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.

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Fee-Only Financial Planners in North Carolina:

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

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

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

Travis Boyer

CFA®, CFP®

Parsec Financial

Asheville, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

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.

Soo Yeon Kim

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

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.

Nathaniel Carswell

CFP®

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

Karen Keatley

CFP®, CFA®, MBA

Modera 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.

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

Charles Thompson

CFP®, CRPC®, CEBS, RPA, CTFA

Parsec Financial

Asheville, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

R. Deaton Smith III

CFP®, ChFC®, WMCP®

Thayer Financial, L.L.C.

Hickory, NC

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

Fee-Only financial planner located in Hickory, 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

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

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

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

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 Triangle area

I can work with clients anywhere!

Daniel Tobias

CFP®, PPC®

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.

Jennifer Windsor

CFP®

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

K. Shea Abernethy

AIFA®, EA, AIF®, CES

Avid Wealth Management, LLC

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.

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.

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

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

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.

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.

Cheryl Sherrard

CFP®

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

Bob Blanke

CFP®, MBA

Braeside Financial Planning, LLC

Asheville, NC

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

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

Stephen Fletcher

CFP®, MBA

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

Judson Meinhart

CFP®, BFA

Parsec Financial

Winston-Salem, NC

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

Independent, Fee-Only Financial Advisor Located in Winston-Salem, NC and Serving Clients Nationwide

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

Todd Calamita

CFP®

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

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

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

Richard Manske

CFP®, BFA

Parsec Financial

Asheville, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

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

Aaron Combs

CFP®

Parsec Financial

Charlotte, NC

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

Independent, Fee-Only Financial Advisor Located in Charlotte, NC and Serving Clients Nationwide

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

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

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"

Fee-Only financial planner located in Somers, NY, serving clients locally and across the country

Jenny Martella

MBA, CFP®

Modera 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 Ziemer

CFP®

Parsec Financial

Charlotte, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

Jeff Stewart

CFP®, CRPC®

Lucid Wealth Planning LLC

Raleigh, 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

James Kantowski

CFP®, CPA, PFS

Bay Point Wealth

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

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

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

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

Michael Baughman

CFP®

Parsec Financial

Tryon, NC

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

Independent, Fee-Only Financial Advisor Located in Tryon, NC and Serving Clients Nationwide

Deborah L. Hobart

CPA

Blue Water Capital Management, LLC

Apex, NC

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

Fee-Only financial advisor in Apex, NC, serving clients in the Triangle and across the country.

Karl Graf

CPA/PFS, CFP®

Modera 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

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

Jason Pfau

AIO Financial

Charlotte, NC

Specialties: Comprehensive Financial Planning, Sustainable, Responsible, Impact Investing, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Palm Springs, CA, serving clients locally and across the country

Mollie Korenstein

CFP®

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

Steve Horstmann

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

Betsy Cunagin

CFP®, CRPC®

Parsec Financial

Asheville, NC

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

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

Tim Hicks

CFP®

Hicks Financial Partners

Southern Pines, NC

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

Fee-Only financial planner with offices located in Southern Pines, Cary and Durham North Carolina

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.

Daniel Johnson

CFP®, MBA

Parsec Financial

Winston-Salem, NC

Specialties: Investment Management, Young Family Financial Planning, Retirement Income Planning

Independent, Fee-Only Financial Advisor Located in Winston-Salem, NC and Serving Clients Nationwide

D. 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

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

Anne McFarland

CFP®

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

Bronwyn Shone

CFP®, MFA

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

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

Michael Mustian

CFP®, CKA®

WisePath 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

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.

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, INVEST, AND RETIRE WITH INTENTION

Thomas Geraghty

CPA/PFS, CFP®, CRPC®, AFC

Stonegate Wealth Management, LLC

Cary, NC

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

Fee-Only financial planner located in Cary, 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

Kathleen Villegas

CFP®, CSRIC

Old Peak Finance

Chapel Hill, NC

Sherry McKinney

Stearns Financial Group

Greensboro, NC

Dan Routh

Old Peak Finance

Chapel Hill, NC

Brett Miller

CPA, CFP®

McGill Advisors

Charlotte, NC

Eric Harbert

CPA, CFP®

McGill Advisors

Charlotte, NC

Nicolas Medina

CFP®

Start Smart Inc.

