Flat fee financial advisors in North Carolina
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in North Carolina is $4,800, from 167 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,000-$8,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $4,800 | $2,000-$8,250 | 167 firms |
Flat fee financial advisors in North Carolina and their published fees
167 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Highwind Wealth ManagementRaleigh | Not published | $1-$5,000 | Not published |
| Diversified Investment Services LLCDurham | Not published | $50-$250 | Not published |
| Dukes Financial Group, LLCCharlotte | Not published | $100-$10,000 | Not published |
| Timeless Wealth ManagementRaleigh | $175/hr | $125-$550 | Not published |
| Encompass Advisors, LTD.Brevard | $60-$250/hr | $200-$8,000 | Not published |
| Founders Financial Alliance, LLCRaleigh | $200-$500/hr | $200-$15,000 | $2,000-$5,000/yr |
| Level Wealth Management LLCGreensboro | Not published | $200-$15,000 | Not published |
| Realm Investment Consulting LLCCary | $250/hr | $200-$10,000 | Not published |
| Balance InvestmentsStatesville | $600/hr | $250 | Not published |
| Cornerstone Wealth PlanningCharlotte | $250/hr | $250-$5,000 | $500-$5,000/qtr |
| Fortis Wealth ManagementBoone | $250/hr | $250-$1,500 | $5,000/yr |
| InvestorblocCharlotte | $300-$500/hr | $250-$400 | Not published |
| Legacy One Wealth ManagementJamestown | $100-$500/hr | $250-$2,500 | Not published |
| Onyx Wealth Management, LLCDurham | Not published | $250-$10,000 | $750/qtr |
| Present Day Financial Planning, LLCCharlotte | $350/hr | $250-$15,000 | $500-$15,000/yr |
| Simplified Wealth LLCGreensboro | $311/hr | $250-$500 | $875-$12,500/qtr |
| University Financial Strategies, LLC.Raleigh | $300/hr | $250-$5,000 | $1,200-$7,500/yr |
| Wellness Financial Associates LLCCary | $250/hr | $250 | Not published |
| Dream Life Wealth Management LLCCharlotte | Not published | $300-$2,500 | $4,500/yr |
| Resolved FinancialWinston Salem | Not published | $400 | Not published |
| TCS Financial Services, Inc.Kernersville | $180/hr | $450-$15,000 | Not published |
| Falcon FinancialSalisbury | $150-$250/hr | $495 | Not published |
| Shammas Financial PlanningWilmingtonNo AUM fee | $349/hr | $499-$2,999 | $349-$698/mo |
| A4 Wealth Advisors LLCHuntersville | $350/hr | $500-$5,000 | Not published |
| Brecken Capital Advisors, LLCWeddington | Not published | $500-$2,000 | Not published |
| Brevity & AssociatesFranklinton | $200/hr | $500-$3,000 | Not published |
| Capital Financial Advisory Group, LLCApex | Not published | $500-$1,499 | Not published |
| Capital Solutions Advisors, LLCDurham | $200/hr | $500-$20,000 | Not published |
| Crossroads Financial Services IncPleasant Garden | $200/hr | $500-$10,000 | Not published |
| Crown Private Wealth, LLCMooresville | $500/hr | $500 | Not published |
| Defining Legacy AdvisorsGreensboro | Not published | $500-$10,000 | Not published |
| Fogel Investment Advisory Group, Inc.Fletcher | Not published | $500-$1,000 | Not published |
| Goldfarb Wealth AdvisorsCharlotteNo AUM fee | $150-$200/hr | $500-$3,500 | $2,400-$4,000/yr |
