Top financial advisors in Statesville, NC
We've curated a list of the best financial advisors in Statesville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $107,183,678 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Statesville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Professional Wealth Management Services LLC
Professional Wealth Management Services LLC is a Registered Investment Adviser founded in April 2007 by John Stevenson and Shawn Fleming. The firm offers fee-only financial planning services coupled with discretionary or non-discretionary investment advisory services to individuals and trusts. Clients can opt for the PWMS Portfolio Management service, PWMS Wrap Fee Program, or one-time financial planning services. PWMS manages $128,784,321.94 on a discretionary basis as of January 1, 2025. The firm charges asset management fees based on a percentage of assets under management, with a maximum annual fee of 0.99%. Clients pay for trade execution charges directly from their accounts. PWMS acts as a fiduciary, putting clients' interests first. The firm does not accept commissions or compensation for the sale of securities. PWMS does not engage in performance-based fees or side-by-side management. The firm provides investment advice to individuals, corporations, and trusts without requiring a minimum account size. PWMS uses an extensive initial interviewing process and risk tolerance assessments to formulate individualized financial plans. The firm does not have any disciplinary history and does not receive economic benefits for client referrals. Clients receive monthly account statements and quarterly performance reports directly from the qualified custodian, LPL Financial. PWMS does not vote client securities and does not have custody of client assets. Clients can choose discretionary or non-discretionary investment management.
$107,183,678 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Statesville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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