PlannerFees

Advice only financial planners in North Carolina

Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.

17 firms in North Carolina that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.

What advisors in North Carolina charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$270/hr$225⁠-⁠$300/hr14 firms
Flat or project fee$2,500$2,000⁠-⁠$4,0009 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Advice only financial planners in North Carolina and their published fees

17 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Aerden LLCHuntersville$225/hr$2,500Not published
Elbert Financial Consulting, Inc.Charlotte$390/hrNot publishedNot published
Eustace AdvisorsCary$200/hr$2,000Not published
Foss Wealth Management, Inc.La Grange$200/hr$2,500Not published
FWJ Planning LLCApex$250/hr$4,000⁠-⁠$6,000$100⁠-⁠$175/mo
Just AdvisingRaleighNot published$1,500⁠-⁠$4,000$150⁠-⁠$466/mo
Kubitree LLCMatthewsNot published$500Not published
Mansa Wealth Advisory, LLCCharlotte$275/hrNot publishedNot published
Personal Path Financial PlanningHillsborough$300/hrNot publishedNot published
Scharl Advisory Services, Inc.HillsboroughNot publishedNot published$3,000/yr
Scholar Financial Advising, LLCWinston-salem$385/hr$7,000$500⁠-⁠$5,000/mo
Shammas Financial PlanningWilmington$349/hr$499⁠-⁠$2,999$349⁠-⁠$698/mo
Sherman FinancialChapel Hill$265/hrNot publishedNot published
Shift To ImpactDurham$300/hr$4,000Not published
T. Fenn Financial Planning, LLCChapel Hill$75⁠-⁠$125/hrNot publishedNot published
The Hourly Advisor LLCCharlotte$300/hrNot publishedNot published
Tilly, Inc.Raleigh$250/hrNot publishedNot published
Also filed as advice only financial planners, without a published price (5)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Advice only financial planners in other states