PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
Statesville, NC
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-872-0022
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC, STATESVILLE
5 advisers found
THOMPSON WEALTH ADVISORS
Statesville, NC
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-878-6112
MASTERS TAX AND FINANCIAL PLANNING LLC
Statesville, NC
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-558-3102
OPUS FINANCIAL ADVISORS, INC.
Statesville, NC
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
704-872-7671
SPARK ASSET MANAGEMENT GROUP
Statesville, NC
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704-883-5321