Fee-Only Financial Planners in Charlotte, 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 Charlotte, NC:

Wm. Eric Clark

CFP®, MBA

Clearview Wealth Management

Charlotte, NC

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Education Planning, Generational Transfers

Fee-Only Financial Planner located in Charlotte, NC and serving clients throughout the Southeast.

Ann Gugle

CFP®, CPA/PFS

Alpha Financial Advisors, LLC

Charlotte, NC

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

Fee Only Financial Planner Located in Charlotte, NC and Serving Clients Nationwide

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

Matthew Costa

CFP®, CPA

Foundation Wealth & Tax Advisors

Charlotte, NC

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

Fee-Only financial planner & CPA located in Annapolis & Edgewater MD, serving clients locally and across the country

Jenny Martella

MBA, CFP®

Modera Wealth Management, LLC

Charlotte, NC

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

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

Leo Marte

CFP®, MBA

Abundant Advisors, LLC

Huntersville, NC

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

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

Nick Foy

CFP®

Greenway Wealth Advisors

Charlotte, NC

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

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

Tenley Desjardins

CPA/PFS, CFP®

McGill Advisors

Charlotte, NC

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

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

Michael Fuhr

CFP®

Evergreen Wealth Services

Mooresville, NC

Specialties: Challenging Life Transitions, Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Strategies, Estate and Legacy Planning, Charitable Giving

Fee-Only financial planner located in Mooresville, North Carolina. We serve clients in the Lake Norman, Charlotte and surrounding areas. We also work with clients virtually across the country.

Tyler Weaver

CFP®

Alpha Financial Advisors, LLC

Charlotte, NC

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

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

Todd Calamita

CFP®, CDFA®

Calamita Wealth Management

Charlotte, NC

Specialties: Comprehensive Financial Planning, Retirement Income, Tax Planning, Investment Management, Estate Preservation, Social Security Timing, Insurance Optimzation, Retirement Planning

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

Megan Lokitis

CFP®

Alpha Financial Advisors, LLC

Charlotte, NC

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

Fee-Only Financial Planner serving the Charlotte, NC and surrounding area.

Michael Mustian

CFP®, CKA®

WiseWay Advisors

Huntersville, NC

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

Fee-Only financial planner located in Huntersville, NC, serving clients locally and across North Carolina

Janice McGunnigle

CFP®, CTFA

Alpha Financial Advisors

Charlotte, NC

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

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

Feraud Calixte

J.D., CFP®

Vantage Pointe Planning

Burlington, NC

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

Hourly, Advice Only, Pure Financial Planning.

Stephan Shipe

Ph.D., CFA®, CFP®

Scholar Financial Advising LLC

Charlotte, 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.

Chuck Clifton

CFP®, CDFA®, MBA

Sycamore Financial Planning

Charlotte, NC

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

Fee-Only Financial Planner Located in Durham & Charlotte, NC and Serving Clients Nationwide

Nick Barringer

CFP®

Alpha Financial Advisors, LLC

Charlotte, NC

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

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

Michael Ziemer

CFP®

Parsec Financial

Charlotte, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

Aaron Combs

CFP®

Parsec Financial

Charlotte, NC

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

Independent, Fee-Only Financial Advisor Located in Charlotte, NC and Serving Clients Nationwide

I can work with clients anywhere!

Daniel Tobias

CFP®

Passport Wealth Management

Cornelius, NC

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

Fee-Only Financial Advisor serving Charlotte, NC and the entire Lake Norman region including Concord, Huntersville, Cornelius, Davidson, and Mooresville.

Cheryl Sherrard

CFP®, M.A. in Gerontology

Clearview Wealth Management

Charlotte, NC

Specialties: Comprehensive Financial Planning, Later Life Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee Only Financial Planner Located in Charlotte, NC and Serving Clients Nationwide

Karen Keatley

CFP®, CFA®, MBA

Modera Wealth Management, LLC

Charlotte, NC

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

Fee-Only Financial Advisor serving Charlotte, NC area.

Robert Sytz

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Kenneth Poe

Brightworth, LLC

Charlotte, NC

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Dianna Almond

Alpha Financial Advisors, LLC

Charlotte, NC

George Acheampong

Makes Cents 2 Me, Inc.

Charlotte, NC

Eric Harbert

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Thomas Farmer

Brightworth, LLC

Charlotte, NC

Jonie Parks

CFP®

Modera Wealth Management, LLC

Charlotte, NC

Erica Yount

CFA®, CFP®

Modera Wealth Management, LLC

Charlotte, NC

Herman Freitag

Brightworth, LLC

Charlotte, NC

Jason Cross

Brightworth, LLC

Charlotte, NC

Brett Covert

Brightworth, LLC

Charlotte, NC

Brett Miller

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Karl Graf

CPA/PFS, CFP®

Modera Wealth Management, LLC

Charlotte, NC

Rick Drew

SEDNA Wealth Management

Charlotte, NC

Brett Coffman

Ph.D., ACFBA, CFP®, EA

Resilience Wealth Advisors, LLC

Charlotte, NC

Tammy Goodman

CFP®, MBA, CECP

Tammy Goodman Financial, LLC

Charlotte, NC

J. Dawson Fielding

Modera Wealth Management, LLC

Charlotte, NC

Zach Palmer

Modera Wealth Management, LLC

Charlotte, NC

Brian Fenn

Carolina Capital Consulting, Inc.

Charlotte, 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

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