Find a Financial Advisor in Rocky Mount, NC

 

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

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We Only Work With The Best Rocky Mount 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 Rocky Mount, NC


  • Financial Advisor Close to Rocky Mount, 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 Rocky Mount, 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 Rocky Mount, NC

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

  • Population: 54,548
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $119,800
  • Average Monthly Housing Cost: $843
  • Average Household Income: $58,219
  • 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 Rocky Mount, NC

 

IRONSIDES ASSET ADVISORS, LLC

Website

(252) 443-7041

511 Tarrytown Center

Rocky Mount, NC 27804

SEC#: 801-77838
Years in Business: 8 years

WHITENER CAPITAL MANAGEMENT, INC

Website

(252) 972-8908

3993 Sunset Avenue

Rocky Mount, NC 27804

SEC#: 801-31219
Years in Business: 33 years

OBP CAPITAL

Website

(252) 984-3808

116 South Franklin Street

Rocky Mount, NC 27804

SEC#: 801-80213
Years in Business: 7 years

LIVE OAK PRIVATE WEALTH, LLC

Website

(252) 451-1450

210 Bryant Street
Suite A
Rocky Mount, NC 27804

SEC#: 801-113818
Years in Business: 3 years

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Website

(252) 443-7884

862 Country Club Drive

Rocky Mount, NC 27804

SEC#: 801-69846
Years in Business: 12 years

C2P CAPITAL ADVISORY GROUP, LLC

Website

(252) 451-0488

204 N. Winstead Ave

Rocky Mount, NC 27804

SEC#: 801-72187
Years in Business: 10 years

 


Rocky Mount, NC Financial Advisor FAQs

LinkedIn is a good place to start. Reach out and ask them how they can be of service, what they charge, and if you will need to purchase any mutual funds from them.
A financial advisor assists in a client's investment, retirement, and insurance decisions. They analyze the client's current financial situation in order to help them make informed decisions about how to grow their money, cut their expenses, and prepare for unexpected life events such as job loss or disability.
Financial advisors typically work with a set commission, which means they are compensated for their services on a percentage of their client's funds. They are paid on the total amount that is transferred into an investment account minus any withdrawals or your fees charged by your employer's plan.
A good place to start is with your network of friends and family. Ask them about their experiences, any history of fraud or misconduct they've seen committed by the advisor they work with, and what that person does for a living when not providing advice.