Fee-only financial advisors in North Carolina who charge hourly or a flat fee
428 fee-only advisers in North Carolina offer financial planning for an hourly, fixed or subscription fee. 263 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In North Carolina, the median published hourly rate is $300 (178 firms; middle half $250–$350), and the median flat or project fee is $4,800 (173 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250–$350/hr | 178 firms |
| Flat or project fee | $4,800 | $2,000–$8,250 | 173 firms |
| Annual retainer | $6,000/yr | $3,500–$12,000/yr | 50 firms |
Fee-only advisors in North Carolina and their published fees
263 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1Up Financial Advisors LLCCary | $250/hr | Up to $2,500 | $300–$1,000/mo |
| 30-40 Wealth PartnersCornelius | Not published | $5,000–$60,000 | $12,500/yr |
| 360 Aviation Advisors, LLCConcord | $250/hr | Not published | $6,000/yr |
| A4 Wealth Advisors LLCHuntersville | $350/hr | $500–$5,000 | Not published |
| Abs Legacy Partners, LLCHickory | $250/hr | $10,000–$200,000 | Not published |
| Absher Wealth Management, LLCChapel Hill | Not published | $20,000 | Not published |
| Accruent Wealth AdvisorsWinston-salem | Not published | $950–$1,500 | $6,900–$50,000/yr |
| Act AdvisorsAsheville | Not published | Not published | $600/mo |
| Advisorstrust Partners LLCRaleigh | $500/hr | $2,000–$20,000 | Not published |
| Aerden LLCHuntersvilleNo AUM fee | $225/hr | $2,500 | Not published |
| Align Financial PlanningSouthern Pines | $350/hr | $750–$12,000 | $8,000/yr |
| Alluvial Wealth ManagementMatthews | Not published | $700 | Not published |
| Alohana Financial, LLCDurham | $500/hr | $1,500 | Not published |
| Altruist Wealth ManagementCharlotte | Not published | $1,000–$12,000 | $750–$3,000/qtr |
| Amphora Wealth Management, LLCChapel Hill | $50–$800/hr | $10,000–$50,000 | Not published |
| Anchor Point Financial Planning LLCWest End | Not published | $2,000 | $2,000–$3,500/yr |
| Arbor Investment AdvisorsWinston Salem | Not published | $3,000–$7,000 | Not published |
| Armor Investment Advisors, LLCRaleigh | $250–$300/hr | $2,500–$40,000 | Not published |
| Artifex Advisory Group, Inc.Cary | $200/hr | $1,000–$5,000 | Not published |
| Ascendant Capital Research, LTD.Waxhaw | $100–$500/hr | Not published | Not published |
| Ascendor Wealth, LLCWilmington | Not published | $2,000 | $500/qtr |
| Auctus Advisors LLCCharlotte | Not published | $5,000–$100,000 | Not published |
| Aureus CapitalCharlotte | $150/hr | $1,000–$10,000 | $1,000–$7,500/yr |
| Autumn Branch Capital, LLCStatesville | Not published | $3,000–$6,000 | Not published |
| Awaken Financial Designs LLCCary | $250/hr | $2,000–$5,000 | $7,500–$10,000/yr |
| Balance InvestmentsStatesville | $600/hr | $250 | Not published |
| Beacon Financial Strategies Corp.Raleigh | $400/hr | Not published | Not published |
| Beacon Wealthcare LLCRaleigh | Not published | $15,000 | Not published |
| Bolin Creek Wealth Advisors LLCChapel Hill | $335/hr | Not published | $7,500–$50,000/yr |
| Brecken Capital Advisors, LLCWeddington | Not published | $500–$2,000 | Not published |
| Brevity & AssociatesFranklinton | $200/hr | $500–$3,000 | Not published |
| Brodie Wealth ManagementCary | Not published | Up to $25,000 | $500–$12,500/qtr |
| Brooks Financial of North Carolina, LLCDurham | $125/hr | Not published | Not published |
| BSG AdvisersApex | $150–$450/hr | $3,000–$6,000 | $50/mo |
