Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Apex has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Apex, North Carolina have an average of 25 years of experience.
Coach Pete D'Arruda
RFC®, RICP®, MRFC
Capital Financial Advisory Group, LLC
Qualifications
CRD# 2756672
Firm CRD# 144374
Series 65
Minimum Assets Required
Not Specified
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Tom Morris
CASL®, CFP®, RICP®, RMA®, MBA, CLU®, ChFC®
Northwestern Mutual -Tom Morris
Qualifications
CRD# 5052940
Firm CRD# 2881
Series 7
Minimum Assets Required
$500,000
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, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Kenneth Nelson
AIFA®, CRPS®, CRPC®, AIF®
Nelson Wealth Advisors
Qualifications
CRD# 1780923
Firm CRD# 30613
Series 7, 9, 10, 24, 63, 65
Minimum Assets Required
$0
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Jacob Rice
CFP®, RICP®, CLU®, ChFC®
Piedmont Capital Advisors
Qualifications
CRD# 6478580
Firm CRD# 6413
Series 7, 63
Minimum Assets Required
$100,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 315 S. Salem Street, #422 Apex, NC, 27502 | $140,645,551 | 389 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 56 Hunter Street, Suite 210 Apex, NC, 27502 | $112,000,000 | 670 | 8 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 127193
Assets Under Management $140,645,551
No. Of Clients389
Clients Per Financial Advisor130
BLUE WATER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Apex, North Carolina. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 389 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145334
Assets Under Management $112,000,000
No. Of Clients670
Clients Per Financial Advisor84
HUNTER STREET INVESTMENT ADVISORS LLC is a financial advisory firm situated in Apex, North Carolina. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 670 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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