| Grey Private CapitalCharlotte | $300/hr | $500-$10,000 | Not published |
| Hammond Wealth PartnersGastonia | $200/hr | $500-$2,500 | $25-$250/mo |
| Independent Wealth Advisors, LLCCary | Not published | $500-$20,000 | Not published |
| Kubitree LLCMatthewsNo AUM fee | Not published | $500 | Not published |
| Kuhn Advisors, Inc.Durham | Not published | $500 | $200-$250/mo |
| Live Oak Private Wealth, LLCWilmington | $250-$500/hr | $500-$150,000 | Not published |
| Lumina Wealth Management, LLCWilmington | $100-$250/hr | $500-$5,000 | Not published |
| Oake Financial LLCCharlotte | Not published | $500-$2,500 | Not published |
| Phoenix Financial Solutions, Inc.Greensboro | $250/hr | $500 | Not published |
| Prudent Harbor AdvisorsBroadway | $250/hr | $500-$3,500 | $1,458/mo |
| Ridgeline Wealth Advisors, LLC.Raleigh | $500/hr | $500-$10,000 | Not published |
| Testament Wealth ManagementCary | $300/hr | $500-$7,000 | Not published |
| Wells Financial Management, LLCAsheville | Not published | $500-$5,000 | Not published |
| WMC Capital Management, LLCConcord | $350/hr | $500-$5,000 | Not published |
| Alluvial Wealth ManagementMatthews | Not published | $700 | Not published |
| Align Financial PlanningSouthern Pines | $350/hr | $750-$12,000 | $8,000/yr |
| Reliant Investment Partners, LLCPinehurst | $350/hr | $750-$10,000 | Not published |
| Trusttree Financial LLCHuntersville | $250/hr | $750-$10,000 | $60-$500/mo |
| Accruent Wealth AdvisorsWinston-salem | Not published | $950-$1,500 | $6,900-$50,000/yr |
| Raleigh Capital Management Inc.Cary | Not published | $995 | Not published |
| SLP WealthDurham | $199/hr | Up to $995 | $199-$834/mo |
| Altruist Wealth ManagementCharlotte | Not published | $1,000-$12,000 | $750-$3,000/qtr |
| Artifex Advisory Group, Inc.Cary | $200/hr | $1,000-$5,000 | Not published |
| Aureus CapitalCharlotte | $150/hr | $1,000-$10,000 | $1,000-$7,500/yr |
| Cary Financial Planning, LLCCary | Not published | $1,000-$50,000 | $1,000-$50,000/yr |
| Clef Financial, LLCGreensboro | Not published | $1,000-$10,000 | Not published |
| Comperio Retirement Consulting, Inc.Cary | $200-$350/hr | $1,000-$3,000 | Not published |
| Davis Investment Partners, LLCCharlotte | Not published | $1,000-$10,000 | Not published |
| Defender CapitalCharlotte | $300/hr | $1,000-$25,000 | Not published |
| Fedway Financial LLCCharlotte | Not published | $1,000-$2,000 | Not published |
| Financial Symmetry Inc.Raleigh | $40-$300/hr | $1,000-$4,000 | Not published |
| Forward Wealth Management, LLCCharlotte | Not published | $1,000-$5,000 | Not published |
| Jme Wealth ManagementRaleigh | Not published | $1,000-$20,000 | Not published |
| Ronald R Geiger LLCWilmington | Not published | $1,000 | Not published |
| Sapere Wealth Management, LLCMatthews | $125-$500/hr | $1,000-$15,000 | Not published |
| Springboard Financial ServicesBlack Mountain | Not published | $1,000-$5,000 | Not published |
| Stalwart Financial PlanningFayetteville | $270/hr | $1,000-$5,000 | Not published |
| Strategic Wealth Management LLCLillington | Not published | $1,000 | Not published |
| Tackett Wealth Management, LLCCary | Not published | $1,000-$15,000 | Not published |
