Find a Financial Advisor in Pitt County, NC

 

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

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We Only Work With The Best Pitt County 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 Pitt County, NC


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

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

  • Population: 178,433
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $157,500
  • Average Monthly Housing Cost: $881
  • Average Household Income: $67,261
  • 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 Pitt County, NC

 

MILESTONE WEALTH

Website

(252) 756-7005

205-D Plaza Drive

Greenville, NC 27858

SEC#: 801-117021
Years in Business: 2 years

CAROLINA WEALTH MANAGEMENT, INC.

Website

(252) 439-1344

1706-A E Arlington Blvd

Greenville, NC 27858

SEC#: 801-63091
Years in Business: 17 years

HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

Website

(252) 355-4610

3675 Marine Drive

Greenville, NC 27834

SEC#: 801-113387
Years in Business: 3 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(855) 860-5940

1021 Red Banks Road #C

Greenville, NC 27858

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

LEVEL FOUR CAPITAL MANAGEMENT

Website

(252) 566-4890

1692 E. Arlington Blvd

Greenville, NC 27858

SEC#: 801-117681
Years in Business: 2 years

LIFEPRO ASSET MANAGEMENT, LLC

Website

(888) 543-3776

504 Red Banks Road
Suite A
Greenville, NC 27858

SEC#: 801-118422
Years in Business: 1 years

KEEL POINT, LLC

Website

(252) 227-4680

620-C Red Banks Rd.

Greenville, NC 27858

SEC#: 801-62249
Years in Business: 18 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(855) 860-5940

1021 Red Banks Road #C

Greenville, NC 27858

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

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Website

(252) 321-1491

1003 Red Banks Road

Greenville, NC 27858

SEC#: 801-58035
Years in Business: 21 years

 


Pitt County, NC Financial Advisor FAQs

A financial advisor can charge an hourly fee for services or be on retainer with a predictable fee. Hourly rates are typically around $200 per hour, whereas fees on retainer are usually in the range of $2,000 to $10,000 monthly.
There are several compensation models that financial advisors can employ. Commonly, these include commission, fee-based, and fee-only structures.
Ask about the financial advisor's compensation scheme. Make sure you get a proper understanding of this matter especially for future transactions.
Financial advisors typically help people plan their finances, investing schemes, and safety net for retirement.