AMPHORA WEALTH MANAGEMENT, LLC
Chapel Hill, NC
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(919) 240-6111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NC
364 advisers found
SMITH PARTNERS WEALTH MANAGEMENT, LLC
Greensboro, NC
AUM
$196.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336 272 9488
FRAZIER FINANCIAL CONSULTANTS, LLC
Chapel Hill, NC
AUM
$196.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-929-6940
CHARTER WEALTH MANAGEMENT
Raleigh, NC
AUM
$195.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-729-2100
AUM
$192.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
314-566-9887
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
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
AUM
$184.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(214) 434-1015
SLEDGE AND COMPANY WEALTH ADVISORS
High Point, NC
AUM
$183.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336-889-3013
CLEARVIEW WEALTH MANAGEMENT
Charlotte, NC
AUM
$182.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-837-4317
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
BROAD REACH CAPITAL LLC
Raleigh, NC
AUM
$180.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-309-9325
DOLAN CAPITAL ADVISORS, LLC
Charlotte, NC
AUM
$179.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(704) 887-4969
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
AUM
$174.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
919-379-9000
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
HAYDEN HARPER WEALTH ADVISORY, LLC
Charlotte, NC
AUM
$171.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-343-2447
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
AUM
$166.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
919-589-4040
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