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Find Retirement Advisors for Retirement Planning in Matthews, North Carolina

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Finding the Best Retirement Planners in Matthews, North Carolina

Last Updated - April 25, 2025

Matthews 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 Matthews, North Carolina have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Matthews, North Carolina

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

130 Matthews Station St., Suite 2a
Matthews, NC, 28105
$345,086,2822347
A percentage of AUM, Fixed fees
2

1220 Mann Drive, Suite 100
Matthews, NC, 28105
$225,371,1408044
A percentage of AUM, Hourly charges, Fixed fees
3

2518 Plantation Center Drive,
Matthews, NC, 28105
$210,351,31373310
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Matthews, North Carolina

QualificationsFirm CRD# 119598

Assets Under Management $345,086,282

No. Of Clients234

Clients Per Financial Advisor33

SAPERE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Matthews, North Carolina. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 234 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 121112

Assets Under Management $225,371,140

No. Of Clients804

Clients Per Financial Advisor201

TASSEL CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Matthews, North Carolina. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 804 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
View Full Profile

QualificationsFirm CRD# 317764

Assets Under Management $210,351,313

No. Of Clients733

Clients Per Financial Advisor73

FAMILY WEALTH PARTNERS, LLC is a financial advisory firm situated in Matthews, North Carolina. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 733 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
  • 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 (ADVISORY CONSULTING)
View Full Profile

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