ENDURANCE FINANCIAL LLC
Cary, NC
AUM
$34.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
919-650-3928
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
PARK WEALTH MANAGEMENT, LLC
Greensboro, NC
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
336-580-7274
MILLENNIUM PLANNING GROUP, LLC
Pittsboro, NC
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
984-214-8540
TACTICAL INVESTMENT ADVISORS, LLC
Huntersville, NC
AUM
$33.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
980-280-1502
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
E2I FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$31.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
704-957-7629
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
AURORA STRATEGIC ADVISORS, LLC
Lumberton, NC
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-887-2119
DARDA FINANCIAL
Winston-Salem, NC
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 employees
Clients
51-100
Fees
Percentage of AUM; Fixed fees
336-757-1222
DIVERSIFIED INVESTMENT SERVICES LLC
Durham, NC
AUM
$29.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-382-3366
SHERMAN WEALTH SOLUTIONS LLC
Charlotte, NC
AUM
$29.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(980) 350-0170
KIAROS ADVISORS, LLC
Southern Pines, NC
AUM
$28.3M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-420-0352
INNOVEST STRATEGIES LLC
Raleigh, NC
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-600-0250
COMPASS FINANCIAL SERVICES, INC.
Winston-Salem, NC
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
336-768-5111
BOLIN CREEK WEALTH ADVISORS LLC
Chapel Hill, NC
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
919-366-7477
PARABLA, LLC
Oak Ridge, NC
AUM
$22.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3368032825
BOOKMAN BRIGHT, INC.
Davidson, NC
AUM
$22.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-256-6016
INNOVATION PARTNERS LLC
Charlotte, NC
AUM
$21.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-708-5461
FRYAR FINANCIAL
Durham, NC
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(919) 323-4494
JPFG WEALTH MANAGEMENT, L.L.C.
Charlotte, NC
AUM
$19.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-675-7270
CONE ADVISORY GROUP, INC.
Ayden, NC
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-746-6785
WMC CAPITAL MANAGEMENT, LLC
Concord, NC
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-782-7233
NEWCOMB FINANCIAL ADVISORS, LLC
Chapel Hill, NC
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-593-5545
UNIVERSITY FINANCIAL STRATEGIES, LLC.
Raleigh, NC
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-578-6500