Find Top Financial Advisors in Wilmington, North Carolina

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Wilmington, North Carolina is situated between the Cape Fear River and the Atlantic Ocean. It's a port city surrounded by small beach communities. Wilmington has a cost of living 4% lower than the national average, making it an affordable coastal town. Since the cost of living is lower than the national average, assistance from the right financial advisor may provide you with an edge while planning for your financial future. Since there are over 400 financial advisors in the Wilmington area, choosing the right advisor for you could be challenging. WiserAdvisor is here to help! We have helped thousands of people like you find a financial advisor that works best with one's specific financial needs. With our free advisor match service, we can connect you to 2-3 fiduciary financial advisors that meet your requirements.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Wilmington, North Carolina.

Finding the Top Financial Advisor in Wilmington, North Carolina
Last Updated - 22-Mar-2023

Wilmington has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 67 non-vetted advisors in your local area. These financial advisors in Wilmington, North Carolina have an average of 37 years of experience.

NOTE: The list of financial advisors in Wilmington, North Carolina mentioned below do 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 Wilmington, North Carolina.

Qualified Financial Advisors in Wilmington, North Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Strategic Investment Partners
Accredited Investment Advisor
1508 Military Cutoff Rd.,
Suite 206,
Wilmington, NC 28403
50 Not Specified Not Specified Fee-Based
Bradley Tunnell
LUTC - Advanced Estate Planning
1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach, SC 29577
25 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Wilmington

Qualifications Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Based on Assets

Office Location 1508 Military Cutoff Rd.,
Suite 206,
Phone Number 910-509-7230

About Strategic Investment Partners

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market. These core beliefs are: 1. We don't know where the market will go - and neither does anyone else. 2. Wherever the market goes, it will get there by trending. 3. Along the way, there will be outperformers and underperformers. Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts

Qualifications CRD# 2888131
Firm CRD# 141413
Series 6, 63, 65

Compensation/Fee Commissions, Based on Assets

Office Location 1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach,
Phone Number 843-222-8964

Brad, Carla, Alex and Tucker (puppies), live in Loris, SC and have been married for 25 years. He received his undergraduate degree from Clemson University and in 1995 attained a Series 6 and Series 63 Securities License as well as attended Trident University and The American College to obtain his insurance license and become certified by the LUTC in "Advanced Estate Planning". Brad has also graduated from Duke University's CFP (Certified Financial Planner) program and he has completed Harvard Business School's CORe program. The program focuses on Business Analytics, Economics for Managers, as well as Financial Accounting. Brad is currently enrolled in Oxford Universitys online Risk Management course. Many advisers are compensated by commissions. This could possibly influence the advice that is provided. Therefore, he also holds a Series 65 Securities License and is bound to a "Fiduciary" duty as opposed to a "Suitability" duty. This is a very important distinction.

About Tunnell Financial

Safer Solutions with Growth Opportunities for savings including IRAs as well as Non-qualified funds: Social Security Reports 22 Years of Experience Undergraduate Degree from Clemson University, Duke University CFP Certification, Harvard Business School (online) CORe (currently enrolled) Retirement 401(k) College Planning Estate Planning Investment & Wealth Management Key Man Business Planning Buy-Sell Business Planning

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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

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

Firm Name AUM No. of Clients Fee Structure
1741 Tiburon Drive,
Wilmington, NC 28403
$836,456,769 427 A percentage of AUM
Hourly charges
Fixed fees
1430 Commonwealth Drive, Suite 200,
Wilmington, NC 28403
$287,511,917 821 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
210-4 Avondale Ave,
Wilmington, NC 28403-7059
$232,864,246 331 A percentage of AUM
Hourly charges
Fixed fees
2328 Lynnwood Drive,
Wilmington, NC 28403
$181,941,701 710 A percentage of AUM
Hourly charges
Fixed fees
1712 Eastwood Road , Suite 212,
Wilmington, NC 28403
$164,381,000 335 A percentage of AUM
Hourly charges
Fixed fees
1508 Military Cutoff Road , Suite 302,
Wilmington, NC 28403
$163,470,342 491 A percentage of AUM
Hourly charges
Fixed fees
32 N. Front Street,
Wilmington, NC 28401
$152,922,149 771 A percentage of AUM

    List of Additional Advisors in Wilmington, 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
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      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.

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      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. Read here the importance of retirement planning.

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      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. Learn more about financial advisor vs financial planner: Who do you need?