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 Raleigh, NC 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".
Every Raleigh, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
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.
Nick Faulkner
CFP®
Testament Wealth Management
Cary, NC
Specialties: Investment Management, Retirement Income Planning, Tax Planning, Broad Scope Financial Planning, College Education Planning, Estate Planning, Employee Stock Options, Insurance and Risk Management Review
As a fee-only financial planner, I specialize in helping business owners, working professionals, and those approaching retirement, plan for the future and achieve their goals.
Zach Pidgeon
CFP®, EA
EP Wealth Advisors
Raleigh, NC
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Michelle Wagner
CFP®
Wellful Money
Cary, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Career Changes, Family Planning, Employee Stock Options, College Education Planning
Fee-Only financial planner, bringing Wellness and Fulfillment to your Money through objective financial planning, specializing in empowering women.
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
Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.
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
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
Lauretta Reeves
CFA®, AWMA™
Bastion Fiduciary
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are a fee-only, fiduciary financial firm founded by veteran military officers, committed to disciplined processes, personal integrity, and transparent client relationships.
William Hesmer
CFP®, AIF®
Oak Harbor Wealth Partners
Raleigh, NC
Specialties: Comprehensive Wealth Management, Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Retirement Plan Services, Institutional Consulting
Oak Harbor Wealth Partners, Raleigh, NC, is a fee-only fiduciary serving individuals, families & businesses with wealth management and financial planning by CFP® and CFA professionals.
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising, Equity Compensation Planning, Estate and Wealth Transfer Planning
Flat-fee financial advice for complex financial lives. Serving clients in more than 40 states.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation
Flat Fee and Tax Focused - We specialize in comprehensive financial planning, investment management, and tax preparation for tech professionals, business owners, healthcare professionals, and retirees.
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
Liz Frazier
CFP®, MBA
Frazier Financial Consultants
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Asset Management, Investment Recommendations, Retirement Projections and Planning, College Education Planning, Budgeting, Saving for Goals, "Getting On Track Financially"
Fee-Only financial planner located in Katonah, NY, 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
Bryan Wisda
CFP®, EA
Almega Wealth Management
Raleigh, NC
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Tax Preparation, Generational Wealth Transfer
Integrated Fee-Only Wealth Management and Tax Planning for Families Who Think Generationally
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
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
Brian Carroll
CFP®, CCFC®
Oak Harbor Wealth Partners
Raleigh, NC
Specialties: Comprehensive Wealth Management, Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Retirement Plan Services, Institutional Consulting
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Will Revels
CFP®, CFA, CEPA®, MBA
PieCapital
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Equity Compensation Planning, Investment Management, Education Funding Planning, Tax and Estate Planning, Business Exit Planning, Charitable Giving Planning
You spent decades building it. Spend the next ones enjoying it. We help transitioning business owners with $3–20M turn their balance sheet into peace of mind.
Tim Hicks
CFP®
Hicks Financial Partners, LLC
Cary, 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.
Mark Kelly
CFP®
University Financial Strategies, LLC.
Raleigh, NC
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Dave Ramsey Trained Master Financial Coach, Estate Planning
Build lasting wealth one Baby Step at a time—100% virtually. I provide a tax-smart plan, make it easy to take the right actions, and deliver the accountability to see it through.
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
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)
