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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
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
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
THE WEALTH GROUP, LTD
Raleigh, NC
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
919-865-1924
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