Durham, NC Financial Advisors and Resources



Financial Advisor Firms in Durham, NC


RJ20, INC.

Website

(877) 438-7520

2530 Meridian Parkway
3rd Floor
Durham, NC 27713

SEC#: 801-74442
Years in Business: 9 years

ADAMS CHETWOOD WEALTH MANAGEMENT LLC

Website

(919) 287-5660

3917 University Drive, Suite 200

Durham, NC 27707

SEC#: 801-96322
Years in Business: 6 years

VERITY ASSET MANAGEMENT

Website

(919) 490-6717

280 S. Mangum Street
Suite 550
Durham, NC 27701

SEC#: 801-66730
Years in Business: 15 years

GORDON ASSET MANAGEMENT, LLC

Website

(919) 313-6650

4721 Emperor Blvd.
Suite 250
Durham, NC 27703

SEC#: 801-61670
Years in Business: 18 years

KUHN ADVISORS, INC.

Website

(919) 493-3233

3622 Lyckan Parkway
Suite 1001
Durham, NC 27707

SEC#: 801-44183
Years in Business: 28 years

ARJUNA CAPITAL, LLC

Website

(919) 794-4794

353 West Main Street

Durham, NC 27701

SEC#: 801-107908
Years in Business: 5 years

AMUNDI PIONEER ASSET MANAGEMENT, INC.

Website

(919) 967-7221

280 South Magnum Street
Suite 301
Durham, NC 27701

SEC#: 801-8255
Years in Business: 49 years

FORTRESS PRIVATE LEDGER, LLC

Website

(984) 400-4799

404 Hunt Street

Durham, NC 27701

SEC#: 801-118075
Years in Business: 1 years

WCG WEALTH ADVISORS, LLC

Website

(866) 400-8283

5007 Southpark Dr
Ste 200K
Durham, NC 27713

SEC#: 801-80386
Years in Business: 7 years


How Retirement-Friendly is Durham, NC?

  • Population: 269,702
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $227,800
  • Average Monthly Housing Cost: $1,128
  • Average Household Income: $82,573
  • 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.)


Durham, NC Financial Advisor FAQs

Financial advisors are often financial planners or wealth managers who provide guidance to investors to help them become financially secure.
You should ask any financial advisor you're considering working with how they are regulated. There are different levels of regulation, and not all advisors have to meet the same standards. It is important to make sure they are accountable for their actions before you invest money in them or hire them as a professional to advise your budget.
The simplest answer is yes, for people who are not knowledgeable about finances or who don't practice good money management skills. A Financial Advisor can help with asset allocation, debt management, retirement planning and estate planning to name a few things. Not everyone needs one apparently but it really depends on the individual person's situation.
Financial advisors usually come with a monthly or yearly fee. The size of the advisor's company, what they do for you, and the quality of their advice will determine how much their fees are.