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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 you 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 registrations check. 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 18, 2024

Chapel Hill has 4 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 33 years of experience.

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List of Qualified Retirement Planning Advisors in Chapel Hill, North Carolina

VERIFIED

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

Address

240 Leigh Farm Rd,
Ste 400,
Durham, NC 27707 See Details

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

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VERIFIED

Allworth Financial
CFP^®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

3917 University Drive Suite 200,
Durham, NC 27707 See Details

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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VERIFIED

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

Address

10604 Bent Twig Drive,
Raleigh, NC 27613 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

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

Address

1500 Town Side Drive, Suite 200,
Apex, NC 27502 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An 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	TRUEBRIDGE CAPITAL PARTNERS 1011 South Hamilton Road, Suite 400 Chapel Hill, NC, 27517	$8,601,633,930	156	30	A Percentage of AUM, Performance Based
2	FRANKLIN STREET ADVISORS INC. 1450 Raleigh Road, Suite 300 Chapel Hill, NC, 27517-8833	$3,039,682,750	1572	37	A Percentage of AUM, Fixed Fees, Other (SECURITY RECOMMENDATIONS)
3	ETON ADVISORS 5915 Farrington Road,, Suite 202 Chapel Hill, NC, 27517	$1,614,934,168	168	12	A Percentage of AUM, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
4	MORGAN CREEK CAPITAL MANAGEMENT, LLC 301 West Barbee Chapel Road, Suite 200 Chapel Hill, NC, 27517	$1,580,480,446	47	36	A Percentage of AUM, Performance Based
5	DELEGATE ADVISORS, LLC 101 Glen Lennox Drive, Suite 150 Chapel Hill, NC, 27517-8834	$902,440,106	870	12	A Percentage of AUM, Fixed Fees
6	SILVERBACK ASSET MANAGEMENT, LLC 1414 Raleigh Road, Suite 250 Chapel Hill, NC, 27517	$846,247,220	9	13	A Percentage of AUM, Performance Based
7	HAMILTON POINT INVESTMENT ADVISORS, LLC 100 Europa Drive, Suite 425 Chapel Hill, NC, 27517	$793,114,816	742	9	A Percentage of AUM
8	ABSHER WEALTH MANAGEMENT, LLC 1450 Raleigh Road,, Suite 105 Chapel Hill, NC, 27517	$750,613,762	1910	7	A Percentage of AUM, Hourly charges, Fixed Fees
9	ATLANTIC PRIVATE WEALTH, LLC 308 West Rosemary Street, Suite 301 Chapel Hill, NC, 27516	$583,614,502	1097	5	A Percentage of AUM, Fixed Fees
10	WOODWARD FINANCIAL ADVISORS, INC. 1504 E. Franklin St., Suite 105 Chapel Hill, NC, 27514	$455,320,900	627	6	A Percentage of AUM, Hourly charges, Fixed Fees
11	PHOENIX WEALTH ADVISORS INC. 100 Europa Drive, Suite 390 Chapel Hill, NC, 27517	$436,211,964	1401	10	A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD-PARTY ADVISER/MANAGER FEES)
12	OLD PEAK FINANCE 100 Europa Drive, Suite 410 Chapel Hill, NC, 27517	$405,331,294	527	9	A Percentage of AUM, Fixed Fees
13	SAFE HARBOR FAMILY CAPITAL, LLC 123 West Franklin Street, Suite 540 Chapel Hill, NC, 27516	$384,812,368	217	3	A Percentage of AUM
14	HILLTOP WEALTH ADVISORS, LLC 6340 Quadrangle Drive, Suite 100 Chapel Hill, NC, 27517	$377,871,550	1526	15	A Percentage of AUM, Fixed Fees
15	FRAZIER FINANCIAL CONSULTANTS, LLC 109 Conner Drive, Suite 205 Chapel Hill, NC, 27514	$143,423,510	296	3	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Chapel Hill, North Carolina

TRUEBRIDGE CAPITAL PARTNERS

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QualificationsFirm CRD# 155425

Assets Under Management $8,601,633,930

No. Of Clients156

Clients Per Financial Advisor5

TRUEBRIDGE CAPITAL PARTNERS is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 156 clients. The team consists of 30 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

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FRANKLIN STREET ADVISORS INC.

