The 10 Best Financial Advisors in Wilmington, NC

Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™ holds a solid 5-star rating from 62 reviews. Clients commend Reid for his approachable demeanor and thorough explanations of financial plans. He is particularly well-regarded for retirement planning. A downside is that some clients wish for more frequent communication. 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 and investment guidance. It serves Wilmington, NC, with pricing that varies by job, and the honest trade-offs are limited communication frequency and may not cater to aggressive investors.

Carolina Retirement Planners has an impressive rating of 4.9 stars from 57 reviews. Clients appreciate their expertise in retirement strategies and the tailored approach they take with each individual. However, with a smaller review count, some may find it hard to gauge their overall consistency in service. 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 those nearing retirement. It serves Wilmington, NC, with $100 to $250 per hour pricing, and the honest trade-offs are smaller review base and limited service offerings for younger clients.

Inspire Financial Planning has a solid 5-star rating from 15 reviews. Clients appreciate the personalized attention and guidance offered by the team. They are particularly noted for their budgeting and financial education services. However, the thin review base leaves some uncertainty about long-term client satisfaction. 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 financial education and budgeting help. It serves Wilmington, NC, with $100 to $200 per hour pricing, and the honest trade-offs are thin review base and limited range of services.

Masonboro Advisors holds a 4.9-star rating from 18 reviews. Clients commend their knowledgeable staff and hands-on approach to financial planning. They excel in creating investment strategies tailored to individual goals. However, their limited review count may make some potential clients hesitant. 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 investors seeking tailored strategies. It serves Wilmington, NC, with $150 to $250 per hour pricing, and the honest trade-offs are limited client feedback and smaller firm may lack resources.

Old North State Wealth Management has a 5-star rating from 3 reviews. Clients appreciate the personal touch and customized investment plans offered by the firm. However, the limited number of reviews raises questions about their service consistency and client retention. 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 clients looking for personalized investment management. It serves Wilmington, NC, with $200 to $350 per hour pricing, and the honest trade-offs are very limited review base and less experience compared to larger firms.

Edward Jones - Financial Advisor: Kyle M Mitchell, CRPC™ has a 5-star rating from 2 reviews. Clients note his attentive service and clear financial advice. However, with only two reviews, it's hard to assess his long-term performance and client satisfaction. 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 clients looking for attentive financial advice. It serves Wilmington, NC, with pricing that varies by job, and the honest trade-offs are very thin review base and limited service offerings.

OmniStar Financial Group also holds a perfect 5-star rating from 1 review. The feedback highlights their personalized approach to financial planning. However, like Lumina, the lack of reviews makes it hard to provide a full picture of their capabilities. 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 clients seeking personalized financial plans. It serves Wilmington, NC, with pricing that varies by job, and the honest trade-offs are only one review and limited feedback for evaluation.