SEC-registered financial advisors in Chapel Hill, NC
Common fee types
- 94%Percentage of assets
- 75%Fixed or flat fee
Showing 16 of 16
- Absher Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Amphora Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Atlantic Private Wealth, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Delegate Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Eton Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Franklin Street Advisors Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Frazier Financial Consultants, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hamilton Point Investment Advisors, LLC$1B or moreSEC recordPercentage of assets
- Hilltop Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Morgan Creek Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Old Peak Finance$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Phoenix Wealth Advisors Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Safe Harbor Family Capital, LLC$500M to $1BSEC recordPercentage of assets
- Structural Solutions LLC$100M to $500MSEC recordHourlyFixed or flat fee
- Tarheel Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Woodward Financial Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.