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Advisors / North Carolina / Cornelius
16yrs

Boyd Barnhardt

Financial advisor at Alphastar Capital Management

Boyd Barnhardt is a fiduciary financial advisor in Cornelius, North Carolina, with 16 years in the industry. After two years at Northwestern Mutual Investment Services and four years at Linden Thomas Advisory Services, Boyd joined Alphastar Capital Management in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Boyd holds the CFA designation.

One of 184 advisors with offices in Cornelius, and one of 170 fiduciaries.

Cornelius, NC 28031CFATop 24% by experience at Alphastar Capital ManagementFiduciary advisor
Call the officeDirections

At a glance

Experience16 years (since 2010)
How that compares ?Top 24% by experience at Alphastar Capital Management
Office19520 West Catawba Avenue Suite 112, Cornelius, NC 28031
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$263,916
Advisors at the firm152
States licensed ?1 state

Services through Alphastar Capital Management

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
  2. Sep 2022 – May 2024
    Northwestern Mutual Investment Services, LLCPreviously
  3. 2018 – 2022
  4. Jul 2017 – Jun 2018
  5. 2014 – 2017
    Alight Financial Advisors, LLCPreviously
  6. 2011 – 2014
  7. Jul 2010 – Feb 2011
    Edward JonesPreviously

Questions to ask Boyd

Tailored to Boyd’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Boyd

How do I contact Boyd?

Call Alphastar Capital Management at 855-340-2514 and ask for Boyd Barnhardt. Boyd works from the Cornelius, NC office.

How long has Boyd been a financial advisor?

Boyd has been in the industry since 2010, about 16 years. Top 24% by experience at Alphastar Capital Management.

What licenses does Boyd hold?

Series 66. Tap any license on this page to see what it allows.

Is Boyd a fiduciary?

Boyd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Boyd paid?

Alphastar Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Boyd for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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