Charlotte, NC Financial Advisors and Resources



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: 11 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: 4 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


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.)


Charlotte, NC Financial Advisor FAQs

A financial advisor provides advice that helps to diversify their client's wealth, typically by investing in various assets such as stocks, bonds, mutual funds, cash and real estate. They provide advice about what investments are beneficial based on individual needs and risk tolerance.
Confirm the person holds a prerequisite license to give financial advice. Check what types of services they offer and if those services can be easily found through other professionals. Do not hesitate to do your own research and ask questions about any unclear claims made by the professional. Check for any potential violations like lawsuits, offenses which could lead to suspension or revocation of licenses, or unsatisfactory rankings with certain authorities.
Yes, absolutely. Financial advisors are important when you want to take the next step with your investments but don't know where to go or what to do next. You can get help organizing your finances and set them up in a way that is best for the long term.
Look for a planner who's an expert in your financial situation. The clearer you are with what you want to achieve, the better chance they'll have of matching your investment objectives.