| Buoyant FinancialCharlotte | Not published | $2,000 | Not published |
| By Design Financial PlanningGreensboro | $250/hr | Not published | $2,400–$6,000/yr |
| Cadence Wealth Partners, LLCConcord | Not published | $3,000–$50,000 | Not published |
| Cadger Tax and Financial Inc.Carolina Beach | $100–$4,002/hr | Up to $10,000 | Not published |
| Calamita Wealth ManagementCharlotte | Not published | $5,000–$15,000 | Not published |
| Cameron Advisors, LLCRaleigh | $200/hr | Not published | Not published |
| Cannon AdvisorsCharlotte | Not published | $1,500–$5,000 | 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 |
| Carolina Wealth Management, Inc.Greenville | $250/hr | $2,500 | Not published |
| Cary Financial Planning, LLCCary | Not published | $1,000–$50,000 | $1,000–$50,000/yr |
| Cassia Capital Partners LLCWinston Salem | $325/hr | Not published | Not published |
| Center Peak FinancialDurham | $500/hr | $2,000–$25,000 | Not published |
| CH Capital ManagementChapel Hill | $250/hr | $5,000 | Not published |
| Cima FinancialRaleigh | $350/hr | $2,200–$30,000 | $1,000/mo |
| Clef Financial, LLCGreensboro | Not published | $1,000–$10,000 | Not published |
| CLW Financial Planning LLCRaleigh | $250–$350/hr | Not published | Not published |
| Collie Financial Planning, Inc.Black Mountain | $200/hr | $1,500–$7,500 | Not published |
| Colton Groome Financial Advisors, LLCAsheville | Not published | Not published | $7,500–$12,000/yr |
| Comperio Retirement Consulting, Inc.Cary | $200–$350/hr | $1,000–$3,000 | Not published |
| Confiance Financial LLCNew Hill | $250/hr | Not published | $200–$300/mo |
| Cornerstone Investment Services, Inc.Indian Trail | $200/hr | Not published | Not published |
| Cornerstone Wealth PlanningCharlotte | $250/hr | $250–$5,000 | $500–$5,000/qtr |
| Counterweight Private WealthWilmington | Not published | $2,500–$50,000 | Not published |
| CP Advisors, Inc.Clinton | $500/hr | $3,000 | $1,000/yr |
| Creativevest IncCharlotte | Not published | $2,500–$5,000 | Not published |
| Creekside Financial Planning, L.L.C.Bath | $250/hr | $1,500–$15,000 | Not published |
| Crossroads Financial Services IncPleasant Garden | $200/hr | $500–$10,000 | Not published |
| Crown Private Wealth, LLCMooresville | $500/hr | $500 | Not published |
| Crown Wealth Group LLCCharlotte | Not published | $1,200–$120,000 | Not published |
| Curated Capital & Planning LLCLewisville | $250/hr | $3,000 | Not published |
| Darda FinancialWinston-salem | $150/hr | Not published | Not published |
| Davis Investment Partners, LLCCharlotte | Not published | $1,000–$10,000 | Not published |
| Defender CapitalCharlotte | $300/hr | $1,000–$25,000 | Not published |
| Defining Legacy AdvisorsGreensboro | Not published | $500–$10,000 | Not published |
| Deliberate WealthAdvance | Not published | $9,000 | $3,000/yr |
| Devryll Wealth ManagementCharlotte | $500/hr | Not published | $200–$750/mo |
| Diversified Investment Services LLCDurham | Not published | $50–$250 | Not published |
| Dolan Capital Advisors, LLCCharlotte | Not published | $1,500–$5,000 | Not published |
| Dovetail Financial Group LLCWilmington | $300/hr | $2,500–$7,500 | Not published |
| Dream Life Wealth Management LLCCharlotte | Not published | $300–$2,500 | $4,500/yr |
| Dukes Financial Group, LLCCharlotte | Not published | $100–$10,000 | Not published |
| E2i Financial Group, LLCCharlotte | $250/hr | Not published | Not published |
