Fee-Only Financial Planners in Greensboro, 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 Greensboro, NC:

Mollie Korenstein

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

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

Feraud Calixte

CFP®, JD

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

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

Tim Hicks

CFP®

Hicks Financial Partners

Cary, NC

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

Fee-Only financial planner with offices located in Southern Pines, Cary and Durham North Carolina

D. 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

K. Shea Abernethy

AIFA®, EA, AIF®

Avid Wealth Management, LLC

Winston Salem, NC

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

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

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.

Patrick Rush

CFP®, 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

Michael Mustian

CKA®, AAMS®

WisePath Advisors

Burlington, NC

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

Fee-Only financial planner located in Burlington, NC, serving clients locally and across North Carolina

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

Pam Stearns

Stearns Financial Group

Greensboro, NC

Paula McMillan

Stearns Financial Group

Greensboro, NC

Cordi Powell

CFP®, EA

Favored Financial Planning

Greensboro, NC

Dennis Stearns

Stearns Financial Group

Greensboro, NC

Sherry McKinney

Stearns Financial Group

Greensboro, NC

John Thomas

Stearns Financial Group

Greensboro, NC

Carter Leinster

Triad Financial Advisors

Greensboro, NC

Andrew Clark

Stearns Financial Group

Greensboro, NC

Matthew Johnson

CFP®

Defining Legacy Financial Advisors

Greensboro, 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

    Get Your Checklist

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