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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
WAKE WEALTH MANAGEMENT CO.
Raleigh, NC
AUM
$12.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-570-3300
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
Mount Airy, NC
AUM
$12.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336.783.9100
STONE LEGACY CAPITAL LLC
Raleigh, NC
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(919) 341-6462
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-777-8481
ENVISION PLANNING, LLC
Hendersonville, NC
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
828-435-3731
STALWART FINANCIAL PLANNING
Fayetteville, NC
AUM
$10.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
910-867-8464
LINKSIDE FINANCIAL LLC
Charlotte, NC
AUM
$10.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
704-498-4753
ARTIFEX ADVISORY GROUP, INC.
Cary, NC
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-276-1377
360 AVIATION ADVISORS, LLC
Concord, NC
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-464-2364
NEXUS CAPITAL INC
Matthews, NC
AUM
$9.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-845-0918
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
Durham, NC
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-572-1925
GREY PRIVATE CAPITAL
Charlotte, NC
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-397-8886
CURATED CAPITAL & PLANNING LLC
Lewisville, NC
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-210-6420
LEONARD WEALTH MANAGEMENT, LLC
Lincolnton, NC
AUM
$6.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
704-735-7427
ONYX WEALTH MANAGEMENT, LLC
Durham, NC
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-341-8477
BY DESIGN FINANCIAL PLANNING
Greensboro, NC
AUM
$4.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(336) 265-7358
BESPOKE CAPITAL ADVISORS, INC.
Charlotte, NC
AUM
$4.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
828-228-4279
BUTTON & BUTTON WEALTH MANAGEMENT LLC
Greensboro, NC
AUM
$3.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
336-800-4711
CLEF FINANCIAL, LLC
Greensboro, NC
AUM
$3.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-450-7385
ALIGN FINANCIAL PLANNING
Southern Pines, NC
AUM
$2.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
830-998-9006
FEDWAY FINANCIAL LLC
Charlotte, NC
AUM
$2.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
301-655-3782
ALLUVIAL WEALTH MANAGEMENT
Matthews, NC
AUM
$1.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-927-1492
TODD WASHBURN SOLUTIONS, LLC
Durham, NC
AUM
$1.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-403-6633