| Tech FPWilmington | Not published | $1,000-$7,500 | $6,000/yr |
| Top Rank Wealth Management, LLCRaleigh | $500/hr | $1,000-$4,000 | Not published |
| Phoenix Wealth Advisors Inc.Chapel Hill | $350/hr | $1,150-$4,200 | Not published |
| Crown Wealth Group LLCCharlotte | Not published | $1,200-$120,000 | Not published |
| Worth AdvisorsCharlotte | $550/hr | $1,250-$250,000 | Not published |
| Alohana Financial, LLCDurham | $500/hr | $1,500 | Not published |
| Cannon AdvisorsCharlotte | Not published | $1,500-$5,000 | Not published |
| Creekside Financial Planning, L.L.C.Bath | $250/hr | $1,500-$15,000 | Not published |
| Dolan Capital Advisors, LLCCharlotte | Not published | $1,500-$5,000 | Not published |
| Emerald Asset Management, Inc.Rocky Mount | $500/hr | $1,500-$10,000 | Not published |
| Golden Pine Advisory, LLCPinehurst | $350/hr | $1,500-$10,000 | Not published |
| Just AdvisingRaleighNo AUM fee | Not published | $1,500-$4,000 | $150-$466/mo |
| Kairos RIA, LLCRaleigh | Not published | $1,500-$15,000 | Not published |
| Lucid Wealth Planning LLCWake Forest | $250/hr | $1,500 | $1,000/qtr |
| Quest 10 Wealth Builders, Inc.Fuquay-varina | $350/hr | $1,500 | Not published |
| Spartan Planning GroupGreensboro | Not published | $1,500-$5,000 | Not published |
| Strategic Advisory PartnersGreensboro | $350/hr | $1,500-$5,000 | $1,200-$9,600/yr |
| Thayer Financial, L.L.C.Hickory | Not published | $1,500-$5,000 | Not published |
| Tolley Financial Group, LLCRaleigh | Not published | $1,500-$4,000 | Not published |
| Fortitude Financial Planning LLCWillow SpringNo AUM fee | $450/hr | $1,950 | Not published |
| Anchor Point Financial Planning LLCWest End | Not published | $2,000 | $2,000-$3,500/yr |
| Ascendor Wealth, LLCWilmington | Not published | $2,000 | $500/qtr |
| Awaken Financial Designs LLCCary | $250/hr | $2,000-$5,000 | $7,500-$10,000/yr |
| Buoyant FinancialCharlotte | Not published | $2,000 | Not published |
| Center Peak FinancialDurham | $500/hr | $2,000-$25,000 | Not published |
| Eustace AdvisorsCaryNo AUM fee | $200/hr | $2,000 | Not published |
| Integrated Financial Coaching and PlanningWeavervilleNo AUM fee | Not published | $2,000 | Not published |
| Miller Wealth PartnersMint Hill | Not published | $2,000-$5,000 | $100-$500/mo |
| Right Path Financial Planning, L.L.C.Dudley | $250/hr | $2,000-$5,000 | Not published |
| Wake Wealth Management Co.Raleigh | $500/hr | $2,000-$8,000 | $250-$5,000/qtr |
| Wholestory Wealth LLCGreensboro | Not published | $2,000-$5,000 | Not published |
| Yarborough Asset Management StrategiesRaleigh | $250-$1,000/hr | $2,000-$10,000 | $145-$810/mo |
| Cima FinancialRaleigh | $350/hr | $2,200-$30,000 | $1,000/mo |
| 1Up Financial Advisors LLCCary | $250/hr | Up to $2,500 | $300-$1,000/mo |
| Aerden LLCHuntersvilleNo AUM fee | $225/hr | $2,500 | Not published |
| Armor Investment Advisors, LLCRaleigh | $250-$300/hr | $2,500-$40,000 | Not published |
| Carolina Wealth Management, Inc.Greenville | $250/hr | $2,500 | Not published |
| Counterweight Private WealthWilmington | Not published | $2,500-$50,000 | Not published |
