Fee-OnlyFinder

Advisers in Pinehurst, NC

3 advisers in Pinehurst — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Course Management Investment Advisors, LLC5 Dowd Cir, Suite B · Pinehurst, NC 28374 · (910) 621-3371 · % of assets managedCRD 306974 · % of assets · $100.3 million AUMSEC registeredNo commissions reportedPottle Financial Services, INC120 Applecross Rd. · Pinehurst, NC 28374 · (910) 690-6527 · Financial planningCRD 140181 · % of assets, Fixed fees · $62.3 million AUMState registeredNo commissions reportedReliant Investment Partners, LLC293 Olmsted Blvd, Suite 11b-4 · Pinehurst, NC 28374 · (910) 363-1010 · Financial planningCRD 297369 · % of assets, Hourly charges, Fixed fees · $268.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Pinehurst? 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.