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
Edward Fulbright
CPA/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.
MaryAnne Gucciardi
CFP® RICP® MBA
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
Nick Faulkner
CFP®
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.
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.
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 Planner with offices in Asheville and Black Mountain, NC and serving clients nationwide
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
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
Christina Dell'Aquila
CTFA, CWS®
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.
Brian Carroll
CFP®, CCFC®
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
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
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
Matthew Hale
CFP®
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.
Tyler Weaver
CFP®
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.
Daniel Tobias
CFP®
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.
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
Joyner Edmundson
CFP®, CFA, CPA
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
Isaac Allen
MBA, CFP®
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.
Johnson Rhett
CFP®, ChFC®
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?”
Ross Marino
CFP®, CeFT®
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.
Aaron Parrish
CFP®, TPCP®
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.
Robby Starinsky
CFP®
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
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Asheville, NC
Specialties: Hourly Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising
Flat-fee and hourly financial advice. Serving clients virtually across the country.
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®, EA
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
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.
Marissa D’Ambrosio
CFP®, CAMS
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.
Marcus Fryar
CFP®, ChFC®, SE-AWMA™, CRPC™
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.
R. Deaton Smith III
CFP®, AEP®, 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
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.
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.”
Wes Johnson
CFP®
ACT Advisors®
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.
Jason Branning
CFP®, RICP®
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
Joseph Marques
CFP®
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.
Matthew Filepp
CFA, CFP®
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
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
Alison Ngai
CFP®, MTWM
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
Drew Cook
CFP®
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
Lauretta Reeves
CFA®, AWMA™
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.
Arthur Jones
CFA
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.
David Hunter
CFP®
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.
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
Jacob Sadler
CFP®
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.
Austin Brown
CFP®
Bolin Creek Wealth Advisors LLC
Chapel Hill, NC
Specialties: 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 financial planner located in Chapel Hill, NC, serving clients locally and across the country
Mark Kelly
CFP®
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.
Michael Davis
CFP®, ChSNC®
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.
Nick Foy
CFP®
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.
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
It can be difficult to see our money clearly when we do not have a plan… that’s where I come in!
Megan Kopka
CFP®, CRPC®™, RLP®
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.
Zach Pidgeon
CFP®, EA
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
Kelly Jennings
CFP®, CDAA™
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.
Heather Lawrence
CFP®, CTFA
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.
Jordan Vlastuin
CFP®
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.
Nick Barringer
CFP®
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.
Jeremy Chambers
CFP®
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
Nick Murphy
CFP®
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.
Brandon Seibel
CFP®
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.
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
Ethan Earles
CFP®
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.
Justin Porter
CFP®, CPA, PFS, JD
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
Will Revels
CFP®, CFA, CEPA®, MBA
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.
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.
Chuck Clifton
CFP®, CDFA®, MBA
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.
William Hesmer
CFP®, AIF®
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.
Zach Palmer
CFP®
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
William Carrington
CFP®, RMA®
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.
Travis Tracy
CFP®, EA
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.
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.
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
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.
Cameron Newell
CFA, CFP®
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.
Zachary Ashburn
CFP®, EA
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
Doug English
CFP®, MBA
ACT Advisors®
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® builds relationships founded on trust and serves clients with flat fee or AUM wealth management services to help sophisticated clients organize, strategize, grow and protect their assets through life’s transitions.
Janice McGunnigle
CFP®, CTFA
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.
Evan Luongo
CFP®
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.
Wendolyn Forbes
MPAS™, CFP®, CSRIC™, ABFP™, CCFC®
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.
Carson McLean
CFP®
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
Liz Frazier
CFP®, MBA
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
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
Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.
Michelle Wagner
CFP®
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.
Ann Reilley
CFP®, CPA/PFS
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.
Tim Hicks
CFP®
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.
Refine Your Search
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)
