Find a Financial Advisor in Albemarle, NC

 

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We did the hard work of finding trustworthy partners in Albemarle, NC.

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We Only Work With The Best Albemarle Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Albemarle, NC


  • Financial Advisor Close to Albemarle, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Albemarle, NC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Albemarle, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Albemarle financial advisors.
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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.)



The Top 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: 17 years

CAPITAL ANALYSTS, LLC

Website

(704) 982-6700

232 N Second Street

Albemarle, NC 28001

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

 


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.