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Find Retirement Advisors for Retirement Planning in Matthews, 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 Matthews, North Carolina

Last Updated - May 24, 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

VERIFIED

Ross Kirwan
MBA, CFP^®
Carnegie Private Wealth

Qualifications
CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$0

Address

6101 Carnegie Blvd, Suite 520,
Charlotte, NC 28209 See Details

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

Find An Advisor

VERIFIED

Tony Montanari
CIMA^®
ACM Wealth Management

Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65

Minimum Assets Required
$500,000

Address

1927 S. Tryon Street,
Suite 205,
Charlotte, NC 28203 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, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

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

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

Information on Top Retirement Planning firms in Matthews, North Carolina

SAPERE WEALTH MANAGEMENT, LLC

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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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TASSEL CAPITAL MANAGEMENT, INC

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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

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FAMILY WEALTH PARTNERS, LLC

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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)

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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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