Hourly financial advisors in North Carolina and their rates
Hourly advisors only bill for the time they spend on your questions. That works well for a one off review or a single big decision.
The median published hourly rate in North Carolina is $300, from 167 firms that filed as hourly financial advisors and list a price. The middle half charge $250-$350 an hour. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$350/hr | 167 firms |
Hourly financial advisors in North Carolina and their published fees
167 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Financial Symmetry Inc.Raleigh | $40-$300/hr | $1,000-$4,000 | Not published |
| Amphora Wealth Management, LLCChapel Hill | $50-$800/hr | $10,000-$50,000 | Not published |
| Investor Advisory GroupCharlotte | $50-$150/hr | Not published | Not published |
| Sentry Consulting, Inc.Charlotte | $50-$250/hr | Not published | Not published |
| Encompass Advisors, LTD.Brevard | $60-$250/hr | $200-$8,000 | Not published |
| T. Fenn Financial Planning, LLCChapel HillNo AUM fee | $75-$125/hr | Not published | Not published |
| Reichard Capital, LLCCharlotte | $90-$500/hr | Not published | Not published |
| Ascendant Capital Research, LTD.Waxhaw | $100-$500/hr | Not published | Not published |
| Cadger Tax and Financial Inc.Carolina Beach | $100-$4,002/hr | Up to $10,000 | Not published |
| Legacy One Wealth ManagementJamestown | $100-$500/hr | $250-$2,500 | Not published |
| Lumina Wealth Management, LLCWilmington | $100-$250/hr | $500-$5,000 | Not published |
| Brooks Financial of North Carolina, LLCDurham | $125/hr | Not published | Not published |
| Aureus CapitalCharlotte | $150/hr | $1,000-$10,000 | $1,000-$7,500/yr |
| BSG AdvisersApex | $150-$450/hr | $3,000-$6,000 | $50/mo |
| Falcon FinancialSalisbury | $150-$250/hr | $495 | Not published |
| Front Porch Financial AdvisoryCharlotte | $150-$400/hr | $2,500-$10,000 | Not published |
| Goldfarb Wealth AdvisorsCharlotteNo AUM fee | $150-$200/hr | $500-$3,500 | $2,400-$4,000/yr |
| Greenway Wealth Advisors, LLCCharlotte | $150-$350/hr | Not published | Not published |
| Horizon Financial Services, LLCWinston Salem | $150/hr | Not published | Not published |
| Hunter Street Investment Advisors LLCApex | $150/hr | Not published | $1,800/yr |
| Hutchins Canning & Company PAKitty Hawk | $150/hr | Not published | Not published |
| Jones & Co Wealth Management, IncMurphyNo AUM fee | $150/hr | Not published | Not published |
| Park Wealth Management, LLCGreensboro | $150/hr | Not published | Not published |
| Taylor Investment AdvisoryWilliamston | $150/hr | Not published | Not published |
| Three Magnolias Financial AdvisorsWinston Salem | $150/hr | Not published | $1,000/yr |
| Timeless Wealth ManagementRaleigh | $175/hr | $125-$550 | Not published |
| TCS Financial Services, Inc.Kernersville | $180/hr | $450-$15,000 | Not published |
| SLP WealthDurham | $199/hr | Up to $995 | $199-$834/mo |
| Artifex Advisory Group, Inc.Cary | $200/hr | $1,000-$5,000 | Not published |
| Brevity & AssociatesFranklinton | $200/hr | $500-$3,000 | Not published |
| Cameron Advisors, LLCRaleigh | $200/hr | Not published | Not published |
| Capital Solutions Advisors, LLCDurham | $200/hr | $500-$20,000 | Not published |
