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:

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.

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

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

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

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

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

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

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

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

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.

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

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

R. Deaton Smith III

CFP®, ChFC®, WMCP®, CEPA®

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

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

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.

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

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

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

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

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

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

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

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

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.

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.

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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.

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

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.

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

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

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

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

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.

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

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

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.

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

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.

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.

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

K. Shea Abernethy

AIFA®, EA, AIF®, CES

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.

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

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

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

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.

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

Benjamin Birken

Pisces Financial Advisors

Chapel Hill, NC

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Durham, NC

Charles Terry

CFP®

Shepherd Wealth Partners, LLC

Matthews, NC

Daniel Johnson III

CFP®, CEPA

RE|Focus Financial Planning

Winston Salem, NC

Darian Billingsley

Financial Symmetry, Inc.

Raleigh, NC

Ariel Ward

Abacus Wealth Partners, LLC

Charlotte, NC

Rick Drew

SEDNA Wealth Management

Charlotte, NC

J. Dawson Fielding

Modera Wealth Management, LLC

Charlotte, NC

David Klepeisz

Accruent Wealth Advisors

Winston Salem, NC

Kenneth Downer

Kenneth Frenke & Co.

Arden, NC

Ian Bloom

CFP®

Open World Financial Life Planning

Raleigh, NC

Benjamin Dolan

Dolan Capital Advisors, Inc.

Charlotte, NC

Victor Colella

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Shane Pouliot

Modera Wealth Management, LLC

Charlotte, NC

Cordi Powell

CFP®, EA

Favored Financial Planning

Greensboro, NC

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Raleigh, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

George Acheampong

Makes Cents 2 Me, Inc.

Charlotte, NC

Zach Palmer

Modera Wealth Management, LLC

Charlotte, NC

Joseph Marques

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Jamey Bass

Carolina Wealth Strategies

Cary, NC

Erin Vickery

Sankalpa Financial

Raleigh, NC

Molly Stanifer

CFP®, MS

Old Peak Finance

Chapel Hill, NC

Brett Miller

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Eric Harbert

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Mike Eklund

Financial Symmetry, Inc.

Raleigh, NC

Nathan Snow

Accruent Wealth Advisors

Winston Salem, NC

Grace Kvantas

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Michael Palmer

CFP®

Ark Royal Wealth Management, LLC

Raleigh, NC

C. Andrew Millard

Andy Millard Advisory, LLC

Columbus, NC

Jacob Stewart

CFP®

Neuse River Financial

Smithfield, NC

Brittany Mollica

Hilltop Wealth Advisors

Chapel Hill, NC

Taylor Schmaltz

Kuhn Advisors, Inc.

Durham, NC

Rick Waechter

Founder, CFP®

Old Peak Finance

Chapel Hill, NC

Kathleen Villegas

CFP®, CSRIC

Old Peak Finance

Chapel Hill, NC

Allison Palmer

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Grayson Blazek

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Jason Cross

Brightworth, LLC

Charlotte, NC

Robert Sytz

CPA, CFP®

Brightworth, LLC

Charlotte, NC

Barry Swaim

Accruent Wealth Advisors

Winston Salem, NC

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Erica Yount

CFA®, CFP®

Modera Wealth Management, LLC

Charlotte, NC

Veronica Pflueger

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Jo Beth Mullens

Old Peak Finance

Chapel Hill, NC

Isaac Allen

CFP®

Stalwart Financial Planning

Fayetteville, NC

Dan Routh

Old Peak Finance

Chapel Hill, NC

Dianna Almond

Alpha Financial Advisors, LLC

Charlotte, NC

Timothy Iseler

Iseler Financial, LLC

Durham, NC

Kristopher Barney

30-40 Wealth Partners

Cornelius, NC

William Ertel

Tassel Capital Management, Inc.

Matthews, NC

MaryAnne Gucciardi

Old Peak Finance

Chapel Hill, NC

Brian Fenn

Carolina Capital Consulting, Inc.

Charlotte, NC

Jonie Parks

CFP®

Modera Wealth Management, LLC

Charlotte, NC

Brett Covert

Brightworth, LLC

Charlotte, NC

Tammy Goodman

CFP®, MBA, CECP

Tammy Goodman Financial, LLC

Charlotte, NC

Ann Zuraw

Zuraw Financial Advisors, LLC

Greensboro, NC

Thomas Farmer

Brightworth, LLC

Charlotte, NC

Tom Velevis

CFP®

H.S. Dreher Capital Management, LLC

Southern Pines, NC

Megan McManus

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Richard Frazier

CFP®

Frazier Financial Consultants

Chapel Hill, NC

Karl Graf

CPA/PFS, CFP®

Modera Wealth Management, LLC

Charlotte, NC

Randy Oldenburg

Camden Financial Management, Inc.

Asheville, NC

Brett Coffman

Ph.D., ACFBA, CFP®, EA

Resilience Wealth Advisors, LLC

Charlotte, NC

Haley Modlin

Financial Symmetry, Inc.

Raleigh, NC

James Miller

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Charles Averre

Hollingsworth Avent Averre & Purvis, PA

Raleigh, NC

Carter Ellis

Kuhn Advisors, Inc.

Durham, NC

Blaise Stevens

MBA, CFP®, CLU®, ChFC®, AIF

Strategic Advisory Partners, LLC

Greensboro, NC

Austin Brown

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Kenneth Poe

Brightworth, LLC

Charlotte, NC

Herman Freitag

Brightworth, LLC

Charlotte, NC

Mary Macdonald

MBA

Personal Path Financial Planning

Durham, NC

Mike Ross

CFP®

My Money Coach

Cramerton, 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.


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