Craig Schmith

CFP®

Craig Schmith Financial Planning

Financial Advisor

Craig Schmith

CFP®

Craig Schmith Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Craig Schmith, CFP®

(919) 272-5054

Fee-Only Financial Advisor serving Triangle/Wilmington NC and Space Coast FL

Meet Craig Schmith

As a planner since 1999, I have been helping people to improve their personal financial situation by doing full financial plans, and hourly projects on topics of their choice. 

A full plan starts with an individual or family’s work situation, personal situation, preferences and goals.  I analyze and recommend changes in cash flow, net worth, insurance coverages, income tax planning, goal planning (i.e. college, retirement, vacation home, etc.), investments, and estate planning.  Fees for a plan are typically $2,000 for singles/$2,800 for couples.

Hourly planning is done on a project by project basis depending on people’s needs.  The most typical ones involve work on investments and retirement projections.

Over 15 years planning experience and 2 degrees in finance provides me with the experience base to know how to handle a wide variety of situations.  My plans are designed to be easy to understand and I try to use the most straightforward solutions to get the job done.

On a personal basis, I am direct and open and have an excellent sense of humor!  If you think I would be a good match, give me a call.

Craig Schmith is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Craig Schmith is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Craig Schmith

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Office Locations:

  • Meeting Location:
    5540 Centerview Drive, Suite 200
    Raleigh, NC
  • Meeting Location:
    ​1213 Culbreth Drive
    Wilmington, NC

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