Fee-Only Financial Advisors in North Carolina

King Tide Advisors

Winston- Salem, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Life Insurance Analysis, Family Transition Planning, Long-Term Care Analysis and Planning, Divorce Financial Planning, Federal (GS) Retirement Planning

King Tide Advisors is a full-service financial planning firm dedicated to helping individuals, families, and business owners achieve financial security.

University Financial Strategies, LLC.

Raleigh, NC

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Dave Ramsey Trained Master Financial Coach, Estate Planning

Build lasting wealth one Baby Step at a time—100% virtually. I provide a tax-smart plan, make it easy to take the right actions, and deliver the accountability to see it through.

Collie Financial Planning, Inc.

Asheville, NC

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

Fee Only Certified Financial Planner with offices in Asheville and Black Mountain, NC and serving clients nationwide

Reach Strategic Wealth

Southport, NC

Specialties: Concentrated Stock, Equity Compensation, Investment Management, Tax Planning, Retirement Income Planning, Comprehensive Financial Planning

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

Altruist Wealth Management

Charlotte, NC

Specialties: Comprehensive Financial Planning, Investment Management, ESG Investing, Tax Efficient Strategies

Flat-Fee Financial Planning & Investment Management located in Charlotte, NC, serving clients locally and across the country

The hourly advisor

Charlotte, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, Tax Minimization Planning

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

Branning Wealth Management

Chapel Hill, NC

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

Kelly Jennings is a Chapel Hill, NC-based CFP® and CDAA™ who works with pre-retirees locally and across the country.

Lucid Wealth Planning LLC

Wake Forest, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Student Loan Analysis, Tax Planning, Socially Responsible & ESG Investing

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

Beacon Financial Strategies

Raleigh, NC

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

Fee-Only Financial Advisor serving Raleigh, NC area.

Wealth Transition Finance, A Member of Advisory Services Network, LLC

Waynesville, NC

Specialties: Financial Planning & Scenario Modeling: Tailored planning and modeling for retirement timing, cash flow, and tax-efficient withdrawal strategies., In-House Investment Management: Personalized portfolios designed and managed directly by your financial planner around your specific preferences., Inherited Asset & IRA Distribution Planning: Dedicated guidance for managing inherited IRAs, navigating RMDs, and structuring multi-year distribution strategies., Roth Conversion & IRMAA Strategies: Strategic evaluation of multi-year Roth conversions while navigating Medicare IRMAA brackets and tax impact., Behavioral Finance & Intentional Saving: Collaborative, ongoing support for self-directed, cash-flow conscious clients seeking to align personal money habits with their long-term life vision., Retirement Planning & Long-Term Care Scenarios: Focused planning for pre-retirees and retirees addressing long-term cash flow needs, healthcare considerations, and asset preservation.

Location independent fee-only financial planner serving clients in Western North Carolina and across the country.

Miner Wealth Management, LLC

Raleigh, NC

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

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

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

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.

Make the Memory Financial Planning

Clemmons, NC

Specialties: Comprehensive Financial Planning, Cross-Border Investment Management, International Tax Strategies, Expat Retirement Planning, Relocation and Transition Support, Federal and Military OCONUS Planning

Fee-only financial advisors helping Americans moving to Spain, Germany, and the UAE focus on what matters most.

ACT Advisors®, LLC

Asheville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Fee-Only Asset Management, Small Business Strategy, Tax Planning, Stock Options, Qualified Small Business Stock (QSBS)

ACT Advisors® is a fee-only fiduciary financial planning firm helping successful families, executives, and professionals simplify complex finances, pursue tax-efficient strategies, and plan for what’s next.

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

Modera Wealth Management

Winston-Salem, NC

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Sycamore Financial Planning

Charlotte, NC

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

Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.

Branning Wealth Management

Chapel Hill, NC

Specialties: Modern Retirement Theory, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Retirement Planning for Any Stage - Plan Smarter | Maximize Resources | Preserve Your Legacy

Modera Wealth Management

Charlotte, NC

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Coastal 1031 Exchange Consulting | Strategic Wealth Management Solutions, LLC

Southern Shores, NC

Specialties: Free 2nd Opinions and Fee Comparision vs. Current Advisor, Tax Deferred 1031 Exchanges and other Private Placement Investments, Investment Management, including for Trusts, Financial Planning & Consulting, Retirement Income Planning, Diversification of Concentrated, Low Basis Stock Positions, K-12 and College Education Planning (via 529s), Risk Awareness & Management

I help Accredited Investor 1031 Exchangers attain tax deferral/passive income via use of Delaware Statutory Trusts (DSTs) holding real estate. I forgo any 5-7% commission offered by Sponsors which instead get credited back to my client's investment.

