DAVIS INVESTMENT PARTNERS, LLC
Charlotte, NC
AUM
$390.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(704) 741-4200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
SPARTAN PLANNING GROUP
Greensboro, NC
AUM
$383.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
800-371-1292
CASCADES CAPITAL ASSET MANAGEMENT, LLC
Greensboro, NC
AUM
$383.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
336-404-4746
CAPITAL MANAGEMENT LLC
Greensboro, NC
AUM
$383.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336-856-2911
TAGSTONE CAPITAL, INC.
Charlotte, NC
AUM
$368.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
704-533-8900
ARMOR INVESTMENT ADVISORS, LLC
Raleigh, NC
AUM
$356.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-571-4382
REICHARD CAPITAL, LLC
Charlotte, NC
AUM
$341.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
704-312-2318
LEWIS FINANCIAL MANAGEMENT, LLC
Raleigh, NC
AUM
$338.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-872-7000
UWHARRIE INVESTMENT ADVISORS, INC.
Albemarle, NC
AUM
$337.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-983-5959
EVERSTAR ASSET MANAGEMENT, LLC
Mooresville, NC
AUM
$336.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-376-1629
INSIGHT FOLIOS
Charlotte, NC
AUM
$331.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(704) 529-9500
LIFEPLAN GROUP
Raleigh, NC
AUM
$326.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
919-858-6119
FIRST FINANCIAL GROUP
Raleigh, NC
AUM
$317.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-876-4926
FIRST OAK WEALTH MANAGEMENT, LLC
Raleigh, NC
AUM
$316.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
919-421-1555
BEACON FINANCIAL STRATEGIES CORP.
Raleigh, NC
AUM
$309.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-803-3801
BEACON WEALTHCARE LLC
Raleigh, NC
AUM
$308.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-821-5225
JOEL ADAMS AND ASSOCIATES INC.
Asheville, NC
AUM
$305.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(828) 251-9700
SPARTA WEALTH PARTNERS
Charlotte, NC
AUM
$305.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
704-575-1148
DOVETAIL FINANCIAL GROUP LLC
Wilmington, NC
AUM
$298.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
910-395-1991
OMNISTAR FINANCIAL GROUP, INC.
Wilmington, NC
AUM
$285.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
910-319-7834
PEACE OF MIND WEALTH MANAGEMENT
Raleigh, NC
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-787-8866
WMS ADVISORS, LLC
Charlotte, NC
AUM
$280.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
301-294-7804
WORTH ADVISORS
Charlotte, NC
AUM
$280.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-731-0121
RELIANT INVESTMENT PARTNERS, LLC
Pinehurst, NC
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-363-1010