Directory · NC

Fiduciary advisors in North Carolina

North Carolina's flat income tax rate and full taxation of retirement income (Social Security is exempt) create a moderate tax environment for investors. Charlotte — the nation's second-largest banking center — Raleigh-Durham's Research Triangle, and Asheville's retirement communities are the major advisory markets. Charlotte advisors specialize in banking and financial services executive compensation. Triangle advisors serve tech, biotech, and university communities. Asheville advisors focus on retirement income planning for relocating retirees.

156 listed 46 cities
156 results in North Carolina

Fisher Wealth Management

★5.0(54)

Burlington, North Carolina

Insurance Planning Investment Management Retirement Planning +2

Fisher Wealth Management is based in Burlington, North Carolina and provides financial planning, investment management, retirement planning, and tax planning services. The firm specializes in insurance planning, wealth management, and tax strategy, and offers insurance analysis alongside its core advisory offerings. Clients can communicate with the firm in English.

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Modera Wealth Management - Charlotte (Carnegie)

Fiduciary

Charlotte, North Carolina

Fee-Only

Estate Planning Insurance Planning Investment Management +3

Modera Wealth Management - Charlotte (Carnegie) is a fee-only fiduciary firm in Charlotte, North Carolina. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. Specialties include estate planning, insurance planning, investment management, retirement planning, tax strategy, and wealth management.

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Holland Capital Management, LLC

Fiduciary ★5.0(12)

Charlotte, North Carolina

Estate Planning Retirement Planning

Holland Capital Management, LLC helps individuals and families in Charlotte, North Carolina build and protect their wealth through comprehensive financial planning. Their advisory team specializes in estate planning and wealth transfer strategies, comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. Clients have given Holland Capital Management, LLC a 5-star rating across 12 reviews. Get in touch with Holland Capital Management, LLC to start working toward your investment and retirement goals

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Modera Wealth Management - Charlotte (Fairview)

Fiduciary

Charlotte, North Carolina

Fee-Only

Estate Planning Insurance Planning Investment Management +3

Modera Wealth Management - Charlotte (Fairview) is a fee-only fiduciary firm in Charlotte, North Carolina. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. Specialties include estate planning, insurance planning, investment management, retirement planning, tax strategy, and wealth management.

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Carolina Business Broker - Murphy Business Sales - Triangle & Eastern NC

Fiduciary ★4.6(11)

Edenton, North Carolina

Independent RIA

Carolina Business Broker - Murphy Business Sales operates as an independent registered investment advisor in Edenton, North Carolina, serving the Triangle and Eastern NC regions. The firm is held to fiduciary standards and conducts business in English. More information about specific service areas and fee arrangements is available directly from the firm.

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Raymond James | Horton Wealth Management

★5.0(4)

Harrisburg, North Carolina

CLU

Retirement Planning Small Business

Raymond James | Horton Wealth Management in Harrisburg, North Carolina offers financial planning and retirement planning services, with particular focus on retirement strategy and small business matters. The team includes advisors holding the CLU (Chartered Life Underwriter) credential. The firm operates in English and maintains a 5-star rating based on Google reviews.

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Olde Raleigh Financial Group

Fiduciary ★5.0(14)

Raleigh, North Carolina

Fee-Only Independent RIA

College Savings Retirement Planning Tax Strategy

Olde Raleigh Financial Group is a fee-only, fiduciary registered investment advisor in Raleigh, North Carolina. The firm provides investment management, retirement planning, tax planning, and estate planning services, with particular focus on college savings strategies and tax strategy. It operates independently and serves clients on a fee-only basis, meaning advisors do not earn commissions on product sales.

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Ark Royal Wealth Management

Fiduciary ★5.0(17)

Raleigh, North Carolina

CFP

Fee-Based + Fee-Only + Flat Fee Independent RIA

Investment Management Retirement Planning Wealth Management

Ark Royal Wealth Management is an independent RIA based in Raleigh, North Carolina, offering investment management, financial planning, and retirement planning services. The firm operates on a fee-based, fee-only, and flat-fee structure and maintains fiduciary status. Advisors hold CFP credentials.

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Finding an advisor in North Carolina

This listing shows advisory firms with offices in North Carolina. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.

If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.

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