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Find Retirement Advisors for Retirement Planning in Greenville, North Carolina

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Greenville, North Carolina

Last Updated - April 25, 2025

Greenville 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 Greenville, North Carolina have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Greenville, North Carolina

VERIFIED

Altrius Capital Management, Inc.
CFP^®, CFA^®

Qualifications
Firm CRD# 121529
Series 63, 65, 66

Minimum Assets Required
$500,000

Address

1323 Commerce Drive,
New Bern, NC 28562 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, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4700 Falls of Neuse Road,
Suite 275,
Raleigh, NC 27609 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Greenville, North Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1706-A East Arlington Blvd., Greenville, NC, 27858	$623,822,112	1387	9	A percentage of AUM, Hourly charges, Fixed fees
2	1001 Conference Drive, Suite A Greenville, NC, 27858	$316,737,721	1135	3	A percentage of AUM, Fixed fees
3	500 Red Banks Road, Suite D Greenville, NC, 27858	$198,440,788	646	4	A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS)

Information on Top Retirement Planning firms in Greenville, North Carolina

CAROLINA WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 131393

Assets Under Management $623,822,112

No. Of Clients1387

Clients Per Financial Advisor154

CAROLINA WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Greenville, North Carolina. With a nearly $624M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1387 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
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
Education seminars/workshops

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H. L. ORMOND & COMPANY, LLC

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QualificationsFirm CRD# 313593

Assets Under Management $316,737,721

No. Of Clients1135

Clients Per Financial Advisor378

H. L. ORMOND & COMPANY, LLC is a financial advisory firm situated in Greenville, North Carolina. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1135 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

Portfolio management for individuals and/or small businesses
Selection for other advisors

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MILESTONE WEALTH

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QualificationsFirm CRD# 292797

Assets Under Management $198,440,788

No. Of Clients646

Clients Per Financial Advisor162

MILESTONE WEALTH is a financial advisory firm situated in Greenville, North Carolina. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 646 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
Other (PERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (FINANCIAL CONSULTING; ASSET MONITORING FOR ASSETS MANAGED BY SUB-ADVISERS)

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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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