{ "path": "/advisors/nc/fee-only", "url": "https://advisorcensus.com/advisors/nc/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in North Carolina", "filters": {}, "scope_total": 292, "faq": [ { "q": "How many financial advisory firms are there in North Carolina?", "a": "AdvisorCensus lists 706 investment advisory firms with a principal office in North Carolina, from Form ADV filings as of October 2026: 299 SEC-registered, 367 state-registered, and 40 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in North Carolina?", "a": "292 of the 706 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in North Carolina offer financial planning?", "a": "486 of the 666 firms in North Carolina that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in North Carolina fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 292 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 292 investment advisory firms with a principal office in North Carolina that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in North Carolina: 292 firms from Form ADV filings as of October 2026.", "total_firms": 292, "page": 1, "total_pages": 6, "sort": "name", "registration_types": { "sec": 98, "state": 194, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 292 }, { "code": "percentage_of_aum", "count": 258 }, { "code": "hourly", "count": 142 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 182 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 116 }, { "code": "5_to_9", "count": 69 }, { "code": "10_to_19", "count": 67 }, { "code": "20_plus", "count": 38 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 111 }, { "code": "25m_100m", "count": 56 }, { "code": "100m_500m", "count": 61 }, { "code": "500m_1b", "count": 16 }, { "code": "1b_5b", "count": 21 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 24 } ], "firms": [ { "crd_number": 332702, "name": "1808 Capital Partners", "name_as_filed": "1808 CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/1808-capital-partners-greensboro-nc-332702", "city": "Greensboro", "state": "NC", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319193, "name": "1UP Financial Advisors LLC", "name_as_filed": "1UP FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/1up-financial-advisors-llc-319193", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334641, "name": "360 Aviation Advisors, LLC", "name_as_filed": "360 AVIATION ADVISORS, LLC", "url": "https://advisorcensus.com/firm/360-aviation-advisors-llc-concord-nc-334641", "city": "Concord", "state": "NC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284887, "name": "95 Impact Capital, Inc.", "name_as_filed": "95 IMPACT CAPITAL, INC.", "url": "https://advisorcensus.com/firm/95-impact-capital-inc-284887", "city": null, "state": null, "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 151433, "name": "Abound Investments", "name_as_filed": "ABOUND INVESTMENTS", "url": "https://advisorcensus.com/firm/abound-investments-burlington-nc-151433", "city": "Burlington", "state": "NC", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325604, "name": "ABS Legacy Partners, LLC", "name_as_filed": "ABS LEGACY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/abs-legacy-partners-llc-hickory-nc-325604", "city": "Hickory", "state": "NC", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304642, "name": "Absher Wealth Management, LLC", "name_as_filed": "ABSHER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/absher-wealth-management-llc-chapel-hill-nc-304642", "city": "Chapel Hill", "state": "NC", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113706, "name": "Accruent Wealth Advisors", "name_as_filed": "ACCRUENT WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/accruent-wealth-advisors-winston-salem-nc-113706", "city": "Winston-Salem", "state": "NC", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313322, "name": "Acorn & Oak Wealth Management", "name_as_filed": "ACORN & OAK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/acorn-and-oak-wealth-management-313322", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158406, "name": "Adaptive Asset Management", "name_as_filed": "ADAPTIVE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/adaptive-asset-management-158406", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334894, "name": "ADI Mahajan CPA PC", "name_as_filed": "ADI MAHAJAN CPA PC", "url": "https://advisorcensus.com/firm/adi-mahajan-cpa-pc-research-triangle-park-nc-334894", "city": "Research Triangle Park", "state": "NC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 336317, "name": "Advisorengine Portfolio Solutions Inc.", "name_as_filed": "ADVISORENGINE PORTFOLIO SOLUTIONS INC.", "url": "https://advisorcensus.com/firm/advisorengine-portfolio-solutions-inc-raleigh-nc-336317", "city": "Raleigh", "state": "NC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328805, "name": "Affluence Advisory LLC", "name_as_filed": "AFFLUENCE ADVISORY LLC", "url": "https://advisorcensus.com/firm/affluence-advisory-llc-328805", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132924, "name": "Agile Investments", "name_as_filed": "AGILE INVESTMENTS", "url": "https://advisorcensus.com/firm/agile-investments-asheville-nc-132924", "city": "Asheville", "state": "NC", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310745, "name": "Allevid, Inc.", "name_as_filed": "ALLEVID, INC.", "url": "https://advisorcensus.com/firm/allevid-inc-310745", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340406, "name": "Allied Oak Wealth, LLC", "name_as_filed": "ALLIED OAK WEALTH, LLC", "url": "https://advisorcensus.com/firm/allied-oak-wealth-llc-davidson-nc-340406", "city": "Davidson", "state": "NC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339433, "name": "Alohana Financial, LLC", "name_as_filed": "ALOHANA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/alohana-financial-llc-339433", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122545, "name": "Alpha Financial Advisors, LLC", "name_as_filed": "ALPHA FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/alpha-financial-advisors-llc-charlotte-nc-122545", "city": "Charlotte", "state": "NC", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329420, "name": "Altimeter Wealth LLC", "name_as_filed": "ALTIMETER WEALTH LLC", "url": "https://advisorcensus.com/firm/altimeter-wealth-llc-329420", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333692, "name": "Altruist Wealth Management", "name_as_filed": "ALTRUIST WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/altruist-wealth-management-charlotte-nc-333692", "city": "Charlotte", "state": "NC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 164273, "name": "Alumina Investment Management", "name_as_filed": "ALUMINA INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/alumina-investment-management-charlotte-nc-164273", "city": "Charlotte", "state": "NC", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111077, "name": "Arbor Investment Advisors", "name_as_filed": "ARBOR INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/arbor-investment-advisors-winston-salem-nc-111077", "city": "Winston Salem", "state": "NC", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290225, "name": "Argosy Investors", "name_as_filed": "ARGOSY INVESTORS", "url": "https://advisorcensus.com/firm/argosy-investors-hickory-nc-290225", "city": "Hickory", "state": "NC", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175151, "name": "ARK Royal Wealth Management LLC", "name_as_filed": "ARK ROYAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ark-royal-wealth-management-llc-raleigh-nc-175151", "city": "Raleigh", "state": "NC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134200, "name": "Armor Investment Advisors, LLC", "name_as_filed": "ARMOR INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/armor-investment-advisors-llc-raleigh-nc-134200", "city": "Raleigh", "state": "NC", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284601, "name": "Ascendant Capital Research, Ltd.", "name_as_filed": "ASCENDANT CAPITAL RESEARCH, LTD.", "url": "https://advisorcensus.com/firm/ascendant-capital-research-ltd-284601", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 118946, "name": "Aspentree Capital Corporation", "name_as_filed": "ASPENTREE CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/aspentree-capital-corporation-chapel-hill-nc-118946", "city": "Chapel Hill", "state": "NC", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142003, "name": "Aspera Financial, LLC", "name_as_filed": "ASPERA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/aspera-financial-llc-142003", "city": null, "state": null, "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343106, "name": "Astrelle Capital LLC", "name_as_filed": "ASTRELLE CAPITAL LLC", "url": "https://advisorcensus.com/firm/astrelle-capital-llc-raleigh-nc-343106", "city": "Raleigh", "state": "NC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288009, "name": "Atticus Capital Advisors LLC", "name_as_filed": "ATTICUS CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/atticus-capital-advisors-llc-charlotte-nc-288009", "city": "Charlotte", "state": "NC", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314387, "name": "Aureus Capital", "name_as_filed": "AUREUS CAPITAL", "url": "https://advisorcensus.com/firm/aureus-capital-314387", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307388, "name": "Axiom Private Wealth, LLC", "name_as_filed": "AXIOM PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/axiom-private-wealth-llc-charlotte-nc-307388", "city": "Charlotte", "state": "NC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338702, "name": "Azimuth Planning Group, LLC", "name_as_filed": "AZIMUTH PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/azimuth-planning-group-llc-chapel-hill-nc-338702", "city": "Chapel Hill", "state": "NC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 333173, "name": "Based Capital Wealth LLC", "name_as_filed": "BASED CAPITAL WEALTH LLC", "url": "https://advisorcensus.com/firm/based-capital-wealth-llc-durham-nc-333173", "city": "Durham", "state": "NC", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132987, "name": "Beacon Financial Strategies Corp.", "name_as_filed": "BEACON FINANCIAL STRATEGIES CORP.", "url": "https://advisorcensus.com/firm/beacon-financial-strategies-corp-raleigh-nc-132987", "city": "Raleigh", "state": "NC", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312556, "name": "Beacon Wealthcare LLC", "name_as_filed": "BEACON WEALTHCARE LLC", "url": "https://advisorcensus.com/firm/beacon-wealthcare-llc-raleigh-nc-312556", "city": "Raleigh", "state": "NC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339127, "name": "BFWM LLC", "name_as_filed": "BFWM LLC", "url": "https://advisorcensus.com/firm/bfwm-llc-holly-springs-nc-339127", "city": "Holly Springs", "state": "NC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167174, "name": "Biltmore Family Office, LLC", "name_as_filed": "BILTMORE FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/biltmore-family-office-llc-charlotte-nc-167174", "city": "Charlotte", "state": "NC", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155134, "name": "Blue Ridge Financial Services LLC", "name_as_filed": "BLUE RIDGE FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/blue-ridge-financial-services-llc-155134", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127193, "name": "Blue Water Capital Management, LLC", "name_as_filed": "BLUE WATER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-water-capital-management-llc-apex-nc-127193", "city": "Apex", "state": "NC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116760, "name": "Bluesky Wealth Advisors, LLC", "name_as_filed": "BLUESKY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bluesky-wealth-advisors-llc-new-bern-nc-116760", "city": "New Bern", "state": "NC", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325013, "name": "Bolin Creek Wealth Advisors LLC", "name_as_filed": "BOLIN CREEK WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013", "city": "Chapel Hill", "state": "NC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142561, "name": "Booth Asset Management, LLC", "name_as_filed": "BOOTH ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/booth-asset-management-llc-142561", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108780, "name": "Bragg Financial Advisors Inc", "name_as_filed": "BRAGG FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/bragg-financial-advisors-inc-charlotte-nc-108780", "city": "Charlotte", "state": "NC", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343048, "name": "Brian Apple Retirement Planning LLC", "name_as_filed": "BRIAN APPLE RETIREMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/brian-apple-retirement-planning-llc-343048", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298351, "name": "Brian B. Bunn CPA, PLLC", "name_as_filed": "BRIAN B. 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