| Creativevest IncCharlotte | Not published | $2,500-$5,000 | Not published |
| Dovetail Financial Group LLCWilmington | $300/hr | $2,500-$7,500 | Not published |
| Family Wealth Partners, LLCMatthews | $200/hr | $2,500-$15,000 | Not published |
| Foss Wealth Management, Inc.La GrangeNo AUM fee | $200/hr | $2,500 | Not published |
| Front Porch Financial AdvisoryCharlotte | $150-$400/hr | $2,500-$10,000 | Not published |
| Hicks Financial Partners, LLCSouthern Pines | $250/hr | $2,500 | $500/qtr |
| Hobart WealthCharlotte | $500/hr | $2,500-$25,000 | Not published |
| Insight FoliosCharlotte | $250/hr | $2,500-$5,000 | Not published |
| Molokai InvestmentsWake Forest | $250/hr | $2,500 | $250-$500/mo |
| Peace of Mind Wealth ManagementRaleigh | $350/hr | $2,500-$10,000 | $12,000/yr |
| Powell WealthCornelius | $200-$400/hr | $2,500-$25,000 | Not published |
| Spectrum Advisers, LLCChapel Hill | $500/hr | $2,500-$20,000 | $750/mo |
| Wealthpoint AdvisorsCramerton | Up to $500/hr | $2,500-$10,000 | Not published |
| Arbor Investment AdvisorsWinston Salem | Not published | $3,000-$7,000 | Not published |
| Autumn Branch Capital, LLCStatesville | Not published | $3,000-$6,000 | Not published |
| BSG AdvisersApex | $150-$450/hr | $3,000-$6,000 | $50/mo |
| Cadence Wealth Partners, LLCConcord | Not published | $3,000-$50,000 | Not published |
| CP Advisors, Inc.Clinton | $500/hr | $3,000 | $1,000/yr |
| Curated Capital & Planning LLCLewisville | $250/hr | $3,000 | Not published |
| Flores Bayne LLCMebane | Not published | $3,000-$50,000 | $5,000-$25,000/yr |
| Noda Wealth Management LLCCharlotte | Not published | $3,000-$5,000 | Not published |
| Roundtable Planning & InvestmentsCharlotte | Not published | $3,000-$8,000 | Not published |
| Tierone Capital, LLCCharlotte | $500/hr | $3,000-$12,000 | Not published |
| Legs FinancialGreensboroNo AUM fee | Not published | $3,600-$6,000 | $7,200-$16,000/yr |
| FWJ Planning LLCApexNo AUM fee | $250/hr | $4,000-$6,000 | $100-$175/mo |
| Shift To ImpactDurhamNo AUM fee | $300/hr | $4,000 | Not published |
| Llewellyn Financial LLCCharlotte | Not published | $4,200-$50,000 | $7,800-$50,000/yr |
| Miner Wealth ManagementRaleigh | $500/hr | $4,500-$50,000 | $2,500/mo |
| 30-40 Wealth PartnersCornelius | Not published | $5,000-$60,000 | $12,500/yr |
| Auctus Advisors LLCCharlotte | Not published | $5,000-$100,000 | Not published |
| Calamita Wealth ManagementCharlotte | Not published | $5,000-$15,000 | Not published |
| Family Legacy Financial Solutions, LLCCary | Not published | $5,000 | Not published |
| Hammerhead Financial Strategies, LLCConover | $300/hr | $5,000 | Not published |
| Hilltop Wealth Advisors, LLCChapel Hill | Not published | $5,000-$50,000 | Not published |
| Njord Capital, LLCCharlotte | Not published | $5,000-$30,000 | Not published |
| Pisces Financial Advisors, LLCChapel Hill | $275/hr | $5,000-$30,000 | $5,000/yr |
| Portus Wealth Advisors, LLCCharlotte | $400/hr | $5,000-$10,000 | $12,000/yr |
| Trillium Square Advisors LLCRolesville | $445/hr | $5,000-$8,000 | $300-$750/mo |
| Heron Wealth LLCRaleigh | $300/hr | $6,000 | Not published |
