Fee-OnlyFinder

Advisers in Wilmington, NC

12 advisers in Wilmington — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (8)Flat / fixed fees (9)Retirement plan consulting (4)

All advisers

Ascendor Wealth, LLC5700 Oleander Drive · Wilmington, NC 28403 · (910) 790-0122 · Financial planningCRD 148969 · % of assets, Fixed fees · $145.6 million AUMSEC registeredNo commissions reportedCounterweight Private Wealth404 N. 3rd Street, Suite 107 · Wilmington, NC 28401 · (919) 726-6124 · Financial planningCRD 327880 · % of assets, Fixed fees · $207.2 million AUMSEC registeredNo commissions reportedDominion Wealth Management, LLC4014 Oleander Dr., Suite 103 · Wilmington, NC 28403 · (910) 625-8595 · Financial planningCRD 315417 · % of assets · $60.0 million AUMState registeredNo commissions reportedDovetail Financial Group LLC210-4 Avondale Ave · Wilmington, NC 28403 · (910) 395-1991 · Financial planningCRD 311298 · % of assets, Hourly charges, Fixed fees · $298.9 million AUMSEC registeredNo commissions reportedLive Oak Private Wealth, LLC1741 Tiburon Drive · Wilmington, NC 28403 · (844) 469-5679 · Financial planningCRD 297904 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedLumina Wealth Management, LLC1427 Military Cutoff Road, Suite 207 · Wilmington, NC 28403 · (910) 599-9409 · Financial planningCRD 291548 · % of assets, Hourly charges, Fixed fees · $240.2 million AUMSEC registeredNo commissions reportedMasonboro Advisors5815 Oleander Drive, Suite 260 · Wilmington, NC 28403 · (910) 742-0509 · Financial planningCRD 145151 · % of assets, Hourly charges, Fixed fees · $206.5 million AUMSEC registeredNo commissions reportedOmnistar Financial Group, INC.1712 Eastwood Road, Suite 212 · Wilmington, NC 28403 · (910) 319-7834 · Financial planningCRD 138515 · % of assets, Hourly charges, Fixed fees · $285.7 million AUMSEC registeredNo commissions reportedPembroke Wealth Management, LLC7890 Market St · Wilmington, NC 28411 · (252) 475-4000 · Hourly feesCRD 281341 · % of assets, Hourly charges, Fixed fees · $7.3 million AUMState registeredNo commissions reportedSouth Atlantic Capital Management Group, INC.Lumina Station, 1900 Eastwood Road, Suite 14 · Wilmington, NC 28403 · (910) 763-4113 · % of assets managedCRD 152413 · % of assets, Performance-based fees · $75.5 million AUMState registeredNo commissions reported
Taylor Financial, LLC1213 Culbreth Dr. · Wilmington, NC 28405 · (910) 256-8818 · Financial planningCRD 147829 · % of assets, Hourly charges · $55.3 million AUMState registeredNo commissions reportedTilia Fiduciary Partners, INC.32 N. Front Street · Wilmington, NC 28401 · (910) 679-4093 · Financial planningCRD 157852 · % of assets, Hourly charges, Fixed fees · $403.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Wilmington? 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.