| Collie Financial Planning, Inc.Black Mountain | $200/hr | $1,500-$7,500 | Not published |
| Comperio Retirement Consulting, Inc.Cary | $200-$350/hr | $1,000-$3,000 | Not published |
| Cornerstone Investment Services, Inc.Indian Trail | $200/hr | Not published | Not published |
| Crossroads Financial Services IncPleasant Garden | $200/hr | $500-$10,000 | Not published |
| Emerald Haven Investments CorpAlbemarle | $200/hr | Not published | Not published |
| Eustace AdvisorsCaryNo AUM fee | $200/hr | $2,000 | 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 |
| Founders Financial Alliance, LLCRaleigh | $200-$500/hr | $200-$15,000 | $2,000-$5,000/yr |
| Hammond Wealth PartnersGastonia | $200/hr | $500-$2,500 | $25-$250/mo |
| Joel Adams and Associates Inc.Asheville | $200-$500/hr | Not published | Not published |
| Lake Effect Wealth LLCCharlotte | $200-$300/hr | Not published | $2,000-$20,000/yr |
| Powell WealthCornelius | $200-$400/hr | $2,500-$25,000 | Not published |
| Rhino Wealth ManagementBelmont | $200/hr | Not published | Not published |
| Rock Financial Planning, LLCWilmington | $200/hr | Not published | $5,000/yr |
| Taylor Financial, LLCWilmington | $200/hr | Not published | Not published |
| The Abc SquaredIndian Trail | $200-$500/hr | Not published | Not published |
| Aerden LLCHuntersvilleNo AUM fee | $225/hr | $2,500 | Not published |
| 1Up Financial Advisors LLCCary | $250/hr | Up to $2,500 | $300-$1,000/mo |
| Abs Legacy Partners, LLCHickory | $250/hr | $10,000-$200,000 | Not published |
| Armor Investment Advisors, LLCRaleigh | $250-$300/hr | $2,500-$40,000 | Not published |
| Awaken Financial Designs LLCCary | $250/hr | $2,000-$5,000 | $7,500-$10,000/yr |
| By Design Financial PlanningGreensboro | $250/hr | Not published | $2,400-$6,000/yr |
| Carolina Wealth Management, Inc.Greenville | $250/hr | $2,500 | Not published |
| CH Capital ManagementChapel Hill | $250/hr | $5,000 | Not published |
| CLW Financial Planning LLCRaleigh | $250-$350/hr | Not published | Not published |
| Confiance Financial LLCNew Hill | $250/hr | Not published | $200-$300/mo |
| Cornerstone Wealth PlanningCharlotte | $250/hr | $250-$5,000 | $500-$5,000/qtr |
| Creekside Financial Planning, L.L.C.Bath | $250/hr | $1,500-$15,000 | Not published |
| Curated Capital & Planning LLCLewisville | $250/hr | $3,000 | Not published |
| E2i Financial Group, LLCCharlotte | $250/hr | Not published | Not published |
| Fortis Wealth ManagementBoone | $250/hr | $250-$1,500 | $5,000/yr |
| FWJ Planning LLCApexNo AUM fee | $250/hr | $4,000-$6,000 | $100-$175/mo |
| Hicks Financial Partners, LLCSouthern Pines | $250/hr | $2,500 | $500/qtr |
| Insight FoliosCharlotte | $250/hr | $2,500-$5,000 | Not published |
| Integrative Planning, Inc.Cornelius | $250-$500/hr | Not published | Not published |
| Live Oak Private Wealth, LLCWilmington | $250-$500/hr | $500-$150,000 | Not published |
| Marquise Wealth Management, LLCCharlotte | $250/hr | Not published | Not published |
| Masonboro AdvisorsWilmington | $250/hr | Not published | Not published |
| Molokai InvestmentsWake Forest | $250/hr | $2,500 | $250-$500/mo |
| Phoenix Financial Solutions, Inc.Greensboro | $250/hr | $500 | Not published |
