Fee-OnlyFinder

Advisers in Huntersville, NC

4 advisers in Huntersville — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)

All advisers

A4 Wealth Advisors LLC16140 Northcross Drive · Huntersville, NC 28078 · (704) 509-1141 · Financial planningCRD 152397 · % of assets, Hourly charges, Fixed fees · $213.7 million AUMSEC registeredNo commissions reportedCornerstone Wealth16810 Kenton Drive, Suite 200 · Huntersville, NC 28078 · (704) 987-3410 · Financial planningCRD 289971 · % of assets, Fixed fees, Other · $2.5 billion AUMSEC registeredNo commissions reportedTactical Investment Advisors, LLC9820 Northcross Center CT, 150 · Huntersville, NC 28078 · (980) 280-1502 · Financial planningCRD 156179 · % of assets, Hourly charges, Fixed fees · $33.1 million AUMState registeredNo commissions reportedTrusttree Financial LLC8936 Northpointe Executive Park Dr., Ste.260 · Huntersville, NC 28078 · (754) 703-6773 · Financial planningCRD 287985 · % of assets, Hourly charges, Fixed fees · $78.0 million AUMState registeredNo commissions reported
Talking to advisers in Huntersville? 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.