VINTAGE WEALTH MANAGEMENT GROUP
Charlotte, NC
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(704) 719-2225
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NC
181 advisers found
LONG FAMILY OFFICE
Wilmington, NC
AUM
$50.2M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
910-399-2748
SILVIS FINANCIAL
Charlotte, NC
AUM
$36.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-357-5399
MILLENNIUM PLANNING GROUP, LLC
Pittsboro, NC
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
984-214-8540
E2I FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$31.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
704-957-7629
OPUS FINANCIAL ADVISORS, INC.
Statesville, NC
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
704-872-7671
AURORA STRATEGIC ADVISORS, LLC
Lumberton, NC
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-887-2119
SHERMAN WEALTH SOLUTIONS LLC
Charlotte, NC
AUM
$29.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(980) 350-0170
KIAROS ADVISORS, LLC
Southern Pines, NC
AUM
$28.3M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-420-0352
PARABLA, LLC
Oak Ridge, NC
AUM
$22.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3368032825
BOOKMAN BRIGHT, INC.
Davidson, NC
AUM
$22.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-256-6016
INNOVATION PARTNERS LLC
Charlotte, NC
AUM
$21.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-708-5461
FRYAR FINANCIAL
Durham, NC
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(919) 323-4494
JPFG WEALTH MANAGEMENT, L.L.C.
Charlotte, NC
AUM
$19.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-675-7270
UNIVERSITY FINANCIAL STRATEGIES, LLC.
Raleigh, NC
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-578-6500
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
Mount Airy, NC
AUM
$12.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336.783.9100
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-777-8481
ARTIFEX ADVISORY GROUP, INC.
Cary, NC
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-276-1377
NEXUS CAPITAL INC
Matthews, NC
AUM
$9.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-845-0918
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
Durham, NC
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-572-1925
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
Winston Salem, NC
AUM
$8.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
336-725-5299
GREY PRIVATE CAPITAL
Charlotte, NC
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-397-8886
LEONARD WEALTH MANAGEMENT, LLC
Lincolnton, NC
AUM
$6.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
704-735-7427
BUTTON & BUTTON WEALTH MANAGEMENT LLC
Greensboro, NC
AUM
$3.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
336-800-4711