| Elbert Financial Consulting, Inc.CharlotteNo AUM fee | $390/hr | Not published | Not published |
| Emerald Asset Management, Inc.Rocky Mount | $500/hr | $1,500–$10,000 | Not published |
| Emerald Haven Investments CorpAlbemarle | $200/hr | Not published | Not published |
| Emgo Capital, LLCArdenNo AUM fee | Not published | Not published | $50/mo |
| Encompass Advisors, LTD.Brevard | $60–$250/hr | $200–$8,000 | Not published |
| Eustace AdvisorsCaryNo AUM fee | $200/hr | $2,000 | Not published |
| Evergreen Wealth ServicesMooresvilleNo AUM fee | $300/hr | Not published | Not published |
| Everstar Asset Management, LLCMooresville | Not published | $1,500 | Not published |
| Falcon FinancialSalisbury | $150–$250/hr | $495 | Not published |
| Family Legacy Financial Solutions, LLCCary | Not published | $5,000 | Not published |
| Family Wealth Partners, LLCMatthews | $200/hr | $2,500–$15,000 | 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 |
| First Oak Wealth Management, LLCRaleigh | $1,000/hr | Not published | Not published |
| Flagship Wealth Management Group, LLCCary | $450/hr | Not published | Not published |
| Flores Bayne LLCMebane | Not published | $3,000–$50,000 | $5,000–$25,000/yr |
| Fogel Investment Advisory Group, Inc.Fletcher | Not published | $500–$1,000 | Not published |
| Fortis Wealth ManagementBoone | $250/hr | $250–$1,500 | $5,000/yr |
| Fortitude Financial Planning LLCWillow SpringNo AUM fee | $450/hr | $1,950 | Not published |
| Forward Wealth Management, LLCCharlotte | Not published | $1,000–$5,000 | 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 |
| Frazier Financial Consultants, LLCChapel Hill | $300/hr | Not published | Not published |
| Front Porch Financial AdvisoryCharlotte | $150–$400/hr | $2,500–$10,000 | Not published |
| Fryar FinancialDurham | $150/hr | Not published | Not published |
| FWJ Planning LLCApexNo AUM fee | $250/hr | $4,000–$6,000 | $100–$175/mo |
| Gatehill Financial Consulting, LLCCharlotte | Not published | $2,500–$10,000 | Not published |
| Golden Pine Advisory, LLCPinehurst | $350/hr | $1,500–$10,000 | Not published |
| Goldfarb Wealth AdvisorsCharlotteNo AUM fee | $150–$200/hr | $500–$3,500 | $2,400–$4,000/yr |
| Granada Wealth Management, LLCDavidson | $300/hr | Not published | $3,000–$18,000/yr |
| Great Plans Capital Management, LLCCary | Not published | Not published | $1,000–$2,000/yr |
| Greenway Wealth Advisors, LLCCharlotte | $150–$350/hr | Not published | Not published |
| Grey Private CapitalCharlotte | $300/hr | $500–$10,000 | Not published |
| Hammerhead Financial Strategies, LLCConover | $300/hr | $5,000 | Not published |
| Hammond Wealth PartnersGastonia | $200/hr | $500–$2,500 | $25–$250/mo |
| Heron Wealth LLCRaleigh | $300/hr | $6,000 | Not published |
| Hicks & Associates Wealth Management, LLCCary | $500/hr | Not published | Not published |
| Hicks Financial Partners, LLCSouthern Pines | $250/hr | $2,500 | $500/qtr |
| Highwind Wealth ManagementRaleigh | Not published | $1–$5,000 | Not published |
| Hilltop Wealth Advisors, LLCChapel Hill | Not published | $5,000–$50,000 | Not published |
| Hobart WealthCharlotte | $500/hr | $2,500–$25,000 | Not published |
| Holland Capital Advisors, LLCCharlotte | $300/hr | Not published | Not published |
| Holland Capital Management LLCCharlotte | $300/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 |
| Independent Advisor Alliance, LLCCharlotte | $500/hr | Up to $15,000 | $250/qtr |