| Provident Wealth ManagementBurlington | $250/hr | $10,000 | Not published |
| Prudent Harbor AdvisorsBroadway | $250/hr | $500-$3,500 | $1,458/mo |
| Realm Investment Consulting LLCCary | $250/hr | $200-$10,000 | Not published |
| Right Path Financial Planning, L.L.C.Dudley | $250/hr | $2,000-$5,000 | Not published |
| Sam Badgley Inc.Raleigh | $250/hr | Not published | Not published |
| Taelos Financial Partners LLCApex | $250/hr | Not published | Not published |
| Terra WealthHigh Point | $250-$500/hr | Not published | Not published |
| Tilly, Inc.RaleighNo AUM fee | $250/hr | Not published | Not published |
| Townsend Asset Management Corp.Raleigh | $250-$500/hr | Not published | Not published |
| Trusttree Financial LLCHuntersville | $250/hr | $750-$10,000 | $60-$500/mo |
| Turning Point Financial, Inc.Charlotte | $250/hr | Not published | Not published |
| Veritas Investment Advisory Group LLCHendersonville | $250/hr | Not published | Not published |
| Vintage Wealth Management GroupCharlotte | $250/hr | Not published | Not published |
| Wellness Financial Associates LLCCary | $250/hr | $250 | Not published |
| Whitener Capital Management, IncRocky Mount | $250/hr | Not published | Not published |
| Wilson Wealth Management Group, L. L. C.Charlotte | $250/hr | Not published | Not published |
| Woodward Financial Advisors, Inc.Chapel Hill | $250-$300/hr | Not published | Not published |
| Yarborough Asset Management StrategiesRaleigh | $250-$1,000/hr | $2,000-$10,000 | $145-$810/mo |
| Sherman FinancialChapel HillNo AUM fee | $265/hr | Not published | Not published |
| Stalwart Financial PlanningFayetteville | $270/hr | $1,000-$5,000 | Not published |
| Mansa Wealth Advisory, LLCCharlotteNo AUM fee | $275/hr | Not published | Not published |
| Pisces Financial Advisors, LLCChapel Hill | $275/hr | $5,000-$30,000 | $5,000/yr |
| Tilia Fiduciary Partners, Inc.Wilmington | $275/hr | $10,000 | $10,000/yr |
| Defender CapitalCharlotte | $300/hr | $1,000-$25,000 | Not published |
| Dovetail Financial Group LLCWilmington | $300/hr | $2,500-$7,500 | Not published |
| Evergreen Wealth ServicesMooresvilleNo AUM fee | $300/hr | Not published | Not published |
| Frazier Financial Consultants, LLCChapel Hill | $300/hr | Not published | Not published |
| Granada Wealth Management, LLCDavidson | $300/hr | Not published | $3,000-$18,000/yr |
| Grey Private CapitalCharlotte | $300/hr | $500-$10,000 | Not published |
| Hammerhead Financial Strategies, LLCConover | $300/hr | $5,000 | Not published |
| Heron Wealth LLCRaleigh | $300/hr | $6,000 | Not published |
| Holland Capital Advisors, LLCCharlotte | $300/hr | Not published | Not published |
| Holland Capital Management LLCCharlotte | $300/hr | Not published | Not published |
| InvestorblocCharlotte | $300-$500/hr | $250-$400 | Not published |
| Ocean Advisors, LLCCharlotte | $300/hr | Not published | $300/mo |
| Personal Path Financial PlanningHillsboroughNo AUM fee | $300/hr | Not published | Not published |
| Ridgestone WealthGreensboro | $300/hr | $15,000 | Not published |
| Shift To ImpactDurhamNo AUM fee | $300/hr | $4,000 | Not published |
