New Hanover County, NC Financial Advisors and Resources



Financial Advisor Firms in New Hanover County, NC


COPLEY INVESTMENT MANAGEMENT, LLC

Website

(910) 452-7147

2328 Lynnwood Drive

Wilmington, NC 28403

SEC#: 801-118507
Years in Business: 1 years

LUMINA WEALTH MANAGEMENT, LLC

Website

(910) 599-9409

1508 Military Cutoff Road
Suite 302
Wilmington, NC 28403

SEC#: 801-112277
Years in Business: 3 years

LIVE OAK PRIVATE WEALTH, LLC

Website

(844) 469-5679

1741 Tiburon Drive

Wilmington, NC 28403

SEC#: 801-113818
Years in Business: 3 years

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Website

(910) 509-3800

1430 Commonwealth Drive, Suite 200

Wilmington, NC 28403

SEC#: 801-69690
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(910) 791-1437

2601 Iron Gate Drive
Suite 201
Wilmington, NC 28412

SEC#: 801-69625
Years in Business: 13 years

ACORN FINANCIAL ADVISORY SERVICES, INC.

Website

(910) 769-2564

Cooke Capital
206 Racine Drive Suite 204
Wilmington, NC 28403

SEC#: 801-66477
Years in Business: 15 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(910) 679-4370

398 Carl Street
Suite 101
Wilmington, NC 28403

SEC#: 801-80075
Years in Business: 7 years

HIGHTOWER ADVISORS, LLC

Website

(910) 791-1437

2601 Iron Gate Drive
Suite 201
Wilmington, NC 28412

SEC#: 801-69625
Years in Business: 13 years

D.H. HILL ADVISORS, INC.

Website

(910) 763-5050

2306 Wrightsville Ave
# 201
Wilmington, NC 28403

SEC#: 801-115203
Years in Business: 2 years


How Retirement-Friendly is New Hanover County, NC?

  • Population: 227,938
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $245,700
  • Average Monthly Housing Cost: $1,113
  • Average Household Income: $79,148
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


New Hanover County, NC Financial Advisor FAQs

No two financial advisors charge the same. Factors that affect their pricing include education, experience, number of clients they advise, and the manner in which they provide advice (on site consultation vs. primarily by phone or email).
Advisors get paid by selling a product to their clients. When they sell, they earn a percentage of it called commissions.
Ask the potential financial advisor what he/she likes best about the job. This is where you will know about the advisor's passions. This will also help you see if he/she really enjoys the job beyond the paycheck.
Financial advisors typically will not involve themselves with daily transactions, but rather focus on your exploration and direction of the larger picture. They can provide guidance and feedback for your ideas and share what to consider in making a decision.