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.
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.
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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 130 Matthews Station St., Suite 2a Matthews, NC, 28105 | $345,086,282 | 234 | 7 | A percentage of AUM, Fixed fees |
2 | 1220 Mann Drive, Suite 100 Matthews, NC, 28105 | $225,371,140 | 804 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 2518 Plantation Center Drive, Matthews, NC, 28105 | $210,351,313 | 733 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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.
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