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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
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
66
non-vetted advisors in your local area. These financial advisors in
Wilmington, North Carolina
have an average of
32
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 |
| Les H. Kern
CRFA, LUTCF® D.H. HILL WEALTH MANAGEMENT 2306 Wrightsville Ave., Unit 201, Wilmington, NC 28403 |
37 | $20,000,000 | Not Specified | Fee-Based |
| 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 |
| Jeff Headrick
INSPIRE FINANCIAL PLANNING, LLC 1213 Culbreth Drive, Wilmington, NC 28405 |
20 | n/a | Not Specified | Fee-Based |
| Bradley Tunnell
LUTC - Advanced Estate Planning TUNNELL FINANCIAL 1113 44th Ave. N.Suite 103, Myrtle Beach, SC 29577 |
22 | Not Specified | Not Specified | Not Specified |
Qualifications
CRD# 1140180
Firm CRD# 116324
Series 6, 7, 24, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
2306 Wrightsville Ave.,
Unit 201,
Wilmington,
NC
28403
Phone Number
910-763-5050
Over 400 years ago, John Donne wrote "No man is an island entire of itself; every man is a piece of the continent, a part of the main". It is this ethos that has guided my career as a financial advisor. I believe that only by working together can we achieve wonderful things. Planning for your financial future is no different. With the busyness of our daily lives, it is a team effort helping plan your family´s financial future that makes the difference. My practice is supported by the good people at D.H. Hill Advisor and Belpointe Asset Management. People with years of experience contributing to my 30 plus years as an advisor with all of us looking to serve our clients. Planning for retirement is the time to imagine a new life full of possibilities. With our listening ear and experience, we work to help make this a transition into the best stage of your life, allowing what is profoundly important to take center stage. I will deal with integrity and honesty, reflecting that people are important and that my purpose is to bring credit to our Lord Jesus Christ. I have partnered with the Estate Planning Team which is comprised of tax attorneys, CPAs, and advisors like myself committed to assisting clients with business transitions. Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Should you have any questions or would like more information on our firm feel free to email us at lkern@dhhill.com or call us at (910) 763-5050. I am looking forward to hearing from you.
History teaches us that Holding onto equity assets rotating on a relative strength basis produces the best long term wealth building. The more history you are aware of, the more this becomes critically apparent. We believe that while it is important to choose investments with a strategy. We teach clients that to get the best return, their portfolios cannot go backwards. We recommend investments with well-defined sell strategies that we believe will weather downturns efficiently. The bottom line: We try to avoid loss whenever possible. Les H. Kern is an Investment Advisor, of a wealth management firm of D.H. Hill Wealth management group, that is committed to helping clients get to retirement and to help provide a sound retirement income they cannot outlive. As a true independent advisor firm, our customized programs are designed to protect, conserve and grow our client's wealth by sound income strategies with investments that strive to deliver an unprecedented level of income with services.
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, Insurance Products & Annuities
Qualifications
CRD# 5915046
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Hourly
Office Location
1508 Military Cutoff Rd.,
Suite 206,
Wilmington,
NC
28403
Phone Number
910-509-7230
BRENT F. HAYES - MANAGING PARTNER: Brent holds series 7 and 66 securities registrations with Cambridge Investment Research, Inc.. Concentrating on risk management, Brent quickly realized and understood just how essential the prevalence of a risk-managed approach is for his valued clients. Brent decided he wanted to add value by offering total financial services to his clients and joined the family business, Conway & Company Financial Services in 2011. In the fall of 2017, Brent and long-time friend Justin Wolfe expanded the family owned and operated business in Wilmington with Strategic Investment Partners. Brent is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research, Inc. He is also a licensed insurance agent in the field of Life, Health, Variable Insurance, as well as Property and Casualty. Brent is a long-time member of the Rotary Club of Kinston and upholds the club values in volunteer and fundraising efforts. He is also a member of the Wrightsville Beach United Methodist Church and continues to strengthen his faith. Recently Brent was nominated to join the Wrightsville Beach Foundation which he gladly accepted a board position. The foundation is a non-profit with a mission statement is a commitment to develop and promote a venue that will have the ability to generate funds that can be used to promote, improve and enhance the quality and enjoyment of our islands parks and recreation programs and amenities.
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# 4516694
Firm CRD# 157423
Series 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
1213 Culbreth Drive,
Wilmington,
NC
28405
Phone Number
910-448-1450
Investing and Living with Passion Jeff is passionate about faith-based stewardship, extreme diversification, and best-in-class investing. During his twenties he lived abroad in Ireland, as well as on the Island of St. John in the U.S. Virgin Islands. Jeff once skied 89 consecutive days at the Arapahoe Basin in Colorado. Jeff is married, has two children, and thrives most when hes spending quality time in the great outdoors with his family. Serving Community Jeff believes in supporting the community and has served as an investment instructor for Junior Achievement and taught the Financial Forum at John T. O'Connor Senior Center for many years. Jeff has also volunteered in leadership programs and music ministry at his local church. Jeff can help you navigate your complex private wealth management opportunities. Jeff holds the Series 65 (Uniform Investment Adviser Law Examination) securities license administered for the North American Securities Association (NASAA) by the Financial Industry Regulatory Authority (FINRA).
As an independent firm, you can depend on our relationships with AlphaStar Capital Management, Horizon Investments, Vanguard, TD Ameritrade, and many more to bring you multifaceted approach to private wealth. We view the management of your wealth through a fiduciary lens. We place your best interests above our own. What differentiates us from the rest? Our independence, transparency, and holistic process. Contact us today and can we can meet with you at one of our many offices in the following locations: Greensboro, Winston-Salem, Durham, Raleigh, Cary, Charlotte, Wilmington, and Wrightsville Beach. Click here to reserve time for an initial phone or zoom consultation: https://inspirefp1.youcanbook.me/
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2888131
Firm CRD# 141413
Series 6, 63, 65
Office Location
1113 44th Ave. N.Suite 103,
Myrtle Beach,
SC
29577
Phone Number
843-222-8964
Brad and his wife Carla live in Loris, SC and have been married for 21 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. He is currently completing Harvard Business School's CORe program. The program focuses on Business Analytics, Economics for Managers, as well as Financial Accounting. Mr. Tunnell anticipates completing the curriculum mid-2020. 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. Understanding that clients are in different stages of their lives is very important. They may be purchasing their first home, financing a child's college education, planning for retirement, or protecting and growing their savings while in retirement. We believe that a financial plan must reflect their personal situation.
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:
Portfolio Management, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Annuities, Insurance Planning
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!
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast 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. Learn more about the cost of 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. Learn more about the best time to hire a 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. Read the guide on choosing the best financial advisor.
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.
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. Learn more about what is a fiduciary 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. Learn more about financial advisor vs financial planner: Who do you need?
