Fiduciary advisors in Chapel Hill, NC

Chapel Hill, North Carolina

Fee-Only Independent RIA

Absher Wealth Management, LLC is an independent ria firm in Chapel Hill, North Carolina. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Chapel Hill, North Carolina

Atlantic Private Wealth is an investment advisory firm in Chapel Hill, North Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chapel Hill, North Carolina

Bolin Creek Wealth Advisors is a fee-only, fiduciary financial planning firm in Chapel Hill, North Carolina, offering hourly financial planning and investment management services at $335 per hour. The firm serves clients approaching retirement, DIY investors seeking portfolio reviews, working couples, and professionals navigating employee benefits, addressing questions around retirement readiness, investment allocation, tax planning, insurance, and estate matters. As an independent firm with no product sales or commission-based compensation, it conducts planning through a seven-step process that includes goal clarification, financial analysis, and recommendations, with typical comprehensive engagements ranging from approximately $2,000 to $10,000 depending on scope.

Chapel Hill, North Carolina

Hamilton Point Investment Advisors is a privately held investment firm in Chapel Hill, North Carolina, serving individuals, families, and nonprofit organizations with a combined $1 billion in assets under management. The firm offers financial planning and customized investment management supported by advisors holding credentials including CFA, CFP, and CPWA designations. Services include in-house investment research, portfolio construction, and coordinated planning involving tax, legal, and estate considerations delivered through a combination of direct client engagement and technology support.

Chapel Hill, North Carolina

Harmony Group Wealth Advisors is a Chapel Hill–based independent investment advisor serving boomers, entrepreneurs, high-income earners, pre-retirees, retirees, and diverse families including LGBTQ+ couples and blended families. The firm operates as an Investment Advisor Representative under the fiduciary standard and offers financial planning (starting at $4,000 with stress-tested analyses and 12 months of post-delivery support), investment management on an assets-under-management fee basis with complimentary initial review, and hourly consulting at $250/hour; the firm also assists business owners with 401(k) plan administration and buy-sell agreements. Compensation is structured transparently through planning fees, percentage-based investment management fees, or commissions depending on the service, with no corporate sales pressures.

Chapel Hill, North Carolina

Old Peak Finance is a fee-only fiduciary firm in Chapel Hill, North Carolina, founded in 2010 by Rick Waechter (CFP®) and now led by a team that includes multiple CFP® professionals. The firm provides comprehensive financial planning and investment management services covering goal-setting, tax planning, estate planning, insurance analysis, and equity compensation strategy (RSUs, stock options, ESPP), with a minimum investment of $3 million; fees are $2,500 quarterly plus 0.35% annually on assets up to $20 million. Old Peak serves high-income professionals and retirees seeking ongoing, integrated financial guidance delivered through team-based advisory relationships rather than individual advisors.

Chapel Hill, North Carolina

Phoenix Wealth Advisors is an investment advisory firm in Chapel Hill, North Carolina. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Chapel Hill, North Carolina

Raymond James & Associates is an investment advisory firm in Chapel Hill, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Chapel Hill, North Carolina

Stearns Financial Group is an investment advisory firm in Chapel Hill, North Carolina. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Chapel Hill, North Carolina

Fee-Only Independent RIA

Tarheel Advisors is a fee-only independent registered investment adviser in Chapel Hill, North Carolina that provides financial planning services delivered by Certified Financial Planners. The firm works with a limited client base and develops custom financial plans for each client; investment management clients receive planning services included with their advisory fee. The firm maintains a particular focus on retirement investors and their planning needs.

Chapel Hill, North Carolina

TrustStone Wealth Partners, LLC is an investment advisory firm in Chapel Hill, North Carolina. Services include Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.