PB WEALTH, LLC
Charlotte, NC
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973 229 4730
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
BRODIE WEALTH MANAGEMENT
Cary, NC
AUM
$379K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-749-3908
MIKE ADAMS FINANCIAL ADVISORS, INC.
Mooresville, NC
AUM
$125K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
980-636-4544
CAPITAL SOLUTIONS ADVISORS, LLC
Durham, NC
AUM
$119K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-295-6372
CREDIT UNION INVESTMENT SERVICES
Raleigh, NC
AUM
$111K
Financial PlanningWealth Mgmt
Team
258 advisors
Clients
251-500
Fees
Percentage of AUM
800-451-5467
AZIMUTH PLANNING GROUP, LLC
Chapel Hill, NC
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees
919-913-8081
BRIAN B. BUNN CPA, PLLC
Raleigh, NC
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-886-7094
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
919-657-4201
CAROLINA FINANCIAL ADVISORY, INC.
Chapel Hill, NC
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Fixed fees; Commissions
919-929-0268
DELIBERATE WEALTH
Advance, NC
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees
336-439-6837
ELEVATED PERFORMANCE INVESTMENT GROUP, LLC
Charlotte, NC
AUM
—
Financial Planning
Team
1 advisors
Clients
101-250
Fees
Fixed fees; SOLICITOR FEES
980-949-6011
EUSTACE ADVISORS
Cary, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
910-377-5021
FINDICIA, INC.
Raleigh, NC
AUM
—
Financial Planning
Team
1 employees
Clients
0
Fees
Fixed fees; PORTION OF FEES MANAGED BY THIRD PARTY MONEY MANAGERS
212-420-0425
FOSS WEALTH MANAGEMENT, INC.
La Grange, NC
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
252-526-8767
GOLDEN PINE ADVISORY, LLC
Pinehurst, NC
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
910-295-2321
INVEST WITH A GOAL
Research Triangle Park, NC
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
252-352-5161
INVESTORBLOC
Charlotte, NC
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
704-286-6619
LEGACY WEALTH MANAGEMENT
Charlotte, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
9804944417
NAPLES PRIVATE CAPITAL, LLC
Mooresville, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-281-8282
OMEGA WEALTH MANAGEMENT, LLC
Charlotte, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
980-318-9327
PHOENIX FINANCIAL SOLUTIONS, INC.
Greensboro, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-286-9936
RPO WEALTH PARTNERS LLC
Charlotte, NC
AUM
—
Financial PlanningTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Fixed fees
(704) 777-1836
SCHOLAR FINANCIAL ADVISING, LLC
Winston-Salem, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
(336) 360-6833