Fee-Only Financial Planners in North Carolina

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in North Carolina:

Chip Hymiller

CFP®, 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

Martin Hopkins

CFP®

Hopkins Investment Management

Cary, NC

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

Bringing peace of mind and a defined financial future to young professionals, those heading to retirement and engaged retirees. We help you preserve wealth and use great opportunities to grow it.

James Kantowski

CFP®, CPA, PFS

JSK Financial Services, LLC

Asheville, NC

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

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

Mike Palmer

CFP®

Ark Royal Wealth Management

Raleigh, NC

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

We help successful people make smart decisions about money.

Travis Boyer

CFA, CFP®

Parsec Financial Management

Asheville, NC

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

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

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Durham, NC

Specialties: Comprehensive Financial Planning, Investment Management, Socially responsible investments, Cash flow planning

Fee-only financial advisor for socially responsible investors in Durham, NC and nationwide

Richard Manske

CFP®

Parsec Financial Management

Asheville, NC

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

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

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

Philip Gibson

Ph.D., CFP®

Elation Wealth

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®, PPC®™

Davidson Capital

Davidson, 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.

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

Dan Grover

CFP®, CPA/PFS, CKA®

Ronald Blue Trust

Charlotte, NC

Specialties: Financial, retirement and estate planning, Investment management and solutions, Charitable Giving Strategies, Personal trust and estate settlement services, Family office services, Business consulting services

Fee-Only Financial Advisor serving the Carolinas.

Cheryl Sherrard

CFP®

Clearview Wealth Management

Charlotte, NC

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

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

Joel Kelley

CFP®

Woodstone Financial, LLC

Asheville, NC

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

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

Daniel Johnson

CFP®, MBA

Parsec Financial Management

Winston-Salem, NC

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

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

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

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

Grace Kvantas

CFP®

Financial Symmetry, Inc.

Raleigh, NC

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

Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area

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.

Grayson Blazek

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

Ann Gugle

CFP®, CPA/PFS

Alpha Financial Advisors, LLC

Charlotte, NC

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

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

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

John Gugle

CFP®, CRPC®

Alpha Financial Advisors, LLC

Charlotte, NC

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

Fee-Only Financial Advisor serving Charlotte, NC area.

Karen Keatley

CFP®, CFA

Keatley Wealth Management, LLC

Charlotte, NC

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

Fee-Only Financial Advisor serving Charlotte, NC area.

Patrick Rush

CFP®, CLU®, MBA

Triad Financial Advisors

Greensboro, NC

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

Fee-Only Financial Planner and Investment Adviser helping clients LIVE WITH INTENTION

Todd Calamita

Calamita Wealth Management

Charlotte, NC

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

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

Mike Collie

CFP®, AIF®, CKA®

Collie Financial Planning, Inc.

Asheville, NC

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

Fee Only Certified Financial Plannerâ„¢ with offices in Asheville and Black Mountain, NC and serving clients nationwide

Al Davis

CFP®, EA, MBA

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

Nancy Coumou

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

Eric Clark

CFP®

Clearview 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 and serving clients throughout the Southeast.

Craig Schmith

CFP®

Craig Schmith Financial Planning

Raleigh, NC

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

Fee-Only Financial Advisor serving Raleigh, Durham, Chapel Hill and Wilmington NC areas

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

Fee-Only Financial Advisor serving the Raleigh Durham, NC area.

Giles Almond

CFP®, CPA, PFS, CIMA®

Matrix Wealth Advisors, Inc.

Charlotte, NC

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

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

Nick 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 Lokitis

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 serving the Charlotte, NC area.

Will Holt

CPA, 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

Bob Blanke

CFP®, MBA

Braeside 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

David Sylvester

CFA, CFP®

CAVU Wealth Advisors

Charlotte, NC

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

Plan Well. Invest Wisely. Live Richly.

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.

Jenny Martella

MBA, CFP®

Keatley Wealth Management, LLC

Charlotte, NC

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

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

Michael Baughman

CFP®

Parsec Financial Management

Tryon, NC

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

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

Bronwyn Shone

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

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

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.

