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Find Retirement Advisors for Retirement Planning in Wilmington, North Carolina
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 Wilmington, North Carolina
Last Updated - April 13, 2024Wilmington has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Wilmington, North Carolina have an average of 38 years of experience.
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List of Qualified Retirement Planning Advisors in Wilmington, North Carolina
VERIFIED Qualifications
Firm CRD# 145151
Series 6, 63, 65, 66
Minimum Assets Required
$250,000
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDStrategic Investment Partners
Accredited Investment Advisor
Qualifications
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDBradley Tunnell
LUTC - Advanced Estate Planning
Tunnell Financial
Qualifications
CRD# 2888131
Firm CRD# 141413
Series 6, 63, 65
Minimum Assets Required
$50,000
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Commissions, Flat Fee, Based on Assets
VERIFIEDAltrius Capital Management, Inc.
CFP®, CFA®
Qualifications
Firm CRD# 121529
Series 63, 65, 66
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Wilmington, North Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LIVE OAK PRIVATE WEALTH, LLC 1741 Tiburon Drive, Wilmington, NC, 28403 | $830,021,821 | 949 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | OLD NORTH STATE WEALTH MANAGEMENT, LLC 1430 Commonwealth Drive, Suite 200, Wilmington, NC, 28403 | $265,854,635 | 885 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (THIRD PARTY ADVISER FEES) |
| 3 | TRANSITUS WEALTH PARTNERS LLC 210-4 Avondale Ave, Wilmington, NC, 28403-7059 | $200,703,808 | 808 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | OMNISTAR FINANCIAL GROUP, INC. 1712 Eastwood Road, Suite 212 Wilmington, NC, 28403 | $160,420,000 | 347 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | COPLEY INVESTMENT MANAGEMENT, LLC 2328 Lynnwood Drive, Wilmington, NC, 28403 | $155,927,569 | 808 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | LUMINA WEALTH MANAGEMENT, LLC 1508 Military Cutoff Road, Suite 302 Wilmington, NC, 28403 | $152,556,850 | 516 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | TILIA FIDUCIARY PARTNERS, INC. 32 N. Front Street, Wilmington, NC, 28401 | $141,930,277 | 780 | 7 | A Percentage of AUM |
| 8 | COUNTERWEIGHT PRIVATE WEALTH 404 N. 3rd Street, Suite 107 Wilmington, NC, 28401 | $0 | 0 | 3 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Wilmington, North Carolina
QualificationsFirm CRD# 297904
Assets Under Management $830,021,821
No. Of Clients949
Clients Per Financial Advisor73
LIVE OAK PRIVATE WEALTH, LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $830M assets under management, the firm specializes in crafting personalized retirement planning solutions for 949 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 148659
Assets Under Management $265,854,635
No. Of Clients885
Clients Per Financial Advisor148
OLD NORTH STATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
- Other (THIRD PARTY ADVISER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 311298
Assets Under Management $200,703,808
No. Of Clients808
Clients Per Financial Advisor135
TRANSITUS WEALTH PARTNERS LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 808 clients. The team consists of 6 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 138515
Assets Under Management $160,420,000
No. Of Clients347
Clients Per Financial Advisor43
OMNISTAR FINANCIAL GROUP, INC. is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 347 clients. The team consists of 8 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 118014
Assets Under Management $155,927,569
No. Of Clients808
Clients Per Financial Advisor404
COPLEY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 808 clients. The team consists of 2 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 291548
Assets Under Management $152,556,850
No. Of Clients516
Clients Per Financial Advisor172
LUMINA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 clients. The team consists of 3 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 157852
Assets Under Management $141,930,277
No. Of Clients780
Clients Per Financial Advisor111
TILIA FIDUCIARY PARTNERS, INC. is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 327880
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
COUNTERWEIGHT PRIVATE WEALTH is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.