Albemarle, NC Financial Advisors and Resources



Financial Advisor Firms in Albemarle, NC


UWHARRIE INVESTMENT ADVISORS, INC.

Website

(704) 983-5959

132 North First Street

Albemarle, NC 28001

SEC#: 801-63767
Years in Business: 16 years

CAPITAL ANALYSTS, LLC

Website

(704) 982-6700

232 N Second Street

Albemarle, NC 28001

SEC#: 801-74614
Years in Business: 9 years


How Retirement-Friendly is Albemarle, NC?

  • Population: 15,980
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $128,400
  • Average Monthly Housing Cost: $748
  • Average Household Income: $58,986
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


Albemarle, NC Financial Advisor FAQs

Choosing a financial advisor is very tricky. Many people select advisors on the basis of recommendations, while some might assemble candidate lists by way of interviews or advertisements.
Quality financial advisors can cost anywhere between $100 to $400 per hour.
The title of financial advisor is rather broad and encompasses a multitude of different fields and skills. However, in general, individuals who work in the field of finance will dedicate their time to either investing for retirement or advising people on money management based on risk tolerance and available assets.
What are the total costs I will pay to work with you? Don’t just ask what their fee is because what financial advisors will earn is not the same as what they’re getting from you as pay.