Fiduciary advisors in Cornelius, NC

5 registered advisers

There are 5 SEC-registered fiduciary advisors based in Cornelius. Of those, 5 operate on a fee-only compensation model.

ALPHASTAR CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #157423
Typical Fee--
AUM$1.8B
Minimum--
Clients11,592

ASPIRE PRIVATE CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #154116
Typical Fee--
AUM$456M
Minimum--
Clients1,701

INTEGRATIVE PLANNING, INC.

Fee-OnlyAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #336307
Typical Fee--
AUM$100M
Minimum--
Clients412

PASSPORT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #297449
Typical Fee--
AUM$115M
Minimum--
Clients409

POWELL WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #144230
Typical Fee--
AUM$229M
Minimum--
Clients272
Fiduciary Advisors in Cornelius, North Carolina | FiduciaryListings