{
  "path": "/advisors/nc/hourly",
  "url": "https://advisorcensus.com/advisors/nc/hourly/page/5",
  "page_type": "state_fee",
  "title": "Hourly financial advisors in North Carolina",
  "filters": {},
  "scope_total": 327,
  "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 327 investment advisory firms with a principal office in North Carolina that report hourly charges among their Form ADV Item 5.E compensation arrangements, 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. Hourly financial advisors in North Carolina: 327 firms from Form ADV filings as of October 2026.",
  "total_firms": 327,
  "page": 5,
  "total_pages": 7,
  "sort": "name",
  "registration_types": {
    "sec": 135,
    "state": 192,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 142
    },
    {
      "code": "percentage_of_aum",
      "count": 296
    },
    {
      "code": "hourly",
      "count": 327
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 258
    },
    {
      "code": "commissions",
      "count": 12
    },
    {
      "code": "performance_based",
      "count": 9
    },
    {
      "code": "other",
      "count": 24
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 130
    },
    {
      "code": "5_to_9",
      "count": 76
    },
    {
      "code": "10_to_19",
      "count": 81
    },
    {
      "code": "20_plus",
      "count": 39
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 94
    },
    {
      "code": "25m_100m",
      "count": 69
    },
    {
      "code": "100m_500m",
      "count": 96
    },
    {
      "code": "500m_1b",
      "count": 16
    },
    {
      "code": "1b_5b",
      "count": 20
    },
    {
      "code": "over_5b",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 29
    }
  ],
  "firms": [
    {
      "crd_number": 155849,
      "name": "Newcomb Financial Advisors, LLC",
      "name_as_filed": "NEWCOMB FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/newcomb-financial-advisors-llc-chapel-hill-nc-155849",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291866,
      "name": "Nexus Capital Inc",
      "name_as_filed": "NEXUS CAPITAL INC",
      "url": "https://advisorcensus.com/firm/nexus-capital-inc-matthews-nc-291866",
      "city": "Matthews",
      "state": "NC",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334540,
      "name": "Njord Capital, LLC",
      "name_as_filed": "NJORD CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/njord-capital-llc-334540",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148608,
      "name": "Northside Group Wealth Management, LLC",
      "name_as_filed": "NORTHSIDE GROUP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/northside-group-wealth-management-llc-mount-airy-nc-148608",
      "city": "Mount Airy",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150004,
      "name": "Northstar Capital Advisors LLC",
      "name_as_filed": "NORTHSTAR CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/northstar-capital-advisors-llc-charlotte-nc-150004",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342849,
      "name": "Oakley Private Wealth",
      "name_as_filed": "OAKLEY PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/oakley-private-wealth-marvin-nc-342849",
      "city": "Marvin",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133124,
      "name": "Ocean Advisors, LLC",
      "name_as_filed": "OCEAN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ocean-advisors-llc-charlotte-nc-133124",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148659,
      "name": "Old North State Wealth Management, LLC",
      "name_as_filed": "OLD NORTH STATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/old-north-state-wealth-management-llc-wilmington-nc-148659",
      "city": "Wilmington",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330209,
      "name": "Omega Wealth Management, LLC",
      "name_as_filed": "OMEGA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/omega-wealth-management-llc-charlotte-nc-330209",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138515,
      "name": "Omnistar Financial Group, Inc.",
      "name_as_filed": "OMNISTAR FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/omnistar-financial-group-inc-wilmington-nc-138515",
      "city": "Wilmington",
      "state": "NC",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118742,
      "name": "Opus Financial Advisors, Inc.",
      "name_as_filed": "OPUS FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/opus-financial-advisors-inc-statesville-nc-118742",
      "city": "Statesville",
      "state": "NC",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170188,
      "name": "Park Wealth Management, LLC",
      "name_as_filed": "PARK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/park-wealth-management-llc-greensboro-nc-170188",
      "city": "Greensboro",
      "state": "NC",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336597,
      "name": "PB Wealth, LLC",
      "name_as_filed": "PB WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/pb-wealth-llc-charlotte-nc-336597",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281341,
      "name": "Pembroke Wealth Management, LLC",
      "name_as_filed": "PEMBROKE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/pembroke-wealth-management-llc-wilmington-nc-281341",
      "city": "Wilmington",
      "state": "NC",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143864,
      "name": "Perpetual Wealth Advisors, L.L.C.",
      "name_as_filed": "PERPETUAL WEALTH ADVISORS, L.L.C.",
      "url": "https://advisorcensus.com/firm/perpetual-wealth-advisors-l-l-c-matthews-nc-143864",
      "city": "Matthews",
      "state": "NC",
      "years_registered": null,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289380,
