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:

James Kantowski

CFP®, CPA, PFS

JSK Financial Services, LLC

Asheville, NC

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

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

R. Deaton Smith III

CFP®, ChFC®

Thayer Financial, L.L.C.

Hickory, NC

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

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

Deborah L. Hobart

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.

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

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

Michael Baughman

CFP®

Parsec Financial Management

Tryon, NC

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

Fee-Only Financial Planner serving the Tryon, NC area and Clients Across the Country

Richard Manske

CFP®

Parsec Financial Management

Asheville, NC

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

Fee Only Financial Planner Located in Asheville, NC and Serving Clients Nationwide

Feraud Calixte

CFP®, JD

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

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

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!

Daniel Tobias

CFP®, PPC®

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.

Bob Blanke

CFP®, MBA

Braeside Financial Planning, LLC

Asheville, NC

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

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

K. Shea Abernethy

AIFA®, EA, AIF®

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

Anne McFarland

CFP®

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

Daniel Johnson

CFP®, MBA

Parsec Financial Management

Winston-Salem, NC

Specialties: Investment Management, Tax Planning and Preparation, Company Stock Plans, Young Family Financial Planning, Retirement Income Planning

Fee-Only Financial Planner serving the Winston-Salem, NC area.

Stephen Fletcher

CFP®, MBA

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

Cheryl Sherrard

CFP®

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

Bronwyn Shone

CFP®, MFA

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

Karl Graf

CPA/PFS, 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

Travis Boyer

CFA, CFP®

Parsec Financial Management

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

Patrick Rush

CFP®, 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

Joel Kelley

CFP®

Woodstone Financial, 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 and Serving Clients Nationwide

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

Grace Kvantas

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 Triangle 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

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

Mike Collie

CFP®, AIF®, CKA®

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

Thomas Geraghty

CPA/PFS, CFP®, CRPC®, AFC

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

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.

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

Phillip Hanks

CFP®

Black Oak Wealth Management, Inc.

Oak Ridge, NC

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

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

Soo Yeon Kim

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

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.

Michael Mustian

CKA®, AAMS®

WisePath Advisors

Burlington, NC

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

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

Jeffrey Stewart

CFP®, CRPC®

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

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"

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

Todd Calamita

CFP®

Calamita 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

Christie Bonacci

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

Steve Horstmann

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

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.

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

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.

Mollie Korenstein

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

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

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

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

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

Mark Kelly

CFP®

University Financial Strategies, LLC.

Raleigh, NC

Specialties: Dave Ramsey Endorsed Provider, 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

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

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.

D. 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

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.

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

Jenny Martella

MBA, CFP®

Keatley 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

Tim Hicks

CFP®

Hicks Financial Partners

Southern Pines, NC

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

Fee-Only financial planner with offices located in Southern Pines, Cary and Durham North Carolina

Karen Keatley

CFP®, CFA, MBA

Keatley 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.

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

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

Bruce Harrison

CFP®

HCO Private Wealth

Raleigh, NC

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Estate Planning, 401(k) Retirement Plans

Fee-Only Investment & Wealth Manager located in Roanoke, VA & Raleigh, NC with clients in 16 states across​ the country.

Michael Ziemer

Parsec Financial Management, Inc.

Asheville, NC

Robert Sytz

CPA, CFP®

McGill Advisors

Charlotte, NC

Tom Velevis

CFP®

Dreher Financial Partners

Southern Pines, NC

Matthew Johnson

CFP®

Defining Legacy Financial Advisors

Greensboro, NC

Dan Routh

Old Peak Finance

Chapel Hill, NC

Thomas Farmer

Brightworth, LLC

Charlotte, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Raleigh, NC

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Henry Dreher

H.S. Dreher Capital Management, LLC

Southern Pines, NC

William Ertel

Tassel Capital Management, Inc.

