Fee-OnlyFinder

Hourly fees in Charlotte, NC

44 advisers in Charlotte offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 44

Blueprint Financial Advisors1100 Kenilworth Ave, Suite 210 · Charlotte, NC 28204 · (844) 200-2568 · Financial planningCRD 315570 · % of assets, Hourly charges · $1.4 billion AUMSEC registeredNo commissions reportedBragg Financial Advisors INC1031 South Caldwell St, Suite 200 · Charlotte, NC 28203 · (704) 377-0261 · Financial planningCRD 108780 · % of assets, Hourly charges, Fixed fees · $4.7 billion AUMSEC registeredNo commissions reportedBuie Investment Advisors, LLC319 South Sharon Amity Road, Suite 200 - H · Charlotte, NC 28211 · (704) 364-3810 · Hourly feesCRD 129981 · % of assets, Hourly charges · $49.8 million AUMState registeredNo commissions reportedCannon Advisors2108 South Boulevard, Suite 200 · Charlotte, NC 28203 · (704) 820-8393 · Financial planningCRD 293929 · % of assets, Hourly charges, Fixed fees · $181.6 million AUMSEC registeredNo commissions reportedCornerstone Wealth Planning7810 Ballantyne Commons Parkway, Suite 200 · Charlotte, NC 28277 · (704) 849-0123 · Financial planningCRD 166886 · % of assets, Hourly charges, Fixed fees · $485.9 million AUMSEC registeredNo commissions reportedDefender Capital1310 South Tryon Street, Suite 101 · Charlotte, NC 28203 · (704) 373-1716 · Financial planningCRD 159607 · % of assets, Hourly charges, Fixed fees · $510.0 million AUMSEC registeredNo commissions reportedDolan Capital Advisors, LLC15720 Brixham Hill Avenue, Suite 300 · Charlotte, NC 28277 · (704) 887-4969 · Financial planningCRD 269886 · % of assets, Hourly charges, Fixed fees · $179.1 million AUMSEC registeredNo commissions reportedDyer & Company, L.L.C.300 East Boulevard, Suite B4 · Charlotte, NC 28203 · (704) 323-6872 · Financial planningCRD 298855 · % of assets, Hourly charges · $73.2 million AUMState registeredNo commissions reportedE2i Financial Group, LLC13850 Ballantyne Corp Place, Suite 500 · Charlotte, NC 28277 · (704) 957-7629 · Financial planningCRD 167078 · % of assets, Hourly charges, Fixed fees · $31.5 million AUMState registeredNo commissions reportedFreitag Financial Group, LLC15720 Brixham Hill Ave Suite 300 · Charlotte, NC 28277 · (704) 887-4934 · Financial planningCRD 150444 · % of assets, Hourly charges, Fixed fees · $54.7 million AUMState registeredNo commissions reported
Front Porch Financial Advisory211 East Blvd. · Charlotte, NC 28203 · (704) 803-5585 · Financial planningCRD 311329 · % of assets, Hourly charges, Fixed fees · $181.3 million AUMSEC registeredNo commissions reportedGreenway Wealth Advisors, LLC1920 Abbott St., Ste. 300 · Charlotte, NC 28203 · (704) 981-1228 · Financial planningCRD 290727 · % of assets, Hourly charges, Fixed fees · $184.5 million AUMSEC registeredNo commissions reportedGrey Private Capital14011 Bespoke Rd, Unit 2219 · Charlotte, NC 28277 · (716) 397-8886 · Financial planningCRD 326464 · % of assets, Hourly charges, Fixed fees · $8.8 million AUMState registeredNo commissions reportedHayden Harper Wealth Advisory, LLC828 East Boulevard · Charlotte, NC 28203 · (704) 343-2447 · Financial planningCRD 152091 · % of assets, Hourly charges, Fixed fees · $171.1 million AUMSEC registeredNo commissions reportedHobart Wealth7733 Ballantyne Commons Parkway, Suite 101 · Charlotte, NC 28277 · (888) 553-0122 · Financial planningCRD 168494 · % of assets, Hourly charges, Fixed fees · $558.2 million AUMSEC registeredNo commissions reportedHolland Capital Advisors, LLC3540 Toringdon Way, Suite 200, #235 · Charlotte, NC 28277 · (704) 761-4682 · Financial planningCRD 336204 · % of assets, Hourly charges · $353,016 AUMState registeredNo commissions reportedHolland Capital Management LLC15720 Brixham Hill Avenue, Suite 300 · Charlotte, NC 28277 · (877) 733-9435 · Financial planningCRD 304886 · % of assets, Hourly charges · $65.1 million AUMState registeredNo commissions reportedIa Network, LLC210 N Church St, Suite 1905 · Charlotte, NC 28202 · (704) 272-1211 · Financial planningCRD 319096 · % of assets, Hourly charges, Fixed fees · $199.5 million AUMSEC registeredNo commissions reportedIndependent Advisor Alliance, LLC11215 N. Community House Rd., Ste. 775 · Charlotte, NC 28277 · (888) 430-1555 · Financial planningCRD 168267 · % of assets, Hourly charges, Fixed fees · $17.2 billion AUMSEC registeredNo commissions reportedInnovation Partners LLC5950 Fairview Road, Suite 140 · Charlotte, NC 28210 · (704) 708-5461 · Financial planningCRD 146344 · % of assets, Hourly charges, Fixed fees · $21.7 million AUMSEC registeredNo commissions reportedInsight Folios10800 Sikes Place, Suite 110 · Charlotte, NC 28277 · (704) 529-9500 · Financial planningCRD 174411 · % of assets, Hourly charges, Fixed fees · $331.3 million AUMSEC registeredNo commissions reportedInvestor Advisory Group421 South Sharon Amity Road, Suite a · Charlotte, NC 28211 · (704) 366-1120 · Financial