Fee-OnlyFinder

Advisers in Cornelius, NC

5 advisers in Cornelius — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)Retirement plan consulting (4)

All advisers

Alphastar Capital Management19520 West Catawba Avenue, Suite 112 · Cornelius, NC 28031 · (855) 340-2514 · Financial planningCRD 157423 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedAspire Private Capital19410 Jetton Road, Suite 110 · Cornelius, NC 28031 · (704) 237-9927 · Financial planningCRD 154116 · % of assets · $509.7 million AUMSEC registeredNo commissions reportedIntegrative Planning, INC.19520 W Catawba Ave., Suite 311 · Cornelius, NC 28031 · (704) 947-8444 · Financial planningCRD 336307 · % of assets, Hourly charges · $101.4 million AUMSEC registeredNo commissions reportedPassport Wealth Management17505 W Catawba Ave #200 · Cornelius, NC 28031 · (704) 457-0060 · Financial planningCRD 297449 · % of assets, Fixed fees · $115.3 million AUMSEC registeredNo commissions reportedPowell Wealth17818 Statesville Rd, Suite 221 · Cornelius, NC 28031 · (704) 439-0027 · Financial planningCRD 144230 · % of assets, Hourly charges, Fixed fees · $229.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Cornelius? 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.