SHERMAN FINANCIAL
Chapel Hill, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges
919-923-2337
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
SOUTHEAST INVESTMENTS, N.C., INC.
Charlotte, NC
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-527-7873
TESTAMENT WEALTH MANAGEMENT
Cary, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
910-639-1654
TILLY, INC.
Raleigh, NC
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
919-630-1992
TIMELESS WEALTH MANAGEMENT
Raleigh, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
919-977-7741 EXT1001
TOP RANK WEALTH MANAGEMENT, LLC
Raleigh, NC
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
919-300-5870
US FINANCIAL PLANNERS, LLC
Asheville, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
980-286-1170
IRONSIDES ASSET ADVISORS, LLC
Rocky Mount, NC
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-443-7041
Full profileNo website
LAUREL WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-927-4379
Full profileNo website
INDEPENDENT WEALTH ADVISORS, LLC
Cary, NC
AUM
$195.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-749-7596
Full profileNo website
SOUND FINANCIAL MANAGEMENT, INC.
Raleigh, NC
AUM
$134.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
919-845-6600
Full profileNo website
CARDINAL WEALTH PARTNERS, LLC
Chapel Hill, NC
AUM
$33.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
919-961-1746
Full profileNo website
CARY FINANCIAL PLANNING, LLC
Cary, NC
AUM
$26.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-694-6945
Full profileNo website
NC MONEY MANAGEMENT, INC.
Raleigh, NC
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-847-2981
Full profileNo website
OLDE TOWNE FINANCIAL MANAGEMENT CO.
Greensboro, NC
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
336-346-3097
Full profileNo website
TRUSTSTONE WEALTH PARTNERS, LLC
Chapel Hill, NC
AUM
$12.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
980-254-7804
Full profileNo website
RED OAK CAPITAL ADVISORS
Fuquay Varina, NC
AUM
$10.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-745-8858
Full profileNo website
ARGOSY INVESTORS
Hickory, NC
AUM
$3.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
828-999-2033
Full profileNo website
TAYLOE FINANCIAL SERVICES, LLC
Trent Woods, NC
AUM
$2.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2525710222
Full profileNo website
MARK R. LEMMOND CPA, PLLC
Carthage, NC
AUM
$2.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 employees
Clients
1-10
Fees
Percentage of AUM; Hourly charges
910-947-6639
Full profileNo website
HOLLAND CAPITAL ADVISORS, LLC
Charlotte, NC
AUM
$353K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704.761.4682
Full profileNo website
BFWM LLC
Holly Springs, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(919) 387-0306
Full profileNo website
CASTLE WEALTH GROUP
Mooresville, NC
AUM
$0
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-594-8000
Full profileNo website
KAIROS RIA, LLC
Raleigh, NC
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-222-3393
Full profileNo website