National Retirement Planning Experts

National Coverage
Local Professionals

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 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 - May 13, 2024

Wilmington 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Wilmington, North Carolina

advisor-photo
vector.svg VERIFIED

Masonboro Advisors
CFP®

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

advisor-photo
vector.svg VERIFIED

Strategic 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

advisor-photo
vector.svg VERIFIED

Bradley 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

advisor-photo
vector.svg VERIFIED

Altrius 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

Top 8 Retirement Planning firms in Wilmington, North Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LIVE OAK PRIVATE WEALTH, LLC
1741 Tiburon Drive,
Wilmington, NC, 28403
$830,021,82194913
A Percentage of AUM, Hourly charges, Fixed Fees
2
OLD NORTH STATE WEALTH MANAGEMENT, LLC
1430 Commonwealth Drive, Suite 200,
Wilmington, NC, 28403
$265,854,6358856
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
$200,703,8088086
A Percentage of AUM, Hourly charges, Fixed Fees
4
OMNISTAR FINANCIAL GROUP, INC.
1712 Eastwood Road, Suite 212
Wilmington, NC, 28403
$160,420,0003478
A Percentage of AUM, Hourly charges, Fixed Fees
5
COPLEY INVESTMENT MANAGEMENT, LLC
2328 Lynnwood Drive,
Wilmington, NC, 28403
$155,927,5698082
A Percentage of AUM, Hourly charges, Fixed Fees
6
LUMINA WEALTH MANAGEMENT, LLC
1508 Military Cutoff Road, Suite 302
Wilmington, NC, 28403
$152,556,8505163
A Percentage of AUM, Hourly charges, Fixed Fees
7
TILIA FIDUCIARY PARTNERS, INC.
32 N. Front Street,
Wilmington, NC, 28401
$141,930,2777807
A Percentage of AUM
8
COUNTERWEIGHT PRIVATE WEALTH
404 N. 3rd Street, Suite 107
Wilmington, NC, 28401
$003
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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

Get Matched With Planners