Find a Financial Advisor in Huntersville, NC

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

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We Only Work With The Best Huntersville 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 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 Huntersville, NC


  • Financial Advisor Close to Huntersville, 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 Huntersville, 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 Huntersville, NC

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

  • Population: 55,980
  • % of Population 62 Years and Over: 13.7%
  • Average Home Value: $301,900
  • Average Monthly Housing Cost: $1,525
  • Average Household Income: $120,733
  • 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 Huntersville, NC

 

CORNERSTONE WEALTH

Website

(704) 987-3410

16810 Kenton Drive
Suite 200
Huntersville, NC 28078

SEC#: 801-112164
Years in Business: 4 years

ADVISORY ALPHA, LLC

Website

(704) 763-1497

9820 Northcross Center Ct.
Suite 72
Huntersville, NC 28078

SEC#: 801-72499
Years in Business: 10 years

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Website

(704) 892-1012

16315-A Northcross Drive

Huntersville, NC 28078

SEC#: 801-69815
Years in Business: 13 years

CG ADVISORY SERVICES

Website

(704) 366-5776

113300 Vanstory Drive

Huntersville, NC 28078

SEC#: 801-67082
Years in Business: 15 years

CAPITAL ASSET ADVISORY SEERVICES, LLC

Website

(704) 366-5776

113300 Vanstory Drive

Huntersville, NC 28078

SEC#: 801-67082
Years in Business: 15 years

ADVISORY ALPHA, LLC

Website

(704) 763-1497

9820 Northcross Center Ct.
Suite 72
Huntersville, NC 28078

SEC#: 801-72499
Years in Business: 10 years

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

Website

(312) 380-5306

14134 Hiawatha Ct.

Huntersville, NC 28078

SEC#: 801-118323
Years in Business: 2 years

LAUREL WEALTH ADVISORS, LLC

Website

(704) 895-3018

16501 D Northcross Drive

Huntersville, NC 28078

SEC#: 801-69151
Years in Business: 14 years

CAPSOUTH PARTNERS, INC.

Website

(704) 658-7067

8712 Lindholm Dr, Suite 300

Huntersville, NC 28078

SEC#: 801-63509
Years in Business: 17 years

 


Huntersville, NC Financial Advisor FAQs

Huntersville is a large suburb of Charlotte, North Carolina, in the United States. Cities near Huntersville, North Carolina include Cornelius, Mount Holly, Charlotte, and Mooresville. ATD is a large retail corporation based in Huntersville, North Carolina with yearly revenue of $160.0 million. It employs 3,000 people and is the area's largest employer. SABIC Innovative Plastics, Pactiv Corporation, Rubbermaid, Metrolina Greenhouses, Southwire, Novant Health,  GM Financial, and Ensemble Health Partners are just a few of the national and international enterprises that call Huntersville home. We've partnered with top-tier financial advisors in Huntersville, North Carolina in order to put you in contact with them. Huntersville is a significant suburb of Charlotte, North Carolina, in the United States. Cities near Huntersville include Cornelius, Mount Holly, Charlotte, Mooresville, and Kannapolis. A number of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

A financial advisor can be a valuable way to maintain a diversified portfolio and to improve your income growth.

A financial advisor is a person who helps clients to plan and manage their cash flow, investments, retirement planning and risk management. The tasks associated with being a financial advisor can vary from individual to individual depending on an advisor's particular training and experience.

There may be many considerations to take into account when choosing a financial advisor: honesty, qualifications and work history.

Seek out 3 independent professional referral sources that you trust. Once you find the right fit, it's important to be open and candid with them about your goals, investment constraints, and comfort level in managing risk.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.