BRYANT & BRANNOCK, LLC.
Durham, NC
AUM
$62.9M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-4614
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
POTTLE FINANCIAL SERVICES, INC
Pinehurst, NC
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
910-690-6527
YOUR CAPITAL FINANCIAL, LLC
Winston Salem, NC
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
336-448-3623
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
Winston Salem, NC
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(336) 245-8626
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
AXIOM PRIVATE WEALTH, LLC
Charlotte, NC
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(704) 266-2341
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
OCEAN ADVISORS, LLC
Charlotte, NC
AUM
$54.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
704-523-6914
FREITAG FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-887-4934
PROVIDENT WEALTH MANAGEMENT
Burlington, NC
AUM
$53.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-584-8884
SYNERGY INVESTMENT GROUP, LLC
Kannapolis, NC
AUM
$53.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-295-6692
VINTAGE WEALTH MANAGEMENT GROUP
Charlotte, NC
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(704) 719-2225
JME WEALTH MANAGEMENT
Raleigh, NC
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-776-9991
SOVEREIGN FINANCIAL GROUP
Raleigh, NC
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
919-573-6110
ENCOMPASS ADVISORS, LTD.
Brevard, NC
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
828-884-8840
VERITAS INVESTMENT ADVISORY GROUP LLC
Hendersonville, NC
AUM
$45.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
828-575-3774
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
OPTIMAL PLANNING LLC
Concord, NC
AUM
$43.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
704-782-7233
CADENCE WEALTH PARTNERS, LLC
Concord, NC
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-493-6919
FAMILY WEALTH PARTNERS CONCORD, INC
Concord, NC
AUM
$39.0M
Financial Planning
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
704-782-9064
CAROLINA WEALTH STRATEGIES, LLC
Cary, NC
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(919) 654-4599
MARQUISE WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
704-246-8402
SILVIS FINANCIAL
Charlotte, NC
AUM
$36.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-357-5399
HICKS FINANCIAL PARTNERS, LLC
Southern Pines, NC
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-921-6478