Trust & Estate Strategy
Fee-Only financial planner located in Chapel Hill, NC, serving clients locally and across the country
Jason Branning
CFP®, RICP®
Branning Wealth Management
Chapel Hill, NC
Specialties: Modern Retirement Theory, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Retirement Planning for Any Stage - Plan Smarter | Maximize Resources | Preserve Your Legacy
MaryAnne Gucciardi
CFP® RICP® MBA
Wealthmind Financial Planning
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Tax efficient financial planning and investment management for women near or in retirement. Located in Cambridge, MA, and Chapel Hill, NC serving clients locally and across the country
Austin Brown
CFP®
Bolin Creek Wealth Advisors LLC
Chapel Hill, NC
Specialties: Wealth Management, Project-Based Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning & Strategies, Employee Benefits Analysis, Investment Management, Charitable & Personal Gifting, Risk Management Planning & Insurance Review, Estate 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)
