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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Ed Coambs

MBA, MA, MS, CFP®, CFT-I™, LMFT

Healthy Love and Money

Charlotte, NC

Specialties: Therapy Informed Financial Planning™, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Kendrick Mattox

CFA®

Edge Capital Partners

Charlotte, NC

Specialties: Comprehensive Financial Planning, Customized Investment Management, Family Office Services, College Education Planning, Asset Management

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Tyler Weaver

CFP®

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

R. Deaton Smith III

CFP®, 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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

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.

I can work with clients anywhere!

Nick Barringer

CFP®

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

I can work with clients anywhere!

Ann Reilley

CFP®, CPA/PFS

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 and Serving Clients Nationwide

I can work with clients anywhere!

Leo Marte

CFP®

Abundant Advisors

Huntersville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning and Preparation, Equity Compensation Review, Insurance Assesment, Estate Planning

Fee-Only financial advisor located in Charlotte, NC, serving clients Christian professionals locally and across the country. We help you navigate life’s financial questions through the lens of biblical wisdom.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Megan Lokitis

CFP®

Alpha Financial Advisors

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.

I can work with clients anywhere!

Heather Lawrence

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 and Serving Clients Nationwide

I can work with clients anywhere!

Hilary Daniel

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!

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

I can work with clients anywhere!

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

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Jeremy Chambers

CFP®

The hourly advisor

Charlotte, NC

Abby Bennett

CFP®, CExP™

Verum Partners

Charlotte, NC

Tammy Goodman

CFP®, MBA, CECP

Tammy Goodman Financial, LLC

Charlotte, NC

Feraud Calixte

J.D., CFP®

Vantage Pointe Planning

Burlington, NC

Tenley Desjardins

CPA/PFS, CFP®

McGill Advisors

Charlotte, NC

Jenny Martella

MBA, CFP®

Modera Wealth Management

Charlotte, NC

Seth Mullikin

CFP®

Lattice Financial, LLC

Charlotte, NC

Michael Fuhr

CFP®

Evergreen Wealth Services

Mooresville, 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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