DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > north carolina > wilmington

Find The Best Financial Advisors in Wilmington, North Carolina

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 The Best Financial Advisors in Wilmington, North Carolina
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Wilmington, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Wilmington, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wilmington, North Carolina have an average of 38 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Wilmington, North Carolina

Masonboro Advisors

910-742-0509

Address

5815 Oleander Drive,
Suite 260,
Wilmington, NC 28403 See Details

Strategic Investment Partners

910-509-7230

Address

1508 Military Cutoff Rd.,
Suite 206,
Wilmington, NC 28403 See Details

Bradley Tunnell

Tunnell Financial

843-222-8964

Address

1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach, SC 29577 See Details

Altrius Capital Management, Inc.

252-638-7598

Address

1323 Commerce Drive,
New Bern, NC 28562 See Details

Top Financial Advisor Firms in Wilmington, 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	$830,021,821	949	A Percentage of AUM, Hourly charges, Fixed Fees
OLD NORTH STATE WEALTH MANAGEMENT, LLC 1430 Commonwealth Drive, Suite 200, Wilmington, NC, 28403	148659	$265,854,635	885	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (THIRD PARTY ADVISER FEES)
TRANSITUS WEALTH PARTNERS LLC 210-4 Avondale Ave, Wilmington, NC, 28403-7059	311298	$200,703,808	808	A Percentage of AUM, Hourly charges, Fixed Fees
OMNISTAR FINANCIAL GROUP, INC. 1712 Eastwood Road, Suite 212 Wilmington, NC, 28403	138515	$160,420,000	347	A Percentage of AUM, Hourly charges, Fixed Fees
COPLEY INVESTMENT MANAGEMENT, LLC 2328 Lynnwood Drive, Wilmington, NC, 28403	118014	$155,927,569	808	A Percentage of AUM, Hourly charges, Fixed Fees
LUMINA WEALTH MANAGEMENT, LLC 1508 Military Cutoff Road, Suite 302 Wilmington, NC, 28403	291548	$152,556,850	516	A Percentage of AUM, Hourly charges, Fixed Fees
TILIA FIDUCIARY PARTNERS, INC. 32 N. Front Street, Wilmington, NC, 28401	157852	$141,930,277	780	A Percentage of AUM
COUNTERWEIGHT PRIVATE WEALTH 404 N. 3rd Street, Suite 107 Wilmington, NC, 28401	327880	$0	0	A Percentage of AUM, Fixed Fees

Select other cities around Wilmington, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Wilmington, North Carolina

How To Find The Best Financial Advisors in Wilmington, North CarolinaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Wilmington, North Carolina

Masonboro Advisors

Address

Strategic Investment Partners

Address

Bradley Tunnell

Tunnell Financial

Address

Altrius Capital Management, Inc.

Address

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

Select other cities around Wilmington, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Wilmington, North Carolina
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy