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Portfolio Size of 100K and
above
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Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
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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
Personalized advice for portfolio size
of 100K & above
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 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 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 |
| 27 Years | $510,000,000 | $500,000 | Fee-Only |
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
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
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.
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
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
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 13 | 949 | $830,021,821 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 6 | 885 | $265,854,635 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (THIRD PARTY ADVISER FEES)
|
|
| 6 | 808 | $200,703,808 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 8 | 347 | $160,420,000 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 2 | 808 | $155,927,569 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 3 | 516 | $152,556,850 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 7 | 780 | $141,930,277 | A Percentage of AUM
|
|
| 3 | 0 | $0 | A Percentage of AUM, Fixed Fees
|
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.
