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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 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.

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Finding the Best Retirement Planners in Wilmington, North Carolina

Last Updated - April 25, 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.

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List of Qualified Retirement Planning Advisors in Wilmington, North Carolina

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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

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advisor
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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

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advisor

Qualifications
Firm CRD# 302050

Minimum Assets Required
$100,000

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, Insurance Products & Annuities

Compensation/Fee

Not Specified

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advisor
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Bradley Tunnell
LUTC - Advanced Estate Planning
Palmetto Wealth Planning

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

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advisor

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1741 Tiburon Drive,
Wilmington, NC, 28403
$1,067,283,022108612
A percentage of AUM, Hourly charges, Fixed fees
2

1430 Commonwealth Drive, Suite 200,
Wilmington, NC, 28403
$335,199,9259706
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (THIRD PARTY ADVISER FEES)
3

1712 Eastwood Road, Suite 212
Wilmington, NC, 28403
$228,789,3779637
A percentage of AUM, Hourly charges, Fixed fees
4

210-4 Avondale Ave,
Wilmington, NC, 28403-7059
$227,897,2998116
A percentage of AUM, Hourly charges, Fixed fees
5

1508 Military Cutoff Road, Suite 302
Wilmington, NC, 28403
$196,838,1191663
A percentage of AUM, Hourly charges, Fixed fees
6

32 N. Front Street,
Wilmington, NC, 28401
$172,959,6378076
A percentage of AUM, Hourly charges, Fixed fees
7

404 N. 3rd Street, Suite 107
Wilmington, NC, 28401
$137,008,1212913
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Wilmington, North Carolina

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
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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
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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

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

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

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

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

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