| Independent Wealth Advisors, LLCCary | Not published | $500–$20,000 | Not published |
| Innovest Strategies LLCRaleigh | $500/hr | Not published | Not published |
| Insight FoliosCharlotte | $250/hr | $2,500–$5,000 | Not published |
| Integrated Financial Coaching and PlanningWeavervilleNo AUM fee | Not published | $2,000 | Not published |
| Integrated Wealthcare, LLCDurham | $525/hr | $15,000 | Not published |
| Integrative Planning, Inc.Cornelius | $250–$500/hr | Not published | Not published |
| Investor Advisory GroupCharlotte | $50–$150/hr | Not published | Not published |
| InvestorblocCharlotte | $300–$500/hr | $250–$400 | Not published |
| Jme Wealth ManagementRaleigh | Not published | $1,000–$20,000 | Not published |
| Joel Adams and Associates Inc.Asheville | $200–$500/hr | Not published | Not published |
| Jones & Co Wealth Management, IncMurphyNo AUM fee | $150/hr | Not published | 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 |
| Kenneth Frenke & CoArden | Not published | Not published | $1,250/yr |
| Kubitree LLCMatthewsNo AUM fee | Not published | $500 | Not published |
| Kuhn Advisors, Inc.Durham | Not published | $500 | $200–$250/mo |
| Lake Effect Wealth LLCCharlotte | $200–$300/hr | Not published | $2,000–$20,000/yr |
| Lazarus Financial PlanningDurham | Not published | Not published | $18,780/yr |
| Legacy One Wealth ManagementJamestown | $100–$500/hr | $250–$2,500 | Not published |
| Legs FinancialGreensboroNo AUM fee | Not published | $3,600–$6,000 | $7,200–$16,000/yr |
| Level Wealth Management LLCGreensboro | Not published | $200–$15,000 | Not published |
| Life Stage Investing, LLCAtlantic | Not published | Not published | $400–$500/mo |
| Live Oak Private Wealth, LLCWilmington | $250–$500/hr | $500–$150,000 | Not published |
| Llewellyn Financial LLCCharlotte | Not published | $4,200–$50,000 | $7,800–$50,000/yr |
| Lucid Wealth Planning LLCWake Forest | $250/hr | $1,500 | $1,000/qtr |
| Lumina Wealth Management, LLCWilmington | $100–$250/hr | $500–$5,000 | Not published |
| Lyons Den CapitalZebulon | $150/hr | Not published | Not published |
| Mansa Wealth Advisory, LLCCharlotteNo AUM fee | $275/hr | Not published | Not published |
| Marquise Wealth Management, LLCCharlotte | $250/hr | Not published | Not published |
| Masonboro AdvisorsWilmington | $250/hr | Not published | Not published |
| Maze Financial PlanningChapel Hill | $350/hr | Not published | Not published |
| MBL AdvisorsCharlotte | Not published | $10,000 | Not published |
| Miller Wealth PartnersMint Hill | Not published | $2,000–$5,000 | $100–$500/mo |
| Miner Wealth ManagementRaleigh | $500/hr | $4,500–$50,000 | $2,500/mo |
| Molokai InvestmentsWake Forest | $250/hr | $2,500 | $250–$500/mo |
| Njord Capital, LLCCharlotte | Not published | $5,000–$30,000 | Not published |
| Noda Wealth Management LLCCharlotte | Not published | $3,000–$5,000 | Not published |
| Oake Financial LLCCharlotte | Not published | $500–$2,500 | Not published |
| Ocean Advisors, LLCCharlotte | $300/hr | Not published | $300/mo |
| Old Peak FinanceChapel Hill | Not published | $10,000 | Not published |
| Onyx Wealth Management, LLCDurham | Not published | $250–$10,000 | $750/qtr |
| Open World Financial Life PlanningRaleigh | $300/hr | Not published | $3,000–$7,500/yr |
| Park Wealth Management, LLCGreensboro | $150/hr | Not published | Not published |
| Peace of Mind Wealth ManagementRaleigh | $350/hr | $2,500–$10,000 | $12,000/yr |
