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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
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
BASED CAPITAL WEALTH LLC
Durham, NC
AUM
$43.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(347) 884-0817
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
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
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
OTHER SIDE ASSET MANAGEMENT, LLC
Raleigh, NC
AUM
$32.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-625-6400
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