ACT ADVISORS
Asheville, NC
AUM
$498.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(828) 398-2802
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
PIEDMONT CAPITAL MANAGEMENT, LLC
Greenboro, NC
AUM
$495.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
336-274-5471
SEMMAX FINANCIAL ADVISORS, INC.
Winston-Salem, NC
AUM
$495.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
336-856-0080
THREE MAGNOLIAS FINANCIAL ADVISORS
Winston Salem, NC
AUM
$487.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-701-1600
CORNERSTONE WEALTH PLANNING
Charlotte, NC
AUM
$485.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-849-0123
THE PINES WEALTH MANAGEMENT, LLC
Southern Pines, NC
AUM
$485.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(910) 475-8312
PHYSICIANS FINANCIAL SERVICES, INC.
Raleigh, NC
AUM
$482.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-863-2355
IP FINANCIAL ADVISORY SERVICES LLC
Charlotte, NC
AUM
$481.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
112 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
980-326-3335
TOWNSEND ASSET MANAGEMENT CORP.
Raleigh, NC
AUM
$479.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
919-782-9689
FIRST CITIZENS ASSET MANAGEMENT, INC
Raleigh, NC
AUM
$465.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
32 advisors
Clients
0
Fees
Percentage of AUM
800-229-0205
PURSUIT WEALTH STRATEGIES, LLC
Raleigh, NC
AUM
$457.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
919-847-7600
OLD NORTH STATE WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$452.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
910-509-3800
TIMONIER
Winston Salem, NC
AUM
$450.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336-725-5010
CROWN WEALTH GROUP LLC
Charlotte, NC
AUM
$437.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(704)360-3995
ADVISORSTRUST PARTNERS LLC
Raleigh, NC
AUM
$435.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
919-298-2458
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
Shelby, NC
AUM
$418.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(704) 481-0101
ALTAMONT CAPITAL MANAGEMENT
Asheville, NC
AUM
$412.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
828-236-0610
NAMCOA
Mooresville, NC
AUM
$404.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(239) 593-5525
TILIA FIDUCIARY PARTNERS, INC.
Wilmington, NC
AUM
$403.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
910-679-4093
H. L. ORMOND & COMPANY, LLC
Greenville, NC
AUM
$401.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(252) 756-4010
TAR RIVER WEALTH PLANNING, LLC
Louisburg, NC
AUM
$401.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
919-496-1511
RALEIGH CAPITAL MANAGEMENT INC.
Cary, NC
AUM
$397.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
919-852-1215
FAMILY WEALTH PARTNERS, LLC
Matthews, NC
AUM
$392.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(704) 321-0152
EASTOVER CAPITAL MANAGEMENT
Charlotte, NC
AUM
$392.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-336-6818