Modera Wealth Management

Charlotte, NC

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Greenway Wealth Advisors

Charlotte, NC

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

The modern wealth management firm for Charlotte’s high-impact professionals and active retirees. We design the blueprint that transforms your income into financial independence. You can stop managing your financial logistics and get back your time.

Modera Wealth Management

Charlotte, NC

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Modera Wealth Management

Asheville, NC

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Frazier Financial Consultants

Chapel Hill, NC

Specialties: Comprehensive Financial Planning, Asset Management, Investment Recommendations, Retirement Projections and Planning, College Education Planning, Budgeting, Saving for Goals, "Getting On Track Financially"

Fee-Only financial planner located in Katonah, NY, serving clients locally and across the country

Financial Symmetry, Inc.

Raleigh, NC

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

Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area

Alpha Financial Advisors

Charlotte, NC

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

At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in Charlotte, NC and serving clients nationwide.

Wellful Money

Cary, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Career Changes, Family Planning, Employee Stock Options, College Education Planning

Fee-Only financial planner, bringing Wellness and Fulfillment to your Money through objective financial planning, specializing in empowering women.

Philanthropy Financial Planning

Chapel Hill, NC

Specialties: Integrated Financial Planning, Strategic Charitable Giving Planning, Family Legacy & Values Planning, Cross-Border & Global Family Planning, Trust & Estate Strategy

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

Passport Wealth Management

Cornelius, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, ESG Investing Services, Tax Efficient Investing, College Education Planning

We help people live with passion, turning inspiration into reality. Serving clients local to Charlotte, NC and across the country.

Kopka Financial LLC

Wilmington, NC

Specialties: Financial Life Planning, Navigating Widowhood, Caregiver Management, Tax-Efficient Investment Management, Liquidity Management, Cash Flow Planning, Debt Management, Retirement Management, Risk Management/Insurance Review and Planning, Estate Planning, College Planning, Special Needs Advising

Your financial well-being is our top priority. Located in Wilmington, NC, serving clients locally and across the country.

Curio Wealth

Asheville, NC

Specialties: Tax Planning, Retirement Income Planning, Portfolio Design and Management, Charitable Gift Planning, Spending and Withdrawal Planning, Long Term Care Planning, Longevity Planning

Your Curio Wealth team seeks to understand your values, priorities, and wisdom, working with you to make the best financial decisions for you and your family.

Alpha Financial Advisors

Charlotte, NC

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

At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in Charlotte, NC and serving clients nationwide.

Fryar Financial LLC

Durham, NC

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

The most valuable thing we do for our clients is to optimize their cash flow in retirement to offset rising taxes, market loss and inflation. Our strategies are effective no matter what direction the market is moving.

ACT Advisors®, LLC

Asheville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Fee-Only Asset Management, Small Business Strategy, Tax Planning, Stock Options, Qualified Small Business Stock (QSBS)

ACT Advisors® is a fee-only fiduciary financial planning firm helping successful families, executives, and professionals simplify complex finances, pursue tax-efficient strategies, and plan for what’s next.

NorthStar Capital Advisors

Charlotte, NC

Specialties: Retirement Planning, Tax Planning, Income Planning, Investment Planning, Insurance Planning, Estate Planning, We help you design your ideal life and advise you on all aspects of your money.

Hi! I’m Dr. Chris Mullis, husband, father, astrophysicist-turned-advisor and host of the RETIREMENT ISN'T ROCKET SCEINCE podcast. For 21 years I’ve been helping people just like you design and carry out amazing retirement “missions.”

Alpha Financial Advisors

Charlotte, NC

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

At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in Charlotte, NC and serving clients nationwide.

Financial Symmetry, Inc.

Raleigh, NC

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

Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area

MainStreet Financial Planning

Raleigh, NC

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

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

Legs Financial

Greensboro, NC

Specialties: Special Needs Planning, Comprehensive Financial Planning, Education Planning, Risk Management, Tax Planning, Retirement Planning, Investment Management, Estate Planning

Legs Financial is a flat-fee fiduciary financial planning firm based in Greensboro, NC, led by Michael Davis, CFP® ChSNC®. We specialize in tax-focused retirement planning and special needs financial planning, all for one transparent flat fee.

Stalwart Financial Planning

Durham, NC

Specialties: Comprehensive Financial Planning, Retirement Planning & Projections, Tax Planning, Investment Management, Allocation & Security Selection, Insurance Analysis, Estate Planning, Educational Funding, Long-term Care Planning

Fee-Only financial planner offering robust advice for the IFs of life. Offices in Durham and Fayetteville, NC, serving clients locally and across the country.

