Fee-OnlyFinder

Advisers in Chapel Hill, NC

22 advisers in Chapel Hill — 22 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (19)Hourly fees (11)Flat / fixed fees (15)% of assets managed (19)Retirement plan consulting (8)

All advisers

Absher Wealth Management, LLC1450 Raleigh Road,, Suite 105 · Chapel Hill, NC 27517 · (919) 283-2340 · Financial planningCRD 304642 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAmphora Wealth Management, LLC100 Europa Drive, Suite 431 · Chapel Hill, NC 27517 · (919) 240-6111 · Financial planningCRD 157968 · % of assets, Hourly charges, Fixed fees · $196.2 million AUMSEC registeredNo commissions reportedAtlantic Private Wealth, LLC308 West Rosemary Street, Suite 301 · Chapel Hill, NC 27516 · (919) 968-2977 · Financial planningCRD 311517 · % of assets, Fixed fees · $894.0 million AUMSEC registeredNo commissions reportedBolin Creek Wealth Advisors LLC1829 E. Franklin Street, Bld. 600, Suite E-5 · Chapel Hill, NC 27514 · (919) 366-7477 · Financial planningCRD 325013 · Hourly charges, Fixed fees · $23.8 million AUMState registeredNo commissions reportedCardinal Wealth Partners, LLC1340 Environ Way · Chapel Hill, NC 27517 · (919) 961-1746 · Financial planningCRD 326142 · % of assets · $33.1 million AUMState registeredNo commissions reportedDelegate Advisors, LLC101 Glen Lennox Drive, Suite 150 · Chapel Hill, NC 27517 · (919) 932-8400 · Financial planningCRD 159953 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedEton Advisors301 W Barbee Chapel Road, Suite 303 · Chapel Hill, NC 27517 · (919) 442-1550 · Financial planningCRD 289395 · % of assets, Fixed fees, Other · $1.9 billion AUMSEC registeredNo commissions reportedFranklin Street Advisors INC.1450 Raleigh Road, Suite 300 · Chapel Hill, NC 27517 · (919) 489-2600 · Flat / fixed feesCRD 106275 · % of assets, Fixed fees, Other · $4.5 billion AUMSEC registeredNo commissions reportedFrazier Financial Consultants, LLC109 Conner Drive, Suite 205 · Chapel Hill, NC 27514 · (919) 929-6940 · Financial planningCRD 112897 · % of assets, Hourly charges, Fixed fees · $196.0 million AUMSEC registeredNo commissions reportedHamilton Point Investment Advisors, LLC1450 Environ Way · Chapel Hill, NC 27517 · (919) 636-3765 · Financial planningCRD 144534 · % of assets · $1.2 billion AUMSEC registeredNo commissions reported
Hilltop Wealth Advisors, LLC6340 Quadrangle Drive, Suite 100 · Chapel Hill, NC 27517 · (919) 401-1500 · Financial planningCRD 283014 · % of assets, Fixed fees · $635.5 million AUMSEC registeredNo commissions reportedMaze Financial Planning400 Market Street, Suite 105b · Chapel Hill, NC 27516 · (919) 929-4103 · Financial planningCRD 140934 · % of assets, Hourly charges · $69.0 million AUMState registeredNo commissions reportedMorgan Creek Capital Management, LLC301 West Barbee Chapel Road, Suite 200 · Chapel Hill, NC 27517 · (919) 933-4004 · % of assets managedCRD 138401 · % of assets, Performance-based fees · $1.8 billion AUMSEC registeredNo commissions reportedNewcomb Financial Advisors, LLC1340 Environ Way, Suite 13402 · Chapel Hill, NC 27517 · (919) 593-5545 · Financial planningCRD 155849 · % of assets, Hourly charges, Fixed fees · $15.7 million AUMState registeredNo commissions reportedOld Peak Finance100 Europa Drive, Suite 410 · Chapel Hill, NC 27517 · (919) 459-8181 · Financial planningCRD 154804 · % of assets, Fixed fees · $714.1 million AUMSEC registeredNo commissions reportedPhoenix Wealth Advisors INC.100 Europa Drive, Suite 390 · Chapel Hill, NC 27517 · (919) 929-4448 · Financial planningCRD 118412 · % of assets, Hourly charges, Fixed fees · $641.4 million AUMSEC registeredNo commissions reportedSafe Harbor Family Capital, LLC123 West Franklin Street, Suite 540 · Chapel Hill, NC 27516 · (919) 537-7110 · % of assets managedCRD 317547 · % of assets · $613.9 million AUMSEC registeredNo commissions reportedSherman Financial902 Crestwood Lane · Chapel Hill, NC 27514 · (919) 923-2337 · Financial planningCRD 285007 · Hourly chargesState registeredNo commissions reportedStructural Solutions LLC101 Glen Lennox Drive, Suite 300 · Chapel Hill, NC 27517 · (917) 836-0339 · Financial planningCRD 319155 · Hourly charges, Fixed fees · $133.0 million AUMSEC registeredNo commissions reportedTarheel Advisors, LLC600 Market St, Ste G2 · Chapel Hill, NC 27516 · (984) 271-1993 · Financial planningCRD 149308 · % of assets, Hourly charges · $137.8 million AUMSEC registeredNo commissions reportedTruststone Wealth Partners, LLC101 Glen Lennox Drive, Unit 300 · Chapel Hill, NC 27517 · (980) 254-7804 · Financial planningCRD 330217 · % of assets, Fixed fees · $12.3 million AUMState registeredNo commissions reportedWoodward Financial Advisors, INC.101 Glen Lennox Drive, Suite 110 · Chapel Hill, NC 27517 · (919) 929-2495 · Financial planningCRD 150641 · % of assets, Hourly charges, Fixed fees · $641.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Chapel Hill? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.