Boone, NC Financial Advisors and Resources



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


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.)


Boone, NC Financial Advisor FAQs

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.