Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > north carolina > wilmington

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

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 Wilmington, North Carolina

Last Updated - April 11, 2025

Wilmington has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 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

List of Qualified Retirement Planning Advisors in Wilmington, North Carolina

VERIFIED

Masonboro Advisors
CFP^®

Qualifications
Firm CRD# 145151
Series 6, 63, 65, 66

Minimum Assets Required
$250,000

Address

5815 Oleander Drive,
Suite 260,
Wilmington, NC 28403 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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Find An Advisor

VERIFIED

Strategic Investment Partners
Accredited Investment Advisor

Qualifications
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
Not Specified

Address

1508 Military Cutoff Rd.,
Suite 206,
Wilmington, NC 28403 See Details

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

Find An Advisor

VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$100,000

Address

Virtual via Zoom,
Leland, NC 28451 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, Insurance Products & Annuities

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Bradley Tunnell
LUTC - Advanced Estate Planning
Palmetto Wealth Planning

Qualifications
CRD# 2888131
Firm CRD# 141413
Series 6, 63, 65

Minimum Assets Required
$50,000

Address

1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach, SC 29577 See Details

Advisory Services:

Compensation/Fee

Commissions, Flat Fee, Based on Assets

Find An Advisor

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:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 7 Retirement Planning firms in Wilmington, North Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1741 Tiburon Drive, Wilmington, NC, 28403	$1,067,283,022	1086	12	A percentage of AUM, Hourly charges, Fixed fees
2	1430 Commonwealth Drive, Suite 200, Wilmington, NC, 28403	$335,199,925	970	6	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (THIRD PARTY ADVISER FEES)
3	1712 Eastwood Road, Suite 212 Wilmington, NC, 28403	$228,789,377	963	7	A percentage of AUM, Hourly charges, Fixed fees
4	210-4 Avondale Ave, Wilmington, NC, 28403-7059	$227,897,299	811	6	A percentage of AUM, Hourly charges, Fixed fees
5	1508 Military Cutoff Road, Suite 302 Wilmington, NC, 28403	$196,838,119	166	3	A percentage of AUM, Hourly charges, Fixed fees
6	32 N. Front Street, Wilmington, NC, 28401	$172,959,637	807	6	A percentage of AUM, Hourly charges, Fixed fees
7	404 N. 3rd Street, Suite 107 Wilmington, NC, 28401	$137,008,121	291	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Wilmington, North Carolina

LIVE OAK PRIVATE WEALTH, LLC

Find an Advisor

QualificationsFirm CRD# 297904

Assets Under Management $1,067,283,022

No. Of Clients1086

Clients Per Financial Advisor91

LIVE OAK PRIVATE WEALTH, LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1086 clients. The team consists of 12 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
Selection for other advisors
Publication of periodicals and newsletters

View Full Profile

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 148659

Assets Under Management $335,199,925

No. Of Clients970

Clients Per Financial Advisor162

OLD NORTH STATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $335M assets under management, the firm specializes in crafting personalized retirement planning solutions for 970 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

OMNISTAR FINANCIAL GROUP, INC.

Find an Advisor

QualificationsFirm CRD# 138515

Assets Under Management $228,789,377

No. Of Clients963

Clients Per Financial Advisor138

OMNISTAR FINANCIAL GROUP, INC. is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 963 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

TRANSITUS WEALTH PARTNERS LLC

Find an Advisor

QualificationsFirm CRD# 311298

Assets Under Management $227,897,299

No. Of Clients811

Clients Per Financial Advisor135

TRANSITUS WEALTH PARTNERS LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 811 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

LUMINA WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 291548

Assets Under Management $196,838,119

No. Of Clients166

Clients Per Financial Advisor55

LUMINA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 166 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (OUTSOURCED CIO SERVICES)

View Full Profile

TILIA FIDUCIARY PARTNERS, INC.

Find an Advisor

QualificationsFirm CRD# 157852

Assets Under Management $172,959,637

No. Of Clients807

Clients Per Financial Advisor135

TILIA FIDUCIARY PARTNERS, INC. is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 807 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

COUNTERWEIGHT PRIVATE WEALTH

Find an Advisor

QualificationsFirm CRD# 327880

Assets Under Management $137,008,121

No. Of Clients291

Clients Per Financial Advisor97

COUNTERWEIGHT PRIVATE WEALTH is a financial advisory firm situated in Wilmington, North Carolina. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 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 services
Portfolio management for individuals and/or small businesses

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.