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Find Best Financial Advisors in Wilmington, North Carolina

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Wilmington is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Wilmington & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Wilmington?

Looking for a qualified financial advisor in Wilmington? We can help you by narrowing down your options & listing the best financial advisors in Wilmington as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Wilmington near you with the list of certified and vetted Wilmington financial advisors.

List of Qualified Financial Advisors in Wilmington, North Carolina

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Les H. Kern

D.H. Hill Wealth Management

2306 Wrightsville Ave.
Unit 201

Wilmington, NC 28403

910-763-5050

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Strategic Investment Partners

Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403

910-509-7230

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Bradley Tunnell

Tunnell Financial

1361 21st Ave. N.
Suite 107-B

Myrtle Beach, SC 29577

843-222-8964

Top Financial Advisor Firms in North Carolina (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
LIVE OAK PRIVATE WEALTH, LLC
1741 Tiburon Drive, Wilmington, NC 28403
297904 $836,456,769 427 A percentage of AUM
Hourly charges
Fixed fees
OLD NORTH STATE WEALTH MANAGEMENT, LLC
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
148659 $287,511,917 821 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Other (THIRD PARTY ADVISER FEES)
TRANSITUS WEALTH PARTNERS LLC
210-4 Avondale Ave, Wilmington, NC 28403-7059
311298 $232,864,246 331 A percentage of AUM
Hourly charges
Fixed fees
COPLEY INVESTMENT MANAGEMENT, LLC
2328 Lynnwood Drive, Wilmington, NC 28403
118014 $181,941,701 710 A percentage of AUM
Hourly charges
Fixed fees
OMNISTAR FINANCIAL GROUP, INC.
1712 Eastwood Road, Suite 212 Wilmington, NC 28403
138515 $164,381,000 335 A percentage of AUM
Hourly charges
Fixed fees
LUMINA WEALTH MANAGEMENT, LLC
1508 Military Cutoff Road, Suite 302 Wilmington, NC 28403
291548 $163,470,342 491 A percentage of AUM
Hourly charges
Fixed fees
TILIA FIDUCIARY PARTNERS, INC.
32 N. Front Street, Wilmington, NC 28401
157852 $152,922,149 771 A percentage of AUM

Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bill Waylett
Inquire with Bill
1111 Military Cutoff Rd, Wilmington, NC 28405 910-509-1130
Angie King, Financial Advisor
Inquire with Angie
1826 Sir Tyler Drive, Suite 200 Wilmington, NC 28405 910-520-1587
Morgan Stanley Financial Advisors
Inquire with Morgan
1111 Military Cutoff Rd, Wilmington, NC 28405 910-509-1100
CES Retirement Advisors
Inquire with CES
1213 Culbreth Drive, Wilmington, NC 28405 910-565-0065
Matt Bennett
Inquire with Matt
1111 Military Cutoff Rd, Wilmington, NC 28405 910-509-1146
Michael Kraus
Inquire with Michael
1111 Military Cutoff Rd, Wilmington, NC 28405 910-509-1115
The Cape Fear Group
Inquire with Cape
1111 Military Cutoff Rd, Wilmington, NC 28405 910-509-1111
Waylett Wealth Management Group
Inquire with Waylett
1111 Military Cutoff Rd, Wilmington, NC 28405 910-509-1120
Shawn Good
Inquire with Shawn
1111 Military Cutoff Rd, Wilmington, NC 28405 910-509-1144
David Price
Inquire with David
1111 Military Cutoff Rd, Wilmington, NC 28405 910-509-1143

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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