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:
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
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
Bryan Wisda
CFP®
Almega Wealth Management
Mount Airy, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Charitable Giving
Fee-Only financial planner with offices in Scottsdale, AZ, Greenville KY, and Mount Airy NC serving clients locally and across the country.
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.
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
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
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Winston-Salem, 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.
Patrick Rush
CFP®, CAP®, 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
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
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Durham, NC
Specialties: Student Loan Debt, 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 Durham, NC, serving young professionals with student loan debt or equity compensation locally and across the country
Zachary Ashburn
CFP®, EA, AFC®
Reach Strategic Wealth
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
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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)