Raleigh, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

David Klepeisz

Wealth Management Group, Inc.

Winston Salem, NC

Tammy Goodman

Tammy Goodman Financial, LLC

Charlotte, NC

Chris Cercy

CFP®

Fierce Financial Group

Winston Salem, NC

John Day

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Phillip Hanks

CFP®

Black Oak Wealth Management, Inc.

Oak Ridge, NC

Joseph Marques

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Tom Velevis

CFP®

Dreher Financial Partners

Southern Pines, NC

Mike Ross

CFP®

My Money Coach

Cramerton, NC

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Raleigh, NC

Charles Terry

CFP®

Shepherd Wealth Partners, LLC

Matthews, NC

William Ertel

Tassel Capital Management, Inc.

Matthews, NC

Austin Brown

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Nathan Snow

Accruent Wealth Advisors

Winston Salem, NC

Jonie Parks

CFP®

Modera Wealth Management

Charlotte, NC

Brian Fenn

Carolina Capital Consulting, Inc.

Charlotte, NC

Paula McMillan

Stearns Financial Group

Greensboro, NC

Dennis Stearns

Stearns Financial Group

Greensboro, NC

Jacob Sadler

Woodstone Financial, LLC

Asheville, NC

Alec Robinette

CFP®

Elemental Financial

Winston Salem, NC

Barry Swaim

CFP®

Wealth Management Group, Inc.

Winston Salem, NC

Richard Frazier

CFP®

Frazier Financial Consultants

CHAPEL HILL, NC

Ian Bloom

CFP®

Open World Financial Life Planning

Raleigh, NC

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Durham, NC

James Miller

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Mike Eklund

Financial Symmetry, Inc.

Raleigh, NC

Henry Dreher

H.S. Dreher Capital Management, LLC

Southern Pines, NC

Herman Freitag

Brightworth, LLC

Charlotte, NC

Jason Cross

Brightworth, LLC

Charlotte, NC

Benjamin Birken

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Cordi Powell

CFP®, EA

Favored Financial Planning

Greensboro, NC

Mike Palmer

CFP®

Ark Royal Wealth Management

Raleigh, NC

Mary Macdonald

MBA

Personal Path Financial Planning

Durham, NC

Erin Vickery

Sankalpa Financial

Raleigh, NC

Robert Sytz

CPA, CFP®

McGill Advisors

Charlotte, NC

Kenneth Poe

Brightworth, LLC

Charlotte, NC

Andrew Clark

Stearns Financial Group

Greensboro, NC

Pam Stearns

Stearns Financial Group

Greensboro, NC

Brett Covert

Brightworth, LLC

Charlotte, NC

Jeff Emminger

CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Theodore Waechter

Old Peak Finance

Chapel Hill, NC

Isaac Allen

CFP®

Stalwart Financial Planning

Fayetteville, NC

Winnie Knapp

Transcend Financial Advisors

Charlotte, NC

Charles Averre

Hollingsworth Avent Averre & Purvis, PA

Raleigh, NC

Thomas Farmer

Brightworth, LLC

Charlotte, NC

Matthew Johnson

CFP®

Defining Legacy Financial Advisors

Greensboro, NC

Dianna Almond

Alpha Financial Advisors, LLC

Charlotte, NC

Carter Ellis

Kuhn Advisors, Inc.

Durham, NC

Kenneth Downer

Kenneth Frenke & Co.

Arden, NC

Veronica Pflueger

Woodward Financial Advisors, Inc.

Chapel Hill, NC

Allison Palmer

Woodward Financial Advisors, Inc.

Chapel Hill, NC

John Thomas

Stearns Financial Group

Greensboro, NC

Jon R Green

MBA, CPA/PFS, CFP®, JD

Encompass Advisors, Ltd.

Brevard, NC

Grayson Blazek

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Haleh Moddasser

Stearns Financial Group

Chapel Hill, NC

Carter Leinster

Triad Financial Advisors

Greensboro, 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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