Wilmington, NC Financial Advisors and Resources



Financial Advisor Firms in Wilmington, 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 Wilmington, NC?

  • Population: 120,194
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $247,800
  • Average Monthly Housing Cost: $1,051
  • Average Household Income: $70,904
  • 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.)


Wilmington, NC Financial Advisor FAQs

The first thing to do is to know what sort of responsibilities you will be asking from the advisor and then find one that can fulfill them. Secondly, it may be a good idea to use referrals from family or friends if they have an advisor that they recommend but make sure not to choose someone based solely on their referral. They should also have experience in personal finance management and investing.
Financial advisors typically charge an ongoing asset fee based on the size of the client's portfolio instead of a flat rate. This is, in part, to cover for unforeseen events like market downturns and interest rates.
Some great questions that you might ask would be along the lines of: What products or services do you offer? Who is your typical client? What's unique about your product/service? What separates you from the competition (if anything)?
Financial advisors help their clients develop a realistic plan to achieve their financial objectives by combining the right mix of investment product choices, risk management techniques, tax planning strategies, estate planning tools and practical guidance for everyday life decisions -- all tailored to the unique needs of each person who seeks out his or her services.