| Pinafore Wealth Counsel Inc.Durham | $450/hr | $6,500-$15,000 | Not published |
| Scholar Financial Advising, LLCWinston-salemNo AUM fee | $385/hr | $7,000 | $500-$5,000/mo |
| Deliberate WealthAdvance | Not published | $9,000 | $3,000/yr |
| Abs Legacy Partners, LLCHickory | $250/hr | $10,000-$200,000 | Not published |
| Amphora Wealth Management, LLCChapel Hill | $50-$800/hr | $10,000-$50,000 | Not published |
| Cadger Tax and Financial Inc.Carolina Beach | $100-$4,002/hr | Up to $10,000 | Not published |
| MBL AdvisorsCharlotte | Not published | $10,000 | Not published |
| Old Peak FinanceChapel Hill | Not published | $10,000 | Not published |
| Provident Wealth ManagementBurlington | $250/hr | $10,000 | Not published |
| Tara WealthDurham | $400/hr | $10,000 | Not published |
| Tilia Fiduciary Partners, Inc.Wilmington | $275/hr | $10,000 | $10,000/yr |
| Beacon Wealthcare LLCRaleigh | Not published | $15,000 | Not published |
| Independent Advisor Alliance, LLCCharlotte | $500/hr | Up to $15,000 | $250/qtr |
| Integrated Wealthcare, LLCDurham | $525/hr | $15,000 | Not published |
| Ridgestone WealthGreensboro | $300/hr | $15,000 | Not published |
| Absher Wealth Management, LLCChapel Hill | Not published | $20,000 | Not published |
| Tradewinds, LLCRaleigh | Not published | $20,000 | Not published |
| Brodie Wealth ManagementCary | Not published | Up to $25,000 | $500-$12,500/qtr |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (200)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 360 Aviation Advisors, LLC, Concord
- Act Advisors, Asheville
- Beacon Financial Strategies Corp., Raleigh
- Bolin Creek Wealth Advisors LLC, Chapel Hill
- Brooks Financial of North Carolina, LLC, Durham
- By Design Financial Planning, Greensboro
- Cassia Capital Partners LLC, Winston Salem
- CLW Financial Planning LLC, Raleigh
- Colton Groome Financial Advisors, LLC, Asheville
- Confiance Financial LLC, New Hill
- Cornerstone Investment Services, Inc., Indian Trail
- Darda Financial, Winston-salem
- Devryll Wealth Management, Charlotte
- E2i Financial Group, LLC, Charlotte
- Emerald Haven Investments Corp, Albemarle
- Emgo Capital, LLC, Arden
- Evergreen Wealth Services, Mooresville
- Frazier Financial Consultants, LLC, Chapel Hill
- Fryar Financial, Durham
- Granada Wealth Management, LLC, Davidson
- Great Plans Capital Management, LLC, Cary
- Greenway Wealth Advisors, LLC, Charlotte
- Hicks & Associates Wealth Management, LLC, Cary
- Horizon Financial Services, LLC, Winston Salem
- Innovest Strategies LLC, Raleigh
- Investor Advisory Group, Charlotte
- Joel Adams and Associates Inc., Asheville
- Jones & Co Wealth Management, Inc, Murphy
- Kenneth Frenke & Co, Arden
- Lake Effect Wealth LLC, Charlotte
- Lazarus Financial Planning, Durham
- Life Stage Investing, LLC, Atlantic
- Lyons Den Capital, Zebulon
- Masonboro Advisors, Wilmington
- Ocean Advisors, LLC, Charlotte
- Open World Financial Life Planning, Raleigh
- Park Wealth Management, LLC, Greensboro
- Personal Path Financial Planning, Hillsborough
- Rhino Wealth Management, Belmont
- Rock Financial Planning, LLC, Wilmington
- Scharl Advisory Services, Inc., Hillsborough
