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Financial planning in Greensboro, NC

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

All 19

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
Level 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 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 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