Fee-Only Financial Advisors in Raleigh, NC

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

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

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

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

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.

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.

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.

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

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

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

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

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

Stephan Shipe

Ph.D., CFA®, CFP®

Scholar Financial Advising LLC

Raleigh, 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.

I can work with clients anywhere!

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

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 Palmer

CFP®

Ark Royal Wealth Management, LLC

Raleigh, NC

Deborah L. Hobart

CFP®, CPA

Blue Water Capital Management, LLC

Apex, NC

Thomas Geraghty

CPA/PFS, CFP®, CRPC®, AFC®, NSSA®

Stonegate Wealth Management, LLC

Cary, NC

Ian Bloom

CFP®

Open World Financial Life Planning

Raleigh, NC

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Raleigh, NC

Grace Kvantas

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

Grayson Blazek

CFP®

Financial Symmetry, Inc.

Raleigh, 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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