Top Financial Advisors in Chapel Hill, NC

158 fee-only73 CFP certifiedMedian fee: 1.25% on $500K

Top Advisors in Chapel Hill

Median Advisor Fee

Chapel Hill1.25%
National1.15%
9% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only53.4%
Includes Commission46.6%

Top Credentials

CFP73 advisors
CFA22 advisors

Frequently Asked Questions

How much does a financial advisor cost in Chapel Hill?

The median advisory fee in Chapel Hill, NC is 1.25% of assets under management. This is 9% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Chapel Hill?

There are 158 fee-only financial advisors in Chapel Hill, NC, representing 53.4% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Chapel Hill financial advisor?

The most common professional designation among Chapel Hill advisors is the CFP (Certified Financial Planner), held by 73 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 296 Financial Advisors in Chapel Hill, NC (2026) | TrueAdvisor