Fee-OnlyFinder

Advisers in Southern Pines, NC

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

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

All advisers

Align Financial Planning175 E New Hampshire Ave · Southern Pines, NC 28387 · (830) 998-9006 · Financial planningCRD 324318 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reportedDreher Financial Partners275 Se Broad Street · Southern Pines, NC 28387 · (910) 692-4330 · Financial planningCRD 104537 · % of assets · $148.2 million AUMSEC registeredNo commissions reportedHicks Financial Partners, LLC225 N. Bennett Street, Suite G · Southern Pines, NC 28387 · (877) 921-6478 · Financial planningCRD 317831 · % of assets, Hourly charges, Fixed fees · $35.4 million AUMState registeredNo commissions reportedKiaros Advisors, LLC234a Nw Broad Street · Southern Pines, NC 28387 · (910) 420-0352 · Financial planningCRD 159955 · % of assets, Hourly charges, Fixed fees · $28.3 million AUMState registeredNo commissions reportedThe Pines Wealth Management, LLC325 W. Pennsylvania Ave, Ste E · Southern Pines, NC 28387 · (910) 475-8312 · Financial planningCRD 326353 · % of assets, Fixed fees · $485.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Southern Pines? 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.