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Find Retirement Advisors for Retirement Planning in Chapel Hill, North Carolina
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.
Finding the Best Retirement Planners in Chapel Hill, North Carolina
Last Updated - April 25, 2025Chapel Hill has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Chapel Hill, North Carolina have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Chapel Hill, North Carolina
VERIFIEDTom 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
Advisory Services:
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
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDKenneth 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
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDCoach Pete D'Arruda
RFC®, RICP®, MRFC
Capital Financial Advisory Group, LLC
Qualifications
CRD# 2756672
Firm CRD# 144374
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
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
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJacob Rice
CFP®, RICP®, CLU®, ChFC®
Piedmont Capital Advisors
Qualifications
CRD# 6478580
Firm CRD# 6413
Series 7, 63
Minimum Assets Required
$100,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Chapel Hill, North Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1011 South Hamilton Road, Suite 400 Chapel Hill, NC, 27517 | $8,363,744,672 | 196 | 38 | A percentage of AUM, Performance Based |
| 2 | 1450 Raleigh Road, Suite 300 Chapel Hill, NC, 27517-8833 | $3,465,042,044 | 1563 | 39 | A percentage of AUM, Fixed fees, Other (SECURITY RECOMMENDATIONS) |
| 3 | 5915 Farrington Road,, Suite 202 Chapel Hill, NC, 27517 | $1,961,699,026 | 153 | 13 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 4 | 301 West Barbee Chapel Road, Suite 200 Chapel Hill, NC, 27517 | $1,432,730,674 | 42 | 33 | A percentage of AUM, Performance Based |
| 5 | 101 Glen Lennox Drive, Suite 150 Chapel Hill, NC, 27517-8834 | $1,032,235,244 | 940 | 13 | A percentage of AUM, Fixed fees |
| 6 | 1414 Raleigh Road, Suite 250 Chapel Hill, NC, 27517 | $957,254,833 | 8 | 14 | A percentage of AUM, Performance Based |
| 7 | 1450 Raleigh Road,, Suite 105 Chapel Hill, NC, 27517 | $944,342,749 | 2269 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 100 Europa Drive, Suite 425 Chapel Hill, NC, 27517 | $935,084,099 | 780 | 11 | A percentage of AUM |
| 9 | 308 West Rosemary Street, Suite 301 Chapel Hill, NC, 27516 | $787,661,112 | 1292 | 5 | A percentage of AUM, Fixed fees |
| 10 | 1504 E. Franklin St., Suite 105 Chapel Hill, NC, 27514 | $511,205,897 | 885 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 123 West Franklin Street, Suite 540 Chapel Hill, NC, 27516 | $509,203,338 | 222 | 3 | A percentage of AUM |
| 12 | 6340 Quadrangle Drive, Suite 100 Chapel Hill, NC, 27517 | $502,828,225 | 1771 | 12 | A percentage of AUM, Fixed fees |
| 13 | 100 Europa Drive, Suite 390 Chapel Hill, NC, 27517 | $488,362,265 | 1434 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD-PARTY ADVISER/MANAGER FEES) |
| 14 | 100 Europa Drive, Suite 410 Chapel Hill, NC, 27517 | $471,875,202 | 600 | 10 | A percentage of AUM, Fixed fees |
| 15 | 109 Conner Drive, Suite 205 Chapel Hill, NC, 27514 | $184,027,324 | 315 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Chapel Hill, North Carolina
QualificationsFirm CRD# 155425
Assets Under Management $8,363,744,672
No. Of Clients196
Clients Per Financial Advisor5
TRUEBRIDGE CAPITAL PARTNERS is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 196 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106275
Assets Under Management $3,465,042,044
No. Of Clients1563
Clients Per Financial Advisor40
FRANKLIN STREET ADVISORS INC. is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1563 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SECURITY RECOMMENDATIONS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (INVESTMENT ADVICE)
QualificationsFirm CRD# 289395
Assets Under Management $1,961,699,026
No. Of Clients153
Clients Per Financial Advisor12
ETON ADVISORS is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 153 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (FAMILY OFFICE SERVICES; CREDIT SOLUTIONS AND INSURANCE SOLUTIONS)
QualificationsFirm CRD# 138401
Assets Under Management $1,432,730,674
No. Of Clients42
Clients Per Financial Advisor1
MORGAN CREEK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (NON-DISCRETIONARY INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)
QualificationsFirm CRD# 159953
Assets Under Management $1,032,235,244
No. Of Clients940
Clients Per Financial Advisor72
DELEGATE ADVISORS, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 940 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 141407
Assets Under Management $957,254,833
No. Of Clients8
Clients Per Financial Advisor1
SILVERBACK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 304642
Assets Under Management $944,342,749
No. Of Clients2269
Clients Per Financial Advisor284
ABSHER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $944M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2269 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 144534
Assets Under Management $935,084,099
No. Of Clients780
Clients Per Financial Advisor71
HAMILTON POINT INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $935M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
QualificationsFirm CRD# 311517
Assets Under Management $787,661,112
No. Of Clients1292
Clients Per Financial Advisor258
ATLANTIC PRIVATE WEALTH, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $788M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1292 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 150641
Assets Under Management $511,205,897
No. Of Clients885
Clients Per Financial Advisor148
WOODWARD FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $511M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 317547
Assets Under Management $509,203,338
No. Of Clients222
Clients Per Financial Advisor74
SAFE HARBOR FAMILY CAPITAL, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $509M assets under management, the firm specializes in crafting personalized retirement planning solutions for 222 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 283014
Assets Under Management $502,828,225
No. Of Clients1771
Clients Per Financial Advisor148
HILLTOP WEALTH ADVISORS, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $503M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1771 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 118412
Assets Under Management $488,362,265
No. Of Clients1434
Clients Per Financial Advisor143
PHOENIX WEALTH ADVISORS INC. is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $488M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1434 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD-PARTY ADVISER/MANAGER FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 154804
Assets Under Management $471,875,202
No. Of Clients600
Clients Per Financial Advisor60
OLD PEAK FINANCE is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $472M assets under management, the firm specializes in crafting personalized retirement planning solutions for 600 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 112897
Assets Under Management $184,027,324
No. Of Clients315
Clients Per Financial Advisor105
FRAZIER FINANCIAL CONSULTANTS, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 315 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.