CORDGRASS CAPITAL ADVISORS, LLC
Raleigh, NC
AUM
$729.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-800-0705
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
COLTON GROOME FINANCIAL ADVISORS, LLC
Asheville, NC
AUM
$724.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
828-252-1816
OLD PEAK FINANCE
Chapel Hill, NC
AUM
$714.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919 459 8181
ABS LEGACY PARTNERS, LLC
Hickory, NC
AUM
$670.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
828-325-0655
ALLEN WEALTH MANAGEMENT, LLC
Boone, NC
AUM
$664.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
828-268-9693
HOLDERNESS INVESTMENTS CO
Greensboro, NC
AUM
$660.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
336-574-1400
TRADEWINDS, LLC
Raleigh, NC
AUM
$659.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
984.257.9091
COLLEGIATE CAPITAL MANAGEMENT, INC.
Raleigh, NC
AUM
$653.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
919-838-0101
1808 CAPITAL PARTNERS
Greensboro, NC
AUM
$644.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-814-9800
WOODWARD FINANCIAL ADVISORS, INC.
Chapel Hill, NC
AUM
$641.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-929-2495
PHOENIX WEALTH ADVISORS INC.
Chapel Hill, NC
AUM
$641.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
919-929-4448
HILLTOP WEALTH ADVISORS, LLC
Chapel Hill, NC
AUM
$635.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(919) 401-1500
ALPHA FINANCIAL ADVISORS, LLC
Charlotte, NC
AUM
$619.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-716-1100
AUCTUS ADVISORS LLC
Charlotte, NC
AUM
$612.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
704 533-9880
SAPERE WEALTH MANAGEMENT, LLC
Matthews, NC
AUM
$604.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-321-5244
AUM
$604.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
904-784-3343
WHITENER CAPITAL MANAGEMENT, INC
Rocky Mount, NC
AUM
$598.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
252-972-8909
FUND DIRECT ADVISORS INC.
Greensboro, NC
AUM
$593.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
336-271-4450
SATIS WEALTH MANAGEMENT
London, NC
AUM
$586.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
44 0 203 840 9970
FORTRESS PRIVATE LEDGER, LLC
Raleigh, NC
AUM
$584.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
919-322-2761
HOBART WEALTH
Charlotte, NC
AUM
$558.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-553-0122
ZURAW FINANCIAL ADVISORS, LLC
Greensboro, NC
AUM
$519.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336. 290 7062 EXT 101
DEFENDER CAPITAL
Charlotte, NC
AUM
$510.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
704-373-1716
ASPIRE PRIVATE CAPITAL
Cornelius, NC
AUM
$509.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
704-237-9927