BUIE INVESTMENT ADVISORS, LLC
Charlotte, NC
AUM
$49.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
704-364-3810
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
140 advisers found
MARQUISE WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
704-246-8402
SILVIS FINANCIAL
Charlotte, NC
AUM
$36.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-357-5399
VARIANT PERCEPTION
Charlotte, NC
AUM
$31.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
704-926-1116
E2I FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$31.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
704-957-7629
SHERMAN WEALTH SOLUTIONS LLC
Charlotte, NC
AUM
$29.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(980) 350-0170
1618 ADVISORS LLC
Charlotte, NC
AUM
$25.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(704) 885-2320
INNOVATION PARTNERS LLC
Charlotte, NC
AUM
$21.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-708-5461
JPFG WEALTH MANAGEMENT, L.L.C.
Charlotte, NC
AUM
$19.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-675-7270
LEEP ASSET MANAGEMENT, LLC
Charlotte, NC
AUM
$16.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
980-208-6906
LINKSIDE FINANCIAL LLC
Charlotte, NC
AUM
$10.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
704-498-4753
GREY PRIVATE CAPITAL
Charlotte, NC
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-397-8886
BESPOKE CAPITAL ADVISORS, INC.
Charlotte, NC
AUM
$4.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
828-228-4279
FEDWAY FINANCIAL LLC
Charlotte, NC
AUM
$2.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
301-655-3782
PB WEALTH, LLC
Charlotte, NC
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973 229 4730
THIRD DAY CAPITAL, INC.
Charlotte, NC
AUM
$579K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704-370-6732
ELEVATED PERFORMANCE INVESTMENT GROUP, LLC
Charlotte, NC
AUM
—
Financial Planning
Team
1 advisors
Clients
101-250
Fees
Fixed fees; SOLICITOR FEES
980-949-6011
INVESTORBLOC
Charlotte, NC
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
704-286-6619
LEGACY WEALTH MANAGEMENT
Charlotte, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
9804944417