| Personal Path Financial PlanningHillsboroughNo AUM fee | $300/hr | Not published | Not published |
| Phoenix Financial Solutions, Inc.Greensboro | $250/hr | $500 | Not published |
| Phoenix Wealth Advisors Inc.Chapel Hill | $350/hr | $1,150–$4,200 | Not published |
| Pinafore Wealth Counsel Inc.Durham | $450/hr | $6,500–$15,000 | 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 |
| Powell WealthCornelius | $200–$400/hr | $2,500–$25,000 | Not published |
| Present Day Financial Planning, LLCCharlotte | $350/hr | $250–$15,000 | $500–$15,000/yr |
| Private Wealth Management of North Carolina LLCHenderson | $500/hr | Not published | Not published |
| Provident Wealth ManagementBurlington | $250/hr | $10,000 | Not published |
| Prudent Harbor AdvisorsBroadway | $250/hr | $500–$3,500 | $1,458/mo |
| Quest 10 Wealth Builders, Inc.Fuquay-varina | $350/hr | $1,500 | Not published |
| Raleigh Capital Management Inc.Cary | Not published | $995 | Not published |
| Realm Investment Consulting LLCCary | $250/hr | $200–$10,000 | Not published |
| Reichard Capital, LLCCharlotte | $90–$500/hr | Not published | Not published |
| Reliant Investment Partners, LLCPinehurst | $350/hr | $750–$10,000 | Not published |
| Resolved FinancialWinston Salem | Not published | $400 | Not published |
| Rhino Wealth ManagementBelmont | $200/hr | Not published | Not published |
| Ridgeline Wealth Advisors, LLC.Raleigh | $500/hr | $500–$10,000 | Not published |
| Ridgestone WealthGreensboro | $300/hr | $15,000 | Not published |
| Right Path Financial Planning, L.L.C.Dudley | $250/hr | $2,000–$5,000 | Not published |
| Rock Financial Planning, LLCWilmington | $200/hr | Not published | $5,000/yr |
| Ronald R Geiger LLCWilmington | Not published | $1,000 | Not published |
| Roundtable Planning & InvestmentsCharlotte | Not published | $3,000–$8,000 | Not published |
| Sam Badgley Inc.Raleigh | $250/hr | Not published | Not published |
| Sapere Wealth Management, LLCMatthews | $125–$500/hr | $1,000–$15,000 | Not published |
| Scharl Advisory Services, Inc.HillsboroughNo AUM fee | Not published | Not published | $3,000/yr |
| Scholar Financial Advising, LLCWinston-salemNo AUM fee | $385/hr | $7,000 | $500–$5,000/mo |
| Scott Braddock Financial,llcRaleigh | $350/hr | Not published | Not published |
| Sentry Consulting, Inc.Charlotte | $50–$250/hr | Not published | Not published |
| Shammas Financial PlanningWilmingtonNo AUM fee | $349/hr | $499–$2,999 | $349–$698/mo |
| Sherman FinancialChapel HillNo AUM fee | $265/hr | Not published | Not published |
| Shift To ImpactDurhamNo AUM fee | $300/hr | $4,000 | Not published |
| Silvis FinancialCharlotte | $350/hr | Not published | Not published |
| Simplified Wealth LLCGreensboro | $311/hr | $250–$500 | $875–$12,500/qtr |
| SLP WealthDurham | $199/hr | Up to $995 | $199–$834/mo |
| Sparta Wealth PartnersCharlotte | $500/hr | Not published | $30,000/yr |
| Spartan Planning GroupGreensboro | Not published | $1,500–$5,000 | Not published |
| Spectrum Advisers, LLCChapel Hill | $500/hr | $2,500–$20,000 | $750/mo |
| Springboard Financial ServicesBlack Mountain | Not published | $1,000–$5,000 | Not published |
| Stalwart Financial PlanningFayetteville | $270/hr | $1,000–$5,000 | Not published |
| Strategic Advisory PartnersGreensboro | $350/hr | $1,500–$5,000 | $1,200–$9,600/yr |
| Strategic Wealth Management LLCLillington | Not published | $1,000 | Not published |
| Strategic Wealth Management Solutions, LLCSouthern Shores | Not published | Not published | $4,000/yr |
