{ "path": "/advisors/nc/flat-fee", "url": "https://advisorcensus.com/advisors/nc/flat-fee/page/2", "page_type": "state_fee", "title": "Flat-fee financial advisors in North Carolina", "filters": {}, "scope_total": 410, "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": "Find financial advisors in North Carolina who charge a fixed fee. AdvisorCensus lists 410 investment advisory firms with a principal office in North Carolina that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in North Carolina: 410 firms from Form ADV filings as of October 2026.", "total_firms": 410, "page": 2, "total_pages": 9, "sort": "name", "registration_types": { "sec": 185, "state": 225, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 182 }, { "code": "percentage_of_aum", "count": 366 }, { "code": "hourly", "count": 258 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 410 }, { "code": "commissions", "count": 11 }, { "code": "performance_based", "count": 15 }, { "code": "other", "count": 38 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 168 }, { "code": "5_to_9", "count": 99 }, { "code": "10_to_19", "count": 92 }, { "code": "20_plus", "count": 49 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 117 }, { "code": "25m_100m", "count": 74 }, { "code": "100m_500m", "count": 111 }, { "code": "500m_1b", "count": 25 }, { "code": "1b_5b", "count": 34 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 37 } ], "firms": [ { "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": 292262, "name": "Bookman Bright, Inc.", "name_as_filed": "BOOKMAN BRIGHT, INC.", "url": "https://advisorcensus.com/firm/bookman-bright-inc-davidson-nc-292262", "city": "Davidson", "state": "NC", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "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": 300728, "name": "Brecken Capital Advisors, LLC", "name_as_filed": "BRECKEN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brecken-capital-advisors-llc-300728", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 306435, "name": "Brevity & Associates", "name_as_filed": "BREVITY & ASSOCIATES", "url": "https://advisorcensus.com/firm/brevity-and-associates-306435", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "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. BUNN CPA, PLLC", "url": "https://advisorcensus.com/firm/brian-b-bunn-cpa-pllc-raleigh-nc-298351", "city": "Raleigh", "state": "NC", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144686, "name": "Broad Reach Capital LLC", "name_as_filed": "BROAD REACH CAPITAL LLC", "url": "https://advisorcensus.com/firm/broad-reach-capital-llc-raleigh-nc-144686", "city": "Raleigh", "state": "NC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337256, "name": "Brodie Wealth Management", "name_as_filed": "BRODIE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brodie-wealth-management-cary-nc-337256", "city": "Cary", "state": "NC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317158, "name": "Brooks Financial of North Carolina, LLC", "name_as_filed": "BROOKS FINANCIAL OF NORTH CAROLINA, LLC", "url": "https://advisorcensus.com/firm/brooks-financial-of-north-carolina-llc-durham-nc-317158", "city": "Durham", "state": "NC", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148254, "name": "Bryant & Brannock, LLC.", "name_as_filed": "BRYANT & BRANNOCK, LLC.", "url": "https://advisorcensus.com/firm/bryant-and-brannock-llc-durham-nc-148254", "city": "Durham", "state": "NC", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297243, "name": "BSG Advisers", "name_as_filed": "BSG ADVISERS", "url": "https://advisorcensus.com/firm/bsg-advisers-apex-nc-297243", "city": "Apex", "state": "NC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289156, "name": "Buoyant Financial", "name_as_filed": "BUOYANT FINANCIAL", "url": "https://advisorcensus.com/firm/buoyant-financial-charlotte-nc-289156", "city": "Charlotte", "state": "NC", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323253, "name": "By Design Financial Planning", "name_as_filed": "BY DESIGN FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/by-design-financial-planning-greensboro-nc-323253", "city": "Greensboro", "state": "NC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109843, "name": "C F Parks Inc", "name_as_filed": "C F PARKS INC", "url": "https://advisorcensus.com/firm/c-f-parks-inc-salisbury-nc-109843", "city": "Salisbury", "state": "NC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329274, "name": "Cadence Wealth Partners, LLC", "name_as_filed": "CADENCE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cadence-wealth-partners-llc-concord-nc-329274", "city": "Concord", "state": "NC", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312033, "name": "Cadger Tax and Financial Inc.", "name_as_filed": "CADGER TAX AND FINANCIAL INC.", "url": "https://advisorcensus.com/firm/cadger-tax-and-financial-inc-carolina-beach-nc-312033", "city": "Carolina Beach", "state": "NC", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153316, "name": "Calamita Wealth Management", "name_as_filed": "CALAMITA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/calamita-wealth-management-charlotte-nc-153316", "city": "Charlotte", "state": "NC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111938, "name": "Camden Financial Management, Inc.", "name_as_filed": "CAMDEN FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/camden-financial-management-inc-asheville-nc-111938", "city": "Asheville", "state": "NC", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 293929, "name": "Cannon Advisors", "name_as_filed": "CANNON ADVISORS", "url": "https://advisorcensus.com/firm/cannon-advisors-charlotte-nc-293929", "city": "Charlotte", "state": "NC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323302, "name": "Cannon Wealth Management Services", "name_as_filed": "CANNON WEALTH MANAGEMENT SERVICES", "url": "https://advisorcensus.com/firm/cannon-wealth-management-services-winston-salem-nc-323302", "city": "Winston Salem", "state": "NC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332951, "name": "Canopy Financial Solutions", "name_as_filed": "CANOPY FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/canopy-financial-solutions-332951", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343540, "name": "Capital Consulting & Investment Group LLC", "name_as_filed": "CAPITAL CONSULTING & INVESTMENT GROUP LLC", "url": "https://advisorcensus.com/firm/capital-consulting-and-investment-group-llc-durham-nc-343540", "city": "Durham", "state": "NC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 144374, "name": "Capital Financial Advisory Group, LLC", "name_as_filed": "CAPITAL FINANCIAL ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/capital-financial-advisory-group-llc-apex-nc-144374", "city": "Apex", "state": "NC", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 149124, "name": "Capital Investment Advisory Services, LLC", "name_as_filed": "CAPITAL INVESTMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/capital-investment-advisory-services-llc-raleigh-nc-149124", "city": "Raleigh", "state": "NC", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104591, "name": "Capital Investment Counsel Inc", "name_as_filed": "CAPITAL INVESTMENT COUNSEL INC", "url": "https://advisorcensus.com/firm/capital-investment-counsel-inc-raleigh-nc-104591", "city": "Raleigh", "state": "NC", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 109416, "name": "Capital Management LLC", "name_as_filed": "CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/capital-management-llc-greensboro-nc-109416", "city": "Greensboro", "state": "NC", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324859, "name": "Capital Solutions Advisors, LLC", "name_as_filed": "CAPITAL SOLUTIONS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/capital-solutions-advisors-llc-durham-nc-324859", "city": "Durham", "state": "NC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175112, "name": "Captrust", "name_as_filed": "CAPTRUST", "url": "https://advisorcensus.com/firm/captrust-raleigh-nc-175112", "city": "Raleigh", "state": "NC", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 166545, "name": "Cardinal Retirement Planning, Inc.", "name_as_filed": "CARDINAL RETIREMENT PLANNING, INC.", "url": "https://advisorcensus.com/firm/cardinal-retirement-planning-inc-chapel-hill-nc-166545", "city": "Chapel Hill", "state": "NC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118823, "name": "Carolina Financial Advisors, Inc.", "name_as_filed": "CAROLINA FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/carolina-financial-advisors-inc-greensboro-nc-118823", "city": "Greensboro", "state": "NC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118870, "name": "Carolina Financial Advisory, Inc.", "name_as_filed": "CAROLINA FINANCIAL ADVISORY, INC.", "url": "https://advisorcensus.com/firm/carolina-financial-advisory-inc-chapel-hill-nc-118870", "city": "Chapel Hill", "state": "NC", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "fixed", "commissions" ], "enhanced": false }, { "crd_number": 131393, "name": "Carolina Wealth Management, Inc.", "name_as_filed": "CAROLINA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/carolina-wealth-management-inc-greenville-nc-131393", "city": "Greenville", "state": "NC", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323662, "name": "Cary Financial Planning, LLC", "name_as_filed": "CARY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/cary-financial-planning-llc-cary-nc-323662", "city": "Cary", "state": "NC", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159911, "name": "Cassia Capital Partners LLC", "name_as_filed": "CASSIA CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/cassia-capital-partners-llc-winston-salem-nc-159911", "city": "Winston Salem", "state": "NC", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342075, "name": "Castle Wealth Group", "name_as_filed": "CASTLE WEALTH GROUP", "url": "https://advisorcensus.com/firm/castle-wealth-group-mooresville-nc-342075", "city": "Mooresville", "state": "NC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332482, "name": "Catholic Values Endowment Advisory Group LLC", "name_as_filed": "CATHOLIC VALUES ENDOWMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/catholic-values-endowment-advisory-group-llc-332482", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335440, "name": "Center Peak Financial", "name_as_filed": "CENTER PEAK FINANCIAL", "url": "https://advisorcensus.com/firm/center-peak-financial-durham-nc-335440", "city": "Durham", "state": "NC", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162299, "name": "Charter Wealth Management", "name_as_filed": "CHARTER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/charter-wealth-management-raleigh-nc-162299", "city": "Raleigh", "state": "NC", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321794, "name": "Chevron Financial", "name_as_filed": "CHEVRON FINANCIAL", "url": "https://advisorcensus.com/firm/chevron-financial-321794", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339356, "name": "Cima Financial", "name_as_filed": "CIMA FINANCIAL", "url": "https://advisorcensus.com/firm/cima-financial-339356", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343288, "name": "CIO Complete", "name_as_filed": "CIO COMPLETE", "url": "https://advisorcensus.com/firm/cio-complete-343288", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 166812, "name": "Clearview Wealth Management", "name_as_filed": "CLEARVIEW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clearview-wealth-management-charlotte-nc-166812", "city": "Charlotte", "state": "NC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328892, "name": "Clef Financial, LLC", "name_as_filed": "CLEF FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/clef-financial-llc-greensboro-nc-328892", "city": "Greensboro", "state": "NC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297244, "name": "CLW Financial Planning LLC", "name_as_filed": "CLW FINANCIAL 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SEC Form ADV data" } }