Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Cornelius, 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 Cornelius, North Carolina
Last Updated - April 12, 2024Cornelius has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Cornelius, North Carolina have an average of 17 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Cornelius, North Carolina
VERIFIEDTony Montanari
CIMA®
ACM Wealth Management
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
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, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Cornelius, North Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ALPHASTAR CAPITAL MANAGEMENT, LLC 19520 West Catawba Avenue, Suite 112 Cornelius, NC, 28031 | $1,450,962,289 | 13326 | 128 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | ASPIRE PRIVATE CAPITAL 19410 Jetton Road, Suite 110 Cornelius, NC, 28031 | $296,199,202 | 1737 | 11 | A Percentage of AUM |
| 3 | POWELL WEALTH 17818 Statesville Rd, Suite 221 Cornelius, NC, 28031 | $151,570,372 | 268 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Cornelius, North Carolina
QualificationsFirm CRD# 157423
Assets Under Management $1,450,962,289
No. Of Clients13326
Clients Per Financial Advisor104
ALPHASTAR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Cornelius, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13326 clients. The team consists of 128 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
- Selection of Other Advisors
QualificationsFirm CRD# 154116
Assets Under Management $296,199,202
No. Of Clients1737
Clients Per Financial Advisor158
ASPIRE PRIVATE CAPITAL is a financial advisory firm situated in Cornelius, North Carolina. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1737 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 144230
Assets Under Management $151,570,372
No. Of Clients268
Clients Per Financial Advisor89
POWELL WEALTH is a financial advisory firm situated in Cornelius, North Carolina. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Apex, North Carolina
- Retirement Planners in Asheville, North Carolina
- Retirement Planners in Charlotte, North Carolina
- Retirement Planners in Durham, North Carolina
- Retirement Planners in Hickory, North Carolina
- Retirement Planners in New Bern, North Carolina
- Retirement Planners in Raleigh, North Carolina
- Retirement Planners in Wilmington, North Carolina
Looking for more choices? Use our free match service to compare retirement planners serving your area.