| Tarheel Advisors, LLCChapel Hill | $300/hr | Not published | Not published |
| Telos Wealth AdvisorsMatthews | $300/hr | Not published | Not published |
| Testament Wealth ManagementCary | $300/hr | $500-$7,000 | Not published |
| The Hourly Advisor LLCCharlotteNo AUM fee | $300/hr | Not published | Not published |
| University Financial Strategies, LLC.Raleigh | $300/hr | $250-$5,000 | $1,200-$7,500/yr |
| Simplified Wealth LLCGreensboro | $311/hr | $250-$500 | $875-$12,500/qtr |
| Sycamore Financial Planning, LLCDurhamNo AUM fee | $320-$380/hr | Not published | Not published |
| Cassia Capital Partners LLCWinston Salem | $325/hr | Not published | Not published |
| Bolin Creek Wealth Advisors LLCChapel Hill | $335/hr | Not published | $7,500-$50,000/yr |
| Shammas Financial PlanningWilmingtonNo AUM fee | $349/hr | $499-$2,999 | $349-$698/mo |
| A4 Wealth Advisors LLCHuntersville | $350/hr | $500-$5,000 | Not published |
| Align Financial PlanningSouthern Pines | $350/hr | $750-$12,000 | $8,000/yr |
| Cima FinancialRaleigh | $350/hr | $2,200-$30,000 | $1,000/mo |
| Maze Financial PlanningChapel Hill | $350/hr | Not published | Not published |
| Phoenix Wealth Advisors Inc.Chapel Hill | $350/hr | $1,150-$4,200 | Not published |
| Present Day Financial Planning, LLCCharlotte | $350/hr | $250-$15,000 | $500-$15,000/yr |
| Quest 10 Wealth Builders, Inc.Fuquay-varina | $350/hr | $1,500 | Not published |
| Reliant Investment Partners, LLCPinehurst | $350/hr | $750-$10,000 | Not published |
| Scott Braddock Financial,llcRaleigh | $350/hr | Not published | Not published |
| Silvis FinancialCharlotte | $350/hr | Not published | Not published |
| Strategic Advisory PartnersGreensboro | $350/hr | $1,500-$5,000 | $1,200-$9,600/yr |
| WMC Capital Management, LLCConcord | $350/hr | $500-$5,000 | Not published |
| Wolfbridge WealthDurham | $350-$750/hr | Not published | Not published |
| Scholar Financial Advising, LLCWinston-salemNo AUM fee | $385/hr | $7,000 | $500-$5,000/mo |
| Elbert Financial Consulting, Inc.CharlotteNo AUM fee | $390/hr | Not published | Not published |
| Beacon Financial Strategies Corp.Raleigh | $400/hr | Not published | Not published |
| Portus Wealth Advisors, LLCCharlotte | $400/hr | $5,000-$10,000 | $12,000/yr |
| Tara WealthDurham | $400/hr | $10,000 | Not published |
| Toucan Financial, Inc.Charlotte | $400/hr | Not published | $8,000/yr |
| Trillium Square Advisors LLCRolesville | $445/hr | $5,000-$8,000 | $300-$750/mo |
| Flagship Wealth Management Group, LLCCary | $450/hr | Not published | Not published |
| Fortitude Financial Planning LLCWillow SpringNo AUM fee | $450/hr | $1,950 | Not published |
| Pinafore Wealth Counsel Inc.Durham | $450/hr | $6,500-$15,000 | Not published |
| Advisorstrust Partners LLCRaleigh | $500/hr | $2,000-$20,000 | Not published |
| Alohana Financial, LLCDurham | $500/hr | $1,500 | Not published |
| Center Peak FinancialDurham | $500/hr | $2,000-$25,000 | Not published |
| CP Advisors, Inc.Clinton | $500/hr | $3,000 | $1,000/yr |
| Crown Private Wealth, LLCMooresville | $500/hr | $500 | Not published |
| Devryll Wealth ManagementCharlotte | $500/hr | Not published | $200-$750/mo |
| Emerald Asset Management, Inc.Rocky Mount | $500/hr | $1,500-$10,000 | Not published |
