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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
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 STRATEGIC INVESTMENT PARTNERS 1508 Military Cutoff Rd., Suite 206, Wilmington, NC 28403 |
50 | 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 |
25 | Not Specified | Not Specified | Not Specified |
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
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,
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 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.
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 |
| LIVE OAK PRIVATE WEALTH, LLC
1741 Tiburon Drive, Wilmington, NC 28403 |
$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 |
$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 |
$232,864,246 | 331 |
A percentage of AUM Hourly charges Fixed fees |
| COPLEY INVESTMENT MANAGEMENT, LLC
2328 Lynnwood Drive, Wilmington, NC 28403 |
$181,941,701 | 710 |
A percentage of AUM Hourly charges Fixed fees |
| OMNISTAR FINANCIAL GROUP, INC.
1712 Eastwood Road , Suite 212, Wilmington, NC 28403 |
$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 |
$163,470,342 | 491 |
A percentage of AUM Hourly charges Fixed fees |
| TILIA FIDUCIARY PARTNERS, INC.
32 N. Front Street, Wilmington, NC 28401 |
$152,922,149 | 771 |
A percentage of AUM |
* 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 |
Grow your AUM with pre-qualified leads!
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