Fee-OnlyFinder

Advisers in Mooresville, NC

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

Hourly fees (4)Retirement plan consulting (3)

All advisers

Crown Private Wealth, LLC132 Joe Knox Avenue, Suite 104 · Mooresville, NC 28117 · (704) 469-0200 · Financial planningCRD 311541 · % of assets, Hourly charges, Fixed fees · $63.6 million AUMState registeredNo commissions reportedEverstar Asset Management, LLC108 Gateway Blvd., Suite 204 · Mooresville, NC 28117 · (440) 376-1629 · Financial planningCRD 313334 · % of assets, Hourly charges, Performance-based fees · $336.7 million AUMSEC registeredNo commissions reportedJarrod Adams Investing, LLC106 Langtree Village Drive, Suite 301 · Mooresville, NC 28117 · (704) 996-4243 · Financial planningCRD 164119 · % of assets · $85.2 million AUMState registeredNo commissions reportedMike Adams Financial Advisors, INC.106 Langtree Village Drive, Suite 301 · Mooresville, NC 28117 · (980) 636-4544 · Financial planningCRD 323923 · % of assets, Hourly charges · $125,206 AUMState registeredNo commissions reportedNamcoa107 Kilson Drive, Suite 206 · Mooresville, NC 28117 · (239) 593-5525 · Financial planningCRD 133978 · % of assets, Hourly charges, Fixed fees · $404.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Mooresville? 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.