Find a Financial Advisor in Iredell County, NC

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

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We Only Work With The Best Iredell County 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


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


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 Iredell County, NC

  • Financial Advisor Close to Iredell County, 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 Iredell County, NC

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Iredell County, NC

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

  • Population: 175,538
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $206,700
  • Average Monthly Housing Cost: $949
  • Average Household Income: $85,338
  • 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 Iredell County, NC




(704) 947-6985

150 Fairview Road
Suite 130
Mooresville, NC 28117

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


Iredell County, NC Financial Advisor FAQs

Iredell County is located in the southern Piedmont region of North Carolina. The county is bordered by Yadkin and Davie Counties to the north, Rowan and Cabarrus Counties to the south, Mecklenburg County to the east, and Catawba and Alexander Counties to the west. The top employer of Iredell County, North Carolina is the Iredell-Statesville Schools system, which employs over 4,500 people and has an annual revenue of over $200 million. Iredell County is best known for its historic downtown district and its many Victorian-style homes. The county is also home to a number of businesses and industries, including healthcare, banking, and textiles. Additionally, Iredell County is home to the NASCAR Hall of Fame. Financial advisory services are within reach in Iredell County, North Carolina. Created in 1788 out of Rowan County, this occupies the Piedmont Region of its state. It is a part of the Charlotte- Concord- Gastonia, NC- SC Metropolitan Statistical Area, with the City of Statesville as its designated seat. It is bordered on the north by Wilkes County and Yadkin County, on the east by Davie County and Rowan County, on the south by Mecklenburg County, and on the west by Alexander County. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

Yes! They provide support to clients for any sort of investment or financial need ranging from personal tax deductions to retirement planning advice. Good advisors are worth the time and money spent with them because so much can go wrong with investments if you don't use an advisor.

An advisor may work with one or more specialists to provide a holistic service that meets the needs of their clients. They make a comprehensive financial plan based on your risk tolerance, age, and many other factors.

Ask if they have an experience working for financial firms or if they work independently.

The various means financial advisors earn money are through commissions on the sale of investments, flat fee, hourly rate, or a commission on the total cost of service rendered.

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.