Mecklenburg County, NC Financial Advisors and Resources



Financial Advisor Firms in Mecklenburg County, NC


HUBBELL CONSULTING, LLC

Website

(704) 887-4930

13850 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277

SEC#: 801-85193
Years in Business: 6 years

BYRON FINANCIAL, LLC

Website

(704) 442-4402

6100 Fairview Road
Suite 1150
Charlotte, NC 28210

SEC#: 801-68802
Years in Business: 13 years

PDR ADVISORS, LLC

Website

(704) 845-2303

6205 Morrison Blvd
Suite 114
Charlotte, NC 28211

SEC#: 801-67554
Years in Business: 14 years

EWING ASSET MANAGEMENT, LLC

Website

(704) 332-2032

112 South Tryon Street
Suite 1220
Charlotte, NC 28284

SEC#: 801-71578
Years in Business: 11 years

QUANTITATIVE PROCESS, LLC

Website

(888) 253-3292

10700 Sikes Place
Suite 395
Charlotte, NC 28277

SEC#: 801-79279
Years in Business: 7 years

ALLY INVEST ADVISORS

Website

(855) 880-2559

11605 N Community House Road
Suite 300
Charlotte, NC 28277

SEC#: 801-79305
Years in Business: 7 years

LINDEN THOMAS ADVISORY SERVICES, LLC

Website

(704) 554-8150

516 North Tryon Street, Suite 200

Charlotte, NC 28202

SEC#: 801-110683
Years in Business: 4 years

AUCTUS ADVISORS LLC

Website

(704) 533-9880

301 South Mcdowell St.
Suite 802
Charlotte, NC 28204

SEC#: 801-111919
Years in Business: 3 years

FREEMAN CAPITAL ADVISORS

Website

(336) 914-0888

2015 Arysley Town Blvd.
Suite 202
Charlotte, NC 28273

SEC#: 801-114832
Years in Business: 2 years


How Retirement-Friendly is Mecklenburg County, NC?

  • Population: 1074,475
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $241,400
  • Average Monthly Housing Cost: $1,202
  • Average Household Income: $97,595
  • 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.)


Mecklenburg County, NC Financial Advisor FAQs

A financial advisor can also give you peace of mind and security, knowing that you won't have to worry about your future with them by your side. Additionally, they can help you find ways to save and increase retirement income. They can also assist in liability management and life insurances.
Financial advisors are there to talk you through everything to make sure any financial decision feels comfortable before taking it. They can help you work out how much you need for retirement and offer guidance on the best ways to invest your money.
Ask the financial advisor for a Pro Forma Model. This will give you as an investor, as well as potential investors, a clear understanding of what they are proposing and how much you can expect to make/lose based on their proposals. Be sure to ask if this information is current and up-to-date.
Commonly, financial advisors earn through commissions, asset-based fees, or hourly fees.