Fiduciary advisors in Greensboro, NC

19 registered advisers

Greensboro is an insurance and financial services city (Lincoln Financial origins) with a legacy of textile-era family wealth. 18 of those firms -- 95% -- operate on a fee-only basis, accepting no commissions. The directory below breaks down each firm's fee structure, client base, and regulatory standing.

1808 CAPITAL PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #332702
Typical Fee--
AUM$651M
Minimum--
Clients995

BELL PARTNERS

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #329611
Typical Fee--
AUM$5.2B
Minimum--
Clients27

BLUEPRINT FUND MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #306419
Typical Fee--
AUM$340M
Minimum--
Clients2

BLUEPRINT INVESTMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #170196
Typical Fee--
AUM$1.2B
Minimum--
Clients17

CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #109416
Typical Fee--
AUM$342M
Minimum--
Clients514

CAROLINA FINANCIAL ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #118823
Typical Fee--
AUM$241M
Minimum--
Clients1,226

CASCADES CAPITAL ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #167102
Typical Fee--
AUM$322M
Minimum--
Clients691

FUND DIRECT ADVISORS INC.

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #155363
Typical Fee--
AUM$605M
Minimum--
Clients160

GRANVILLE CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #126679
Typical Fee--
AUM$1.1B
Minimum--
Clients83

HOLDERNESS INVESTMENTS CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #106530
Typical Fee--
AUM$621M
Minimum--
Clients750

INTERCAROLINA FINANCIAL SERVICES, INC.

Also Compensated via Brokerage
Greensboro, North CarolinaCRD #19475
Typical Fee--
AUM$131M
Minimum--
Clients381

LEVEL WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #301381
Typical Fee--
AUM$237M
Minimum--
Clients432

PIEDMONT CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #155682
Typical Fee--
AUM$408M
Minimum--
Clients206

SMITH PARTNERS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #112231
Typical Fee--
AUM$175M
Minimum--
Clients434

SMITH SALLEY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #129614
Typical Fee--
AUM$2.9B
Minimum--
Clients3,203

SPARTAN PLANNING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #166599
Typical Fee--
AUM$345M
Minimum--
Clients962

STRATEGIC ADVISORY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #314842
Typical Fee--
AUM$124M
Minimum--
Clients709

VN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #166761
Typical Fee--
AUM$96M
Minimum--
Clients2

ZURAW FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #173129
Typical Fee--
AUM$520M
Minimum--
Clients756
Fiduciary Advisors in Greensboro, North Carolina | FiduciaryListings