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 Greensboro, NC:
Nathaniel Carswell
CFP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Patrick Rush
CFP®, CAP®, CLU®, MBA
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner and Investment Adviser helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Cameron Aydlett
CFP®, ChFC®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Winston-Salem, 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.
Aaron Parrish
CFP®
Level Wealth Management
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fiduciary Advice for a Flat Fee: Financial Planning | Investment Optimization | Tax Reduction
Justin Smith
CFP®, CFA®
Smith Partners Wealth Management
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner and Investment Advisor serving the Greensboro, NC area.
Matt Johnson
CFP®
Defining Legacy Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Your legacy has the biggest impact on those closest to you. Don't just leave a legacy, define your legacy.
Paul Pfeiffer
CFP®, MBA
NorthPoint Financial Planning
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Delaware, OH, serving clients locally and across the country
Jennifer Windsor
CFP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Ashley Crotwell
CFP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Justin May
CFP®
Triad Financial Advisors Inc.
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Tim Maurer
CFP®, RLP®
Triad Financial Advisors Inc.
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and 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.
John Marske
CFP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Durham, NC
Specialties: Student Loan Debt, 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 Durham, NC, serving young professionals with student loan debt or equity compensation locally and across the country
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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)
