Find a Financial Advisor in Shelby, NC


Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Shelby 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


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


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 Shelby, NC

  • Financial Advisor Close to Shelby, 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 Shelby, NC

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Shelby, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Shelby financial advisors.
  • This field is for validation purposes and should be left unchanged.

How Retirement-Friendly is Shelby, NC?

  • Population: 20,007
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $125,200
  • Average Monthly Housing Cost: $727
  • Average Household Income: $54,384
  • 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 Shelby, NC




(704) 482-2001

Nine East Marion Street

Shelby, NC 28150

SEC#: 801-119435
Years in Business: 1 years


Shelby, NC Financial Advisor FAQs

Financial advisors are usually paid through asset management. That is, they're not involved in trading for their own gain, but are instead compensated based on the total value of assets under consideration. Some ways this compensation may take place are through commissions generated from buying and selling securities, or by generating revenue generated from interest earned on savings accounts created to safeguard client investments.
Meet with a lot of potential financial advisors and see who is like-minded and bringing out the best in you.
A financial advisor helps individuals navigate the unfamiliar waters of personal finance. They provide clients with customized, objective advice that takes into account their specific needs within each stage of their life.
Financial advisors typically charge an hourly rate, a flat per-project fee, or a percentage of assets. This can depend on factors such as whether they're working for you part time or in retirement, and the type and size of your portfolio.