| Hicks & Associates Wealth Management, LLCCary | $500/hr | Not published | Not published |
| Hobart WealthCharlotte | $500/hr | $2,500-$25,000 | Not published |
| Independent Advisor Alliance, LLCCharlotte | $500/hr | Up to $15,000 | $250/qtr |
| Innovest Strategies LLCRaleigh | $500/hr | Not published | Not published |
| Miner Wealth ManagementRaleigh | $500/hr | $4,500-$50,000 | $2,500/mo |
| Private Wealth Management of North Carolina LLCHenderson | $500/hr | Not published | Not published |
| Ridgeline Wealth Advisors, LLC.Raleigh | $500/hr | $500-$10,000 | Not published |
| Sparta Wealth PartnersCharlotte | $500/hr | Not published | $30,000/yr |
| Spectrum Advisers, LLCChapel Hill | $500/hr | $2,500-$20,000 | $750/mo |
| Tierone Capital, LLCCharlotte | $500/hr | $3,000-$12,000 | Not published |
| Wake Wealth Management Co.Raleigh | $500/hr | $2,000-$8,000 | $250-$5,000/qtr |
| Wealthpoint AdvisorsCramerton | Up to $500/hr | $2,500-$10,000 | Not published |
| Integrated Wealthcare, LLCDurham | $525/hr | $15,000 | Not published |
| Worth AdvisorsCharlotte | $550/hr | $1,250-$250,000 | Not published |
| Balance InvestmentsStatesville | $600/hr | $250 | Not published |
| First Oak Wealth Management, LLCRaleigh | $1,000/hr | Not published | Not published |
No firms match these filters.
Also filed as hourly financial advisors, without a published price (140)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Absher Wealth Management, LLC, Chapel Hill
- Accruent Wealth Advisors, Winston-salem
- Anchor Point Financial Planning LLC, West End
- Brecken Capital Advisors, LLC, Weddington
- Brodie Wealth Management, Cary
- Cannon Advisors, Charlotte
- Capital Financial Advisory Group, LLC, Apex
- Clef Financial, LLC, Greensboro
- Dolan Capital Advisors, LLC, Charlotte
- Everstar Asset Management, LLC, Mooresville
- Fogel Investment Advisory Group, Inc., Fletcher
- Gatehill Financial Consulting, LLC, Charlotte
- Jme Wealth Management, Raleigh
- Kuhn Advisors, Inc., Durham
- Legs Financial, Greensboro
- Llewellyn Financial LLC, Charlotte
- Njord Capital, LLC, Charlotte
- Resolved Financial, Winston Salem
- Ronald R Geiger LLC, Wilmington
- Scharl Advisory Services, Inc., Hillsborough
- Strategic Wealth Management Solutions, LLC, Southern Shores
- Tackett Wealth Management, LLC, Cary
- Thayer Financial, L.L.C., Hickory
- The Journeys Group, Inc., Winterville
- Tricapital Wealth Management, Inc., Charlotte
- Wakefield Financial Planning, LLC, Wake Forest
- 1808 Capital Partners, Greensboro
- 3A Financial Group, LLC, Huntersville
- Abound Investments, Burlington
- Adaptfirst Investments LLC, Kernersville
- Adi Mahajan CPA PC, Research Triangle Park
- Aim Advisors, LLC, Raleigh
- Aligned Wealth Solutions, LLC, Raleigh
- Allen Wealth Management, LLC, Boone
- Altamont Capital Management, Asheville
- Ark Royal Wealth Management LLC, Raleigh
- Astrelle Capital LLC, Raleigh
- Ataraxis Capital, LLC, Durham
- Aurora Strategic Advisors, LLC, Lumberton
- BFWM LLC, Holly Springs
- Blue Water Capital Management, LLC, Apex
- Bluesky Wealth Advisors, LLC, New Bern
- Bragg Financial Advisors Inc, Charlotte
- Brian B. Bunn CPA, PLLC, Raleigh
- Broad Reach Capital LLC, Raleigh
