Financial Advisors in North Carolina
Browse 318 financial advisors in North Carolina — page 4 of 7.
hcg fund management lp
raleigh, NC
headlight partners
charlotte, NC
hicks & associates wealth management, llc
cary, NC
hilltop wealth advisors, llc
chapel hill, NC
hobart wealth
charlotte, NC
holcombe & mcgrath
asheville, NC
holderness investments co
greensboro, NC
hollingsworth avent averre & purvis, pa
raleigh, NC
horizon financial services, llc
winston salem, NC
horizon investments llc
charlotte, NC
horizons wealth management
asheville, NC
hunter street investment advisors llc
apex, NC
ia network, llc
charlotte, NC
idea fund partners, llc
chapel hill, NC
ifc core investment management llc
raleigh, NC
ifc investment management, llc
raleigh, NC
independent advisor alliance, llc
charlotte, NC
independent wealth advisors, llc
cary, NC
indexperts, llc
charlotte, NC
innovation partners llc
charlotte, NC
insight folios
charlotte, NC
integrated wealthcare, llc
durham, NC
integrative planning, inc.
cornelius, NC
intercarolina financial services, inc.
greensboro, NC
intersouth advisors, inc.
durham, NC
invest appalachia fund manager llc
asheville, NC
investor advisory group
charlotte, NC
ip financial advisory services llc
charlotte, NC
ironsides asset advisors, llc
Rocky Mount, NC
joel adams and associates inc.
asheville, NC
kanbrick llc
charlotte, NC
kenneth frenke & co
arden, NC
kensington financial group, inc.
winston-salem, NC
kerusso capital management, llc
winston-salem, NC
kian capital partners, llc
charlotte, NC
kineticos life sciences management llc
raleigh, NC
kucharo wealth
charlotte, NC
kuhn advisors, inc.
durham, NC
laurel wealth advisors, llc
charlotte, NC
level wealth management llc
greensboro, NC
lewis financial management, llc
raleigh, NC
lifeplan group
raleigh, NC
linden thomas advisory services, llc
charlotte, NC
live oak private wealth, llc
wilmington, NC
lumina wealth management, llc
wilmington, NC
lyon wealth advisors
charlotte, NC
masonboro advisors
wilmington, NC
mauney-pitt financial management, inc.
shelby, 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.