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
- 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
- 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
Ryan Kaysen
CFP®
Integritas Financial
Charlotte, NC
Specialties: Small Business Owners, Exit/ Succession Planning, Estate Planning, Investment Management, Tax Planning, Trust Investments and Reporting, Trust Administration
Fee-Only financial planner located in Blue Bell, PA, with a focus on estate planning and investment management
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
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
John Staton
MBA
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
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
Christie Bonacci
CPA/PFS, MAC
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
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.
Anna Foxburn
CFP®, AIF, ChFC®, RPL
Foxburn Financial
Raliegh, NC
Specialties: Hourly Financial Planning, Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Hourly financial planning with a focus on retirement and taxes. Located in Denver, CO serving clients anywhere.
Janice McGunnigle
CFP®, CTFA
Alpha Financial Advisors
Charlotte, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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.
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
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
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
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.
Lauretta Reeves
CFA®, AWMA™
Bastion Fiduciary
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
Jacob Sadler
CFP®
Curio Wealth
Asheville, NC
Specialties: Financial Planning, Wealth Management, Investment Management, Tax Planning, Retirement Planning, Long Term Care 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.
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
Specializing in families caring for loved ones with special needs, working professionals, and pre-retirees & retirees. We believe in financial planning for all and meeting you wherever you are along your journey towards financial peace of mind.
Erin Vickery
CFP®
Old Peak Finance
Chapel Hill, NC
Specialties: Equity Compensation, Exit Planning, Complex Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Personalized Wealth Management for Tech Executives with $3M.
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
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.
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
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.
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.
Drew Harris
CFP®, CFA
Story Financial Planning
Charlotte, NC
Specialties: Prioritizing Savings Goals, Comprehensive Financial Planning, Investment Management, Retirement Planning
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
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
Wendolyn Forbes
MPAS™®™, CFP®, CSRIC™®, ABFP™, CCFC®
Wealth Transition Finance, A Member of Advisory Services Network, LLC
Waynesville, NC
Specialties: Financial Planning, Investment Management, Tax Planning Scenarios, Retirement Planning, Investment Portfolio Construction, Socially Responsible Investing, Behavioral Finance, Roth Conversion Planning, Inherited IRA Distribution Planning
Location independent fee-only financial planner serving clients in Western North Carolina and across the country.
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
Mary Lou Daly
CFP®, CPA
Daly Financial Coaching
Nebo, NC
Specialties: Financial Coaching, Comprehensive Financial Planning, Understanding your Money Habits & Beliefs, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Nebo, NC, serving clients locally and across the country
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
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
Isaac Allen
MBA, CFP®
Stalwart Financial Planning
Fayetteville, 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.
Tara Hughes
CPA/PFS, CGMA
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
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
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.
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
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.
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.
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
Retirement Planning for Any Stage - Plan Smarter | Maximize Resources | Preserve Your Legacy
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.
Rick Waechter
CFP®
Old Peak Finance
Chapel Hill, NC
Specialties: Equity Compensation, Exit Planning, Complex Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Personalized Wealth Management for Tech Executives with $3M.
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
Flat-fee and hourly financial advice. Serving clients 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
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.
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.
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
Dan Routh
CFP®
Old Peak Finance
Chapel Hill, NC
Specialties: Equity Compensation, Exit Planning, Complex Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Personalized Wealth Management for Tech Executives with $3M.
Ethan Earles
CFP®
Sycamore Financial Planning, LLC
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.
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.
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.
Cordi Powell
CFP®, EA
Favored Financial Planning
Greensboro, NC
Specialties: Comprehensive Financial Planning, Investment Management, Tax Preparation and Planning, Integration of Employer Retirement Plans, Customized Long Term Care Strategies, Retirement Income Planning
Fee-Only financial planner located in the Triad Region of NC, serving clients locally in Greensboro, High Point and Winston-Salem, as well as, virtually across the country.
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
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.
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
David Blain
CFA
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
Marissa D’Ambrosio
CFP®, CAMS
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
Grant Mosher
CFP®
Old Peak Finance
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Investment Management, Equity Compensation, Exit Planning, Complex Estate Planning, Retirement Income Planning, Tax Planning, Insurance Planning
Wealth Management for Tech Executives and their Families with $3M+.
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® 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.
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
Danielle Hochstetter
CFP®
Old Peak Finance
Durham, NC
Specialties: Equity Compensation, Exit Planning, Complex Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Personalized Wealth Management for Tech Executives with $3M.
Elizabeth Ritchie
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
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.
Nick Faulkner
CFP®
Integra Wealth, LLC
Cary, NC
Specialties: Investment Management, Retirement Income Planning, Tax Planning, Broad Scope Financial Planning, College Education Planning
As a fee-only financial planner, I specialize in helping business owners, 30 to 50 year old professionals, and pre-retirees plan for the future and achieve their goals
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
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Tax Planning, Entrepreneurs, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation
As financial planner based in Raleigh, NC, I specialize in helping tech professionals and entrepreneurs navigate complex tax and financial challenges, providing comprehensive, flat-fee services tailored to support both short- and long-term goals.
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.
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.
Zach Palmer
CFP®
Ark Royal Wealth Management, LLC
Raleigh, 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
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.
Dr. Chris Mullis
PhD, CFP®
NorthStar Capital Advisors
Charlotte, NC
Specialties: Retirement Planning, Tax Planning, Income Planning, Investment Planning, Insurance Planning, Estate Planning, We help you design your ideal life and advise you on all aspects of your money.
WORRY LESS. RETIRE MORE. -- For 20 years, we have specialized in retirement planning so that our clients absolutely rock their retirement & life.
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
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
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.
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
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
Providing practical financial advice for millennials and those starting out in their working careers.
Joyner Edmundson
CFP®, CFA, CPA
Salem Investment Counselors
Winston-Salem, 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
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, Estate Planning
Plan Your Tax-Smart Financial Future One Baby Step At A Time.
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.
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
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)