      "name": "Personal Path Financial Planning",
      "name_as_filed": "PERSONAL PATH FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/personal-path-financial-planning-durham-nc-289380",
      "city": "Durham",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153686,
      "name": "Pharos Capital Management, LLC",
      "name_as_filed": "PHAROS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/pharos-capital-management-llc-153686",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148796,
      "name": "Phoenix Financial Solutions, Inc.",
      "name_as_filed": "PHOENIX FINANCIAL SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/phoenix-financial-solutions-inc-greensboro-nc-148796",
      "city": "Greensboro",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118412,
      "name": "Phoenix Wealth Advisors Inc.",
      "name_as_filed": "PHOENIX WEALTH ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/phoenix-wealth-advisors-inc-chapel-hill-nc-118412",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 24,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118519,
      "name": "Physicians Financial Services, Inc.",
      "name_as_filed": "PHYSICIANS FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/physicians-financial-services-inc-raleigh-nc-118519",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170540,
      "name": "Pinafore Wealth Counsel Inc.",
      "name_as_filed": "PINAFORE WEALTH COUNSEL INC.",
      "url": "https://advisorcensus.com/firm/pinafore-wealth-counsel-inc-durham-nc-170540",
      "city": "Durham",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327881,
      "name": "Pine Ridge Wealth LLC",
      "name_as_filed": "PINE RIDGE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/pine-ridge-wealth-llc-327881",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313209,
      "name": "Pisces Financial Advisors, LLC",
      "name_as_filed": "PISCES FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pisces-financial-advisors-llc-313209",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300558,
      "name": "Portus Wealth Advisors, LLC",
      "name_as_filed": "PORTUS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/portus-wealth-advisors-llc-charlotte-nc-300558",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144230,
      "name": "Powell Wealth",
      "name_as_filed": "POWELL WEALTH",
      "url": "https://advisorcensus.com/firm/powell-wealth-cornelius-nc-144230",
      "city": "Cornelius",
      "state": "NC",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153764,
      "name": "Pragmatic Portfolios, LLC",
      "name_as_filed": "PRAGMATIC PORTFOLIOS, LLC",
      "url": "https://advisorcensus.com/firm/pragmatic-portfolios-llc-153764",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343467,
      "name": "Present Day Financial Planning, LLC",
      "name_as_filed": "PRESENT DAY FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/present-day-financial-planning-llc-343467",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149889,
      "name": "Private Wealth Management of North Carolina LLC",
      "name_as_filed": "PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC",
      "url": "https://advisorcensus.com/firm/private-wealth-management-of-north-carolina-llc-henderson-nc-149889",
      "city": "Henderson",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174631,
      "name": "Providence Capital Advisors, LLC",
      "name_as_filed": "PROVIDENCE CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/providence-capital-advisors-llc-charlotte-nc-174631",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299389,
      "name": "Provident Wealth Management",
      "name_as_filed": "PROVIDENT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/provident-wealth-management-burlington-nc-299389",
      "city": "Burlington",
      "state": "NC",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287500,
      "name": "Provision Wealth Management, Inc",
      "name_as_filed": "PROVISION WEALTH MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/provision-wealth-management-inc-raleigh-nc-287500",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344007,
      "name": "Prudent Harbor Advisors",
      "name_as_filed": "PRUDENT HARBOR ADVISORS",
      "url": "https://advisorcensus.com/firm/prudent-harbor-advisors-344007",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337709,
      "name": "Pursuit Wealth Strategies, LLC",
      "name_as_filed": "PURSUIT WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/pursuit-wealth-strategies-llc-raleigh-nc-337709",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165699,
      "name": "Quantitative Process, LLC",
      "name_as_filed": "QUANTITATIVE PROCESS, LLC",
      "url": "https://advisorcensus.com/firm/quantitative-process-llc-charlotte-nc-165699",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154092,
      "name": "Quest 10 Wealth Builders, Inc.",
      "name_as_filed": "QUEST 10 WEALTH BUILDERS, INC.",
      "url": "https://advisorcensus.com/firm/quest-10-wealth-builders-inc-fuquay-varina-nc-154092",
      "city": "Fuquay-Varina",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171634,
      "name": "Realm Investment Consulting LLC",
      "name_as_filed": "REALM INVESTMENT CONSULTING LLC",
      "url": "https://advisorcensus.com/firm/realm-investment-consulting-llc-cary-nc-171634",
      "city": "Cary",
      "state": "NC",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153826,
      "name": "REH Wealth Advisors LLC",
      "name_as_filed": "REH WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/reh-wealth-advisors-llc-raleigh-nc-153826",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305695,
      "name": "Reichard Capital, LLC",
