Fee-OnlyFinder

Advisers in Greensboro, NC

22 advisers in Greensboro — 22 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (19)Hourly fees (12)Flat / fixed fees (15)% of assets managed (21)Retirement plan consulting (5)

All advisers

1808 Capital Partners5 Corporate Center CT, Suite 100 · Greensboro, NC 27408 · (336) 814-9800 · Financial planningCRD 332702 · % of assets, Hourly charges, Fixed fees · $644.6 million AUMSEC registeredNo commissions reportedButton & Button Wealth Management LLC2012 New Garden Road, Suite C · Greensboro, NC 27410 · (336) 800-4711 · Financial planningCRD 320823 · % of assets, Hourly charges · $3.3 million AUMState registeredNo commissions reportedBy Design Financial Planning104 Paisley St. · Greensboro, NC 27401 · (336) 265-7358 · Financial planningCRD 323253 · % of assets, Hourly charges, Fixed fees · $4.9 million AUMState registeredNo commissions reportedCapital Management LLC628 Green Valley Road, Suite 204 · Greensboro, NC 27408 · (336) 856-2911 · Financial planningCRD 109416 · % of assets, Hourly charges, Fixed fees · $383.0 million AUMSEC registeredNo commissions reportedCarolina Financial Advisors, INC.100 East Lake Dr., Suite 100 · Greensboro, NC 27403 · (336) 333-0176 · Financial planningCRD 118823 · % of assets, Hourly charges, Fixed fees · $240.9 million AUMSEC registeredNo commissions reportedCascades Capital Asset Management, LLC1840 Pembroke Road, Suite 1 · Greensboro, NC 27408 · (336) 404-4746 · Financial planningCRD 167102 · % of assets · $383.3 million AUMSEC registeredNo commissions reportedClef Financial, LLC3719 W. Market St, Ste C · Greensboro, NC 27403 · (919) 450-7385 · Financial planningCRD 328892 · % of assets, Hourly charges, Fixed fees · $3.3 million AUMState registeredNo commissions reportedFund Direct Advisors INC.201 State Street · Greensboro, NC 27408 · (336) 271-4450 · Financial planningCRD 155363 · % of assets, Fixed fees · $593.0 million AUMSEC registeredNo commissions reportedGranville Capital, INC.300 North Greene Street, Suite 1750 · Greensboro, NC 27401 · (336) 273-8544 · Financial planningCRD 126679 · % of assets, Fixed fees, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reportedHolderness Investments CO2102 N. Elm Street, Suite C · Greensboro, NC 27408 · (336) 574-1400 · Financial planningCRD 106530 · % of assets, Hourly charges, Fixed fees · $660.7 million AUMSEC registeredNo commissions reported
Intercarolina Financial Services, INC.3300 Battleground Avenue, Suite 202 · Greensboro, NC 27410 · (336) 288-6890 · % of assets managedCRD 19475 · % of assets · $85.4 million AUMSEC registeredNo commissions reportedLevel Wealth Management LLC701 Green Valley Rd, Suite 100 · Greensboro, NC 27408 · (336) 355-1432 · Financial planningCRD 301381 · Fixed fees · $236.5 million AUMSEC registeredNo commissions reportedOlde Towne Financial Management CO.7 Corporate Center Court, Suite B · Greensboro, NC 27408 · (336) 346-3097 · Financial planningCRD 288706 · % of assets · $22.9 million AUMState registeredNo commissions reportedPark Wealth Management, LLC200 E Bessemer Ave. · Greensboro, NC 27401 · (336) 580-7274 · Financial planningCRD 170188 · % of assets, Hourly charges, Fixed fees · $34.2 million AUMState registeredNo commissions reportedPension Planning Solutions, INC.301 South Elm Street, Suite 1008 · Greensboro, NC 27401 · (336) 389-9922 · % of assets managedCRD 126393 · % of assets · $8.7 million AUMState registeredNo commissions reportedPhoenix Financial Solutions, INC.3817 Lawndale Drive, Suite A-1 · Greensboro, NC 27455 · (336) 286-9936 · Financial planningCRD 148796 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedSmith Partners Wealth Management, LLC128 E Fisher Ave · Greensboro, NC 27401 · (336) 272-9488 · Financial planningCRD 112231 · % of assets, Hourly charges, Fixed fees · $196.1 million AUMSEC registeredNo commissions reportedSmith Salley Wealth Management324 West Wendover Avenue, Suite 301 · Greensboro, NC 27408 · (336) 379-7556 · Financial planningCRD 129614 · % of assets · $2.9 billion AUMSEC registeredNo commissions reportedSpartan Planning Group1931 New Garden Rd, Ste 220 · Greensboro, NC 27410 · (800) 371-1292 · Financial planningCRD 166599 · % of assets, Fixed fees · $383.7 million AUMSEC registeredNo commissions reportedStrategic Advisory Partners3819 Lawndale Drive · Greensboro, NC 27455 · (336) 790-2560 · Financial planningCRD 314842 · % of assets, Hourly charges, Fixed fees · $191.4 million AUMSEC registeredNo commissions reportedWhichard Roach Financial2721 Horse Pen Creek Road,, Suite 103 · Greensboro, NC 27410 · (336) 272-0181 · % of assets managedCRD 334854 · % of assets, Other · $26.5 million AUMState registeredNo commissions reportedZuraw Financial Advisors, LLC806 Green Valley Road, Suite 201 · Greensboro, NC 27408 · Financial planningCRD 173129 · % of assets, Hourly charges, Fixed fees · $519.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Greensboro? 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.