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 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.
Concord has 2 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 Concord, North Carolina have an average of 17 years of experience.
Tony Montanari
CIMA®
ACM Wealth Management
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
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, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MILL CAPITAL MANAGEMENT, LLC 845 Church Street North, Concord, NC, 28025 | $1,046,747,609 | 221 | 6 | A Percentage of AUM |
2 | FOREST CAPITAL OPERATING COMPANY LLC 300 Mcgill Ave Nw Ste 200, Concord, NC, 28027 | $150,265,532 | 286 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 312798
Assets Under Management $1,046,747,609
No. Of Clients221
Clients Per Financial Advisor37
MILL CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Concord, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 221 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 325514
Assets Under Management $150,265,532
No. Of Clients286
Clients Per Financial Advisor72
FOREST CAPITAL OPERATING COMPANY LLC is a financial advisory firm situated in Concord, North Carolina. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.