Pricing Guide · Wilmington
Financial Advisors Cost in Wilmington, NC — 2026 Price Guide
What should you pay for financial advisors in Wilmington? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Wilmington, NC by verified customer ratings and review volume. The highest-rated is Tilia Fiduciary Partners, Inc. with a 5.0-star rating from 86 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™ and Carolina Retirement Planners. The average rating across all listed financial advisors in Wilmington is 5 stars from 14 reviews per business on average.
Financial advisors in Wilmington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
14
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Tilia Fiduciary Partners, Inc.
32 N Front St, Wilmington, NC 28401, USA
Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™
4032 Masonboro Loop Rd UNIT 105, Wilmington, NC 28409, USA
Carolina Retirement Planners
620 Market St, Wilmington, NC 28401, USA
Financial Advisors Rankings in Wilmington, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Tilia Fiduciary Partners, Inc.32 N Front St, Wilmington, NC 28401, USA | 5.0★ | 86 |
| #2 | Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™4032 Masonboro Loop Rd UNIT 105, Wilmington, NC 28409, USA | 5.0★ | 62 |
| #3 | Carolina Retirement Planners620 Market St, Wilmington, NC 28401, USA | 4.9★ | 58 |
| #4 | Sound Harbor Wealth Partners5815 Oleander Dr Suite 320, Wilmington, NC 28403, USA | 5.0★ | 2 |
| #5 | Pathfinder Wealth Consulting4018 Oleander Dr #102, Wilmington, NC 28403, USA | 5.0★ | 4 |
| #6 | CAPTRUST5535 Currituck Dr #110, Wilmington, NC 28403, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS®5710 Oleander Dr #203, Wilmington, NC 28403, USA | 5.0★ | 14 |
| #8 | OmniStar Financial Group1712 Eastwood Rd #212, Wilmington, NC 28403, USA | 5.0★ | 1 |
| #9 | Capital Financial Advisory Group1213 Culbreth Dr #117, Wilmington, NC 28405, USA | 5.0★ | 2 |
| #10 | Nabell Winslow, Investments and Wealth Management219 Racine Dr suite a-1, Wilmington, NC 28403, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Wilmington
Sound Harbor Wealth Partners
5815 Oleander Dr Suite 320, Wilmington, NC 28403, USA
Pathfinder Wealth Consulting
4018 Oleander Dr #102, Wilmington, NC 28403, USA
CAPTRUST
5535 Currituck Dr #110, Wilmington, NC 28403, USA
Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS®
5710 Oleander Dr #203, Wilmington, NC 28403, USA
OmniStar Financial Group
1712 Eastwood Rd #212, Wilmington, NC 28403, USA
Capital Financial Advisory Group
1213 Culbreth Dr #117, Wilmington, NC 28405, USA
Nabell Winslow, Investments and Wealth Management
219 Racine Dr suite a-1, Wilmington, NC 28403, USA
Seaside Wealth Advisors LLC
400 Carl St Suite 201, Wilmington, NC 28403, USA
Ascendor Wealth LLC
5700 Oleander Dr, Wilmington, NC 28403, USA
Edward Jones - Financial Advisor: Shannon A Sandlin, CFP®|CEPA®|ADPA®
1430 Commonwealth Dr STE 100, Wilmington, NC 28403, USA
Edward Jones - Financial Advisor: Bud Wawner, CFP®|AAMS®
1051 Military Cutoff Rd Suite 102 B, Wilmington, NC 28405, USA
Edward Jones - Financial Advisor: Kyle M Mitchell, CRPC™
5725 Oleander Dr F3, Wilmington, NC 28403, USA
Kevin Littlejohn - Thrivent
3309 Jaeckle Dr Suite 110, Wilmington, NC 28403, USA
Masonboro Advisors
5815 Oleander Dr Unit 260, Wilmington, NC 28403, USA
Lumina Wealth Management
1427 Military Cutoff Rd #207, Wilmington, NC 28403, USA
Inspire Financial Planning
1213 Culbreth Dr, Wilmington, NC 28405, USA
Old North State Wealth Management
1430 Commonwealth Dr STE 200, Wilmington, NC 28403, USA
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Frequently Asked Questions — Financial Advisors in Wilmington
What is a fiduciary financial advisor and why does it matter in Wilmington?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Wilmington, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Wilmington?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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