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Find Retirement Advisors for Retirement Planning in Greensboro, 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.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. 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 Greensboro, North Carolina
Last Updated - April 25, 2025Greensboro has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Greensboro, North Carolina have an average of 10 years of experience.
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List of Qualified Retirement Planning Advisors in Greensboro, North Carolina
VERIFIEDJacob 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
VERIFIEDTom 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
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 | 300 N. Greene Street, Ste. 1000 Greensboro, NC, 27401 | $5,720,740,650 | 27 | 65 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 2 | 324 West Wendover Avenue, Suite 301 Greensboro, NC, 27408 | $3,061,316,134 | 2327 | 19 | A percentage of AUM |
| 3 | 300 North Greene Street, Suite 1750 Greensboro, NC, 27401 | $1,052,630,809 | 62 | 10 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 1250 Revolution Mill Dr., Suite 150 Greensboro, NC, 27405 | $849,444,731 | 15 | 15 | A percentage of AUM |
| 5 | 5 Corporate Center Ct, Suite 100 Greensboro, NC, 27408 | $650,959,830 | 995 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 7800 Mccloud Road, Suite 201 Greensboro, NC, 27409 | $605,000,000 | 160 | 4 | A percentage of AUM, Fixed fees |
| 7 | 2102 N. Elm Street, Suite C Greensboro, NC, 27408 | $510,825,426 | 679 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 806 Green Valley Road, Suite 201 Greensboro, NC, 27408 | $424,753,741 | 722 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 1931 New Garden Rd, Ste 220, Greensboro, NC, 27410 | $345,129,944 | 962 | 5 | A percentage of AUM, Fixed fees |
| 10 | 628 Green Valley Road, Suite 204 Greensboro, NC, 27408 | $324,892,294 | 503 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 1250 Revolution Mill Drive, Suite 150 Greensboro, NC, 27405 | $318,874,793 | 2 | 9 | A percentage of AUM |
| 12 | 1840 Pembroke Road, Suite 1 Greensboro, NC, 27408 | $267,692,426 | 678 | 3 | A percentage of AUM |
| 13 | 100 East Lake Dr., Suite 100 Greensboro, NC, 27403 | $211,621,434 | 1034 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 204 Muirs Chapel Road, Suite 100 Greensboro, NC, 27410 | $181,725,611 | 372 | 3 | Fixed fees |
| 15 | 128 E Fisher Ave, Greensboro, NC, 27401-2034 | $174,515,048 | 434 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Greensboro, North Carolina
QualificationsFirm CRD# 329611
Assets Under Management $5,720,740,650
No. Of Clients27
Clients Per Financial Advisor0
BELL PARTNERS is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 65 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 129614
Assets Under Management $3,061,316,134
No. Of Clients2327
Clients Per Financial Advisor122
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 2327 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 126679
Assets Under Management $1,052,630,809
No. Of Clients62
Clients Per Financial Advisor6
GRANVILLE CAPITAL, INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 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
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 170196
Assets Under Management $849,444,731
No. Of Clients15
Clients Per Financial Advisor1
BLUEPRINT INVESTMENT PARTNERS LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $849M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 332702
Assets Under Management $650,959,830
No. Of Clients995
Clients Per Financial Advisor166
1808 CAPITAL PARTNERS is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $651M assets under management, the firm specializes in crafting personalized retirement planning solutions for 995 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 155363
Assets Under Management $605,000,000
No. Of Clients160
Clients Per Financial Advisor40
FUND DIRECT ADVISORS INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $605M assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (RIA MGT. FOR 401-K,403-B & 527 PLANS; PROFIT SHAR. PLS; GOV. PEN. PLS. FOR & NON-FOR PROFIT PEN. PLS.)
QualificationsFirm CRD# 106530
Assets Under Management $510,825,426
No. Of Clients679
Clients Per Financial Advisor113
HOLDERNESS INVESTMENTS CO is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $511M assets under management, the firm specializes in crafting personalized retirement planning solutions for 679 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 173129
Assets Under Management $424,753,741
No. Of Clients722
Clients Per Financial Advisor361
ZURAW FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $425M assets under management, the firm specializes in crafting personalized retirement planning solutions for 722 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 166599
Assets Under Management $345,129,944
No. Of Clients962
Clients Per Financial Advisor192
SPARTAN PLANNING GROUP is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 962 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 109416
Assets Under Management $324,892,294
No. Of Clients503
Clients Per Financial Advisor168
CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $325M assets under management, the firm specializes in crafting personalized retirement planning solutions for 503 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 306419
Assets Under Management $318,874,793
No. Of Clients2
Clients Per Financial Advisor0
BLUEPRINT FUND MANAGEMENT is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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 investment companies
QualificationsFirm CRD# 167102
Assets Under Management $267,692,426
No. Of Clients678
Clients Per Financial Advisor226
CASCADES CAPITAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 678 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 118823
Assets Under Management $211,621,434
No. Of Clients1034
Clients Per Financial Advisor148
CAROLINA FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1034 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Market timing services
- Education seminars/workshops
QualificationsFirm CRD# 301381
Assets Under Management $181,725,611
No. Of Clients372
Clients Per Financial Advisor124
LEVEL WEALTH MANAGEMENT LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 372 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 112231
Assets Under Management $174,515,048
No. Of Clients434
Clients Per Financial Advisor109
SMITH PARTNERS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Greensboro, North Carolina. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.