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MILESTONE WEALTH

Financial Advisor serving Greenville, North Carolina · 1 of 4 financial advisors in the area

📍 500 RED BANKS ROAD, GREENVILLE, NC 27858
📞 (252) 756-••••
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📍 500 RED BANKS ROAD, GREENVILLE, NC 27858

About MILESTONE WEALTH

MILESTONE WEALTH is a financial advisor located in Greenville, North Carolina. As a local financial advisor, they serve Greenville and surrounding communities in North Carolina. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Greenville should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the North Carolina securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Greenville

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Greenville may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Greenville

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Greenville?
Financial Advisors in Greenville typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Greenville?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Greenville to choose from.
Does MILESTONE WEALTH offer free quotes?
Contact MILESTONE WEALTH directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Greenville

CAROLINA WEALTH MANAGEMENT, INC.

1706-A EAST ARLINGTON BLVD., GREENVILLE, NC 27858

CROSSGEN WEALTH LLC

905 A CONFERENCE DRIVE, GREENVILLE, NC 27858

H. L. ORMOND & COMPANY, LLC

1001 CONFERENCE DRIVE

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