| Strathmore Capital AdvisorsCharlotte | Not published | Not published | $500/yr |
| Sycamore Financial Planning, LLCDurhamNo AUM fee | $320–$380/hr | Not published | Not published |
| T. Fenn Financial Planning, LLCChapel HillNo AUM fee | $75–$125/hr | Not published | Not published |
| Tackett Wealth Management, LLCCary | Not published | $1,000–$15,000 | Not published |
| Taelos Financial Partners LLCApex | $250/hr | Not published | Not published |
| Tammy Goodman Financial, LLCCharlotte | $300/hr | Not published | $3,000–$30,000/yr |
| Tara WealthDurham | $400/hr | $10,000 | Not published |
| Tarheel Advisors, LLCChapel Hill | $300/hr | Not published | Not published |
| Taylor Financial, LLCWilmington | $200/hr | Not published | Not published |
| Taylor Investment AdvisoryWilliamston | $150/hr | Not published | Not published |
| TCS Financial Services, Inc.Kernersville | $180/hr | $450–$15,000 | Not published |
| Tech FPWilmington | Not published | $1,000–$7,500 | $6,000/yr |
| Telos Wealth AdvisorsMatthews | $300/hr | Not published | Not published |
| Terra WealthHigh Point | $250–$500/hr | Not published | Not published |
| Testament Wealth ManagementCary | $300/hr | $500–$7,000 | Not published |
| Thayer Financial, L.L.C.Hickory | Not published | $1,500–$5,000 | Not published |
| The Abc SquaredIndian Trail | $200–$500/hr | Not published | Not published |
| The Hourly Advisor LLCCharlotteNo AUM fee | $300/hr | Not published | Not published |
| The Journeys Group, Inc.Winterville | Not published | Not published | $250/qtr |
| Three Magnolias Financial AdvisorsWinston Salem | $150/hr | Not published | $1,000/yr |
| Tierone Capital, LLCCharlotte | $500/hr | $3,000–$12,000 | Not published |
| Tilia Fiduciary Partners, Inc.Wilmington | $275/hr | $10,000 | $10,000/yr |
| Tilly, Inc.RaleighNo AUM fee | $250/hr | Not published | Not published |
| Timeless Wealth ManagementRaleigh | $175/hr | $125–$550 | Not published |
| Tolley Financial Group, LLCRaleigh | Not published | $1,500–$4,000 | Not published |
| Top Rank Wealth Management, LLCRaleigh | $500/hr | $1,000–$4,000 | Not published |
| Topsail Wealth Management LLCCharlotte | Not published | Not published | $250/mo |
| Toucan Financial, Inc.Charlotte | $400/hr | Not published | $8,000/yr |
| Townsend Asset Management Corp.Raleigh | $250–$500/hr | Not published | Not published |
| Tradewinds, LLCRaleigh | Not published | $20,000 | Not published |
| Tricapital Wealth Management, Inc.Charlotte | Not published | $2,000 | Not published |
| Trillium Square Advisors LLCRolesville | $445/hr | $5,000–$8,000 | $300–$750/mo |
| Trusttree Financial LLCHuntersville | $250/hr | $750–$10,000 | $60–$500/mo |
| Turning Point Financial, Inc.Charlotte | $250/hr | Not published | Not published |
| University Financial Strategies, LLC.Raleigh | $300/hr | $250–$5,000 | $1,200–$7,500/yr |
| Veritas Investment Advisory Group LLCHendersonville | $250/hr | Not published | Not published |
| Vintage Wealth Management GroupCharlotte | $250/hr | Not published | Not published |
| Wake Wealth Management Co.Raleigh | $500/hr | $2,000–$8,000 | $250–$5,000/qtr |
| Wakefield Financial Planning, LLCWake Forest | Not published | Not published | $200–$300/mo |
| Wanderwealth Inc.Hillsborough | Not published | Not published | $6,000–$20,000/yr |
| Wealthpoint AdvisorsCramerton | Up to $500/hr | $2,500–$10,000 | Not published |
