Fee only financial advisors in Charlotte, North Carolina: hourly and flat fee prices
93 registered advisers based in Charlotte offer financial planning for an hourly, fixed or subscription fee, with no commissions.
58 of the 93 fee only firms based in Charlotte publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $5,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$400/hr | 35 firms |
| Flat or project fee | $5,500 | $3,000-$10,000 | 35 firms |
| Annual retainer | $9,000/yr | $4,500-$16,500/yr | 12 firms |
Fee only advisors in Charlotte and their published fees
58 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Altruist Wealth Management | Not published | $1,000-$12,000 | $750-$3,000/qtr |
| Auctus Advisors LLC | Not published | $5,000-$100,000 | Not published |
| Aureus Capital | $150/hr | $1,000-$10,000 | $1,000-$7,500/yr |
| Buoyant Financial | Not published | $2,000 | Not published |
| Calamita Wealth Management | Not published | $5,000-$15,000 | Not published |
| Cannon Advisors | Not published | $1,500-$5,000 | Not published |
| Cornerstone Wealth Planning | $250/hr | $250-$5,000 | $500-$5,000/qtr |
| Creativevest Inc | Not published | $2,500-$5,000 | Not published |
| Crown Wealth Group LLC | Not published | $1,200-$120,000 | Not published |
| Davis Investment Partners, LLC | Not published | $1,000-$10,000 | Not published |
| Defender Capital | $300/hr | $1,000-$25,000 | Not published |
| Devryll Wealth Management | $500/hr | Not published | $200-$750/mo |
| Dolan Capital Advisors, LLC | Not published | $1,500-$5,000 | Not published |
| Dream Life Wealth Management LLC | Not published | $300-$2,500 | $4,500/yr |
| Dukes Financial Group, LLC | Not published | $100-$10,000 | Not published |
| E2i Financial Group, LLC | $250/hr | Not published | Not published |
| Elbert Financial Consulting, Inc.No AUM fee | $390/hr | Not published | Not published |
| Fedway Financial LLC | Not published | $1,000-$2,000 | Not published |
| Forward Wealth Management, LLC | Not published | $1,000-$5,000 | Not published |
| Front Porch Financial Advisory | $150-$400/hr | $2,500-$10,000 | Not published |
| Gatehill Financial Consulting, LLC | Not published | $2,500-$10,000 | Not published |
| Goldfarb Wealth AdvisorsNo AUM fee | $150-$200/hr | $500-$3,500 | $2,400-$4,000/yr |
| Greenway Wealth Advisors, LLC | $150-$350/hr | Not published | Not published |
| Grey Private Capital | $300/hr | $500-$10,000 | Not published |
| Hobart Wealth | $500/hr | $2,500-$25,000 | Not published |
| Holland Capital Advisors, LLC | $300/hr | Not published | Not published |
| Holland Capital Management LLC | $300/hr | Not published | Not published |
| Independent Advisor Alliance, LLC | $500/hr | Up to $15,000 | $250/qtr |
| Insight Folios | $250/hr | $2,500-$5,000 | Not published |
| Investor Advisory Group | $50-$150/hr | Not published | Not published |
| Investorbloc | $300-$500/hr | $250-$400 | Not published |
| Lake Effect Wealth LLC | $200-$300/hr | Not published | $2,000-$20,000/yr |
| Llewellyn Financial LLC | Not published | $4,200-$50,000 | $7,800-$50,000/yr |
| Mansa Wealth Advisory, LLCNo AUM fee | $275/hr | Not published | Not published |
| Marquise Wealth Management, LLC | $250/hr | Not published | Not published |
| MBL Advisors | Not published | $10,000 | Not published |
| Njord Capital, LLC | Not published | $5,000-$30,000 | Not published |
| Noda Wealth Management LLC | Not published | $3,000-$5,000 | Not published |
| Oake Financial LLC | Not published | $500-$2,500 | Not published |
| Ocean Advisors, LLC | $300/hr | Not published | $300/mo |
| Portus Wealth Advisors, LLC | $400/hr | $5,000-$10,000 | $12,000/yr |
| Present Day Financial Planning, LLC | $350/hr | $250-$15,000 | $500-$15,000/yr |
| Reichard Capital, LLC | $90-$500/hr | Not published | Not published |
| Roundtable Planning & Investments | Not published | $3,000-$8,000 | Not published |
| Sentry Consulting, Inc. | $50-$250/hr | Not published | Not published |
| Silvis Financial | $350/hr | Not published | Not published |
| Sparta Wealth Partners | $500/hr | Not published | $30,000/yr |
| Strathmore Capital Advisors | Not published | Not published | $500/yr |
| Tammy Goodman Financial, LLC | $300/hr | Not published | $3,000-$30,000/yr |
| The Hourly Advisor LLCNo AUM fee | $300/hr | Not published | Not published |
| Tierone Capital, LLC | $500/hr | $3,000-$12,000 | Not published |
| Topsail Wealth Management LLC | Not published | Not published | $250/mo |
| Toucan Financial, Inc. | $400/hr | Not published | $8,000/yr |
| Tricapital Wealth Management, Inc. | Not published | $2,000 | Not published |
| Turning Point Financial, Inc. | $250/hr | Not published | Not published |
| Vintage Wealth Management Group | $250/hr | Not published | Not published |
| Wilson Wealth Management Group, L. L. C. | $250/hr | Not published | Not published |
| Worth Advisors | $550/hr | $1,250-$250,000 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (35)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Alpha Financial Advisors, LLC
- Biltmore Family Office, LLC
- Bragg Financial Advisors Inc
- Clearview Wealth Management
- Colony Family Offices, LLC
- Dalton Financial LLC
- Dyer & Company, L.L.C.
- Elevated Performance Investment Group, LLC
- Faison Capital LLC
- Felicity Financial LLC
- Flat Fee Financial LLC
- Freitag Financial Group, LLC
- Hayden Harper Wealth Advisory, LLC
- Ia Network, LLC
- Ip Financial Advisory Services LLC
- Jones Gregg Financial, LLC
- JPFG Wealth Management, L.L.C.
- Kaine Capital Ventures LLC
- Kucharo Wealth
- Lattice Financial, LLC
- Laurel Wealth Advisors, LLC
- Muirfield Wealth Advisors LLC
- New Republic Partners
- Northstar Capital Advisors LLC
- Omega Wealth Management, LLC
- PB Wealth, LLC
- Providence Capital Advisors, LLC
- Rpo Wealth Partners LLC
- Sherman Wealth Solutions LLC
- Tagstone Capital, Inc.
- The Financial Legacy Group
- Totem Wealth Management LLC
- Verum Partners LLC
- Wealth Management Associates, Inc.
- WMS Advisors, LLC