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QualificationsFirm CRD# 106275

Assets Under Management $3,039,682,750

No. Of Clients1572

Clients Per Financial Advisor42

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 1572 clients. The team consists of 37 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
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

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ETON ADVISORS

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QualificationsFirm CRD# 289395

Assets Under Management $1,614,934,168

No. Of Clients168

Clients Per Financial Advisor14

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 168 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
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Selection of Other Advisors
Publication of periodicals or Newsleters

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MORGAN CREEK CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 138401

Assets Under Management $1,580,480,446

No. Of Clients47

Clients Per Financial Advisor1

MORGAN CREEK CAPITAL MANAGEMENT, LLC 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 47 clients. The team consists of 36 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
Portfolio Management for pooled Investment
Selection of Other Advisors

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DELEGATE ADVISORS, LLC

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QualificationsFirm CRD# 159953

Assets Under Management $902,440,106

No. Of Clients870

Clients Per Financial Advisor73

DELEGATE ADVISORS, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $902M assets under management, the firm specializes in crafting personalized retirement planning solutions for 870 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
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Selection of Other Advisors

View Full Profile

SILVERBACK ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 141407

Assets Under Management $846,247,220

No. Of Clients9

Clients Per Financial Advisor1

SILVERBACK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $846M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
Performance Based

Financial Planning Services

Portfolio Management for pooled Investment
Portfolio Management for Business

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HAMILTON POINT INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 144534

Assets Under Management $793,114,816

No. Of Clients742

Clients Per Financial Advisor82

HAMILTON POINT INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $793M assets under management, the firm specializes in crafting personalized retirement planning solutions for 742 clients. The team consists of 9 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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

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ABSHER WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 304642

Assets Under Management $750,613,762

No. Of Clients1910

Clients Per Financial Advisor273

ABSHER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $751M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1910 clients. The team consists of 7 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
Portfolio Management for Individuals
Pension Consulting Services

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ATLANTIC PRIVATE WEALTH, LLC

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QualificationsFirm CRD# 311517

Assets Under Management $583,614,502

No. Of Clients1097

Clients Per Financial Advisor219

ATLANTIC PRIVATE WEALTH, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $584M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1097 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
Portfolio Management for Individuals
Portfolio Management for Business

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WOODWARD FINANCIAL ADVISORS, INC.

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QualificationsFirm CRD# 150641

Assets Under Management $455,320,900

No. Of Clients627

Clients Per Financial Advisor105

WOODWARD FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $455M assets under management, the firm specializes in crafting personalized retirement planning solutions for 627 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
Portfolio Management for Individuals

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PHOENIX WEALTH ADVISORS INC.

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QualificationsFirm CRD# 118412

Assets Under Management $436,211,964

No. Of Clients1401

Clients Per Financial Advisor140

PHOENIX WEALTH ADVISORS INC. is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $436M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1401 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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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OLD PEAK FINANCE

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QualificationsFirm CRD# 154804

Assets Under Management $405,331,294

No. Of Clients527

Clients Per Financial Advisor59

OLD PEAK FINANCE is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 clients. The team consists of 9 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
Portfolio Management for Individuals

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SAFE HARBOR FAMILY CAPITAL, LLC

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QualificationsFirm CRD# 317547

Assets Under Management $384,812,368

No. Of Clients217

Clients Per Financial Advisor72

SAFE HARBOR FAMILY CAPITAL, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $385M assets under management, the firm specializes in crafting personalized retirement planning solutions for 217 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
Portfolio Management for Business
Selection of Other Advisors

View Full Profile

HILLTOP WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 283014

Assets Under Management $377,871,550

No. Of Clients1526

Clients Per Financial Advisor102

HILLTOP WEALTH ADVISORS, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $378M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1526 clients. The team consists of 15 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
Portfolio Management for Individuals
Pension Consulting Services
Educational Seminars/ Workshops

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FRAZIER FINANCIAL CONSULTANTS, LLC

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QualificationsFirm CRD# 112897

Assets Under Management $143,423,510

No. Of Clients296

Clients Per Financial Advisor99

FRAZIER FINANCIAL CONSULTANTS, LLC is a financial advisory firm situated in Chapel Hill, North Carolina. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 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
Portfolio Management for Individuals

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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