Find a Financial Planner in Charlotte, NC

 

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

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We Only Work With The Best Charlotte 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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


  • Financial Advisor Close to Charlotte, 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

 

How Can a CFP® in Charlotte Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Charlotte area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Charlotte can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
12.9% of Charlotte's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Charlotte area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Charlotte area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Charlotte area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Charlotte area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. North Carolina has unique laws defining which actions trigger a taxable event and has the 17th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Charlotte area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Charlotte area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 857,425
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $224,100
  • Average Monthly Housing Cost: $1,179
  • Average Household Income: $94,516
  • 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 Charlotte, NC


HUBBELL CONSULTING, LLC

Website

(704) 887-4930

13850 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277

SEC#: 801-85193
Years in Business: 6 years

BYRON FINANCIAL, LLC

Website

(704) 442-4402

6100 Fairview Road
Suite 1150
Charlotte, NC 28210

SEC#: 801-68802
Years in Business: 13 years

PDR ADVISORS, LLC

Website

(704) 845-2303

6205 Morrison Blvd
Suite 114
Charlotte, NC 28211

SEC#: 801-67554
Years in Business: 14 years

EWING ASSET MANAGEMENT, LLC

Website

(704) 332-2032

112 South Tryon Street
Suite 1220
Charlotte, NC 28284

SEC#: 801-71578
Years in Business: 10 years

QUANTITATIVE PROCESS, LLC

Website

(888) 253-3292

10700 Sikes Place
Suite 395
Charlotte, NC 28277

SEC#: 801-79279
Years in Business: 7 years

ALLY INVEST ADVISORS

Website

(855) 880-2559

11605 N Community House Road
Suite 300
Charlotte, NC 28277

SEC#: 801-79305
Years in Business: 7 years

LINDEN THOMAS ADVISORY SERVICES, LLC

Website

(704) 554-8150

516 North Tryon Street, Suite 200

Charlotte, NC 28202

SEC#: 801-110683
Years in Business: 3 years

AUCTUS ADVISORS LLC

Website

(704) 533-9880

301 South Mcdowell St.
Suite 802
Charlotte, NC 28204

SEC#: 801-111919
Years in Business: 3 years

FREEMAN CAPITAL ADVISORS

Website

(336) 914-0888

2015 Arysley Town Blvd.
Suite 202
Charlotte, NC 28273

SEC#: 801-114832
Years in Business: 2 years

GULF STREAM ASSET MANAGEMENT

Website

(704) 499-5366

4350 Congress Street

Charlotte, NC 28209

SEC#: 801-117217
Years in Business: 1 years