Find a Financial Advisor in Hickory, NC

 

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

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We Only Work With The Best Hickory Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Hickory, 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

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

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

  • Population: 40,634
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $168,300
  • Average Monthly Housing Cost: $775
  • Average Household Income: $70,799
  • 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 Hickory, NC

 

OMNISTAR FINANCIAL GROUP, INC.

Website

(828) 323-8777

1236 19th Street Lane, Nw

Hickory, NC 28601

SEC#: 801-107868
Years in Business: 5 years

ADVISORY SERVICES NETWORK, LLC

Website

(828) 304-4445

433 4th Street Sw

Hickory, NC 28602

SEC#: 801-71112
Years in Business: 11 years

ADVISORY SERVICES NETWORK, LLC

Website

(828) 304-4445

433 4th Street Sw

Hickory, NC 28602

SEC#: 801-71112
Years in Business: 11 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(828) 294-8811

42 3Rd Street Nw

Hickory, NC 28601

SEC#: 801-108700
Years in Business: 5 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(855) 860-5940

42 3Rd Street Nw To 2615 Ironwood Dr.

Hickory, NC 28602

SEC#: 801-108700
Years in Business: 5 years

ADVISORY SERVICES NETWORK, LLC

Website

(828) 304-4445

433 4th Street Sw

Hickory, NC 28602

SEC#: 801-71112
Years in Business: 11 years

TLG ADVISORS, INC.

Website

(828) 855-9344

219 1st Avenue Sw, Po Box 2547

Hickory, NC 28603

SEC#: 801-60458
Years in Business: 20 years

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Website

(828) 855-9400

200 First Avenue Nw
Ste. 303
Hickory, NC 28601

SEC#: 801-69846
Years in Business: 13 years

ASPIRE PRIVATE CAPITAL, LLC

Website

(828) 328-1499

1333 Ne 2nd Street, Suite 310

Hickory, NC 28601

SEC#: 801-113754
Years in Business: 3 years

 


Hickory, NC Financial Advisor FAQs

Financial advisors get paid in a variety of ways. The most common way is through a commission, which can be a percentage of the total amount invested or a flat fee for each transaction.
Trust is key. Once you find one advisor that you trust, you don't need to search any longer.
A financial advisor helps you plan and manage your finances. In order to do this, the person may have a variety of clients work with them, from those just starting out to those preparing for retirement. A lot depends on their knowledge level as well as the amount of services they offer.
The most important thing to do when meeting with a financial advisor is be prepared. You can ask specific questions about tax-sensitive investments (401ks, Roth IRAs), the prospectus for individual stocks and bonds, and other investment offerings such as target date funds.