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Find Retirement Advisors for Retirement Planning in Greensboro, North Carolina

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Finding the Best Retirement Planners in Greensboro, North Carolina

Last Updated - April 12, 2024

Greensboro has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Greensboro, North Carolina have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Greensboro, 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

Find An Advisor

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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Top 15 Retirement Planning firms in Greensboro, North Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	SMITH SALLEY WEALTH MANAGEMENT 324 West Wendover Avenue, Suite 301 Greensboro, NC, 27408	$2,709,592,506	2136	17	A Percentage of AUM
2	GRANVILLE CAPITAL, INC. 300 North Greene Street, Suite 1750 Greensboro, NC, 27401	$911,329,944	25	11	A Percentage of AUM, Fixed Fees, Performance Based
3	TRIAD FINANCIAL ADVISORS, INC. 3623 N. Elm Street, Suite 102 Greensboro, NC, 27455	$863,132,435	2470	19	A Percentage of AUM, Other (FEE FOR MONITORING 3RD PARTY MANAGERS)
4	BLUEPRINT INVESTMENT PARTNERS LLC 1250 Revolution Mill Dr., Suite 150 Greensboro, NC, 27405	$533,117,068	13	9	A Percentage of AUM
5	FUND DIRECT ADVISORS INC. 7800 Mccloud Road, Suite 201 Greensboro, NC, 27409	$500,000,000	350	7	A Percentage of AUM
6	HOLDERNESS INVESTMENTS CO 2102 N. Elm Street, Suite C Greensboro, NC, 27408	$346,670,964	546	6	A Percentage of AUM, Hourly charges, Fixed Fees
7	CAPITAL MANAGEMENT LLC 628 Green Valley Road, Suite 204 Greensboro, NC, 27408	$285,585,841	502	4	A Percentage of AUM, Hourly charges, Fixed Fees
8	ZURAW FINANCIAL ADVISORS, LLC 806 Green Valley Road, Suite 201 Greensboro, NC, 27408	$264,353,235	685	2	A Percentage of AUM, Hourly charges, Fixed Fees
9	SPARTAN PLANNING GROUP 1931 New Garden Rd, Ste 220, Greensboro, NC, 27410	$256,800,084	817	6	A Percentage of AUM, Hourly charges, Fixed Fees
10	CASCADES CAPITAL ASSET MANAGEMENT, LLC 1840 Pembroke Road, Suite 1 Greensboro, NC, 27408	$218,643,303	642	3	A Percentage of AUM
11	CAROLINA FINANCIAL ADVISORS, INC. 100 East Lake Dr., Suite 100 Greensboro, NC, 27403	$165,298,960	463	6	A Percentage of AUM, Hourly charges, Fixed Fees
12	TRENT CAPITAL MANAGEMENT INC 3150 North Elm St,Ste 204, Greensboro, NC, 27408	$159,991,361	311	6	A Percentage of AUM, Performance Based
13	SMITH PARTNERS WEALTH MANAGEMENT, LLC 128 E Fisher Ave, Greensboro, NC, 27401-2034	$139,660,790	537	4	A Percentage of AUM, Hourly charges, Fixed Fees
14	PENSION PLANNING SOLUTIONS, INC. 301 South Elm Street, Suite 1008 Greensboro, NC, 27401	$118,935,941	23	2	A Percentage of AUM, Hourly charges, Fixed Fees
15	INTERCAROLINA FINANCIAL SERVICES, INC. 3300 Battleground Avenue, Suite 202 Greensboro, NC, 27410	$100,407,396	254	13	A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Greensboro, North Carolina

SMITH SALLEY WEALTH MANAGEMENT

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QualificationsFirm CRD# 129614

Assets Under Management $2,709,592,506

No. Of Clients2136

Clients Per Financial Advisor126

SMITH SALLEY WEALTH MANAGEMENT is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2136 clients. The team consists of 17 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

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GRANVILLE CAPITAL, INC.

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QualificationsFirm CRD# 126679

Assets Under Management $911,329,944

No. Of Clients25

Clients Per Financial Advisor2

GRANVILLE CAPITAL, INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $911M assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 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
Fixed Fees
Performance Based

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Selection of Other Advisors

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TRIAD FINANCIAL ADVISORS, INC.

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QualificationsFirm CRD# 118583

Assets Under Management $863,132,435

No. Of Clients2470

Clients Per Financial Advisor130

TRIAD FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $863M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2470 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Other (FEE FOR MONITORING 3RD PARTY MANAGERS)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Educational Seminars/ Workshops

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BLUEPRINT INVESTMENT PARTNERS LLC

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QualificationsFirm CRD# 170196

Assets Under Management $533,117,068

No. Of Clients13

Clients Per Financial Advisor1

BLUEPRINT INVESTMENT PARTNERS LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $533M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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

Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

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FUND DIRECT ADVISORS INC.

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QualificationsFirm CRD# 155363

Assets Under Management $500,000,000

No. Of Clients350

Clients Per Financial Advisor50

FUND DIRECT ADVISORS INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $500M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 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

Financial Planning Services

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HOLDERNESS INVESTMENTS CO

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QualificationsFirm CRD# 106530

Assets Under Management $346,670,964

No. Of Clients546

Clients Per Financial Advisor91

HOLDERNESS INVESTMENTS CO is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 546 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
Portfolio Management for Business
Selection of Other Advisors

View Full Profile

CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 109416

Assets Under Management $285,585,841

No. Of Clients502

Clients Per Financial Advisor126

CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 502 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
Portfolio Management for Individuals
Selection of Other Advisors

View Full Profile

ZURAW FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 173129

Assets Under Management $264,353,235

No. Of Clients685

Clients Per Financial Advisor343

ZURAW FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 685 clients. The team consists of 2 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
Selection of Other Advisors

View Full Profile

SPARTAN PLANNING GROUP

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QualificationsFirm CRD# 166599

Assets Under Management $256,800,084

No. Of Clients817

Clients Per Financial Advisor136

SPARTAN PLANNING GROUP is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $257M assets under management, the firm specializes in crafting personalized retirement planning solutions for 817 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
Pension Consulting Services

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CASCADES CAPITAL ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 167102

Assets Under Management $218,643,303

No. Of Clients642

Clients Per Financial Advisor214

CASCADES CAPITAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 642 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

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

View Full Profile

CAROLINA FINANCIAL ADVISORS, INC.

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QualificationsFirm CRD# 118823

Assets Under Management $165,298,960

No. Of Clients463

Clients Per Financial Advisor77

CAROLINA FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 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
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Market Timing Based
Educational Seminars/ Workshops

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TRENT CAPITAL MANAGEMENT INC

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QualificationsFirm CRD# 107344

Assets Under Management $159,991,361

No. Of Clients311

Clients Per Financial Advisor52

TRENT CAPITAL MANAGEMENT INC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 311 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
Performance Based

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business

View Full Profile

SMITH PARTNERS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 112231

Assets Under Management $139,660,790

No. Of Clients537

Clients Per Financial Advisor134

SMITH PARTNERS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 537 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
Portfolio Management for Individuals

View Full Profile

PENSION PLANNING SOLUTIONS, INC.

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QualificationsFirm CRD# 126393

Assets Under Management $118,935,941

No. Of Clients23

Clients Per Financial Advisor12

PENSION PLANNING SOLUTIONS, INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 2 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

Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

View Full Profile

INTERCAROLINA FINANCIAL SERVICES, INC.

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QualificationsFirm CRD# 19475

Assets Under Management $100,407,396

No. Of Clients254

Clients Per Financial Advisor20

INTERCAROLINA FINANCIAL SERVICES, INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 254 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

Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

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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