Advisers in Statesville, NC

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

All advisers

Masters Tax and Financial Planning LLC246 E Broad Street · Statesville, NC 28677 · (503) 558-3102 · Financial planningCRD 310261 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported Opus Financial Advisors, INC.126 E. Water Street · Statesville, NC 28677 · (704) 872-7671 · Financial planningCRD 118742 · % of assets, Hourly charges, Fixed fees · $30.0 million AUMState registeredNo commissions reported Professional Wealth Management Services LLC211 South Center Street, Suite 417 · Statesville, NC 28677 · (704) 872-0022 · Financial planningCRD 150266 · % of assets, Fixed fees · $136.2 million AUMSEC registeredNo commissions reported Spark Asset Management Group413 N. Center St. · Statesville, NC 28677 · (704) 883-5321 · Financial planningCRD 132154 · % of assets · $12.8 million AUMState registeredNo commissions reported Thompson Wealth Advisors104 N Center St. · Statesville, NC 28677 · (704) 878-6112 · Financial planningCRD 140871 · % of assets, Fixed fees, Other · $44.4 million AUMState registeredNo commissions reported

Talking to advisers in Statesville? 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.