FRONT PORCH FINANCIAL ADVISORY
Charlotte, NC
AUM
$181.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-803-5585
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
140 advisers found
DOLAN CAPITAL ADVISORS, LLC
Charlotte, NC
AUM
$179.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(704) 887-4969
INVESTOR ADVISORY GROUP
Charlotte, NC
AUM
$172.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-366-1120
HAYDEN HARPER WEALTH ADVISORY, LLC
Charlotte, NC
AUM
$171.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-343-2447
BLUE FINANCIAL
Charlotte, NC
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
7043021141
CALAMITA WEALTH MANAGEMENT
Charlotte, NC
AUM
$138.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-276-7325
TRICAPITAL WEALTH MANAGEMENT, INC.
Charlotte, NC
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-571-8778
KUCHARO WEALTH
Charlotte, NC
AUM
$123.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704.251.9550
THE FINANCIAL LEGACY GROUP
Charlotte, NC
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
704-469-6614
ATTICUS CAPITAL ADVISORS LLC
Charlotte, NC
AUM
$103.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
704-641-6345
INDEXPERTS, LLC
Charlotte, NC
AUM
$100.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(704) 554-8150
FORWARD WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
704-595-3386
TURNING POINT FINANCIAL, INC.
Charlotte, NC
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
704-243-4222
CHARLOTTE WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$86.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
704-849-1001
JONES GREGG FINANCIAL, LLC
Charlotte, NC
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-814-0123
HERITAGE CAPITAL PARTNERS,INC.
Charlotte, NC
AUM
$78.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-622-0952
MOORE INVESTMENT PARTNERS, LLC
Charlotte, NC
AUM
$75.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(704) 980-7645
DYER & COMPANY, L.L.C.
Charlotte, NC
AUM
$73.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(704) 323-6872
LEGEND PRIVATE WEALTH, LLC
Charlotte, NC
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
704-577-8159
HOLLAND CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
877.733.9435
AXIOM PRIVATE WEALTH, LLC
Charlotte, NC
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(704) 266-2341
OCEAN ADVISORS, LLC
Charlotte, NC
AUM
$54.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
704-523-6914
FREITAG FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-887-4934
VINTAGE WEALTH MANAGEMENT GROUP
Charlotte, NC
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(704) 719-2225