Fee-Only Financial Advisors in North Carolina

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the North Carolina area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every North Carolina Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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

I can work with clients anywhere!

Jacob Sadler

CFP®

Curio Wealth

Asheville, NC

Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning, Retirement Planning, Long Term Care Planning

Fee-Only Financial Planner located in Asheville NC, serving clients locally and across the country.

I can work with clients anywhere!

Lauretta Reeves

CFA®, AWMA®

Islamorada Investment Management

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

I can work with clients anywhere!

Ann Reilley

CFP®, CPA/PFS

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 and Serving Clients Nationwide

I can work with clients anywhere!

Hilary Daniel

CFP®

Modera Wealth Management

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Megan Lokitis

CFP®

Alpha Financial Advisors

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.

I can work with clients anywhere!

Wendolyn Forbes

MPAS®™, CFP®, CSRIC®, ABFP™

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

Waynesville, NC

Specialties: Financial Planning, Investment Management, Tax Planning Scenarios, Retirement Planning, Investment Portfolio Construction, Socially Responsible Investing, Behavioral Finance, Roth Conversion Planning, Inherited IRA Distribution Planning

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Chuck Clifton

CFP®, CDFA®, MBA

Sycamore Financial Planning

Durham, NC

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

Fee-Only Financial Planner Located in Durham & Charlotte, NC and Serving Clients Nationwide

I can work with clients anywhere!

Kendrick Mattox

CFA®

Edge Capital Partners

Charlotte, NC

Specialties: Comprehensive Financial Planning, Customized Investment Management, Family Office Services, College Education Planning, Asset Management

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

J. Scott Kittrell

CDFA®, CFP®, FPQP®

Modera Wealth Management

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!

Tara Hughes

CPA, CGMA

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

I can work with clients anywhere!

Ryan Kaysen

CFP®

Integritas Financial

Charlotte, NC

Specialties: Estate Planning, Investment Management, Tax Planning, Trust Investments and Reporting, Trust Administration

Fee-Only financial planner located in Blue Bell, PA, with a focus on estate planning and investment management

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Nick Barringer

CFP®

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

I can work with clients anywhere!

Leo Marte

CFP®

Abundant Advisors

Huntersville, NC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning and Preparation, Equity Compensation Review, Insurance Assesment, Estate Planning

Fee-Only financial advisor located in Charlotte, NC, serving clients Christian professionals locally and across the country. We help you navigate life’s financial questions through the lens of biblical wisdom.

I can work with clients anywhere!

John Staton

MBA

BlueSky Wealth Advisors

New Bern, NC

Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning

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

I can work with clients anywhere!

Travis Tracy

CFP®, EA

Fortitude Financial Planning

Raleigh, NC

Specialties: 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 Raleigh, NC, serving those with equity compensation, advanced tax planning needs, and business owners locally and across the country

I can work with clients anywhere!

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.

I can work with clients anywhere!

Drew Harris

CFP®, CFA

Story Financial Planning

Charlotte, NC

Specialties: Prioritizing Savings Goals, Comprehensive Financial Planning, Investment Management, Retirement Planning

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Cordi Powell

CFP®, EA

Favored Financial Planning

Greensboro, NC

Specialties: Comprehensive Financial Planning, Investment Management, Tax Preparation and Planning, Integration of Employer Retirement Plans, Customized Long Term Care Strategies, Retirement Income Planning

Fee-Only financial planner located in the Triad Region of NC, serving clients locally in Greensboro, High Point and Winston-Salem, as well as, virtually across the country.

I can work with clients anywhere!

Anne McFarland

CFP®, CMC®

Integrated Financial Coaching and Planning

Weaverville, NC

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

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Grayson Blazek

CFP®, EA

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Josh Holland

CFP®

Sycamore Financial Planning

Durham, NC

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

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

I can work with clients anywhere!

Heather Lawrence

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 and Serving Clients Nationwide

I can work with clients anywhere!

R. Deaton Smith III

CFP®, ChFC®, WMCP®

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

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Tyler Weaver

CFP®

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

I can work with clients anywhere!

Christie Bonacci

CPA/PFS, 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

I can work with clients anywhere!

Al S. Davis

CFP®, EA

Buckingham Strategic Wealth

Asheville, NC

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

Forever standing on the side of our clients.

