STRATEGIC ADVISORY PARTNERS
Greensboro, NC
AUM
$191.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
336-790-2560
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NC
181 advisers found
RIDGELINE WEALTH ADVISORS, LLC.
Raleigh, NC
AUM
$189.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-782-0494
GREENWAY WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$184.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
704-981-1228
CANNON ADVISORS
Charlotte, NC
AUM
$181.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-820-8393
FRONT PORCH FINANCIAL ADVISORY
Charlotte, NC
AUM
$181.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-803-5585
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
Raleigh, NC
AUM
$177.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
919-848-4100
PINAFORE WEALTH COUNSEL INC.
Durham, NC
AUM
$173.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-213-0458
INVESTOR ADVISORY GROUP
Charlotte, NC
AUM
$172.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-366-1120
GRANADA WEALTH MANAGEMENT, LLC
Davidson, NC
AUM
$171.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-928-9728
ARK ROYAL WEALTH MANAGEMENT LLC
Raleigh, NC
AUM
$169.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-710-8665
COLLIE FINANCIAL PLANNING, INC.
Black Mountain, NC
AUM
$162.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
828-654-8830
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
Henderson, NC
AUM
$162.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
252-492-8694
PENDLETON FINANCIAL WEALTH MANAGEMENT
Raleigh, NC
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-781-4167
AIM ADVISORS, LLC
Raleigh, NC
AUM
$158.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-758-8911
DREHER FINANCIAL PARTNERS
Southern Pines, NC
AUM
$148.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
910 692-4330
WEALTHPOINT ADVISORS
Cramerton, NC
AUM
$147.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-675-5300
ASCENDOR WEALTH, LLC
Wilmington, NC
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
910-790-0122
CALAMITA WEALTH MANAGEMENT
Charlotte, NC
AUM
$138.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-276-7325
TARHEEL ADVISORS, LLC
Chapel Hill, NC
AUM
$137.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
984-271-1993
BSG ADVISERS
Apex, NC
AUM
$134.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-267-4753
THE BREIT GROUP
Wrightsville Beach, NC
AUM
$131.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(704) 502-6069
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-439-2114
KUCHARO WEALTH
Charlotte, NC
AUM
$123.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704.251.9550
TOLLEY FINANCIAL GROUP, LLC
Raleigh, NC
AUM
$121.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-747-9698