Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Qualifications
Firm CRD# 145151
Series 6, 63, 65, 66
Minimum Assets Required
$250,000
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
Fee-Based, Hourly, Based on Assets
Strategic Investment Partners
Accredited Investment Advisor
Qualifications
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Fee-Based, Hourly, Based on Assets
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
Not Specified
Bradley Tunnell
LUTC - Advanced Estate Planning
Palmetto Wealth Planning
Qualifications
CRD# 2888131
Firm CRD# 141413
Series 6, 63, 65
Minimum Assets Required
$50,000
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
Commissions, Flat Fee, Based on Assets
Altrius Capital Management, Inc.
CFP®, CFA®
Qualifications
Firm CRD# 121529
Series 63, 65, 66
Minimum Assets Required
$500,000
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
Fee-Only, Based on Assets
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 |
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.
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.
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.
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.
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.
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.
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.
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