- Bryant & Brannock, LLC., Durham
- Button & Button Wealth Management LLC, Greensboro
- Cannon Wealth Management Services, Winston Salem
- Canopy Financial Solutions, Sanford
- Capital Management LLC, Greensboro
- Carolina Financial Advisors, Inc., Greensboro
- Carolina Wealth Strategies, LLC, Cary
- Carrington Financial Planning, LLC, Fletcher
- Charter Wealth Management, Raleigh
- Cone Advisory Group, Inc., Ayden
- Cordgrass Capital Advisors, LLC, Raleigh
- Crossgen Wealth LLC, Greenville
- Dalton Financial LLC, Charlotte
- Durant Wealth MGMT Advisory Services, Mooresville
- Dyer & Company, L.L.C., Charlotte
- Eden Family Wealth Group, LLC, Greensboro
- Extraordinary Kale LLC, Lincolnton
- Faison Capital LLC, Charlotte
- First Financial Group, Raleigh
- Flat Fee Financial LLC, Charlotte
- Freitag Financial Group, LLC, Charlotte
- Fulbright Financial Consulting, PA, Durham
- Gragg Financial, Shelby
- Guardian Wealth Advisors, LLC, Raleigh
- Gulfstream Capital, LLC, Wilmington
- Hayden Harper Wealth Advisory, LLC, Charlotte
- Holcombe & Mcgrath, Asheville
- Holderness Investments Co, Greensboro
- Hollingsworth Avent Averre & Purvis, PA, Raleigh
- 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
- Keel & Long Financial Management, LLC, Greenville
- Kelly Investment Management, LLC, Raleigh
- Kiaros Advisors, LLC, Southern Pines
- Kopka Financial, LLC, Wilmington
- Laurel Wealth Advisors, LLC, Charlotte
- Leamnson Capital Advisory, LLC, Leland
- Legacy Resources NC, LLC, Lenoir
- Lewis Financial Management, LLC, Raleigh
- Liberated Investor Advisors, LLC, Old Fort
- Lionsight Capital, LLC, Mint Hill
- Mark R. Lemmond CPA, PLLC, Carthage
- Master Plan Wealth Management, L.L.C., Pittsboro
- Masters Tax and Financial Planning LLC, Statesville
- Maximum Advisory, Huntersville
- Mike Adams Financial Advisors, Inc., Mooresville
- Millennium Planning Group, LLC, Pittsboro
- Mittelman Jones Tax & Wealth, Winston Salem
- Namcoa, Mooresville
- NC Money Management, Inc., Raleigh
- Newcomb Financial Advisors, LLC, Chapel Hill
- Nexus Capital Inc, Matthews
- Northstar Capital Advisors LLC, Charlotte
- Oakley Private Wealth, Marvin
- Omega Wealth Management, LLC, Charlotte
- Omnistar Financial Group, Inc., Wilmington
- Opus Financial Advisors, Inc., Statesville
- PB Wealth, LLC, Charlotte
- Pharos Capital Management, LLC, Fuquay-varina
- Portolan Financial Planning LLC, Durham
- Pragmatic Portfolios, LLC, Durham
- Providence Capital Advisors, LLC, Charlotte
- 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
- Rickard Investment Consulting, LLC, Concord
- Salem Investment Counselors Inc, Winston Salem
- Semmax Financial Advisors, Inc., 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
- Tagstone Capital, Inc., Charlotte
- Tassel Capital Management, Inc, Matthews
- The Financial Coaching Center, LLC, Burnsville
- The Financial Legacy Group, Charlotte
- Timonier, Winston Salem
- Tyndall Stroud Wealth Management, LLC, Winterville
- Veratis Advisors, Inc., Cary
- Wealth Management Associates, Inc., Charlotte
- Wessel Investment Counsel, L.L.C., Asheville
- Whitley Financial, LLC, Harrisburg
- WMS Advisors, LLC, Charlotte
- Zuraw Financial Advisors, LLC, Greensboro