Find a Financial Advisor in Kanawha County, WV

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We did the hard work of finding trustworthy partners in Kanawha County, WV.

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We Only Work With The Best Kanawha 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

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 Kanawha County, WV


  • Financial Advisor Close to Kanawha County, WV

  • 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 Kanawha County, WV


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 Kanawha County, WV

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

  • Population: 183,279
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $131,700
  • Average Monthly Housing Cost: $656
  • Average Household Income: $66,597
  • West Virginia Total Tax Burden: 8.84% (18th Highest in U.S.)
  • West Virginia Property Tax: 2.32% (15th Lowest in U.S.)
  • West Virginia Individual Income Tax: 2.64% (14th Highest in U.S.)
  • West Virginia Sales and Excise Tax: 3.88% (17th Highest in U.S.)



The Top Financial Advisor Firms in Kanawha County, WV

 

UNITED BROKERAGE SERVICES, INC

Website

(304) 766-1216

1200 Grosscup Ave

Dunbar, WV 25064

SEC#: 801-80804
Years in Business: 7 years

 


Kanawha County, WV Financial Advisor FAQs

Kanawha County is located in the central part of West Virginia. It is bounded on the east by the Kanawha River and on the west by the Ohio River. The top employer in Kanawha County, West Virginia is Mount Carmel Health System. They have over 5,000 employees and annual revenue of $1.3 billion. Kanawha County, West Virginia is best known for its natural beauty and its many outdoor activities. The county is home to some of the most picturesque parks and forests in the state, and it offers plenty of opportunities for hiking, camping, fishing, and other outdoor pursuits. The financial advisors in Kanawha County, a county in the state of West Virginia, serve as a vital resource for those looking to make their lives more financially secure. Although primarily metropolitan, Kanawha County features agriculture and forests in its surrounding areas. Found in the central part of its state, with Charleston as its seat, this county belongs to the Charleston, WV Metropolitan Statistical Area. Some of the cities nearby include Columbus, Lexington-Fayette, and Cincinnati. The links below will help you connect with the neighboring financial advisors in Kanawha County, West Virginia.

A good rule of thumb is to ask for their credentials. You should also inquire on their compensation model so you can know what the advisor's incentive it.

Some financial advisors charge a fixed fee for providing you with financial advice. The fee can either be based on the products or services they provide or it might be a fixed, all-inclusive cost (for example $100 per hour). Fixed-fee advisors might help clients make wise choices in how to save and invest money, thus eliminating the need for additional investment management services. Because they don't factor commissions into their fees, these advisors aim to offer unbiased financial advice that is in the best interest of their clients rather than only financially lucrative options.

The best way to find a trustworthy financial advisor is by checking their credentials. A certified advisor should have an education background or are able to be credentialed through NAPFA or CAPP.

Financial advisors plan, recommend, and provide financial services. Financial advisors are often helping to develop strategies and approaches to meet the client's current and future needs.