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Financial planning in Chapel Hill, NC

19 advisers in Chapel Hill offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 19

Absher Wealth Management, LLC1450 Raleigh Road,, Suite 105 · Chapel Hill, NC 27517 · (919) 283-2340 · Financial planningCRD 304642 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAmphora Wealth Management, LLC100 Europa Drive, Suite 431 · Chapel Hill, NC 27517 · (919) 240-6111 · Financial planningCRD 157968 · % of assets, Hourly charges, Fixed fees · $196.2 million AUMSEC registeredNo commissions reportedAtlantic Private Wealth, LLC308 West Rosemary Street, Suite 301 · Chapel Hill, NC 27516 · (919) 968-2977 · Financial planningCRD 311517 · % of assets, Fixed fees · $894.0 million AUMSEC registeredNo commissions reportedBolin Creek Wealth Advisors LLC1829 E. Franklin Street, Bld. 600, Suite E-5 · Chapel Hill, NC 27514 · (919) 366-7477 · Financial planningCRD 325013 · Hourly charges, Fixed fees · $23.8 million AUMState registeredNo commissions reportedCardinal Wealth Partners, LLC1340 Environ Way · Chapel Hill, NC 27517 · (919) 961-1746 · Financial planningCRD 326142 · % of assets · $33.1 million AUMState registeredNo commissions reportedDelegate Advisors, LLC101 Glen Lennox Drive, Suite 150 · Chapel Hill, NC 27517 · (919) 932-8400 · Financial planningCRD 159953 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedEton Advisors301 W Barbee Chapel Road, Suite 303 · Chapel Hill, NC 27517 · (919) 442-1550 · Financial planningCRD 289395 · % of assets, Fixed fees, Other · $1.9 billion AUMSEC registeredNo commissions reportedFrazier Financial Consultants, LLC109 Conner Drive, Suite 205 · Chapel Hill, NC 27514 · (919) 929-6940 · Financial planningCRD 112897 · % of assets, Hourly charges, Fixed fees · $196.0 million AUMSEC registeredNo commissions reportedHamilton Point Investment Advisors, LLC1450 Environ Way · Chapel Hill, NC 27517 · (919) 636-3765 · Financial planningCRD 144534 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedHilltop Wealth Advisors, LLC6340 Quadrangle Drive, Suite 100 · Chapel Hill, NC 27517 · (919) 401-1500 · Financial planningCRD 283014 · % of assets, Fixed fees · $635.5 million AUMSEC registeredNo commissions reported
Maze Financial Planning400 Market Street, Suite 105b · Chapel Hill, NC 27516 · (919) 929-4103 · Financial planningCRD 140934 · % of assets, Hourly charges · $69.0 million AUMState registeredNo commissions reportedNewcomb Financial Advisors, LLC1340 Environ Way, Suite 13402 · Chapel Hill, NC 27517 · (919) 593-5545 · Financial planningCRD 155849 · % of assets, Hourly charges, Fixed fees · $15.7 million AUMState registeredNo commissions reportedOld Peak Finance100 Europa Drive, Suite 410 · Chapel Hill, NC 27517 · (919) 459-8181 · Financial planningCRD 154804 · % of assets, Fixed fees · $714.1 million AUMSEC registeredNo commissions reportedPhoenix Wealth Advisors INC.100 Europa Drive, Suite 390 · Chapel Hill, NC 27517 · (919) 929-4448 · Financial planningCRD 118412 · % of assets, Hourly charges, Fixed fees · $641.4 million AUMSEC registeredNo commissions reportedSherman Financial902 Crestwood Lane · Chapel Hill, NC 27514 · (919) 923-2337 · Financial planningCRD 285007 · Hourly chargesState registeredNo commissions reportedStructural Solutions LLC101 Glen Lennox Drive, Suite 300 · Chapel Hill, NC 27517 · (917) 836-0339 · Financial planningCRD 319155 · Hourly charges, Fixed fees · $133.0 million AUMSEC registeredNo commissions reportedTarheel Advisors, LLC600 Market St, Ste G2 · Chapel Hill, NC 27516 · (984) 271-1993 · Financial planningCRD 149308 · % of assets, Hourly charges · $137.8 million AUMSEC registeredNo commissions reportedTruststone Wealth Partners, LLC101 Glen Lennox Drive, Unit 300 · Chapel Hill, NC 27517 · (980) 254-7804 · Financial planningCRD 330217 · % of assets, Fixed fees · $12.3 million AUMState registeredNo commissions reportedWoodward Financial Advisors, INC.101 Glen Lennox Drive, Suite 110 · Chapel Hill, NC 27517 · (919) 929-2495 · Financial planningCRD 150641 · % of assets, Hourly charges, Fixed fees · $641.5 million AUMSEC registeredNo commissions reported