The Best Financial Advisors in Wilmington, NC

Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™ boasts a 5-star rating from 62 reviews, with clients highlighting his approachable nature and expertise. He is particularly noted for his retirement planning services. One downside is that he may have limited investment options compared to larger firms. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is retirement planning. It serves Wilmington, NC, with 1% asset management fee pricing, and the honest trade-offs are limited investment options and potentially higher fees than discount brokers.

With a rating of 4.9 from 58 reviews, Carolina Retirement Planners is well-regarded for their expertise in retirement strategies. Clients appreciate their thorough approach and dedication. However, their focus primarily on retirement may limit services for younger clients. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is retirement strategies. It serves Wilmington, NC, with $1,000 to $3,000 for planning services pricing, and the honest trade-offs are limited services for younger clients and may have longer wait times for appointments.

Masonboro Advisors holds a 4.9 rating from 18 reviews, with clients praising their personalized service and investment strategies. They are particularly effective for individuals seeking customized financial solutions. However, their smaller size may limit their resources compared to larger firms. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is customized financial solutions. It serves Wilmington, NC, with $1,500 to $4,000 for comprehensive planning pricing, and the honest trade-offs are limited resources compared to larger firms and smaller team may affect availability.

Inspire Financial Planning has received a rating of 5 from 14 reviews, with clients appreciating their holistic approach to financial wellness. They excel in offering life planning alongside financial advice. However, their limited client base makes them promising but unproven in the long term. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is holistic financial wellness. It serves Wilmington, NC, with $1,000 to $3,000 for planning services pricing, and the honest trade-offs are limited client base and less experience compared to established firms.

Old North State Wealth Management has a perfect rating of 5 from just 3 reviews, with clients noting their personalized attention and financial insights. They are ideal for those seeking dedicated service. However, the limited number of reviews makes them promising but unproven. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is dedicated service. It serves Wilmington, NC, with $1,000 to $2,500 for planning services pricing, and the honest trade-offs are very few reviews and limited service offerings.

Capital Financial Advisory Group has a 5-star rating from only 2 reviews, with clients appreciating their friendly approach. They are suitable for those looking for a welcoming environment. However, the limited review base leaves their capabilities somewhat uncertain. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is welcoming environment. It serves Wilmington, NC, with $1,000 to $3,000 for planning services pricing, and the honest trade-offs are very limited reviews and unproven long-term performance.

Edward Jones - Financial Advisor: Kyle M Mitchell, CRPC™ also has a 5-star rating from 2 reviews, with clients noting his approachable demeanor and willingness to help. He may be a good choice for those seeking a supportive advisor. However, like others in this category, his limited review count makes his experience less proven.

Lumina Wealth Management has a perfect rating of 5 from just 1 review, with the client praising their personalized service. They may be a good fit for someone seeking one-on-one attention. However, the lack of reviews makes it difficult to assess their overall effectiveness. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is one-on-one attention. It serves Wilmington, NC, with $1,000 to $2,500 for planning services pricing, and the honest trade-offs are only one review and unproven performance.

OmniStar Financial Group has a perfect rating of 5 from just 1 review, with the client appreciating their attentive service. They could be a good choice for someone seeking dedicated support. However, their singular review makes them a promising but unproven option. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is dedicated support. It serves Wilmington, NC, with $1,000 to $2,500 for planning services pricing, and the honest trade-offs are only one review and limited service offerings.