Advice-Only Financial Advisors in North Carolina

Browse verified advice-only financial advisors in North Carolina. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.

Rupa Pereira

Rupa Pereira, CFP®,EA

FWJ Planning

Not accepting clients
Annual$2,500/yr
One-time$5,000+
Hourly$250+/hr

I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...

Ideal for
Cross-Border • Female Breadwinner
Specializes in
Tax Strategies
Cross-Border Planning
College Savings
Stephan Shipe

Stephan Shipe, Ph.D., CFP®, CFA

Scholar Financial Advising

We help DIY investors by providing financial advice that they can implement for a flat fee.

Ideal for
High Net Worth • Pre-Retirees
Specializes in
Investments • Tax Strategies • Equity Compensation
Adam Coleman

Adam Coleman, CRPC®, AFC®, CDLP®

Nectarine

Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$2,500+
Hourly$500/hr

Hourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.

Ideal for
Pre-Retirees • FIRE
Specializes in
Pre-Retirement Planning
Investments • Retirement
Justin Horowitz

Justin Horowitz, CFP®

Just Advising

Monthly$175+/mo
One-time$1,500+

Hello! I'm Justin. My practice is for environmentally and socially conscious people who want to demystify their financial complexity.

Ideal for
Young Professionals • DIY Investors
Specializes in
Budgeting
Early Career Planning
Employee Benefits
Katherine Edwards

Katherine Edwards, CFP®

MainStreet Financial Planning

Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr

I help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!

Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Investments

Cities in North Carolina

CharlotteRaleighRaleigh Durham TriangleWinston-Salem