Financial Advisors in North Carolina
Browse 318 financial advisors in North Carolina — page 7 of 7.
tricapital wealth management, inc.
charlotte, NC
truebridge capital partners
chapel hill, NC
twin city private wealth, llc
winston-salem, NC
us financial planners, llc
asheville, NC
uwharrie investment advisors, inc.
albemarle, NC
variant perception
charlotte, NC
veratis advisors, inc.
cary, NC
verger capital management
winston-salem, NC
verity asset management
durham, NC
verum partners llc
charlotte, NC
vested finance
durham, NC
vn capital management, llc
greensboro, NC
we education investment manager llc
southern pines, NC
wealthpoint advisors
cramerton, NC
wealthshield partners, llc
cary, NC
wedge capital management llp
charlotte, NC
wells fargo investment institute, inc.
charlotte, NC
wells financial management, llc
asheville, NC
westend advisors, llc
charlotte, NC
westhampton capital
winston-salem, NC
white oak financial management, inc
asheville, NC
white oak wealth partners
raleigh, NC
whitener capital management, inc
Rocky Mount, NC
wms advisors, llc
charlotte, NC
woodard & co asset management group inc
bermuda run, NC
woodward financial advisors, inc.
chapel hill, NC
worth advisors
charlotte, NC
wsc & company, llc
charlotte, NC
y investments, llc
charlotte, NC
zuraw financial advisors, llc
greensboro, 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.