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:

Karen Keatley

CFP®, CFA

Keatley 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.

David Sylvester

CFA, CFP®

CAVU Wealth Advisors

Charlotte, NC

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

Plan Well. Invest Wisely. Live Richly.

Todd Calamita

Calamita 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

Giles Almond

CFP®, CPA, PFS, CIMA®

Matrix Wealth Advisors, Inc.

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

Jenny Martella

MBA, CFP®

Keatley 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

Philip Gibson

Ph.D., CFP®

Elation Wealth

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

John Gugle

CFP®, CRPC®

Alpha Financial Advisors, 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.

Eric Clark

CFP®

Clearview 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 and serving clients throughout the Southeast.

Dan Grover

CFP®, CPA/PFS, CKA®

Ronald Blue Trust

Charlotte, NC

Specialties: Financial, retirement and estate planning, Investment management and solutions, Charitable Giving Strategies, Personal trust and estate settlement services, Family office services, Business consulting services

Fee-Only Financial Advisor serving the Carolinas.

Megan Lokitis

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 serving the Charlotte, NC area.

Cheryl Sherrard

CFP®

Clearview Wealth Management

Charlotte, NC

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

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

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

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

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

Pamela Witt

Matrix Wealth Advisors, Inc.

Charlotte, NC

Brian Fenn

Carolina Capital Consulting, Inc.

Charlotte, NC

Lucy Blough

Matrix Wealth Advisors, Inc.

Charlotte, NC

Jonie Parks

Matrix Wealth Advisors, Inc.

Charlotte, NC

Tyler Weaver

Alpha Financial Advisors, LLC

Charlotte, NC

Dianna Almond

Alpha Financial Advisors, LLC

Charlotte, NC

Sarah Baker

Charlotte, NC

Kimberly Wilhelm

Matrix Wealth Advisors, Inc.

Charlotte, NC

Janice McGunnigle

Matrix Wealth Advisors, Inc.

Charlotte, NC

Ashley Morris

Keatley Wealth Management, LLC

Charlotte, NC

  • 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

    Get Your Checklist

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