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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Kenneth F. Hill, CFP®

Merrill Lynch
(252) 399-2509

2315 Airport Blvd NW Ste B
Wilson, NC 27896-9694
View on Map
(252) 399-2509

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
James D. Gidley, CFP®

Ameriprise Financial
(919) 518-2115

154 Mine Lake Ct Ste 100
Raleigh, NC 27615-6417
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(919) 518-2115

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Raymond Ng, CFP®

Sterne Agee Financial Services
(704) 780-1877

301 McCullough Dr Fl 4
Charlotte, NC 28262-3310
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(704) 780-1877

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: Cantonese, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Retirement Planning, Wealth Management

Contact
Larry B. Harris, CFP®

Burlingham & Harris, P.A.
(828) 277-7400 x12

85 Peachtree Road
Asheville, NC 28803-3130
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(828) 277-7400

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Tax Planning, Tax Preparation

Contact
Brandon Dembowiak, CFP®

Ascendor Wealth, LLC
(910) 790-0122

5700 Oleander Dr
Wilmington, NC 28403-4714
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(910) 790-0122

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care

Contact
David L. Neugent, CFP®

Merrill Lynch
(336) 996-4577

150 S Stratford Rd
Suite 150
Winston Salem, NC 27104-4219
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(336) 721-3246

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Sudden Wealth Management

Contact
Jeffery W Hwang, CFP®

DMJ Wealth Advisors
(336) 275-9886

703 Green Valley Rd.
Suite 201
Greensboro, NC 27408-7052
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(336) 275-9886

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: Japanese, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning

Contact
C Bruce Hodgin, CFP®

Edward Jones & Company
(336) 924-8930

4670 Yadkinville Rd Ste A
PO Box 207
Pfafftown, NC 27040-8622
View on Map
(336) 924-8930

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Bonnie Scull Cienek, CFP®

Triad Financial Advisors, Inc.
(336) 854-1622

333 N Greene St Ste 506
Greensboro, NC 27401-2186
View on Map
(336) 230-0071

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Patricia L. Smith, CFP®

Ameriprise Financial Services,Inc
(828) 264-2954

4469 Bamboo Rd
Ste 105 Mutton Crossing
Boone, NC 28607-6554
View on Map
(828) 264-8990

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Retirement Income Management, Tax Planning, Women's Finances

Contact
Richard Samuel Basham, CFP®

Metlife
(336) 721-4325

380 Knollwood St Ste 340
Winston Salem, NC 27103-1868
View on Map
(336) 721-4325

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Warren W. Wall, CFP®

W.Wall and Company, Inc.
(828) 651-9617

501 College St Ste B
Asheville, NC 28801-2410
View on Map
(828) 651-9617

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, General Financial Planning, Investment Management, Investment Planning, Long-Term Care, Planning for Couples, Retirement Income Management

Contact
Kyle S. Parker, CFP®

Northwestern Mutual Wealth Management Company
(919) 755-3270

4020 Westchase BLVD
Suite 275
Raleigh, NC 27607-3932
View on Map
(919) 755-3270

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Walter C Pate, CFP®

Nationwide Financial Netwoirk
(704) 280-6050

761 Beaten Path Rd
Mooresville, NC 28117-8984
View on Map
(704) 280-6050

Compensation Method: Commission Only
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning

Contact
Todd C Gronewald, CFP®

Amerprise Financial
(919) 803-1425

5420 Wade Park Blvd.
Suite 208
Raleigh, NC 27607-4189
View on Map
(919) 803-1425

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Contact
David S. Hunter, CFP®

Horizons Wealth Management, Inc

82 Patton Ave Ste 202
Asheville, NC 28801-3336
View on Map
(828) 337-9395

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Government and Military, Insurance Planning

Contact
Kenneth H. Marsh, CFP®

First Citizens Bank
(919) 716-4775

4300 Six Forks Rd
First Citizens Center - 3rd floor
Raleigh, NC 27609-5718
View on Map
(919) 716-4775

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Intergenerational Planning

Contact
Thomas D. Storrie, CFP®

Ameriprise Financial, Inc.
(919) 933-1163 x227

100 Europa Dr Ste 280
Chapel Hill, NC 27517-2376
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management

Contact
Thomas Garry Pemberton, CFP®

Pemberton Financial Planning
(704) 756-0048

426 Medearis Drive
Charlotte, NC 28211-6067
View on Map
(704) 756-0048

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Ray W. Harrison, CFP®

Royal Aliance Associates, Inc.
(910) 343-1100

201 N Front St
Ste 905
Wilmington, NC 28401-5088
View on Map
(910) 343-1100

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

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