SHERMAN FINANCIAL
Chapel Hill, NC
AUM
—
Team
1 advisors
Clients
26-50
Fees
Hourly charges
919-923-2337
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
Chapel Hill, NC
AUM
—
Team
1 advisors
Clients
26-50
Fees
Hourly charges
919-923-2337
Charlotte, NC
AUM
—
Team
2 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-527-7873
Cary, NC
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
910-639-1654
Raleigh, NC
AUM
—
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
919-630-1992
Raleigh, NC
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
919-977-7741 EXT1001
Raleigh, NC
AUM
$0
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
919-300-5870
Asheville, NC
AUM
$0
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
980-286-1170
Rocky Mount, NC
AUM
$1.42B
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-443-7041
Charlotte, NC
AUM
$1.11B
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-927-4379
Cary, NC
AUM
$195.3M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-749-7596
Raleigh, NC
AUM
$134.1M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
919-845-6600
Chapel Hill, NC
AUM
$33.1M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
919-961-1746
Cary, NC
AUM
$26.9M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-694-6945
Raleigh, NC
AUM
$26.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-847-2981
Greensboro, NC
AUM
$22.9M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
336-346-3097
Chapel Hill, NC
AUM
$12.3M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
980-254-7804
Fuquay Varina, NC
AUM
$10.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-745-8858
Hickory, NC
AUM
$3.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
828-999-2033
Trent Woods, NC
AUM
$2.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2525710222
Carthage, NC
AUM
$2.1M
Team
4 employees
Clients
1-10
Fees
Percentage of AUM; Hourly charges
910-947-6639
Charlotte, NC
AUM
$353K
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704.761.4682
Holly Springs, NC
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(919) 387-0306
Mooresville, NC
AUM
$0
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-594-8000
Raleigh, NC
AUM
$0
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-222-3393