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".
Select a city to refine your search:
- Angier, NC
- Apex, NC
- Archdale, NC
- Asheboro, NC
- Asheville, NC
- Black Mountain, NC
- Boone, NC
- Burlington, NC
- Carrboro, NC
- Cary, NC
- Chapel Hill, NC
- Charlotte, NC
- Concord, NC
- Conover, NC
- Cornelius, NC
- Davidson, NC
- Durham, NC
- Elon, NC
- Fayetteville, NC
- Fuquay-Varina, NC
- Garner, NC
- Gastonia, NC
- Gibsonville, NC
- Goldsboro, NC
- Graham, NC
- Granite Falls, NC
- Greensboro, NC
- Greenville, NC
Every North Carolina Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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.
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.
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
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
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
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.
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
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
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
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
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.
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
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
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
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
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
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.
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
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.
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
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
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
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
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
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
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
Matt Johnson
CFP®
Defining Legacy Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Your legacy has the biggest impact on those closest to you. Don't just leave a legacy, define your legacy.
Nick 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
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
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
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
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
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.
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.
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
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
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
Wendolyn Forbes
MPAS®™, CFP®, CSRIC®, ABFP™
Wealth Transition Finance, A Member of Advisory Services Network, LLC
Waynesville, NC
Specialties: Consultative Financial Planning, Investment Management, Tax Planning Scenarios, Including Roth Conversion and Inherited IRA Distribution
Location independent fee-only financial planner serving clients in Western North Carolina and across the country.
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
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.
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
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
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
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.
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
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
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
R. Deaton Smith III
CFP®, ChFC®, WMCP®, AIF®
Thayer Financial, L.L.C.
Hickory, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Hickory, NC, serving clients locally and across the country
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
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.
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
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.
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
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.
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.
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)
