Fee-Only Financial Advisors in Charlotte, NC

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, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

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

Jenny Martella

MBA, CFP®

Modera Wealth Management

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

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.

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

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.

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

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

Travis Tracy

CFP®, EA

Fortitude Financial Planning

Raleigh, NC

Specialties: Employee Stock Options, Tax Planning, Cash flow / Budgeting, Debt Management, College Education Planning, Insurance Reviews, Comprehensive Financial Planning, Investment Management

Take control of your finances with a fee-only financial planner located in Raleigh, NC, serving those with equity compensation, advanced tax planning needs, and business owners locally and across the country

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

Hilary Daniel

CFP®

Parsec Financial

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

Ann Reilley

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

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 Christian Financial Advisor located in Huntersville, NC.

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

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

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.

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.

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.

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.

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

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

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

Brett Coffman

Ph.D., ACFBA, CFP®, EA

Resilience Wealth Advisors, LLC

Charlotte, NC

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Aaron Combs

CFP®

Parsec Financial

Charlotte, NC

Tenley Desjardins

CPA/PFS, CFP®

McGill Advisors

Charlotte, NC

Karl Graf

CPA/PFS, CFP®

Modera Wealth Management

Charlotte, NC

Michael Ziemer

CFP®

Parsec Financial

Charlotte, NC

Karen Keatley

CFP®, CFA®, MBA

Modera Wealth Management

Charlotte, NC

Tammy Goodman

CFP®, MBA, CECP

Tammy Goodman Financial, LLC

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.


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