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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
528 advisers found
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
WEALTH MANAGEMENT ADVISORS, LLC
Shallotte, NC
AUM
$5.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
910-754-9155
Full profileNo website
HAVEN CAPITAL ADVISORS, LLC
Charlotte, NC
AUM
$5.4M
Team
1 advisors
Clients
—
Fees
Performance-based fees
704-926-2018
Full profileNo website
AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC
Fayetteville, NC
AUM
$5.3M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
910-624-5814
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
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
Full profileNo website
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
H&H INVESTMENT PLANNERS, INC.
Bermuda Run, NC
AUM
—
Team
1 advisors
Clients
0
Fees
SUB-ADVISORY SERVICES FEES
336-287-1481
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
MITTELMAN JONES TAX & WEALTH
Winston Salem, NC
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
336-608-1723
Full profileNo website
Full profileNo website
Full profileNo website
STRATEGIC WEALTH MANAGEMENT LLC
Lillington, NC
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(910) 217-7664
Full profileNo website
THE FINANCIAL COACHING CENTER, LLC
Burnsville, NC
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Hourly charges; SELECTION OF OTHER ADVISORS
18287794002
Full profileNo website
WE EDUCATION INVESTMENT MANAGER LLC
Southern Pines, NC
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(412) 721-5039
Full profileNo website
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-714-9555
Full profileNo website
Full profileNo website
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