Find a Financial Advisor in Boone, NC

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We Only Work With The Best Boone Financial Advisors


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

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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 Boone, NC


  • Financial Advisor Close to Boone, 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 Boone, 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 Boone, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Boone financial advisors.
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How Retirement-Friendly is Boone, NC?

  • Population: 19,119
  • % of Population 62 Years and Over: 8.5%
  • Average Home Value: $280,600
  • Average Monthly Housing Cost: $906
  • Average Household Income: $50,156
  • 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 Boone, NC

 

ALLEN WEALTH MANAGEMENT, LLC

Website

(828) 268-9693

980 Highway 105

Boone, NC 28607

SEC#: 801-64431
Years in Business: 16 years

TRIAD ADVISORS, LLC

Website

(828) 264-5156

207 Edgewood Dr.
Po Drawer 313
Boone, NC 28607

SEC#: 801-55518
Years in Business: 23 years

 


Boone, NC Financial Advisor FAQs

Boone is a town within Watauga County, North Carolina, and serves as the county seat. Boone has the greatest elevation of any municipality of its size east of the Mississippi River (over 10,000 people). Appalachian Regional Healthcare System is a medium-sized healthcare provider with 841 workers and a $50.0 million annual revenue. It is the largest employer in Boone, North Carolina. Boone is named after renowned American pioneer as well as explorer Daniel Boone, and it has featured an outdoor amphitheater drama, Horn in the West, every summer since 1952, except for 2020, depicting the British settlement of the area during the American Revolutionary War and featuring the contributions of its namesake. We bring you in contact with top-tier financial advisers in Boone, North Carolina, and we've collaborated with them. Boone is a town in Watauga County, North Carolina, and serves as the county seat. Boone is the home of Appalachian State University and the headquarters of the disaster and medical relief organization Samaritan's Purse, located in the Blue Ridge Mountains in western North Carolina. Many of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

The specific fee for any financial advisor would vary depending on the type of services they provide. Most advisors offer hourly, quarterly, or annual retainer rates.

That depends entirely on whether or not you have a lot of disposable income. If you do, then yes, financial advisors can be helpful for designing and implementing plans to help individuals and businesses reach financial goals.

Some financial advisors work for a company and receive a salary and commission, others work independently and make money by charging clients to manage their investments and bank accounts.

The kind of financial advisor you need depends on your needs. It can be a bank-appointed financial advisor, an independent broker, or someone who charges low fees to manage the buying and selling of individual stocks.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.