Brian Fenn

Carolina Capital Consulting, Inc.

Charlotte, NC

Aaron Parrish

Triad Financial Advisors

Greensboro, NC

Jon R Green

MBA, CPA/PFS, CFP®, JD

Encompass Advisors, Ltd.

Brevard, NC

Molly Stanifer

Old Peak Finance

Chapel Hill, NC

Thomas Velevis

H.S. Dreher Capital Management, LLC

Southern Pines, NC

Sherry McKinney

Stearns Financial Group

Greensboro, NC

Mo Vidwans

Vidwans Financial LLC

Morrisville, NC

Dennis Stearns

Stearns Financial Group

Greensboro, NC

Tara Maxwell

Stearns Financial Group

Greensboro, NC

D Cameron Aydlett

Triad Financial Advisors

Greensboro, NC

Mike Eklund

Financial Symmetry, Inc.

Raleigh, NC

Joseph Marques

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Soo Yeon Kim

BlueSky Wealth Advisors, LLC

New Bern, NC

Allison Palmer

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Anne McFarland

Davis Financial Planning, LLC

Asheville, NC

Haleh Moddasser

Stearns Financial Group

Chapel Hill, NC

Pam Stearns

Stearns Financial Group

Greensboro, NC

Lauren Bauer

Triad Financial Advisors

Greensboro, NC

Henry Dreher

H.S. Dreher Capital Management, LLC

Southern Pines, NC

Bonnie Cienek

Triad Financial Advisors

Greensboro, NC

Andrew Clark

Stearns Financial Group

Greensboro, NC

Kenneth Frenke

Kenneth Frenke & Co.

Arden, NC

John Day

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Tyler Weaver

Alpha Financial Advisors, LLC

Charlotte, NC

Kenneth Downer

Kenneth Frenke & Co.

Arden, NC

Jennifer Windsor

Triad Financial Advisors

Greensboro, NC

Dianna Almond

Alpha Financial Advisors, LLC

Charlotte, NC

Charles Averre

Hollingsworth Avent Averre & Purvis, PA

Raleigh, NC

Michael Ziemer

Parsec Financial Management, Inc.

Asheville, NC

Janice McGunnigle

Matrix Wealth Advisors, Inc.

Charlotte, NC

James Miller

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Jonie Parks

Matrix Wealth Advisors, Inc.

Charlotte, NC

Kimberly Wilhelm

Matrix Wealth Advisors, Inc.

Charlotte, NC

Keith Bailey

Stearns Financial Group

Greensboro, NC

Betsy Cunagin

Parsec Financial Management, Inc.

Asheville, NC

Carter Leinster

Triad Financial Advisors

Greensboro, NC

Pamela Witt

Matrix Wealth Advisors, Inc.

Charlotte, NC

William Ertel

Tassel Capital Management, Inc.

Matthews, NC

Terrance Green

Blue Water Capital Management, LLC

Holly Springs, NC

Sarah Baker

Charlotte, NC

David Klepeisz

Wealth Management Group, Inc.

Winston Salem, NC

Paula McMillan

Stearns Financial Group

Greensboro, NC

Richard Frazier

Frazier Financial Consultants

Wilmington, NC

Veronica Pflueger

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Benjamin Birken

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Theodore Waechter

Old Peak Finance

Chapel Hill, NC

Isaac Allen

CFP®

Stalwart Financial Planning

Fayetteville, NC

Jacob Sadler

Woodstone Financial, LLC

Asheville, NC

Ashley Morris

Keatley Wealth Management, LLC

Charlotte, NC

John Thomas

Stearns Financial Group

Greensboro, NC

Aaron Combs

Parsec Financial Management, Inc.

Asheville, NC

Lucy Blough

Matrix Wealth Advisors, Inc.

Charlotte, NC

Barry Swaim

Wealth Management Group, Inc.

Winston Salem, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

Austin Brown

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Stephen Fletcher

BlueSky Wealth Advisors, LLC

New Bern, NC

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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