Chatham County, NC Financial Advisors and Resources



Financial Advisor Firms in Chatham County, NC



How Retirement-Friendly is Chatham County, NC?

  • Population: 71,338
  • % of Population 62 Years and Over: 28%
  • Average Home Value: $312,900
  • Average Monthly Housing Cost: $918
  • Average Household Income: $97,914
  • 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.)


Chatham County, NC Financial Advisor FAQs

Yes. A good one has the knowledge needed to provide high-level guidance on planning for retirement, investing in stocks and bonds, understanding long term care insurance coverage for loved ones - even advising about life insurance.
Financial advisors are trained professionals who can offer guidance in all aspects of personal finance, including budgeting, managing debt, saving for retirement and also the complexities of investments.
Ask if they have a fiduciary responsibility to regulate against conflicts of interest in the work that you will do together. Make sure to check the statement of fiduciary.
Financial advisors can earn a flat annual fee which is usually from $1,000 to $5,000 per year. Hourly fee usually ranges from $100 to $400 per hour.