Fee-Only Financial Planners in Winston-Salem, 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 Winston-Salem, NC:

Feraud Calixte

CFP®, JD

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

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

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.

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

K. Shea Abernethy

AIFA®, EA, AIF®

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

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

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

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

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

Alec Robinette

CFP®

Elemental Financial

Winston Salem, NC

David Klepeisz

Wealth Management Group, Inc.

Winston Salem, NC

Judson Meinhart

CFP®

Parsec Financial Management, Inc.

Winston-Salem, NC

Barry Swaim

CFP®

Wealth Management Group, Inc.

Winston Salem, 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

    Get Your Checklist

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