LIVE OAK PRIVATE WEALTH, LLC
Wilmington, NC
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(844) 469-5679
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC, WILMINGTON
12 advisers found
OLD NORTH STATE WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$452.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
910-509-3800
TILIA FIDUCIARY PARTNERS, INC.
Wilmington, NC
AUM
$403.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
910-679-4093
DOVETAIL FINANCIAL GROUP LLC
Wilmington, NC
AUM
$298.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
910-395-1991
OMNISTAR FINANCIAL GROUP, INC.
Wilmington, NC
AUM
$285.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
910-319-7834
LUMINA WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
910-599-9409
COUNTERWEIGHT PRIVATE WEALTH
Wilmington, NC
AUM
$207.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
919-726-6124
MASONBORO ADVISORS
Wilmington, NC
AUM
$206.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-742-0509
ASCENDOR WEALTH, LLC
Wilmington, NC
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
910-790-0122
SEASIDE WEALTH ADVISORS LLC
Wilmington, NC
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-550-3554
DOMINION WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
910-625-8595
TAYLOR FINANCIAL, LLC
Wilmington, NC
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
910-256-8818