SAPERE WEALTH MANAGEMENT, LLC
Matthews, NC
AUM
$604.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-321-5244
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC, MATTHEWS
5 advisers found
FAMILY WEALTH PARTNERS, LLC
Matthews, NC
AUM
$392.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(704) 321-0152
TASSEL CAPITAL MANAGEMENT, INC
Matthews, NC
AUM
$266.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-814-6780
NEXUS CAPITAL INC
Matthews, NC
AUM
$9.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-845-0918
ALLUVIAL WEALTH MANAGEMENT
Matthews, NC
AUM
$1.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-927-1492