Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Huntersville has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Huntersville, North Carolina have an average of 17 years of experience.
Tony Montanari
CIMA®
ACM Wealth Management
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
Minimum Assets Required
$500,000
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
Fee-Based, Hourly, Flat Fee, Based on Assets
Ross Kirwan
MBA, CFP®
Carnegie Private Wealth
Qualifications
CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Jacob Rice
CFP®, RICP®, CLU®, ChFC®
Piedmont Capital Advisors
Qualifications
CRD# 6478580
Firm CRD# 6413
Series 7, 63
Minimum Assets Required
$100,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 16810 Kenton Drive, Suite 200 Huntersville, NC, 28078 | $1,292,570,659 | 2093 | 50 | A percentage of AUM, Fixed fees, Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS) |
2 | 16140 Northcross Drive, Huntersville, NC, 28078 | $176,019,264 | 1249 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Other (CO-ADVISOR FEES) |
QualificationsFirm CRD# 289971
Assets Under Management $1,292,570,659
No. Of Clients2093
Clients Per Financial Advisor42
CORNERSTONE WEALTH is a financial advisory firm situated in Huntersville, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2093 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152397
Assets Under Management $176,019,264
No. Of Clients1249
Clients Per Financial Advisor250
A4 WEALTH ADVISORS LLC is a financial advisory firm situated in Huntersville, North Carolina. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1249 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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