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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC
469 advisers found
CREDIT UNION INVESTMENT SERVICES
Raleigh, NC
AUM
$111K
Financial PlanningWealth Mgmt
Team
258 advisors
Clients
251-500
Fees
Percentage of AUM
800-451-5467
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
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
EUSTACE ADVISORS
Cary, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
910-377-5021
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
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-336-627-6206
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
630-578-5858
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
SHERMAN FINANCIAL
Chapel Hill, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges
919-923-2337
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
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
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
Charlotte, NC
AUM
$132.63B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.
980-949-4641
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