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 Charlotte, 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 Charlotte, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Daniel Tobias
CFP®
Passport Wealth Management
Cornelius, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, ESG Investing Services, Tax Efficient Investing, College Education Planning
We help people live with passion, turning inspiration into reality. Serving clients local to Charlotte, NC and across the country.
Jeremy Chambers
CFP®
The hourly advisor
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, Tax Minimization Planning
Fee-Only financial planner located in Charlotte, 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
Nick Barringer
CFP®
Alpha Financial Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in charlotte, NC and serving clients nationwide.
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.
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
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Tax Planning, Entrepreneurs, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation
As financial planner based in Raleigh, NC, I specialize in helping tech professionals and entrepreneurs navigate complex tax and financial challenges, providing comprehensive, flat-fee services tailored to support both short- and long-term goals.
Heather Lawrence
CFP®, CTFA
Alpha Financial Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in charlotte, NC and serving clients nationwide.
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
Janice McGunnigle
CFP®, CTFA
Alpha Financial Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in charlotte, NC and serving clients nationwide.
Tyler Weaver
CFP®
Alpha Financial Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in charlotte, NC and serving clients nationwide.
Dr. Chris Mullis
PhD, CFP®
NorthStar Capital Advisors
Charlotte, NC
Specialties: Retirement Planning, Tax Planning, Income Planning, Investment Planning, Insurance Planning, Estate Planning, We help you design your ideal life and advise you on all aspects of your money.
WORRY LESS. RETIRE MORE. -- For 20 years, we have specialized in retirement planning so that our clients absolutely rock their retirement & life.
Drew Cook
CFP®
Level Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Ethan Earles
CFP®
Sycamore Financial Planning, LLC
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.
Drew Harris
CFP®, CFA
Story Financial Planning
Charlotte, NC
Specialties: Prioritizing Savings Goals, Comprehensive Financial Planning, Investment Management, Retirement Planning
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Ryan Kaysen
CFP®
Integritas Financial
Charlotte, NC
Specialties: Estate Planning, Investment Management, Tax Planning, Trust Investments and Reporting, Trust Administration
Fee-Only financial planner located in Blue Bell, PA, with a focus on estate planning and investment management
Cameron Newell
CFA, CFP®
Alpha Financial Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in charlotte, NC and serving clients nationwide.
Aaron Parrish
CFP®
Level Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fiduciary Advice for a Flat Fee: Financial Planning | Investment Optimization | Tax Reduction
Craig Lowder
CFP®, CPA
Alpha Financial Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in charlotte, NC and serving clients nationwide.
Ann Reilley
CFP®, CPA/PFS
Alpha Financial Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in charlotte, NC and serving clients nationwide.
Chuck Clifton
CFP®, CDFA®, MBA
Sycamore Financial Planning
Charlotte, NC
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning
Fee-Only Financial Planner Located in Durham & Charlotte, NC and Serving Clients Nationwide
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Charlotte, NC
Specialties: Hourly Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising
Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually 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
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)