planningCRD 106837 · % of assets, Hourly charges, Fixed fees · $172.1 million AUMSEC registeredNo commissions reportedIp Financial Advisory Services LLC5950 Fairview Road, Suite 140 · Charlotte, NC 28210 · (980) 326-3335 · Financial planningCRD 305772 · % of assets, Hourly charges, Fixed fees · $481.4 million AUMSEC registeredNo commissions reportedJones Gregg Financial, LLC6733 D Fairview Road · Charlotte, NC 28210 · (704) 814-0123 · Financial planningCRD 145143 · % of assets, Hourly charges, Fixed fees · $85.6 million AUMState registeredNo commissions reportedJpfg Wealth Management, L.L.C.5821 Fairview Rd, Ste 207-5 · Charlotte, NC 28209 · (704) 675-7270 · Financial planningCRD 289147 · % of assets, Hourly charges, Fixed fees · $19.1 million AUMState registeredNo commissions reportedLaurel Wealth Advisors, LLC1355 Greenwood Cliff, Ste. 301 · Charlotte, NC 28204 · (704) 927-4379 · Financial planningCRD 118469 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedLinden Thomas Advisory Services, LLC516 North Tryon Street · Charlotte, NC 28202 · (704) 554-8150 · Financial planningCRD 288557 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedMarquise Wealth Management, LLC2116 Crown Centre Dr, Suite 100 · Charlotte, NC 28227 · (704) 246-8402 · Financial planningCRD 164623 · % of assets, Hourly charges · $38.9 million AUMState registeredNo commissions reportedOcean Advisors, LLC3411 Mar Vista Circle · Charlotte, NC 28209 · (704) 523-6914 · Financial planningCRD 133124 · % of assets, Hourly charges, Fixed fees · $54.8 million AUMState registeredNo commissions reportedPb Wealth, LLC15720 Brixham Hill Avenue, Suite 300 · Charlotte, NC 28277 · (973) 229-4730 · Financial planningCRD 336597 · % of assets, Hourly charges, Fixed fees · $1.1 million AUMState registeredNo commissions reportedPortus Wealth Advisors, LLC511 East Blvd · Charlotte, NC 28203 · (704) 936-0084 · Financial planningCRD 300558 · % of assets, Hourly charges, Fixed fees · $204.1 million AUMSEC registeredNo commissions reportedProvidence Capital Advisors, LLC4500 Cameron Valley Parkway, Suite 270 · Charlotte, NC 28211 · (704) 215-4420 · Financial planningCRD 174631 · % of assets, Hourly charges · $1.1 billion AUMSEC registeredNo commissions reportedQuantitative Process, LLC10700 Sikes Place, Suite 395 · Charlotte, NC 28277 · (888) 253-3292 · Hourly feesCRD 165699 · % of assets, Hourly charges, Fixed fees · $502.1 million AUMSEC registeredNo commissions reportedReichard Capital, LLC200 South College Street, Suite 1530 · Charlotte, NC 28202 · (704) 312-2318 · Financial planningCRD 305695 · % of assets, Hourly charges · $341.0 million AUMSEC registeredNo commissions reportedSherman Wealth Solutions LLC715 N. Church Street, Unit 120 · Charlotte, NC 28202 · (980) 350-0170 · Financial planningCRD 324426 · % of assets, Hourly charges, Fixed fees · $29.2 million AUMState registeredNo commissions reportedSilvis Financial3540 Toringdon Way, Ste 200 · Charlotte, NC 28277 · (571) 357-5399 · Financial planningCRD 298535 · % of assets, Hourly charges, Fixed fees · $36.8 million AUMState registeredNo commissions reportedSparta Wealth Partners4500 Cameron Valley Parkway, Suite 130 · Charlotte, NC 28211 · (704) 575-1148 · Financial planningCRD 318036 · % of assets, Hourly charges, Fixed fees · $315.8 million AUMSEC registeredNo commissions reportedTagstone Capital, INC.6135 Park South Drive, Suite 597 · Charlotte, NC 28210 · (704) 533-8900 · Financial planningCRD 158864 · % of assets, Hourly charges · $368.9 million AUMSEC registeredNo commissions reportedThe Financial Legacy Group2108 South Blvd, Suite 109 · Charlotte, NC 28203 · (704) 469-6614 · Financial planningCRD 287632 · % of assets, Hourly charges, Fixed fees · $107.3 million AUMSEC registeredNo commissions reportedTricapital Wealth Management, INC.Three South Executive Park, 6115 Park South Drive, Suite 330 · Charlotte, NC 28210 · (704) 571-8778 · Financial planningCRD 118788 · % of assets, Hourly charges · $132.7 million AUMSEC registeredNo commissions reportedTurning Point Financial, INC.15720 Brixham Hill Ave Ste 300 · Charlotte, NC 28277 · (704) 243-4222 · Financial planningCRD 138008 · % of assets, Hourly charges, Fixed fees · $88.0 million AUMState registeredNo commissions reportedVintage Wealth Management Group129 West Trade Street, Suite 1640 · Charlotte, NC 28202 · (704) 719-2225 · Financial planningCRD 151092 · % of assets, Hourly charges · $51.2 million AUMState registeredNo commissions reportedWms Advisors, LLC6135 Park South Drive, Suite 510 · Charlotte, NC 28210 · (301) 294-7804 · Financial planningCRD 122224 · % of assets, Hourly charges · $280.9 million AUMSEC registeredNo commissions reportedWorth Advisors2020 S. Tryon Street, Suite 2b · Charlotte, NC 28203 · (704) 731-0121 · Financial planningCRD 156564 · % of assets, Hourly charges, Fixed fees · $280.7 million AUMSEC registeredNo commissions reported