Financial Advisors in North Carolina
Browse 318 financial advisors in North Carolina — page 6 of 7.
safe harbor family capital, llc
chapel hill, NC
salem investment counselors inc
winston salem, NC
salem investment partners
greensboro, NC
sapere wealth management, llc
matthews, NC
scholar financial advising, llc
winston-salem, NC
seaside wealth advisors llc
wilmington, NC
semmax financial advisors, inc.
winston-salem, NC
shah capital management
raleigh, NC
sharpvue capital, llc
raleigh, NC
sheets smith wealth management
winston salem, NC
shining rock advisors llc
asheville, NC
silverback asset management, llc
durham, NC
sjf management llc
durham, NC
sledge and company wealth advisors
high point, NC
slp wealth
durham, NC
smith partners wealth management, llc
greensboro, NC
smith salley wealth management
greensboro, NC
sound financial management, inc.
raleigh, NC
sparta wealth partners
charlotte, NC
spartan planning group
greensboro, NC
spp management services, llc
charlotte, NC
steele creek investment management llc
charlotte, NC
stepstone private wealth
charlotte, NC
sterling capital management llc
charlotte, NC
strategic advisory partners
greensboro, NC
strathmore capital advisors
charlotte, NC
structural solutions llc
chapel hill, NC
tagstone capital, inc.
charlotte, NC
tannin capital, llc
charlotte, NC
tar river wealth planning, llc
louisburg, NC
tarheel advisors, llc
chapel hill, NC
tassel capital management, inc
matthews, NC
teall capital partners, llc
winston-salem, NC
terra wealth
high point, NC
thayer financial, l.l.c.
hickory, NC
the breit group
wrightsville beach, NC
the financial legacy group
charlotte, NC
the pines wealth management, llc
southern pines, NC
the wealth group, ltd
raleigh, NC
the zabel companies, llc
charlotte, NC
three magnolias financial advisors
winston salem, NC
tilia fiduciary partners, inc.
wilmington, NC
timonier
winston salem, NC
tiverton advisors, llc
raleigh, NC
topsail wealth management llc
charlotte, NC
townsend asset management corp.
raleigh, NC
tradewinds, llc
raleigh, NC
triangle wealth management
raleigh, 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.