Fee-OnlyFinder

Advisers in Concord, NC

6 advisers in Concord — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (4)

All advisers

360 Aviation Advisors, LLC9202 Aviation Blvd Nw, Ew3 · Concord, NC 28027 · (704) 464-2364 · Financial planningCRD 334641 · % of assets, Fixed fees · $9.6 million AUMState registeredNo commissions reportedCadence Wealth Partners, LLC845 Church St N, Suite 205 · Concord, NC 28025 · (704) 493-6919 · Financial planningCRD 329274 · % of assets, Fixed fees · $43.3 million AUMState registeredNo commissions reportedFamily Wealth Partners Concord, INC1028 Lee-Ann Drive, Suite 218 · Concord, NC 28025 · (704) 782-9064 · Financial planningCRD 148015 · % of assets, Fixed fees · $39.0 million AUMState registeredNo commissions reportedMill Capital Management, LLC845 Church Street North · Concord, NC 28025 · (980) 494-6455 · Financial planningCRD 312798 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedOptimal Planning LLC1028 Lee-Ann Drive, Suite 220 · Concord, NC 28025 · (704) 782-7233 · Financial planningCRD 283885 · % of assets · $43.4 million AUMState registeredNo commissions reportedWmc Capital Management, LLC1028 Lee-Ann Drive Ne, Suite 220 · Concord, NC 28025 · (704) 782-7233 · Financial planningCRD 329845 · % of assets, Hourly charges, Fixed fees · $16.2 million AUMState registeredNo commissions reported
Talking to advisers in Concord? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.