Fee-Only Financial Planners in North Carolina

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 North Carolina:

Todd Calamita

CFP®, CDFA®

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

Tyler Weaver

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

Caroline Jones

CFP®, EA

BlueSky Wealth Advisors

New Bern, NC

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

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

Johanna Mussro

FPQP®

BlueSky Wealth Advisors, LLC

New Bern, NC

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

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

Jenny Martella

MBA, CFP®

Modera 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

Megan Kopka

CFP®

Kopka Financial, LLC.

Wilmington, NC

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

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

Chuck Clifton

CFP®, CDFA®, MBA

Sycamore Financial Planning

Durham, 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

Ashley Gragtmans

CFP®, CSRIC®, BFA™

Parsec Financial Management, Inc.

Asheville, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC, and Serving Clients Nationwide

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.

Cameron Hendricks

CFP®

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

Chip Hymiller

CFP®, AIF®, MBA

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

Bryan Wisda

CFP®

Almega Wealth Management

Mount Airy, NC

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

Fee-Only financial planner with offices in Scottsdale, AZ, Greenville KY, and Mount Airy NC serving clients locally and across the country.

I can work with clients anywhere!

Daniel Tobias

CFP®

Passport Wealth Management

Cornelius, NC

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

Fee-Only Financial Advisor serving Charlotte, NC and the entire Lake Norman region including Concord, Huntersville, Cornelius, Davidson, and Mooresville.

Jacob Sadler

CFP®

Bay Point Wealth

Asheville, NC

Specialties: Investment Management, Customized Financial Planning, Retirement Income Planning, Social Security Planning, CCRC and Long Term Care Planning, Savings Strategies, Income Tax Planning

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

Mark Kelly

CFP®

University Financial Strategies, LLC.

Raleigh, NC

Specialties: Dave Ramsey Trained Master Financial Coach, College Education How To Pay For It, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

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

David Blain

CFA®

BlueSky Wealth Advisors

New Bern, NC

Specialties: Comprehensive Financial Planning, Small Business Advice, Investment Management, Real Estate Investing, Tax Planning

Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office

David Hunter

CFP®

Horizons Wealth Management

Asheville, NC

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

Fee-Only Certified Financial Planner Serving Clients from Offices in Asheville, NC and Greenville, SC

Zachary Ashburn

CFP®, EA, AFC®

Reach Strategic Wealth

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

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.

Edward Fulbright

CPA, CGMA, PFS

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.

Erin Campbell

CFP®, CPA, PFS

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.

Madeline Valente

CFP®

BlueSky Wealth Advisors

New Bern, NC

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

Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office

Mike Collie

CFP®, AIF®, CKA®, CMFC®

Collie Financial Planning, Inc.

Asheville, NC

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

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

Hilary Daniel

CFP®

Parsec Financial Management, 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

Michael Ziemer

CFP®

Parsec Financial

Charlotte, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

Wm. Eric Clark

CFP®, MBA

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.

James Kantowski

CFP®, CPA, PFS

Bay Point Wealth

Asheville, NC

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

Fee-Only Financial Planner with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL

Chad Foster

CDFA®, CFP®, ChFEBC℠

Parsec Financial Management, Inc.

Asheville, NC

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

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

Michael Fuhr

CFP®

Evergreen Wealth Services

Mooresville, NC

Specialties: Challenging Life Transitions, Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Strategies, Estate and Legacy Planning, Charitable Giving

Fee-Only financial planner located in Mooresville, North Carolina. We serve clients in the Lake Norman, Charlotte and surrounding areas. We also work with clients virtually across the country.

Tim Hicks

CFP®

Hicks Financial Partners, LLC

Southern Pines, 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.

Ed Taylor

CFP®

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.

Janice McGunnigle

CFP®, CTFA

Alpha Financial Advisors

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

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

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

Travis Boyer

CFA®, CFP®

Parsec Financial

Asheville, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

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

J. Scott Kittrell

CDFA®, CFP®, FPQP®

Parsec Financial Management, Inc.

Southern Pines, NC

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

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

I can work with clients anywhere!

