Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > north carolina > new bern

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in New Bern, 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 you 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 registrations check. 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 New Bern, North Carolina

Last Updated - December 1, 2024

New Bern has 1 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 New Bern, North Carolina have an average of 27 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in New Bern, 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

Find An Advisor

Top 2 Retirement Planning firms in New Bern, North Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	BLUESKY WEALTH ADVISORS, LLC 2131 S Glenburnie Road, Suite 8 New Bern, NC, 28562	$612,430,755	1474	18	Hourly charges, Fixed Fees
2	ALTRIUS CAPITAL MANAGEMENT, INC. 1323 Commerce Drive, New Bern, NC, 28562	$458,546,055	501	13	A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in New Bern, North Carolina

BLUESKY WEALTH ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 116760

Assets Under Management $612,430,755

No. Of Clients1474

Clients Per Financial Advisor82

BLUESKY WEALTH ADVISORS, LLC is a financial advisory firm situated in New Bern, North Carolina. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1474 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

View Full Profile

ALTRIUS CAPITAL MANAGEMENT, INC.

Find an Advisor

QualificationsFirm CRD# 121529

Assets Under Management $458,546,055

No. Of Clients501

Clients Per Financial Advisor39

ALTRIUS CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in New Bern, North Carolina. With a nearly $459M assets under management, the firm specializes in crafting personalized retirement planning solutions for 501 clients. The team consists of 13 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
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business
Pension Consulting Services
Educational Seminars/ Workshops

View Full Profile

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.