Advisers in Matthews, NC

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

All advisers

Alluvial Wealth Management1234 Mann Drive, Suite 100 · Matthews, NC 28105 · (704) 927-1492 · Financial planningCRD 305503 · % of assets, Fixed fees · $1.8 million AUMState registeredNo commissions reported Family Wealth Partners, LLC2518 Plantation Center Drive · Matthews, NC 28105 · (704) 321-0152 · Financial planningCRD 317764 · % of assets, Hourly charges, Fixed fees · $392.4 million AUMSEC registeredNo commissions reported Nexus Capital INC2423-B Plantation Center Drive, Suite B · Matthews, NC 28105 · (704) 845-0918 · Financial planningCRD 291866 · % of assets, Hourly charges · $9.6 million AUMState registeredNo commissions reported Sapere Wealth Management, LLC130 Matthews Station St., Suite 2a · Matthews, NC 28105 · (704) 321-5244 · Financial planningCRD 119598 · % of assets, Fixed fees · $604.8 million AUMSEC registeredNo commissions reported Tassel Capital Management, INC1220 Mann Drive, Suite 100 · Matthews, NC 28105 · (704) 814-6780 · Financial planningCRD 121112 · % of assets, Hourly charges, Fixed fees · $266.0 million AUMSEC registeredNo commissions reported

Talking to advisers in Matthews? 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.