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
- Arden, 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
Every North Carolina Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Justin May
CFP®
Triad Financial Advisors Inc.
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
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
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
Patrick Rush
CFP®, CAP®, CLU®, MBA
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner and Investment Adviser helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
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
Leo Marte
CFP®, MBA
Abundant Advisors, LLC
Huntersville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Christian Financial Advisor located in Huntersville, NC.
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.
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Winston-Salem, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, College Education Planning, Hourly Financial Planning
Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually across the country.
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
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.
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.
Christie Bonacci
CPA, MAC
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
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
Nathaniel Carswell
CFP®, CIMA®, AWMA®, APMA®, CASL®
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
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.
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
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.
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
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
Bret Dayley
CFP®, MTax, EA
BlueSky Wealth Advisor
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
James Kantowski
CFP®, CPA, PFS
Bay Point Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Portfolio Management, Retirement Income Planning, College Education Planning,
Fee-Only Financial Planner with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL
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
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
J. Scott Kittrell
CDFA®, CFP®, FPQP®
Parsec Financial
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
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
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.
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
Feraud Calixte
J.D., CFP®
Vantage Pointe Planning
Burlington, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning
Hourly, Advice Only, Pure Financial Planning.
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
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
Daniel Johnson III
MBA, CFP®
RE|Focus Financial Planning
Winston Salem, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Retirement Distribution Planning
Flat-fee financial planner located in Winston Salem, NC, serving clients locally and across the country
Seth Large
CFP®
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
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
William Hufnell
CFP®, CPA, BBA, MS
Bay Point Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL
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
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
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.
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
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.
Jenny Martella
MBA, 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
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.
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
Michael Fuhr
CFP®
Evergreen Wealth Services
Mooresville, NC
Specialties: Challenging Life Transitions, Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Strategies, Estate and Legacy Planning, Charitable Giving
Fee-Only financial planner located in Mooresville, North Carolina. We serve clients in the Lake Norman, Charlotte and surrounding areas. We also work with clients virtually across the country.
John Marske
CFP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
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
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
Scott Vance
CFP®, EA
Trisuli Financial Advising
Holly Springs, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Holly Springs, NC, serving clients locally and across the country
Tara Huges
CPA, CGMA
BlueSky Wealth Advisors, LLC
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
Josh Holland
CFP®
Sycamore Financial Planning
Durham, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Durham, NC, serving clients locally and across the country
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
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
Soo Yeon Kim
CFP®, EA
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
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
Ann Reilley
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
Tim Maurer
CFP®, RLP®
Triad Financial Advisors Inc.
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Jennifer Windsor
CFP®, CAP®
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
Rick Brown
CFP®, EA
Davis Financial Planning
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country
Jonas Boyer
CFP®, CLTC®
Triad Financial Advisors Inc.
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
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
Hilary Daniel
CFP®
Parsec Financial
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
Lyn Dippel
CFP®, JD
Bay Point Wealth
Asheville, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Serving clients locally and nation wide with offices in greater Annapolis and Columbia, MD
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
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
Ashley Crotwell
CFP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
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
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.
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
Caroline Jones
CFP®, EA, CDFA®
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
Johanna Mussro
FPQP®
BlueSky Wealth Advisors, LLC
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
Molly Sutz
CFP®, MS, AFC
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
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
R. Deaton Smith III
CFP®, ChFC®, WMCP®, CEPA®, 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