NoDa Wealth Management

Charlotte, NC

Specialties: Comprehensive Wealth Management, Hourly Financial Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Insurance Planning, Charitable Gifting Strategies

Fee-Only financial planner located in Charlotte, NC, helping busy professionals through life transitions, and helping them eliminate their financial stress.

Financial Symmetry, Inc.

Raleigh, NC

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

Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area

Alpha Financial Advisors

Charlotte, NC

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

At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in Charlotte, NC and serving clients nationwide.

Wealthmind Financial Planning

Chapel Hill, NC

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

Tax efficient financial planning and investment management for women near or in retirement. Located in Cambridge, MA, and Chapel Hill, NC serving clients locally and across the country

Modera Wealth Management

Asheville, NC

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Alpha Financial Advisors

Charlotte, NC

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

At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in Charlotte, NC and serving clients nationwide.

Scholar Financial Advising LLC

Asheville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising, Equity Compensation Planning, Estate and Wealth Transfer Planning

Flat-fee financial advice for complex financial lives. Serving clients in more than 40 states.

Modera Wealth Management

Charlotte, NC

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

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

Modera Wealth Management

Asheville, NC

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Sycamore Financial Planning

Charlotte, NC

Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning

Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.

Modera Wealth Management

Charlotte, NC

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

PieCapital

Raleigh, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Equity Compensation Planning, Investment Management, Education Funding Planning, Tax and Estate Planning, Business Exit Planning, Charitable Giving Planning

You spent decades building it. Spend the next ones enjoying it. We help transitioning business owners with $3–20M turn their balance sheet into peace of mind.

Hicks Financial Partners, LLC

Cary, NC

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

Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country.

Branning Wealth Management

Chapel Hill, NC

Specialties: Comprehensive Financial Planning, Financial Advisory, Investment Management, Cash Flow Planning / Budgeting, Retirement Planning, Tax Planning, Insurance Planning, Education Planning, Debt Reduction

Based in Jackson, MS and serving clients nationwide. As a CFP® and ChFC®, Johnson Rhett helps young professionals, families, and pre-retirees build plan-first financial strategies designed to answer one important question: “Am I going to be okay?”

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

Alpha Financial Advisors

Charlotte, NC

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

At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in Charlotte, NC and serving clients nationwide.

PB Wealth, LLC

Charlotte, NC

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

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

Fulbright Financial Consulting, PA

Durham, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Tax Preparation Fed & States

Fee-Only Financial Advisor serving the Raleigh Durham, NC area.

Modera Wealth Management

Asheville, NC

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Oak Harbor Wealth Partners

Raleigh, NC

Specialties: Comprehensive Wealth Management, Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Retirement Plan Services, Institutional Consulting

Oak Harbor Wealth Partners, Raleigh, NC, is a fee-only fiduciary serving individuals, families & businesses with wealth management and financial planning by CFP® and CFA professionals.

Reh Wealth Advisors LLC

RALEIGH, NC

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

Fee-Only financial planner located in North Raleigh serving retirees, small business owners, and families locally and across the country

Level Wealth Management

Charlotte, NC

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

Flat fee-only financial planning firm founded in Greensboro, NC. We meet with clients in- person in Greensboro, Charlotte, and virtually across the country.

Fortitude Financial Planning

Raleigh, NC

Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation

Flat Fee and Tax Focused - We specialize in comprehensive financial planning, investment management, and tax preparation for tech professionals, business owners, healthcare professionals, and retirees.

Horizons Wealth Management

Asheville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Horizons Managed Portfolios

We specialize in providing objective and comprehensive Fee-Only financial planning and investment management to help our clients build, manage, grow, and protect their assets through life’s transitions, especially retirement.

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.

Oasis Wealth Planning Advisors, LLC

Charlotte, NC

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

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Alpharetta, GA and beyond through in-person and video conferencing.

Counterweight Private Wealth

Wilmington, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Custom Investment Portfolio Architecture, Tax Planning and Tax Optimization, Charitable Giving Planning, Trust and Estate Planning, Insurance and Risk Planning, Tax Preparation

A fee-only fiduciary wealth planner specializing in tax-forward retirement and business-exits. We help professionals and business owners turn decades of accumulated wealth into a tax efficient, purpose-driven retirement. In house tax-prep services.

Modera Wealth Management

Asheville, NC

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Almega Wealth Management

Mount Airy, NC

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Tax Preparation, Generational Wealth Transfer

Integrated Fee-Only Wealth Management and Tax Planning for Families Who Think Generationally

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.

