Find a Financial Advisor in Wake County, NC

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Wake 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 Wake County, NC


  • Financial Advisor Close to Wake 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 Wake 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 Wake County, NC

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


How Retirement-Friendly is Wake County, NC?

  • Population: 1069,079
  • % of Population 62 Years and Over: 14.1%
  • Average Home Value: $284,500
  • Average Monthly Housing Cost: $1,259
  • Average Household Income: $106,822
  • 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 Wake County, NC

 

WEALTHSHIELD PARTNERS, LLC

Website

(919) 948-4453

175 Regency Woods Place
Suite 210
Cary, NC 27518

SEC#: 801-78937
Years in Business: 8 years

COMPERIO RETIREMENT CONSULTING, INC.

Website

(919) 401-3500

51 Kilmayne Drive
Suite 304
Cary, NC 27511

SEC#: 801-66831
Years in Business: 15 years

STONEGATE WEALTH MANAGEMENT, LLC

Website

(919) 654-6898

2500 Regency Parkway

Cary, NC 27518

SEC#: 801-63331
Years in Business: 17 years

VERATIS ADVISORS, INC.

Website

(919) 460-8875

1400 Crescent Green
Suite 110
Cary, NC 27518

SEC#: 801-60849
Years in Business: 20 years

WEALTHSHIELD LLC

Website

(919) 948-4453

175 Regency Woods Place
Suite 210
Cary, NC 27518

SEC#: 801-110853
Years in Business: 4 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(910) 725-1257

1750 Nw Maynard Road
Suite 108
Cary, NC 27513

SEC#: 801-72913
Years in Business: 10 years

CHURCHILL MANAGEMENT CORP

Website

(404) 670-1438

2500 Regency Parkway

Cary, NC 27518

SEC#: 801-4211
Years in Business: 54 years

WEALTHSHIELD PARTNERS, LLC

Website

(919) 851-5512

1225 Crescent Green
Suite 100
Cary, NC 27518

SEC#: 801-78937
Years in Business: 8 years

CHURCHILL MANAGEMENT CORP

Website

(404) 670-1438

2500 Regency Parkway

Cary, NC 27518

SEC#: 801-4211
Years in Business: 54 years

 


Wake County, NC Financial Advisor FAQs

Hourly rates for financial advisors vary from about $150 to more than $400 per hour. The high hourly rate is reflected in the knowledge, experience, and personalized attention offered by these professionals.
Commission-based model is the most common compensation structure for most financial advisors especially those who work for dealers and brokerages.
Ask him about his own investment philosophies. This will help you gauge if the advisor is more likely to be risk averse or risk tolerant.
A financial advisor is the person you choose to assist you with your finances. They are typically trained in investments, tax, or retirement planning. You use a financial advisor to review all of your finances, including your debts and savings goals, then work out a plan for success.