C. Bradley Bond

CFP®, CFA®, AIF®, Enrolled Agent

C. B. Bond Financial Planning

Sanford, NC

Specialties: Comprehensive Financial Planning, Investment and Tax Planning, Retirement Income Planning, College Education Planning, Spending, Saving, Managing Competing Goals

Fee Only Financial Planner serving clients across the country through virtual services

Christie Bonacci

CPA, MAC

BlueSky Wealth Advisors

New Bern, NC

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

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

Tara Huges

CPA, CGMA

BlueSky Wealth Advisors, LLC

New Bern, NC

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

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

Leo Marte

CFP®, MBA

Abundant Advisors, LLC

Huntersville, NC

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

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

Chad Smith

CFP®

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

R. Deaton Smith III

CFP®, ChFC®, WMCP®, CEPA®, AIF®

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

Samantha Sachs

CPA, MBA

Bay Point Wealth

Asheville, NC

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

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

Nick Foy

CFP®

Greenway Wealth Advisors

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

Judson Meinhart

CFP®, BFA

Parsec Financial

Winston-Salem, NC

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

Independent, Fee-Only Financial Advisor Located in Winston-Salem, NC and Serving Clients Nationwide

Rick Brown

CFP®, EA

Davis Financial Planning

Asheville, NC

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

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

William Hufnell

CFP®, CPA, BBA, MS

Bay Point Wealth

Asheville, NC

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

Fee-Only Financial Advisor with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL

Megan Lokitis

CFP®

Alpha Financial Advisors, LLC

Charlotte, NC

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

Fee-Only Financial Planner serving the Charlotte, NC and surrounding area.

Thomas Geraghty

CPA/PFS, CFP®, CRPC®, AFC®, NSSA®

Stonegate Wealth Management, LLC

Cary, NC

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

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

Scott Vance

CFP®, EA

Trisuli Financial Advising

Holly Springs, NC

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

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

Cheryl Sherrard

CFP®, M.A. in Gerontology

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

Betsy Cunagin

CFP®, CRPC®

Parsec Financial

Asheville, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

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.

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

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.

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

Charles Thompson

CFP®, CTFA, CRPC®, CEBS, RPA

Parsec Financial

Asheville, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

Deborah L. Hobart

CFP®, CPA

Blue Water Capital Management, LLC

Apex, NC

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

Fee-Only financial advisor in Apex, NC, serving clients in the Triangle and across the country.

Liz Frazier

CFP®, MBA

Frazier Financial Consultants

Chapel Hill, NC

Specialties: Comprehensive Financial Planning, Retirement Projections and Planning, College Education Planning, Budgeting, Debt Management, Risk & Insurance Assessments, Saving for Goals, "Getting On Track Financially", Investment Recommendations

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

Karen Keatley

CFP®, CFA®, MBA

Modera 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.

John Gjertsen

CFA®, CFP®, EA

BlueSky Wealth Advisors, LLC

New Bern, NC

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

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

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

Josh Holland

CFP®

Sycamore Financial Planning

Durham, NC

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

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

Matthew Miner

CFP®

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

Jonas Boyer

CFP®, CLTC®

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

Seth Large

CFP®

BlueSky Wealth Advisors

New Bern, NC

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

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

Michael Baughman

CFP®

Parsec Financial

Tryon, NC

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

Independent, Fee-Only Financial Advisor Located in Tryon, NC and Serving Clients Nationwide

Al S. Davis

CFP®, EA

Davis Financial Planning, LLC

Asheville, NC

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

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

Soo Yeon Kim

CFP®, EA

BlueSky Wealth Advisors

New Bern, NC

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

Fee-Only financial planner located in New Bern, NC, serving clients locally and 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

Tenley Desjardins

CPA/PFS, CFP®

McGill Advisors

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

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

Aaron Combs

CFP®

Parsec Financial

Charlotte, NC

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

Independent, Fee-Only Financial Advisor Located in Charlotte, NC and Serving Clients Nationwide

Bret Dayley

MTax, EA

BlueSky Wealth Advisor

New Bern, NC

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

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

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

Jeff Stewart

CFP®, CRPC®, CSLP®, BFA®

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

Michael Mustian

CFP®, CKA®

WiseWay Advisors

Huntersville, NC

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

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

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

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

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

Matthew Costa

CFP®, CPA

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

Anne McFarland

CFP®

Davis Financial Planning, LLC

Asheville, NC

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

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

Molly Sutz

CFP®, MS, AFC

BlueSky Wealth Advisors

New Bern, NC

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

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

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

Lyn Dippel

CFP®, JD

Bay Point Wealth

Asheville, NC

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

Serving clients locally and nation wide with offices in greater Annapolis and Columbia, MD

Tammy Goodman

CFP®, MBA, CECP

Tammy Goodman Financial, LLC

Charlotte, NC

Robert Sytz

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Karl Graf

CPA/PFS, CFP®

Modera Wealth Management, LLC

Charlotte, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

Carter Ellis

Kuhn Advisors, Inc.

Durham, NC

Jonie Parks

CFP®

Modera Wealth Management, LLC

Charlotte, NC

Timothy Iseler

Iseler Financial, LLC

Durham, NC

Richard Frazier

CFP®

Frazier Financial Consultants

Chapel Hill, NC

Brian Fenn

Carolina Capital Consulting, Inc.

