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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
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
AUM
$307.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
910-431-6308
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
MILESTONE INVESTMENTS, INC.
Charlotte, NC
AUM
$277.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-716-2749
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
TASSEL CAPITAL MANAGEMENT, INC
Matthews, NC
AUM
$266.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-814-6780
HORIZON FINANCIAL SERVICES, LLC
Winston Salem, NC
AUM
$262.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-659-7060
HORIZONS WEALTH MANAGEMENT
Asheville, NC
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
828-337-9395
MUIRFIELD WEALTH ADVISORS LLC
Charlotte, NC
AUM
$255.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(704) 442-0047
MODERN CAPITAL ADVISORS, LLC
Raleigh, NC
AUM
$254.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-440-0442
CASSIA CAPITAL PARTNERS LLC
Winston Salem, NC
AUM
$251.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(336) 723-4585
CANNON WEALTH MANAGEMENT SERVICES
Winston Salem, NC
AUM
$245.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-231-6844
AUM
$241.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Fixed fees
336-817-1604