Ark Royal Wealth Management, LLC

Charlotte, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Wealth Transfer / Estate Planning, Risk Management / Insurance

We Love Working With Interesting And Successful People

Carrington Financial Planning, LLC

Asheville, NC

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

We’ve Helped More Than 500 Foreign Service Professionals Plan For Their Financial Future from A-100 to Retirement.

Bastion Fiduciary

Raleigh, NC

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

We are a fee-only, fiduciary financial firm founded by veteran military officers, committed to disciplined processes, personal integrity, and transparent client relationships.

Porter Wealth Management, LLC

Asheville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning

Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create

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

EP Wealth Advisors

Raleigh, NC

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

Bolin Creek Wealth Advisors LLC

Chapel Hill, NC

Specialties: Hourly Financial Planning, Wealth Management, Project-Based Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning & Strategies, Employee Benefits Analysis, Investment Management, Charitable & Personal Gifting, Risk Management Planning & Insurance Review, Estate Planning

Fee-Only planner offering both hourly and ongoing investment management services. Located in Chapel Hill, NC, serving clients locally and across the country.

Salem Investment Counselors

Durham, NC

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

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

Integrated Financial Coaching and Planning

Weaverville, NC

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

It can be difficult to see our money clearly when we do not have a plan… that’s where I come in!

Taylor Financial

Wilmington, NC

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

Fee Only Financial Planner serving clients in Wilmington, NC and all surrounding areas. Our office is located at the Landfall Executive Suites.

Alpha Financial Advisors

Charlotte, NC

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

At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in Charlotte, NC and serving clients nationwide.

Oak Harbor Wealth Partners

Raleigh, NC

Specialties: Comprehensive Wealth Management, Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Retirement Plan Services, Institutional Consulting

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

Dovetail Financial

Wilmington, NC

Specialties: Retirement Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Legacy and Inheritance Planning

Fee-only fiduciary retirement planning and investment management for people within five years of retirement or already retired, typically with $1M+ invested, serving Wilmington, Southeastern North Carolina, and clients virtually nationwide.

Beacon Financial Strategies

Raleigh, NC

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

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

Alpha Financial Advisors

Charlotte, NC

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

At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. Located in Charlotte, NC and serving clients nationwide.

Sycamore Financial Planning

Durham, NC

Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning

Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.

Testament Wealth Management

Cary, NC

Specialties: Investment Management, Retirement Income Planning, Tax Planning, Broad Scope Financial Planning, College Education Planning, Estate Planning, Employee Stock Options, Insurance and Risk Management Review

As a fee-only financial planner, I specialize in helping business owners, working professionals, and those approaching retirement, plan for the future and achieve their goals.

Make the Memory Financial Planning

Clemmons, NC

Specialties: Comprehensive Financial Planning, Cross-Border Investment Management, International Tax Strategies, Expat Retirement Planning, Relocation and Transition Support, Federal and Military OCONUS Planning

Fee-only financial advisors helping Americans moving to Spain, Germany, and the UAE focus on what matters most.

Modera Wealth Management

Asheville, NC

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Evergreen Wealth Services

Mooresville, NC

Financial Symmetry, Inc.

Raleigh, NC

H.S. Dreher Capital Management, LLC

Southern Pines, NC

Tammy Goodman Financial, LLC

Charlotte, NC

BlueSky Wealth Advisors

New Bern, NC

Vilga Financial Planning

Wilmington, NC

Iseler Financial, LLC

Durham, NC

Financial Symmetry, Inc.

Raleigh, NC

Nectarine

Waxhaw, NC

Personal Path Financial Planning

Durham, NC

Roundtable Planning & Investments

Charlotte, NC

Blue Water Capital Management, LLC

Apex, NC

Llewellyn Financial LLC

Charlotte, NC

Favored Financial Planning

Greensboro, NC

Setzer Financial

Hickory, NC

Ark Royal Wealth Management, LLC

Raleigh, NC

Verum Partners

Charlotte, NC

Old Peak Finance

Chapel Hill, NC

Old Peak Finance

Chapel Hill, NC

Open World Financial Life Planning

Raleigh, NC

Old Peak Finance

Durham, NC

Frazier Financial Consultants

Chapel Hill, NC

Financial Symmetry, Inc.

Raleigh, NC

Just Advising

Raleigh, NC

Blue Water Capital Management, LLC

Apex, NC

Integritas Financial

Charlotte, NC

NorthPoint Financial Planning

Greensboro, NC

Align Financial Planning LLC

Fayetteville, NC

Strategic Advisory Partners, LLC

Greensboro, NC

Old Peak Finance

Chapel Hill, NC

Lattice Financial, LLC

Charlotte, NC

Lazarus Financial Planning, LLC

Durham, NC

Eustace Advisors

Cary, NC

Old Peak Finance

Chapel Hill, NC