- Scott Braddock Financial,llc, Raleigh
- Sentry Consulting, Inc., Charlotte
- Silvis Financial, Charlotte
- Sparta Wealth Partners, Charlotte
- Strathmore Capital Advisors, Charlotte
- Sycamore Financial Planning, LLC, Durham
- Tammy Goodman Financial, LLC, Charlotte
- Telos Wealth Advisors, Matthews
- Terra Wealth, High Point
- The Abc Squared, Indian Trail
- The Journeys Group, Inc., Winterville
- Three Magnolias Financial Advisors, Winston Salem
- Tilly, Inc., Raleigh
- Topsail Wealth Management LLC, Charlotte
- Toucan Financial, Inc., Charlotte
- Townsend Asset Management Corp., Raleigh
- Turning Point Financial, Inc., Charlotte
- Wakefield Financial Planning, LLC, Wake Forest
- Wanderwealth Inc., Hillsborough
- Wolfbridge Wealth, Durham
- Woodward Financial Advisors, Inc., Chapel Hill
- 1808 Capital Partners, Greensboro
- 3A Financial Group, LLC, Huntersville
- Abound Investments, Burlington
- Abundant Advisors, LLC, Huntersville
- Acorn & Oak Wealth Management, Raleigh
- Adaptfirst Investments LLC, Kernersville
- Adi Mahajan CPA PC, Research Triangle Park
- Aim Advisors, LLC, Raleigh
- Alpha Financial Advisors, LLC, Charlotte
- Ark Royal Wealth Management LLC, Raleigh
- Aspera Financial, LLC, Cary
- Astrelle Capital LLC, Raleigh
- Atlantic Private Wealth, LLC, Chapel Hill
- Aurora Strategic Advisors, LLC, Lumberton
- Azimuth Planning Group, LLC, Chapel Hill
- BFWM LLC, Holly Springs
- Biltmore Family Office, LLC, Charlotte
- Blue Water Capital Management, LLC, Apex
- Bluesky Wealth Advisors, LLC, New Bern
- Bookman Bright, Inc., Davidson
- Bragg Financial Advisors Inc, Charlotte
- Brian Apple Retirement Planning LLC, Hampstead
- Brian B. Bunn CPA, PLLC, Raleigh
- Broad Reach Capital LLC, Raleigh
- Bryant & Brannock, LLC., Durham
- C F Parks Inc, Salisbury
- Cannon Wealth Management Services, Winston Salem
- Canopy Financial Solutions, Sanford
- Capital Management LLC, Greensboro
- Carolina Financial Advisors, Inc., Greensboro
- Carrington Financial Planning, LLC, Fletcher
- Charter Wealth Management, Raleigh
- Chevron Financial, Pineville
- Clearview Wealth Management, Charlotte
- Colony Family Offices, LLC, Charlotte
- Cone Advisory Group, Inc., Ayden
- Cordgrass Capital Advisors, LLC, Raleigh
- Crossgen Wealth LLC, Greenville
- Dalton Financial LLC, Charlotte
- Delegate Advisors, LLC, Chapel Hill
- Eden Family Wealth Group, LLC, Greensboro
- Elevated Performance Investment Group, LLC, Charlotte
- Endurance Financial LLC, Cary
- Eqv Advisory, LLC, Raleigh
- Faison Capital LLC, Charlotte
- Family Wealth Partners Concord, Inc, Concord
- Favored Financial Planning, Jamestown
- Felicity Financial LLC, Charlotte
- First Financial Group, Raleigh
- Flat Fee Financial LLC, Charlotte
- Freitag Financial Group, LLC, Charlotte
- Fulbright Financial Consulting, PA, Durham
- Granville Capital, Inc., Greensboro
- Guardian Wealth Advisors, LLC, Raleigh
- H. L. Ormond & Company, LLC, Greenville
- Hayden Harper Wealth Advisory, LLC, Charlotte
- High Rock Wealth Management, Waxhaw
- Holderness Investments Co, Greensboro
- Horizons Wealth Management, Asheville
- Ia Network, LLC, Charlotte
