Financial Advisors in North Carolina
Browse 318 financial advisors in North Carolina — page 2 of 7.
broyhill asset management, llc
charlotte, NC
bsg advisers
apex, NC
calamita wealth management
charlotte, NC
cannon advisors
charlotte, NC
cannon wealth management services
winston salem, NC
capital advisers, inc.
raleigh, NC
capital investment advisory services, llc
raleigh, NC
capital investment counsel inc
raleigh, NC
capital management llc
greensboro, NC
capitala private advisors, llc
charlotte, NC
captrust
raleigh, NC
cardinal capital management inc
raleigh, NC
cardinal companies, llc
charlotte, NC
carolina financial advisors, inc.
greensboro, NC
carolina wealth management, inc.
greenville, NC
carousel capital management company, l.p.
charlotte, NC
cascades capital asset management, llc
greensboro, NC
cassia capital partners llc
winston salem, NC
charter wealth management
raleigh, NC
churchill investment management, llc
charlotte, NC
clearview wealth management
charlotte, NC
collegiate capital management, inc.
raleigh, NC
collie financial planning, inc.
black mountain, NC
collwick funds gp, llc
charlotte, NC
colony family offices, llc
charlotte, NC
colton groome financial advisors, llc
asheville, NC
comperio retirement consulting, inc.
cary, NC
conductor capital management, llc
durham, NC
copperleaf capital, llc
concord, NC
cordgrass capital advisors, llc
raleigh, NC
corigliano investment advisers, llc
raleigh, NC
cornerstone advisors, llc
asheville, NC
cornerstone wealth
huntersville, NC
cornerstone wealth planning
charlotte, NC
corrum capital management
charlotte, NC
counterweight private wealth
wilmington, NC
course management investment advisors, llc
pinehurst, NC
covenant venture capital, llc
wilmington, NC
crossgen wealth llc
greenville, NC
crown wealth group llc
charlotte, NC
davis investment partners, llc
charlotte, NC
defender capital
charlotte, NC
delegate advisors, llc
chapel hill, NC
dental innovation alliance management company, lp
cary, NC
dolan capital advisors, llc
charlotte, NC
dovetail financial group llc
wilmington, NC
dreher financial partners
southern pines, NC
eastover capital management
charlotte, NC
Frequently Asked Questions
How much does a financial advisor cost in North Carolina?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.