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Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in NC

469 advisers found

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

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
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