Financial Advisors in North Carolina
Browse 318 financial advisors in North Carolina — page 3 of 7.
echo health ventures llc
durham, NC
emerald asset management, inc.
Rocky Mount, NC
eqv advisory, llc
raleigh, NC
eton advisors
chapel hill, NC
evergreen wealth advisors
raleigh, NC
everstar asset management, llc
mooresville, NC
excelerate health ventures llc
durham, NC
falfurrias management partners lp
charlotte, NC
family legacy financial solutions, llc
cary, NC
family wealth partners, llc
matthews, NC
fc capital management llc
charlotte, NC
fca partners, llc
charlotte, NC
financial symmetry inc.
raleigh, NC
first citizens asset management, inc
raleigh, NC
first citizens investor services, inc.
raleigh, NC
first financial group
raleigh, NC
first oak wealth management, llc
raleigh, NC
first tryon advisors
charlotte, NC
five points capital llc
winston-salem, NC
forest capital
concord, NC
fortress private ledger, llc
raleigh, NC
founders financial alliance, llc
raleigh, NC
franklin street advisors inc.
chapel hill, NC
frazier financial consultants, llc
chapel hill, NC
front porch financial advisory
charlotte, NC
fund direct advisors inc.
greensboro, NC
garden city management, llc
charlotte, NC
global endowment management, lp
charlotte, NC
gouws capital llc
charlotte, NC
gragg financial
shelby, NC
graham partners
asheville, NC
granada wealth management, llc
davidson, NC
granville capital, inc.
greensboro, NC
greenway wealth advisors, llc
charlotte, NC
guardian wealth advisors, llc
raleigh, NC
h. l. ormond & company, llc
greenville, NC
hale partnership capital management, llc
charlotte, NC
halifax investment management, l.l.c.
raleigh, NC
hamilton point investment advisors, llc
chapel hill, NC
hargett hunter capital management, llc
raleigh, NC
hatteras investment partners, lp
raleigh, NC
hatteras venture partners
durham, NC
hatteras venture partners
durham, NC
hatteras venture partners
durham, NC
hatteras venture partners
durham, NC
hatteras venture partners
durham, NC
haven capital advisors, llc
charlotte, NC
hayden harper wealth advisory, llc
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.