| Wellness Financial Associates LLCCary | $250/hr | $250 | Not published |
| Wells Financial Management, LLCAsheville | Not published | $500–$5,000 | Not published |
| Whitener Capital Management, IncRocky Mount | $250/hr | Not published | Not published |
| Wholestory Wealth LLCGreensboro | Not published | $2,000–$5,000 | Not published |
| Wilson Wealth Management Group, L. L. C.Charlotte | $250/hr | Not published | Not published |
| WMC Capital Management, LLCConcord | $350/hr | $500–$5,000 | Not published |
| Wolfbridge WealthDurham | $350–$750/hr | Not published | Not published |
| Woodward Financial Advisors, Inc.Chapel Hill | $250–$300/hr | Not published | Not published |
| Worth AdvisorsCharlotte | $550/hr | $1,250–$250,000 | Not published |
| Yarborough Asset Management StrategiesRaleigh | $250–$1,000/hr | $2,000–$10,000 | $145–$810/mo |
No firms match these filters.
Other registered firms that do not publish dollar fees (165)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 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
- Aligned Wealth Solutions, LLC, Raleigh
- Allen Wealth Management, LLC, Boone
- Alpha Financial Advisors, LLC, Charlotte
- Altamont Capital Management, Asheville
- Ark Royal Wealth Management LLC, Raleigh
- Aspera Financial, LLC, Cary
- Astrelle Capital LLC, Raleigh
- Ataraxis Capital, LLC, Durham
- 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
- Button & Button Wealth Management LLC, Greensboro
- C F Parks Inc, Salisbury
- 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
- 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
- Durant Wealth MGMT Advisory Services, Mooresville
- Dyer & Company, L.L.C., Charlotte
- Eden Family Wealth Group, LLC, Greensboro
- Elevated Performance Investment Group, LLC, Charlotte
- Endurance Financial LLC, Cary
- Eqv Advisory, LLC, Raleigh
- Extraordinary Kale LLC, Lincolnton
- 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
- Gragg Financial, Shelby
- Granville Capital, Inc., Greensboro
- Guardian Wealth Advisors, LLC, Raleigh
- Gulfstream Capital, LLC, Wilmington
- H. L. Ormond & Company, LLC, Greenville
- Hayden Harper Wealth Advisory, LLC, Charlotte
- High Rock Wealth Management, Waxhaw
- 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
- 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
- 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
- Muirfield Wealth Advisors LLC, Charlotte
- Namcoa, Mooresville
- NC Money Management, Inc., Raleigh
- New Republic Partners, Charlotte
- 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
- 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
- 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
- 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
- Tagstone Capital, Inc., Charlotte
- Tar River Wealth Planning, LLC, Louisburg
- Tassel Capital Management, Inc, Matthews
- The Breit Group, Wrightsville Beach
- The Financial Coaching Center, LLC, Burnsville
- 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
- Tyndall Stroud Wealth Management, LLC, Winterville
- 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
- WMS Advisors, LLC, Charlotte
- Your Capital Financial, LLC, Winston Salem
- Zuraw Financial Advisors, LLC, Greensboro
Cities in North Carolina
- Apex 5
- Asheville 4
- Cary 17
- Chapel Hill 15
- Charlotte 58
- Concord 3
- Cornelius 3
- Durham 16
- Greensboro 12
- Hillsborough 3
- Huntersville 3
- Matthews 5
- Mooresville 3
- Raleigh 31
- Wake Forest 3
- Wilmington 12
- Winston-salem 8