I can work with clients anywhere!

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

I can work with clients anywhere!

Dr. Chris Mullis

PhD, CFP®

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.

WORRY LESS. RETIRE MORE. -- For 18 years, we have specialized in retirement planning so that our clients absolutely rock their retirement & life.

I can work with clients anywhere!

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

I can work with clients anywhere!

Stephen Reh

CFA®, MBA, CFP®

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

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

I can work with clients anywhere!

Edward Fulbright

CPA/PFS, CGMA

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.

I can work with clients anywhere!

Megan Kopka

CFP®, RLP®

Apprise Wealth Management 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, Estate Planning, College Planning

Wealth Management For Women Facing New Beginnings. Located in Maryland and serving clients across the country.

I can work with clients anywhere!

Ed Coambs

MBA, MA, MS, CFP®, CFT-I™, LMFT

Healthy Love and Money

Charlotte, NC

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Kelly Jennings

CFP®, CDAA™

Branning Wealth Management

Chapel Hill, NC

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

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

I can work with clients anywhere!

Stephan Shipe

Ph.D., CFA®, CFP®

Scholar Financial Advising LLC

Winston-Salem, NC

Specialties: Hourly Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising

Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually across the country.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Drew Cook

CFP®

Level Wealth Management

Greensboro, 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

I can work with clients anywhere!

Rick Brown

CFP®, EA

Buckingham Strategic Wealth

Asheville, NC

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

Forever standing on the side of our clients.

I can work with clients anywhere!

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

Richard Frazier

CFP®

Frazier Financial Consultants

Chapel Hill, NC

Mary Macdonald

MBA

Personal Path Financial Planning

Durham, NC

Terrance Green

CFP®

Blue Water Capital Management, LLC

Apex, NC

Jacob Stewart

CFP®

Neuse River Financial

Smithfield, NC

Isaac Allen

CFP®

Stalwart Financial Planning

Fayetteville, NC

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Durham, NC

Ian Bloom

CFP®

Open World Financial Life Planning

Raleigh, NC

Tammy Goodman

CFP®, MBA, CECP

Tammy Goodman Financial, LLC

Charlotte, NC

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Raleigh, NC

Thomas Geraghty

CPA/PFS, CFP®, CRPC®, AFC®, NSSA®

Stonegate Wealth Management, LLC

Cary, NC

Seth Mullikin

CFP®

Lattice Financial, LLC

Charlotte, NC

Jenny Martella

MBA, CFP®

Modera Wealth Management

Charlotte, NC

Scott Vance

CFP®, EA

Trisuli Financial Advising

Holly Springs, NC

Zachary Ashburn

CFP®, EA, AFC®

Reach Strategic Wealth

Winston Salem, NC

Daniel Johnson III

MBA, CFP®

RE|Focus Financial Planning

Winston Salem, NC

Tenley Desjardins

CPA/PFS, CFP®

McGill Advisors

Charlotte, NC

Michael Fuhr

CFP®

Evergreen Wealth Services

Mooresville, NC

Molly Stanifer

CFP®, MS

Old Peak Finance

Chapel Hill, NC

Deborah L. Hobart

CFP®, CPA

Blue Water Capital Management, LLC

Apex, NC

Rick Waechter

Founder, CFP®

Old Peak Finance

Chapel Hill, NC

Feraud Calixte

J.D., CFP®

Vantage Pointe Planning

Burlington, NC

Timothy Iseler

CFP®

Iseler Financial, LLC

Durham, NC

Tom Velevis

CFP®

H.S. Dreher Capital Management, LLC

Southern Pines, NC

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Grace Kvantas

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

Raymond Eustace

Eustace Advisors

Cary, NC

Dan Routh

CFP®

Old Peak Finance

Chapel Hill, NC

Abby Bennett

CFP®, CExP™

Verum Partners

Charlotte, NC

Michael Palmer

CFP®

Ark Royal Wealth Management, LLC

Raleigh, NC

Bryan Wisda

CFP®

Almega Wealth Management

Mount Airy, NC

Blaise Stevens

MBA, CFP®, CLU®, ChFC®, AIF

Strategic Advisory Partners, LLC

Greensboro, NC

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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