WOLFBRIDGE WEALTH
Durham, NC
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-267-6740
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
TURNING POINT FINANCIAL, INC.
Charlotte, NC
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
704-243-4222
CHARLOTTE WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$86.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
704-849-1001
JONES GREGG FINANCIAL, LLC
Charlotte, NC
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-814-0123
JARROD ADAMS INVESTING, LLC
Mooresville, NC
AUM
$85.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(704) 996-4243
RHINO WEALTH MANAGEMENT
Belmont, NC
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-827-9000
HUTCHINS CANNING & COMPANY PA
Kitty Hawk, NC
AUM
$78.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
252-261-1040
TRUSTTREE FINANCIAL LLC
Huntersville, NC
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
754-703-6773
KEEL & LONG FINANCIAL MANAGEMENT, LLC
Greenville, NC
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(252) 295-0772
GILDER PARTNERS FOR GROWTH, LLC
Raleigh, NC
AUM
$73.4M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
919-680-3608
DYER & COMPANY, L.L.C.
Charlotte, NC
AUM
$73.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(704) 323-6872
LEGEND PRIVATE WEALTH, LLC
Charlotte, NC
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
704-577-8159
FULBRIGHT FINANCIAL CONSULTING, PA
Durham, NC
AUM
$70.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-544-0398
CP ADVISORS, INC.
Clinton, NC
AUM
$69.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(910) 490-1118
MAZE FINANCIAL PLANNING
Chapel Hill, NC
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
919-929-4103
PIECAPITAL
Raleigh, NC
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(919) 901-5280
FORTIS WEALTH MANAGEMENT
Boone, NC
AUM
$67.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-336-7847
TYNDALL STROUD WEALTH MANAGEMENT, LLC
Winterville, NC
AUM
$67.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-751-0583
TACKETT WEALTH MANAGEMENT, LLC
Cary, NC
AUM
$66.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-650-6393
CENTER PEAK FINANCIAL
Durham, NC
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9192673567
HOLLAND CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
877.733.9435
SLP WEALTH
Durham, NC
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(910) 315-0973
CROWN PRIVATE WEALTH, LLC
Mooresville, NC
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
704-469-0200
THE JOURNEYS GROUP, INC.
Winterville, NC
AUM
$63.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(252) 304-1019