Rowan County, NC Financial Advisors and Resources



Financial Advisor Firms in Rowan County, NC


UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(704) 216-2260

1816 E. Innes Street Suite #102

Salisbury, NC 28146

SEC#: 801-57198
Years in Business: 21 years


How Retirement-Friendly is Rowan County, NC?

  • Population: 140,296
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $148,600
  • Average Monthly Housing Cost: $766
  • Average Household Income: $65,110
  • 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.)


Rowan County, NC Financial Advisor FAQs

Hourly rates for financial advisors vary depending on the region, scope of service and quality of service offered, with typical rates ranging from $150-$350 per hour. Quarterly fees typically range between $1200-$5000 ($2500-10000 annually).
Financial advisors are paid in a number of ways. Their fee structures are largely dependent on the service that they provide or their area of specialization. Most commonly, advisors earn either through commissions or through hourly fees.
Try to ask if he has previously handled clients that are closely the same as with your profile. Ask how he has handled their situation and the successes/failures he has gone through their work relationship.
A financial advisor gathers and interprets personal and family financial information (including budgeting, cash flow, net worth and risk assessment), and explains different types of products to help provide security for individuals' future.