What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Wilmington, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Wilmington, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Ed Taylor
CFP®
Taylor Financial
Wilmington, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner serving clients in Wilmington, NC and all surrounding areas. Our office is located at the Landfall Executive Suites.
Megan Kopka
CFP®, RLP®
Apprise Wealth Management LLC
Wilmington, NC
Specialties: Financial Life Planning, Navigating Widowhood, Caregiver Management, Tax-Efficient Investment Management, Liquidity Management, Cash Flow Planning, Debt Management, Retirement Management, Risk Management, Estate Planning, College Planning
Wealth Management For Women Facing New Beginnings. Located in Maryland and serving clients across the country.
Tim Hicks
CFP®
Hicks Financial Partners, LLC
Wilmington, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country.
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Wilmington, NC
Specialties: Hourly Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising
Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
