Fee-Only Financial Planners in Chapel Hill, NC

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Chapel Hill, NC:

Dennis Stearns

CFP®, ChFC®

Stearns Financial Group

Chapel Hill, NC

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

Empowering Your Purposeful Life

Haleh Moddasser

CPA

Stearns Financial Group

Chapel Hill, NC

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

Empowering Your Purposeful Life

James Miller

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Veronica Pflueger

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Allison Palmer

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Austin Brown

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Joseph Marques

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Rick Waechter

Founder, CFP®

Old Peak Finance

Chapel Hill, NC

Richard Frazier

CFP®

Frazier Financial Consultants

Chapel Hill, 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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