Fee-Only Financial Advisors in North Carolina

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".

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Every North Carolina Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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

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

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

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

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.

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

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

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

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

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.

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

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

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

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

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

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.

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

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

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

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

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

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

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.

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

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

Wendolyn Forbes

CFP®

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.

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.

Chip Hymiller

CFP®, AIF®, MBA

Beacon Financial Strategies

Raleigh, NC

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

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

Bryan Wisda

CFP®

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.

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.

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

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

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

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

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.

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

I can work with clients anywhere!

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.

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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.

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

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

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

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

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 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

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

Feraud Calixte

J.D., CFP®

Vantage Pointe Planning

Burlington, NC

Dan Routh

CFP®

Old Peak Finance

Chapel Hill, NC

Cordi Powell

CFP®, EA

Favored Financial Planning

Greensboro, NC

Isaac Allen

CFP®

Stalwart Financial Planning

Fayetteville, NC

Michael Palmer

CFP®

Ark Royal Wealth Management, LLC

Raleigh, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

Grayson Blazek

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Deborah L. Hobart

CFP®, CPA

Blue Water Capital Management, LLC

Apex, NC

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Durham, NC

Rick Waechter

Founder, CFP®

Old Peak Finance

Chapel Hill, NC

Molly Stanifer

CFP®, MS

Old Peak Finance

Chapel Hill, NC

Ian Bloom

CFP®

Open World Financial Life Planning

Raleigh, NC

MaryAnne Gucciardi

Old Peak Finance

Chapel Hill, NC

Grace Kvantas

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Blaise Stevens

MBA, CFP®, CLU®, ChFC®, AIF

Strategic Advisory Partners, LLC

Greensboro, NC

Brett Coffman

Ph.D., ACFBA, CFP®, EA

Alpha Financial Advisors

Charlotte, NC

Terrance Green

CFP®

Blue Water Capital Management, LLC

Apex, NC

Tenley Desjardins

CPA/PFS, CFP®

McGill Advisors

Charlotte, NC

Tom Velevis

CFP®

H.S. Dreher Capital Management, LLC

Southern Pines, NC

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Raleigh, NC

Kathleen Villegas

CFP®, CSRIC

Old Peak Finance

Chapel Hill, NC

Mary Macdonald

MBA

Personal Path Financial Planning

Durham, NC

Tammy Goodman

CFP®, MBA, CECP

Tammy Goodman Financial, LLC

Charlotte, NC

Timothy Iseler

Iseler Financial, LLC

Durham, NC

Jacob Stewart

CFP®

Neuse River Financial

Smithfield, NC

Thomas Geraghty

CPA/PFS, CFP®, CRPC®, AFC®, NSSA®

Stonegate Wealth Management, LLC

Cary, NC

Richard Frazier

CFP®

Frazier Financial Consultants

Chapel Hill, NC

Erin Vickery

Sankalpa Financial

Raleigh, 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)

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