How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Statesville, North Carolina

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Statesville, North Carolina, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Statesville, North Carolina

Statesville has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Statesville, North Carolina have an average of 26 years of experience.

NOTE: The list of vetted financial advisors in Statesville, North Carolina mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Statesville, North Carolina.

Qualified Financial Advisors in Statesville, North Carolina

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Tony MontanariCIMA^®ACM Wealth Management1927 S. Tryon StreetCharlotte, NC 28203	26 Years	$150,000,000	$500,000	Fee-Based

Financial Advisor

Tony MontanariCIMA^®ACM Wealth Management1927 S. Tryon StreetCharlotte, NC 28203

Experience26 Years

AUM$150,000,000

Minimum Assets$500,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Statesville, North Carolina

VETTED

Tony MontanariCIMA^®

ACM Wealth Management

About Tony Montanari

Tony is the founder and lead financial advisor of ACM Wealth Management. He is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute.

Tony has been named a Five Star Wealth Manager eight times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire.

Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Qualifications

CRD# 3089483 Firm CRD# 10740Series 7, 31, 63, 65

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location

1927 S. Tryon Street,Suite 205,Charlotte,NC 28203

Phone Number

877-707-5429

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Top Financial Advisory Firms in Statesville, North Carolina

Statesville, North Carolina is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Statesville, North Carolina are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Statesville, North Carolina, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


CAPTRUSTRaleigh, NC	1554	100603	$852,173,054,617	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
ALLSPRING GLOBAL INVESTMENTS, LLCCharlotte, NC	1015	9416	$429,024,440,167	A percentage of AUM, Fixed fees, Performance Based
BARINGS LLCCharlotte, NC	985	343	$307,726,562,224	A percentage of AUM, Fixed fees, Performance Based
ALLSPRING FUNDS MANAGEMENT, LLCCharlotte, NC	513	8078	$300,798,686,558	A percentage of AUM, Performance Based
BRIGHTHOUSE INVESTMENT ADVISERS, LLCCharlotte, NC	31	6685	$137,561,001,775	A percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.)
STERLING CAPITAL MANAGEMENT LLCCharlotte, NC	181	3215	$66,746,472,114	A percentage of AUM, Fixed fees, Performance Based
WELLS FARGO INVESTMENT INSTITUTE, INC.Charlotte, NC	251	20338	$43,998,251,201	A percentage of AUM, Fixed fees
ALIGHT FINANCIAL ADVISORS, LLCCharlotte, NC	60	219477	$33,737,582,682	A percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES)
ALUMINA INVESTMENT MANAGEMENTCharlotte, NC	3	2	$14,681,685,404	Fixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
GLOBAL ENDOWMENT MANAGEMENT, LPCharlotte, NC	72	33	$11,558,231,568	A percentage of AUM, Performance Based
ADHESION WEALTH ADVISOR SOLUTIONSCharlotte, NC	50	40484	$10,771,561,842	A percentage of AUM, Fixed fees
TRUEBRIDGE CAPITAL PARTNERSChapel Hill, NC	38	196	$8,363,744,672	A percentage of AUM, Performance Based
RIDGEMONT PARTNERS MANAGEMENT, LLCCharlotte, NC	58	33	$7,634,744,615	A percentage of AUM, Fixed fees, Performance Based
WEDGE CAPITAL MANAGEMENT LLPCharlotte, NC	26	234	$7,583,000,000	A percentage of AUM
ASANA PARTNERS, LPCharlotte, NC	117	6	$7,143,965,742	A percentage of AUM, Performance Based

Firm Name

CAPTRUSTRaleigh, NC

No. of Advisors1554

AUM$852,173,054,617

No. of Clients100603

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm Name

ALLSPRING GLOBAL INVESTMENTS, LLCCharlotte, NC

No. of Advisors1015

AUM$429,024,440,167

No. of Clients9416

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

BARINGS LLCCharlotte, NC

No. of Advisors985

AUM$307,726,562,224

No. of Clients343

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

ALLSPRING FUNDS MANAGEMENT, LLCCharlotte, NC

No. of Advisors513

AUM$300,798,686,558

No. of Clients8078

Fee StructureA percentage of AUM, Performance Based

Firm Name

BRIGHTHOUSE INVESTMENT ADVISERS, LLCCharlotte, NC

No. of Advisors31

AUM$137,561,001,775

No. of Clients6685

Fee StructureA percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.)

Firm Name

STERLING CAPITAL MANAGEMENT LLCCharlotte, NC

No. of Advisors181

AUM$66,746,472,114

No. of Clients3215

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

WELLS FARGO INVESTMENT INSTITUTE, INC.Charlotte, NC

No. of Advisors251

AUM$43,998,251,201

No. of Clients20338

Fee StructureA percentage of AUM, Fixed fees

Firm Name

ALIGHT FINANCIAL ADVISORS, LLCCharlotte, NC

No. of Advisors60

AUM$33,737,582,682

No. of Clients219477

Fee StructureA percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES)

Firm Name

ALUMINA INVESTMENT MANAGEMENTCharlotte, NC

No. of Advisors3

AUM$14,681,685,404

No. of Clients2

Fee StructureFixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)

Firm Name

GLOBAL ENDOWMENT MANAGEMENT, LPCharlotte, NC

No. of Advisors72

AUM$11,558,231,568

No. of Clients33

Fee StructureA percentage of AUM, Performance Based

Firm Name

ADHESION WEALTH ADVISOR SOLUTIONSCharlotte, NC

No. of Advisors50

AUM$10,771,561,842

No. of Clients40484

Fee StructureA percentage of AUM, Fixed fees

Firm Name

TRUEBRIDGE CAPITAL PARTNERSChapel Hill, NC

No. of Advisors38

AUM$8,363,744,672

No. of Clients196

Fee StructureA percentage of AUM, Performance Based

Firm Name

RIDGEMONT PARTNERS MANAGEMENT, LLCCharlotte, NC

No. of Advisors58

AUM$7,634,744,615

No. of Clients33

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

WEDGE CAPITAL MANAGEMENT LLPCharlotte, NC

No. of Advisors26

AUM$7,583,000,000

No. of Clients234

Fee StructureA percentage of AUM

Firm Name

ASANA PARTNERS, LPCharlotte, NC

No. of Advisors117

AUM$7,143,965,742

No. of Clients6

Fee StructureA percentage of AUM, Performance Based

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?