      "name_as_filed": "REICHARD CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/reichard-capital-llc-charlotte-nc-305695",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297369,
      "name": "Reliant Investment Partners, LLC",
      "name_as_filed": "RELIANT INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/reliant-investment-partners-llc-pinehurst-nc-297369",
      "city": "Pinehurst",
      "state": "NC",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169862,
      "name": "Resolved Financial",
      "name_as_filed": "RESOLVED FINANCIAL",
      "url": "https://advisorcensus.com/firm/resolved-financial-winston-salem-nc-169862",
      "city": "Winston Salem",
      "state": "NC",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171388,
      "name": "Rhino Wealth Management",
      "name_as_filed": "RHINO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/rhino-wealth-management-belmont-nc-171388",
      "city": "Belmont",
      "state": "NC",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339941,
      "name": "Rickard Investment Consulting, LLC",
      "name_as_filed": "RICKARD INVESTMENT CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/rickard-investment-consulting-llc-339941",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284843,
      "name": "Ridgeline Wealth Advisors, LLC.",
      "name_as_filed": "RIDGELINE WEALTH ADVISORS, LLC.",
      "url": "https://advisorcensus.com/firm/ridgeline-wealth-advisors-llc-raleigh-nc-284843",
      "city": "Raleigh",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342893,
      "name": "Ridgestone Wealth",
      "name_as_filed": "RIDGESTONE WEALTH",
      "url": "https://advisorcensus.com/firm/ridgestone-wealth-342893",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336466,
      "name": "Right Path Financial Planning, L.L.C.",
      "name_as_filed": "RIGHT PATH FINANCIAL PLANNING, L.L.C.",
      "url": "https://advisorcensus.com/firm/right-path-financial-planning-l-l-c-336466",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341677,
      "name": "Rock Financial Planning, LLC",
      "name_as_filed": "ROCK FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/rock-financial-planning-llc-341677",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104855,
      "name": "Salem Investment Counselors Inc",
      "name_as_filed": "SALEM INVESTMENT COUNSELORS INC",
      "url": "https://advisorcensus.com/firm/salem-investment-counselors-inc-winston-salem-nc-104855",
      "city": "Winston Salem",
      "state": "NC",
      "years_registered": 47,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325857,
      "name": "Sanctuary Financial Planning, LLC",
      "name_as_filed": "SANCTUARY FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/sanctuary-financial-planning-llc-charlotte-nc-325857",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118171,
      "name": "Scharl Advisory Services, Inc.",
      "name_as_filed": "SCHARL ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/scharl-advisory-services-inc-118171",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298968,
      "name": "Scholar Financial Advising, LLC",
      "name_as_filed": "SCHOLAR FINANCIAL ADVISING, LLC",
      "url": "https://advisorcensus.com/firm/scholar-financial-advising-llc-winston-salem-nc-298968",
      "city": "Winston-Salem",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/nc",
      "label": "Financial advisors in North Carolina"
    },
    "fee_pages": [
      {
        "path": "/advisors/nc/fee-only",
        "label": "Fee-only financial advisors in North Carolina",
        "firm_count": 292
      },
      {
        "path": "/advisors/nc/flat-fee",
        "label": "Flat-fee financial advisors in North Carolina",
        "firm_count": 410
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/nc/charlotte/hourly",
        "firm_count": 90,
        "label": "Hourly financial advisors in Charlotte, NC"
      },
      {
        "path": "/advisors/nc/raleigh/hourly",
        "firm_count": 62,
        "label": "Hourly financial advisors in Raleigh, NC"
      },
      {
        "path": "/advisors/nc/durham/hourly",
        "firm_count": 32,
        "label": "Hourly financial advisors in Durham, NC"
      },
      {
        "path": "/advisors/nc/winston-salem/hourly",
        "firm_count": 16,
        "label": "Hourly financial advisors in Winston-Salem, NC"
      },
      {
        "path": "/advisors/nc/greensboro/hourly",
        "firm_count": 15,
        "label": "Hourly financial advisors in Greensboro, NC"
      },
      {
        "path": "/advisors/nc/wilmington/hourly",
        "firm_count": 12,
        "label": "Hourly financial advisors in Wilmington, NC"
      },
      {
        "path": "/advisors/nc/asheville/hourly",
        "firm_count": 10,
        "label": "Hourly financial advisors in Asheville, NC"
      },
      {
        "path": "/advisors/nc/pinehurst/hourly",
        "firm_count": 7,
        "label": "Hourly financial advisors in Pinehurst, NC"
      },
      {
        "path": "/advisors/nc/greenville/hourly",
        "firm_count": 6,
        "label": "Hourly financial advisors in Greenville, NC"
      },
      {
        "path": "/advisors/nc/rocky-mount/hourly",
        "firm_count": 3,
        "label": "Hourly financial advisors in Rocky Mount, NC"
      },
      {
        "path": "/advisors/nc/burlington/hourly",
        "firm_count": 2,
        "label": "Hourly financial advisors in Burlington, NC"
      },
      {
        "path": "/advisors/nc/hickory/hourly",
        "firm_count": 2,
        "label": "Hourly financial advisors in Hickory, NC"
      },
      {
        "path": "/advisors/nc/fayetteville/hourly",
        "firm_count": 1,
        "label": "Hourly financial advisors in Fayetteville, NC"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
