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Find Top Financial Advisors in Wilmington, North Carolina

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 - February 25, 2024

Wilmington has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Wilmington, North Carolina have an average of 38 years of experience.

NOTE: The list of vetted financial advisors in Wilmington, 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 Wilmington, North Carolina.

Qualified Financial Advisors in Wilmington, North Carolina

Financial Advisor Experience AUM Minimum Assets Fee Structure
Masonboro Advisors
CFP®
5815 Oleander Drive,
Suite 260,
Wilmington, NC 28403
51 Years $143,000,000 $250,000 Fee-Based
Strategic Investment Partners
Accredited Investment Advisor
1508 Military Cutoff Rd.,
Suite 206,
Wilmington, NC 28403
50 Years Not Specified Not Specified Fee-Based
Bradley Tunnell
LUTC - Advanced Estate Planning
TUNNELL FINANCIAL
1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach, SC 29577
26 Years Not Specified $50,000 Not Specified
Altrius Capital Management, Inc.
CFP®, CFA®
1323 Commerce Drive,
New Bern, NC 28562
27 Years $510,000,000 $500,000 Fee-Only

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Information on Qualified Financial Advisors in Wilmington, North Carolina

Qualifications Firm CRD# 145151
Series 6, 63, 65, 66

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


Office Location 5815 Oleander Drive,
Suite 260,
Wilmington,
NC
28403
Phone Number 910-742-0509

About Masonboro Advisors

Masonboro Advisors

We stand out as financial advisors with a unique approach. Our team brings together a CERTIFIED FINANCIAL PLANNER, a mechanical engineer, an MBA holder, and a former manager from a leading investment company, each with decades of experience. The combination of our diverse backgrounds, education, and extensive experience empowers us to think outside the box and challenge conventional wisdom in our investment planning approach. We have a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up.

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


Qualifications Firm CRD# 39543
Series 7, 66

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


Office Location 1508 Military Cutoff Rd.,
Suite 206,
Wilmington,
NC
28403
Phone Number 910-509-7230

About Strategic Investment Partners

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, Flat Fee, Based on Assets


Office Location 1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach,
SC
29577
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 Harvard Business School,Onlines 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. Brad is currently enrolled in Harvard Business School Online's "Data Science" Certification Program.

About Tunnell Financial

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


Qualifications Firm CRD# 121529
Series 63, 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 1323 Commerce Drive,
New Bern,
NC
28562
Phone Number 252-638-7598

About Altrius Capital Management, Inc.

Altrius Capital Management, Inc.

Altrius Capital is a wealth and investment management firm dedicated to providing sound risk adjusted returns through our proprietary process which focuses on global revenue generation, value and above average income. Our value-driven, income-focused process, is comprised of individual stocks and bonds designed to meet the retirement and investment goals of our clients. For more information, please visit our website www.altriuscapital.com.

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, Tax Advice and Services, Estate Planning & Trusts


Customer Reviews

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.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
LIVE OAK PRIVATE WEALTH, LLC
1741 Tiburon Drive, Wilmington, NC 28403
13 949 $830,021,821
A Percentage of AUM, Hourly charges, Fixed Fees
OLD NORTH STATE WEALTH MANAGEMENT, LLC
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
6 885 $265,854,635
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
6 808 $200,703,808
A Percentage of AUM, Hourly charges, Fixed Fees
OMNISTAR FINANCIAL GROUP, INC.
1712 Eastwood Road, Suite 212, Wilmington, NC 28403
8 347 $160,420,000
A Percentage of AUM, Hourly charges, Fixed Fees
COPLEY INVESTMENT MANAGEMENT, LLC
2328 Lynnwood Drive, Wilmington, NC 28403
2 808 $155,927,569
A Percentage of AUM, Hourly charges, Fixed Fees
LUMINA WEALTH MANAGEMENT, LLC
1508 Military Cutoff Road, Suite 302, Wilmington, NC 28403
3 516 $152,556,850
A Percentage of AUM, Hourly charges, Fixed Fees
TILIA FIDUCIARY PARTNERS, INC.
32 N. Front Street, Wilmington, NC 28401
7 780 $141,930,277
A Percentage of AUM
COUNTERWEIGHT PRIVATE WEALTH
404 N. 3rd Street, Suite 107, Wilmington, NC 28401
3 0 $0
A Percentage of AUM, Fixed Fees

    Frequently Asked Questions

    When choosing a financial advisor in North Carolina, it's best to look for information about an advisor's experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to ethics. For more information, refer to this guide on choosing the best financial advisor in North Carolina.

    Financial advisors in North Carolina utilize different compensation methods such as charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. Understanding your advisor's compensation structure is crucial and being aware of potential conflicts of interest that could impact their advice. To gain a better understanding of how financial advisors charge, read more on the costs of hiring a financial advisor.

    Yes, financial advisors can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.

    Financial advisors listed on our directory for the state of North Carolina offer a range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. They help clients set financial goals, create a budget, make investment decisions, and manage their wealth. Read on to better understand how financial advisors can assist you with the various services they provide.

    When choosing a financial advisor in North Carolina, it's important to research their experience thoroughly, credentials (such as CFP, ChFCs, CFAs), education, compensation method, and commitment to ethical practices. To further research financial advisors, follow our guide on the the FINRA BrokerCheck tool. For more information, refer to this guide on choosing the best financial advisor in North Carolina.

    In North Carolina, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Click the "View Full Profile" button of each advisor listed in the directory to further explore a specific financial advisor's qualifications.

    Financial advisors in North Carolina can be compensated through fees, commissions, or a mix of both. Fee-only advisors charge fees solely for their services and don't earn commissions from product sales. Fee-based advisors may follow a hybrid model, combining commissions and fees. Commission-based advisors earn their income solely by selling financial products and receive a percentage of the sale. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.