Charlotte, NC

Kenneth Poe

Brightworth, LLC

Charlotte, NC

Kristopher Barney

30-40 Wealth Partners

Cornelius, NC

Jason Cross

Brightworth, LLC

Charlotte, NC

Cordi Powell

CFP®, EA

Favored Financial Planning

Greensboro, NC

Rick Waechter

Founder, CFP®

Old Peak Finance

Chapel Hill, NC

Thomas Farmer

Brightworth, LLC

Charlotte, NC

Haley Modlin

Financial Symmetry, Inc.

Raleigh, NC

Charles Averre

Hollingsworth Avent Averre & Purvis, PA

Raleigh, NC

Dianna Almond

Alpha Financial Advisors, LLC

Charlotte, NC

Jo Beth Mullens

Old Peak Finance

Chapel Hill, NC

Rick Drew

SEDNA Wealth Management

Charlotte, NC

Mary Macdonald

MBA

Personal Path Financial Planning

Durham, NC

Erica Yount

CFA®, CFP®

Modera Wealth Management, LLC

Charlotte, NC

Benjamin Dolan

Dolan Capital Advisors, Inc.

Charlotte, NC

Kenneth Downer

Kenneth Frenke & Co.

Arden, NC

Eric Harbert

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Grayson Blazek

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Charles Terry

CFP®

Shepherd Wealth Partners, LLC

Matthews, NC

William Ertel

Tassel Capital Management, Inc.

Matthews, NC

Jacob Stewart

CFP®

Neuse River Financial

Smithfield, NC

David Klepeisz

Accruent Wealth Advisors

Winston Salem, NC

Michael Palmer

CFP®

Ark Royal Wealth Management, LLC

Raleigh, NC

Shane Pouliot

Modera Wealth Management, LLC

Charlotte, NC

Ian Bloom

CFP®

Open World Financial Life Planning

Raleigh, NC

Blaise Stevens

MBA, CFP®, CLU®, ChFC®, AIF

Strategic Advisory Partners, LLC

Greensboro, NC

Barry Swaim

Accruent Wealth Advisors

Winston Salem, NC

Grace Kvantas

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Mike Eklund

Financial Symmetry, Inc.

Raleigh, NC

George Acheampong

Makes Cents 2 Me, Inc.

Charlotte, NC

James Miller

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Daniel Johnson III

CFP®, CEPA

RE|Focus Financial Planning

Winston Salem, NC

Molly Stanifer

CFP®, MS

Old Peak Finance

Chapel Hill, NC

Allison Palmer

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Dan Routh

Old Peak Finance

Chapel Hill, NC

Terrance Green

CFP®

Blue Water Capital Management, LLC

Apex, NC

Ann Zuraw

Zuraw Financial Advisors, LLC

Greensboro, NC

J. Dawson Fielding

Modera Wealth Management, LLC

Charlotte, NC

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Raleigh, NC

Herman Freitag

Brightworth, LLC

Charlotte, NC

MaryAnne Gucciardi

Old Peak Finance

Chapel Hill, NC

Austin Brown

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Mike Ross

CFP®

My Money Coach

Cramerton, NC

Jamey Bass

Carolina Wealth Strategies

Cary, NC

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Durham, NC

Erin Vickery

Sankalpa Financial

Raleigh, NC

Joseph Marques

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Brett Covert

Brightworth, LLC

Charlotte, NC

Brittany Mollica

Hilltop Wealth Advisors

Chapel Hill, NC

Benjamin Birken

Pisces Financial Advisors

Chapel Hill, NC

Nathan Snow

Accruent Wealth Advisors

Winston Salem, NC

Zach Palmer

Modera Wealth Management, LLC

Charlotte, NC

Ariel Ward

Abacus Wealth Partners, LLC

Charlotte, NC

Brett Coffman

Ph.D., ACFBA, CFP®, EA

Resilience Wealth Advisors, LLC

Charlotte, NC

C. Andrew Millard

Andy Millard Advisory, LLC

Columbus, NC

Brett Miller

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Megan McManus

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Isaac Allen

CFP®

Stalwart Financial Planning

Fayetteville, NC

Kathleen Villegas

CFP®, CSRIC

Old Peak Finance

Chapel Hill, NC

Darian Billingsley

Financial Symmetry, Inc.

Raleigh, NC

Veronica Pflueger

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Taylor Schmaltz

Kuhn Advisors, Inc.

Durham, NC

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Randy Oldenburg

Camden Financial Management, Inc.

Asheville, NC

Tom Velevis

CFP®

H.S. Dreher Capital Management, LLC

Southern Pines, NC

Victor Colella

Woodward Financial Advisors, Inc.

Chapel Hill, 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

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