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Tilia Fiduciary Partners
- Team
- Interest
- Goals
“The fact that they have put the time and effort into becoming Certified Financial Planners (CF Ps) shows both their knowledge and their dedication to their profession.”
Best Financial Advisors in Wilmington, NC
24 firms listed · all 24 in Wilmington · 18 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Carolina Retirement Planners
“We had our annual review with David, he discussed options for us to consider on optional investments, including one that wasn't available on the last review.”
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Inspire Financial Planning
“Before we met Jeff, we were feeling pretty lost and discouraged about our finances and investing, but with his support and guidance, we feel confident and excited for the future!”
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Pathfinder Wealth Consulting
“As your personal wealth consultant you can expect an in depth understanding of your current financial status and a clear path to achieving your goals of financial independence and wealth security.”
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The Right Divorce Solution
- Settlement
- Separation
- Mediation
“I would highly recommend the services of Mary Salisbury and The Right Divorce Solution to folks seeking an affordable, collaborative and effective resolution of the issues arising from separation and divorce.”
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Harbor Blue Financial
“Karen's knowledge of the changes in the financial world are accurate and comprehensive followed by sound advise that meet our needs.”
The 24 firms listed for Wilmington, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Wilmington, NC
All 24 firms we list here are in Wilmington itself. We have 37 firms in Wilmington on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 195 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. 1 shows a license on its website; 2 list staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Wilmington take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Masonboro Advisors
- Sale
“I learned quickly no matter how small or big your portfolio is to manage, Masonboro Advisors was exactly the type of Advisors I was looking for and now wouldn't trust anyone else with my financial needs.”
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Glen Hedrick @ Old North State Wealth Management
“Recently moved to Old North State from another firm looking for someone I felt more confident about managing our retirement funds.”
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Kopka Financial
“Megan and her team truly went above and beyond in assisting an elderly friend of our family after going thru the loss of her husband.”
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Hayes CPA
- Questions
- Tax Filing
- Planning
“If your looking to have some review your taxes reviewed by a professional or if you just have questions about the whole tax filing process, reach out to them.”
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Tushingham Wealth Strategies
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Dominion Wealth Management
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Eastwood Wealth
- Questions
“He has not only financially set us on a growth path that makes our lives very comfortable but he is the most hardworking person that we could ever want.”
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David E. Tepper, Cpa, Psllc
- Accountant
“David also has a Masters in Theology from the University of Oxford in England, and has worked internationally as a specialist in accounting consulting projects, including his work in executive management for the worldwide headquarters of Betel Intern...”
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Seagate Wealth Management
“Ryan Horne has been wonderful with helping me with my 401k plan even though my employer showed complete incompetence”
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Matthew K. Brenneman CFP
“Very Professional and excellent customer service.”
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Sound Harbor Wealth Partners
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Nabell Winslow, Investments and Wealth Management
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Hanover Financial Services
- Loan
- Door
- Company
“Both Sam & Garrett are great to deal with.”
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Lumina Wealth Management
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John J Bean CPA
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Fountain Financial Associates
“Fantastic trustworthy group.”
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Atlas Investment Management of Nest Capital
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Catlett Godin Wealth Management
Retirement Planning and Investment Management Services in Wilmington, NC Cost Estimates
Minimum cost
$1189
Maximum cost
$10102
National Average
$3566
Avg Per Hour Rates
$357
$2377
$6537
Fair price range is based on 501 cost profiles
Why these companies made our list
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