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
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
Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.
Evan Luongo
CFP®
NoDa Wealth Management
Charlotte, NC
Specialties: Comprehensive Wealth Management, Hourly Financial Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Insurance Planning, Charitable Gifting Strategies
Fee-Only financial planner located in Charlotte, NC, helping busy professionals through life transitions, and helping them eliminate their financial stress.
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
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.
Hi! I’m Dr. Chris Mullis, husband, father, astrophysicist-turned-advisor and host of the RETIREMENT ISN'T ROCKET SCEINCE podcast. For 21 years I’ve been helping people just like you design and carry out amazing retirement “missions.”
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.
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.
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.
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
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Carlotte, 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
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.
Jonie Parks
CFP®
Modera Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Erica Yount
CFA, CFP®
Modera Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Brandon Seibel
CFP®
Oasis Wealth Planning Advisors, LLC
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Alpharetta, GA and beyond through in-person and video conferencing.
Carson McLean
CFP®
Altruist Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Investment Management, ESG Investing, Tax Efficient Strategies
Flat-Fee Financial Planning & Investment Management 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
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising, Equity Compensation Planning, Estate and Wealth Transfer Planning
Flat-fee financial advice for complex financial lives. Serving clients in more than 40 states.
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.
Ed Coambs
CFP®, LMFT, CFT™
Alpha Financial Advisors
Charlotte, NC
Specialties: Therapy Informed 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.
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.
Gregory James
CFP®
Modera Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Ethan Earles
CFP®
Sycamore Financial Planning
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.
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
Michael J. Ziemer
CFP®
Modera Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
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.
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
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
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.
Matthew Filepp
CFA, CFP®
PB Wealth, LLC
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Zach Palmer
CFP®
Ark Royal Wealth Management, LLC
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Wealth Transfer / Estate Planning, Risk Management / Insurance
We Love Working With Interesting And Successful People
Nick Foy
CFP®
Greenway Wealth Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
The modern wealth management firm for Charlotte’s high-impact professionals and active retirees. We design the blueprint that transforms your income into financial independence. You can stop managing your financial logistics and get back your time.
Aaron Combs
CFP®
Modera Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Aaron Parrish
CFP®, TPCP®
Level Wealth Management
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Flat fee-only financial planning firm founded in Greensboro, NC. We meet with clients in- person in Greensboro, Charlotte, and virtually 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)
