Advisers in Greenville, NC

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

Financial planning (4)Hourly fees (3)Flat / fixed fees (4)

All advisers

Carolina Financial Services Group, INC.905-B Conference Drive · Greenville, NC 27858 · (252) 215-9095 · % of assets managedCRD 149664 · % of assets, Other · $40.0 million AUMState registeredNo commissions reported Carolina Wealth Management, INC.1706-A East Arlington Blvd. · Greenville, NC 27858 · (252) 439-1344 · Financial planningCRD 131393 · % of assets, Hourly charges, Fixed fees · $798.5 million AUMSEC registeredNo commissions reported Crossgen Wealth LLC905 a Conference Drive · Greenville, NC 27858 · (252) 262-7301 · Financial planningCRD 336270 · % of assets, Hourly charges, Fixed fees · $222.8 million AUMSEC registeredNo commissions reported H. L. Ormond & Company, LLC1001 Conference Drive, Suite a · Greenville, NC 27858 · (252) 756-4010 · Financial planningCRD 313593 · % of assets, Fixed fees · $401.4 million AUMSEC registeredNo commissions reported Keel & Long Financial Management, LLC2408 Charles Blvd, Suite 4 · Greenville, NC 27858 · (252) 295-0772 · Financial planningCRD 292851 · % of assets, Hourly charges, Fixed fees · $75.0 million AUMState registeredNo commissions reported

Talking to advisers in Greenville? 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.