Fiduciary advisors in Winston Salem, NC

17 registered advisers

Winston Salem is a North Carolina city with a growing financial advisory market, and 17 SEC-registered fiduciary firms serve local investors. Among them, 16 operate strictly fee-only, meaning they collect no commissions or product-based revenue.

ACCRUENT WEALTH ADVISORS

Fee-Only, No ConflictsClean Record
Winston-Salem, North CarolinaCRD #113706
Typical Fee--
AUM$174M
Minimum--
Clients614

ARBOR INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #111077
Typical Fee--
AUM$1.1B
Minimum--
Clients1,356

CANNON WEALTH MANAGEMENT SERVICES

Clean RecordAlso Compensated via Brokerage
Winston Salem, North CarolinaCRD #323302
Typical Fee--
AUM$245M
Minimum--
Clients1,001

CASSIA CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #159911
Typical Fee--
AUM$251M
Minimum--
Clients573

FIVE POINTS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #160792
Typical Fee--
AUM$1.2B
Minimum--
Clients14

HORIZON FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #158798
Typical Fee--
AUM$213M
Minimum--
Clients1,136

KENSINGTON FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #127658
Typical Fee--
AUM$147M
Minimum--
Clients769

KERUSSO CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #316352
Typical Fee--
AUM$169M
Minimum--
Clients20

SALEM INVESTMENT COUNSELORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #104855
Typical Fee--
AUM$3.8B
Minimum--
Clients3,064

SCHOLAR FINANCIAL ADVISING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #298968
Typical Fee--
AUM--
Minimum--
Clients--

SEMMAX FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #144978
Typical Fee--
AUM$395M
Minimum--
Clients2,007

SHEETS SMITH WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #105710
Typical Fee--
AUM$1.2B
Minimum--
Clients1,039

THREE MAGNOLIAS FINANCIAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #114471
Typical Fee--
AUM$414M
Minimum--
Clients1,471

TIMONIER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #150748
Typical Fee--
AUM$450M
Minimum--
Clients707

TWIN CITY PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #315836
Typical Fee1.50%
AUM$130M
Minimum--
Clients480

VERGER CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #170125
Typical Fee--
AUM$2.9B
Minimum--
Clients11

WESTHAMPTON CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #119176
Typical Fee--
AUM$239M
Minimum--
Clients256
Fiduciary Advisors in Winston Salem, North Carolina | FiduciaryListings