Fee only financial advisors in Wake Forest, North Carolina: hourly and flat fee prices
3 registered advisers based in Wake Forest offer financial planning for an hourly, fixed or subscription fee, with no commissions.
3 of the 3 fee only firms based in Wake Forest publish dollar fees. Updated October 2026.
Fee only advisors in Wake Forest and their published fees
3 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Lucid Wealth Planning LLC | $250/hr | $1,500 | $1,000/qtr |
| Molokai Investments | $250/hr | $2,500 | $250-$500/mo |
| Wakefield Financial Planning, LLC | Not published | Not published | $200-$300/mo |
No firms match these filters.