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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 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.

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Finding the Best Retirement Planners in Cornelius, North Carolina

Last Updated - April 25, 2025

Cornelius has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Cornelius, North Carolina have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Cornelius, North Carolina

advisor
vector.svg VERIFIED

Tony 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, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Ross Kirwan
MBA, CFP®
Carnegie Private Wealth

Qualifications
CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
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Jacob 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

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Top 4 Retirement Planning firms in Cornelius, North Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

19600 West Catawba Avenue, Suite B200
Cornelius, NC, 28031
$1,146,934,80910083109
A percentage of AUM, Hourly charges, Fixed fees
2

19410 Jetton Road, Suite 110
Cornelius, NC, 28031
$388,282,63717408
A percentage of AUM
3

17818 Statesville Rd, Suite 221
Cornelius, NC, 28031
$202,617,4512514
A percentage of AUM, Hourly charges, Fixed fees
4

19810 West Catawba Avenue, Suite G
Cornelius, NC, 28031
$133,216,3244163
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Cornelius, North Carolina

QualificationsFirm CRD# 157423

Assets Under Management $1,146,934,809

No. Of Clients10083

Clients Per Financial Advisor93

ALPHASTAR CAPITAL MANAGEMENT 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 10083 clients. The team consists of 109 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
  • Selection for other advisors
  • Other (SUB-ADVISORY SERVICES)
View Full Profile

QualificationsFirm CRD# 154116

Assets Under Management $388,282,637

No. Of Clients1740

Clients Per Financial Advisor218

ASPIRE PRIVATE CAPITAL is a financial advisory firm situated in Cornelius, North Carolina. With a nearly $388M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1740 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 144230

Assets Under Management $202,617,451

No. Of Clients251

Clients Per Financial Advisor63

POWELL WEALTH is a financial advisory firm situated in Cornelius, North Carolina. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 251 clients. The team consists of 4 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
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 153390

Assets Under Management $133,216,324

No. Of Clients416

Clients Per Financial Advisor139

AVENTUS INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Cornelius, North Carolina. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
  • Other (GENERAL CONSULTING; ALTERNATIVE INVESTMENT EVALUATION, ASSISTANCE WITH TAX FILING)
View Full Profile

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