EUSTACE ADVISORS
Cary, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
910-377-5021
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
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
SHERMAN FINANCIAL
Chapel Hill, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges
919-923-2337
WELLS FARGO INVESTMENT INSTITUTE, INC.
Charlotte, NC
AUM
$43.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
143 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
314-354-5814
Full profileNo website
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
SAFE HARBOR FAMILY CAPITAL, LLC
Chapel Hill, NC
AUM
$613.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
919-537-7110
Full profileNo website
LYON WEALTH ADVISORS
Charlotte, NC
AUM
$311.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-424-9780
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
KENSINGTON FINANCIAL GROUP, INC.
Winston-Salem, NC
AUM
$169.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
336-712-9743
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
WYATT FINANCIAL L.L.C.
Cary, NC
AUM
$42.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
919-622-2980
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
COLVILLE WEALTH ADVISORY, LLC
Charlotte, NC
AUM
$25.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704-361-1135
Full profileNo website
AGILE INVESTMENTS
Asheville, NC
AUM
$24.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-260-3845
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
WRENN HOUSE INVESTMENTS LLC
Winston Salem, NC
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(336)245-8636
Full profileNo website
PRODEO ASSET MANAGEMENT, LLP
Charlotte, NC
AUM
$4.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
704-926-1100
Full profileNo website