ALPHASTAR CAPITAL MANAGEMENT
Cornelius, NC
AUM
$2.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
130 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
855-340-2514
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC, CORNELIUS
5 advisers found
ASPIRE PRIVATE CAPITAL
Cornelius, NC
AUM
$509.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
704-237-9927
POWELL WEALTH
Cornelius, NC
AUM
$229.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(704) 439-0027
PASSPORT WEALTH MANAGEMENT
Cornelius, NC
AUM
$115.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(704) 457-0060
INTEGRATIVE PLANNING, INC.
Cornelius, NC
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(704) 947-8444