Matthews, NC

Mike Ross

CFP®

My Money Coach

Cramerton, NC

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Durham, NC

Nathan Snow

Accruent Wealth Advisors

Winston Salem, NC

Lucy Blough

Matrix Wealth Advisors, Inc.

Charlotte, NC

Mike Eklund

Financial Symmetry, Inc.

Raleigh, NC

Ian Bloom

CFP®

Open World Financial Life Planning

Raleigh, NC

Carter Leinster

Triad Financial Advisors

Greensboro, NC

Charles Terry

CFP®

Shepherd Wealth Partners, LLC

Matthews, NC

Alec Robinette

CFP®

Elemental Financial

Winston Salem, NC

David Klepeisz

Wealth Management Group, Inc.

Winston Salem, NC

John Thomas

Stearns Financial Group

Greensboro, NC

Winnie Knapp

Transcend Financial Advisors

Charlotte, NC

Kenneth Downer

Kenneth Frenke & Co.

Arden, NC

John Day

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Jonie Parks

Matrix Wealth Advisors, Inc.

Charlotte, NC

Judson Meinhart

CFP®

Parsec Financial Management, Inc.

Winston-Salem, NC

Chris Cercy

CFP®

Fierce Financial Group

Winston Salem, NC

Pam Stearns

Stearns Financial Group

Greensboro, NC

Mary Macdonald

MBA

Personal Path Financial Planning

Durham, NC

Andrew Clark

Stearns Financial Group

Greensboro, NC

Herman Freitag

Brightworth, LLC

Charlotte, NC

Theodore Waechter

Old Peak Finance

Chapel Hill, NC

Benjamin Birken

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Joseph Marques

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Erin Vickery

Sankalpa Financial

Raleigh, NC

Brian Fenn

Carolina Capital Consulting, Inc.

Charlotte, NC

Kathleen Villegas

Old Peak Finance

Chapel Hill, NC

Dennis Stearns

Stearns Financial Group

Greensboro, NC

Brett Covert

Brightworth, LLC

Charlotte, NC

Nicolas Medina

CFP®

Start Smart Inc.

Raleigh, NC

Jacob Sadler

Woodstone Financial, LLC

Asheville, NC

Charles Thompson

CFP®, CRPC®, CEBS, RPA

Parsec Financial Management, Inc.

Asheville, NC

Brett Miller

CPA, CFP®

McGill Advisors

Charlotte, NC

Grayson Blazek

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Jason Cross

Brightworth, LLC

Charlotte, NC

Veronica Pflueger

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Mike Palmer

CFP®

Ark Royal Wealth Management

Raleigh, NC

Dianna Almond

Alpha Financial Advisors, LLC

Charlotte, NC

James Miller

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Kenneth Poe

Brightworth, LLC

Charlotte, NC

Betsy Cunagin

Parsec Financial Management, Inc.

Asheville, NC

Richard Frazier

CFP®

Frazier Financial Consultants

CHAPEL HILL, NC

Sherry McKinney

Stearns Financial Group

Greensboro, NC

Charles Averre

Hollingsworth Avent Averre & Purvis, PA

Raleigh, NC

Cordi Powell

CFP®, EA

Favored Financial Planning

Greensboro, NC

Haleh Moddasser

Stearns Financial Group

Chapel Hill, NC

Aaron Combs

Parsec Financial Management, Inc.

Asheville, NC

Jon R Green

MBA, CPA/PFS, CFP®, JD

Encompass Advisors, Ltd.

Brevard, NC

Isaac Allen

CFP®

Stalwart Financial Planning

Fayetteville, NC

Austin Brown

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Allison Palmer

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Paula McMillan

Stearns Financial Group

Greensboro, NC

Carter Ellis

Kuhn Advisors, Inc.

Durham, NC

Barry Swaim

CFP®

Wealth Management Group, Inc.

Winston Salem, NC

Eric Harbert

CPA, CFP®

McGill Advisors

Charlotte, 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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