- Ip Financial Advisory Services LLC, Charlotte
- Ironsides Asset Advisors, LLC, Rocky Mount
- Iseler Financial, Durham
- Jones Gregg Financial, LLC, Charlotte
- JPFG Wealth Management, L.L.C., Charlotte
- Kaine Capital Ventures LLC, Charlotte
- Keel & Long Financial Management, LLC, Greenville
- Kelly Investment Management, LLC, Raleigh
- Kiaros Advisors, LLC, Southern Pines
- Kopka Financial, LLC, Wilmington
- Kucharo Wealth, Charlotte
- Lattice Financial, LLC, Charlotte
- Laurel Wealth Advisors, LLC, Charlotte
- Leamnson Capital Advisory, LLC, Leland
- Legacy Resources NC, LLC, Lenoir
- Leonard Wealth Management, LLC, Lincolnton
- Lewis Financial Management, LLC, Raleigh
- Liberated Investor Advisors, LLC, Old Fort
- Lifeplan Group, Raleigh
- Masters Tax and Financial Planning LLC, Statesville
- Maximum Advisory, Huntersville
- Millennium Planning Group, LLC, Pittsboro
- Muirfield Wealth Advisors LLC, Charlotte
- Namcoa, Mooresville
- NC Money Management, Inc., Raleigh
- New Republic Partners, Charlotte
- Newcomb Financial Advisors, LLC, Chapel Hill
- Omega Wealth Management, LLC, Charlotte
- Omnistar Financial Group, Inc., Wilmington
- Opus Financial Advisors, Inc., Statesville
- Parabla, LLC, Oak Ridge
- Passport Wealth Management, Cornelius
- PB Wealth, LLC, Charlotte
- Pendleton Financial Wealth Management, Raleigh
- Pharos Capital Management, LLC, Fuquay-varina
- Piecapital, Raleigh
- Piedmont Capital Management, LLC, Greenboro
- Portolan Financial Planning LLC, Durham
- Pottle Financial Services, Inc, Pinehurst
- Pragmatic Portfolios, LLC, Durham
- Preserve Wealth Management, Weaverville
- Professional Wealth Management Services LLC, Statesville
- Provision Wealth Management, Inc, Raleigh
- Pursuit Wealth Strategies, LLC, Raleigh
- Reach Strategic Wealth LLC, Southport
- Reh Wealth Advisors LLC, Raleigh
- Respire Wealth Management, LLC, Clyde
- Rooted Planning LLC, Mooresville
- Rpo Wealth Partners LLC, Charlotte
- Salem Investment Counselors Inc, Winston Salem
- Semmax Financial Advisors, Inc., Winston-salem
- Sheets Smith Wealth Management, Winston Salem
- Shepherd Wealth Partners, Waxhaw
- Sherman Wealth Solutions LLC, Charlotte
- Sledge and Company Wealth Advisors, High Point
- Smith Partners Wealth Management, LLC, Greensboro
- Soseki Wealth Management, LLC, Winston-salem
- Stone Legacy Capital LLC, Raleigh
- Structural Solutions LLC, Chapel Hill
- Tactical Investment Advisors, LLC, Huntersville
- Tar River Wealth Planning, LLC, Louisburg
- Tassel Capital Management, Inc, Matthews
- The Breit Group, Wrightsville Beach
- The Financial Legacy Group, Charlotte
- The Pines Wealth Management, LLC, Southern Pines
- Three Phases Wealth Advisors LLC, Indian Trail
- Timonier, Winston Salem
- Totem Wealth Management LLC, Charlotte
- Truststone Wealth Partners, LLC, Chapel Hill
- Unger Financial, Raleigh
- Veratis Advisors, Inc., Cary
- Verum Partners LLC, Charlotte
- Veyla Financial, Asheville
- Wealth Management Associates, Inc., Charlotte
- Wessel Investment Counsel, L.L.C., Asheville
- Whitley Financial, LLC, Harrisburg
- Your Capital Financial, LLC, Winston Salem
- Zuraw Financial Advisors, LLC, Greensboro