Fee-OnlyFinder

% of assets managed in Winston-Salem, NC

20 advisers in Winston-Salem offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 20

Accruent Wealth Advisors1399 Ashleybrook Lane, Suite 120 · Winston-Salem, NC 27103 · (336) 760-4829 · Financial planningCRD 113706 · % of assets, Hourly charges, Fixed fees · $197.7 million AUMSEC registeredNo commissions reportedArbor Investment Advisors300 South Main Street · Winston Salem, NC 27101 · (336) 777-1677 · Financial planningCRD 111077 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedCannon Wealth Management Services2160 Country Club Road · Winston Salem, NC 27104 · (336) 231-6844 · Financial planningCRD 323302 · % of assets, Hourly charges, Fixed fees · $245.2 million AUMSEC registeredNo commissions reportedCassia Capital Partners LLC1144 West Fourth Street, Suite 200 · Winston Salem, NC 27101 · (336) 723-4585 · Financial planningCRD 159911 · % of assets, Hourly charges, Fixed fees · $251.2 million AUMSEC registeredNo commissions reportedCompass Financial Services, INC.108 Cambridge Plaza Drive, Suite B · Winston-Salem, NC 27104 · (336) 768-5111 · Financial planningCRD 336559 · % of assets · $24.9 million AUMState registeredNo commissions reportedDarda Financial750 Bethesda Road · Winston-Salem, NC 27103 · (336) 757-1222 · Financial planningCRD 130230 · % of assets, Fixed fees · $29.6 million AUMState registeredNo commissions reportedGrand Street Capital Management, L.L.C.1008 Brookstown Avenue, Suite C-6 · Winston Salem, NC 27101 · (336) 725-5299 · Hourly feesCRD 150293 · % of assets, Hourly charges · $8.9 million AUMState registeredNo commissions reportedHorizon Financial Services, LLC3880 Vest Mill Rd., Suite 100 · Winston Salem, NC 27103 · (336) 659-7060 · Financial planningCRD 158798 · % of assets, Hourly charges, Fixed fees · $262.4 million AUMSEC registeredNo commissions reportedKensington Financial Group, INC.110 Oakwood Dr, Suite 420 · Winston-Salem, NC 27103 · (336) 712-9743 · % of assets managedCRD 127658 · % of assets · $169.5 million AUMSEC registeredNo commissions reportedKerusso Capital Management, LLC486 North Patterson Avenue, #228 · Winston-Salem, NC 27101 · (404) 226-2537 · % of assets managedCRD 316352 · % of assets, Performance-based fees · $222.4 million AUMSEC registeredNo commissions reported
Resolved Financial155 Sunnynoll CT, Suite 101 · Winston Salem, NC 27106 · (336) 245-8626 · Financial planningCRD 169862 · % of assets, Hourly charges, Fixed fees · $61.4 million AUMState registeredNo commissions reportedSalem Investment Counselors INC480 Shepherd Street · Winston Salem, NC 27103 · (336) 768-7230 · Financial planningCRD 104855 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedSemmax Financial Advisors, INC.1447 Trade Mart Blvd · Winston-Salem, NC 27127 · (336) 856-0080 · Financial planningCRD 144978 · % of assets, Hourly charges, Fixed fees · $495.4 million AUMSEC registeredNo commissions reportedSheets Smith Wealth Management120 Club Oaks Court, Suite 200 · Winston Salem, NC 27104 · (336) 765-2020 · Financial planningCRD 105710 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedThree Magnolias Financial Advisors110 Oakwood Drive, Suite 480 · Winston Salem, NC 27103 · (336) 701-1600 · Financial planningCRD 114471 · % of assets, Hourly charges, Fixed fees · $487.1 million AUMSEC registeredNo commissions reportedTimonier121 Reynolda Village, Suite B · Winston Salem, NC 27106 · (336) 725-5010 · Financial planningCRD 150748 · % of assets, Hourly charges, Fixed fees · $450.3 million AUMSEC registeredNo commissions reportedTwin City Private Wealth, LLC301 N Main Street, Suite 1902 · Winston-Salem, NC 27101 · (336) 930-9494 · % of assets managedCRD 315836 · % of assets · $151.3 million AUMSEC registeredNo commissions reportedWesthampton Capital2150 Country Club Rd, Suite 250 · Winston-Salem, NC 27104 · (336) 725-5579 · % of assets managedCRD 119176 · % of assets · $238.5 million AUMSEC registeredNo commissions reportedWrenn House Investments LLC1336 Ashley Square · Winston Salem, NC 27103 · (336) 245-8636 · Flat / fixed feesCRD 291425 · % of assets, Fixed fees · $5.6 million AUMState registeredNo commissions reportedYour Capital Financial, LLC1485 Rymco Drive · Winston Salem, NC 27103 · (336) 448-3623 · Financial planningCRD 307377 · % of assets, Fixed fees · $61.5 million AUMState registeredNo commissions reported