Fiduciary advisors in Wilmington, NC
11 registered advisers
Wilmington is a coastal city where retiree migration and a growing film industry have diversified the advisory client base, and 11 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 10 of the 11 registered practices, or about 91% of the local market.
ASCENDOR WEALTH, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$117M
Minimum--
Clients370
COUNTERWEIGHT PRIVATE WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$168M
Minimum--
Clients337
DOVETAIL FINANCIAL GROUP LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$259M
Minimum--
Clients882
LIVE OAK PRIVATE WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients1,157
LUMINA WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$197M
Minimum--
Clients166
MASONBORO ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$156M
Minimum--
Clients505
OLD NORTH STATE WEALTH MANAGEMENT, LLC
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$385M
Minimum--
Clients1,062
OMNISTAR FINANCIAL GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$286M
Minimum--
Clients1,077
PATHFINDER WEALTH CONSULTING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$866M
Minimum--
Clients1,895
SEASIDE WEALTH ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$103M
Minimum--
Clients711
TILIA FIDUCIARY PARTNERS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$404M
Minimum--
Clients997