Fee-Only Financial Planners in Raleigh, NC

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 Raleigh, NC:

Jeffrey Stewart

CFP®, CRPC®

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

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

Bruce Harrison

CFP®

HCO Private Wealth

Raleigh, NC

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Estate Planning, 401(k) Retirement Plans

Fee-Only Investment & Wealth Manager located in Roanoke, VA & Raleigh, NC with clients in 16 states across​ the country.

Mark Kelly

CFP®

University Financial Strategies, LLC.

Raleigh, NC

Specialties: Dave Ramsey Endorsed Provider, 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

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

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

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.

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

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

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

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

Tim Hicks

CFP®

Hicks Financial Partners

Cary, 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

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.

Charles Averre

Hollingsworth Avent Averre & Purvis, PA

Raleigh, NC

Nicolas Medina

CFP®

Start Smart Inc.

Raleigh, NC

Allison Berger

Financial Symmetry, Inc.

Raleigh, NC

Mike Palmer

CFP®

Ark Royal Wealth Management

Raleigh, NC

Mike Eklund

Financial Symmetry, Inc.

Raleigh, NC

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Raleigh, NC

Grayson Blazek

CFP®

Financial Symmetry, Inc.

Raleigh, NC

Ian Bloom

CFP®

Open World Financial Life Planning

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)

    NAPFA Consumer Tools PDF

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