Wake Forest, NC Financial Advisors and Resources



Financial Advisor Firms in Wake Forest, NC


OAK CITY CONSULTING, LLC

Website

(919) 844-6450

214 E Jones Ave

Wake Forest, NC 27587

SEC#: 801-74468
Years in Business: 9 years

VERITY ASSET MANAGEMENT, INC.

Website

(923) 123-1234

1784 Heritage Center Drive
Suite 204-F
Wake Forest, NC 27587

SEC#: 801-66730
Years in Business: 15 years

VERITY ASSET MANAGEMENT, INC.

Website

(923) 123-1234

1784 Heritage Center Drive
Suite 204-F
Wake Forest, NC 27587

SEC#: 801-66730
Years in Business: 15 years

FORTUNE 360 GROUP LLC

Website

(954) 800-5500

9500 Ligon Mill Rd

Wake Forest, NC 27587

SEC#: 801-120483
Years in Business: 0 years

VERITY ASSET MANAGEMENT, INC.

Website

(923) 123-1234

1784 Heritage Center Drive
Suite 204-F
Wake Forest, NC 27587

SEC#: 801-66730
Years in Business: 15 years

FORTUNE 360 GROUP LLC

Website

(954) 800-5500

9500 Ligon Mill Rd

Wake Forest, NC 27587

SEC#: 801-120483
Years in Business: 0 years

G. A. REPPLE & COMPANY

Website

(919) 449-6446

335 S. White Street
Suite E
Wake Forest, NC 27587

SEC#: 801-63426
Years in Business: 17 years

FORTUNE 360 GROUP LLC

Website

(954) 800-5500

9500 Ligon Mill Rd

Wake Forest, NC 27587

SEC#: 801-120483
Years in Business: 0 years

G. A. REPPLE & COMPANY

Website

(919) 449-6446

335 S. White Street
Suite E
Wake Forest, NC 27587

SEC#: 801-63426
Years in Business: 17 years


How Retirement-Friendly is Wake Forest, NC?

  • Population: 42,111
  • % of Population 62 Years and Over: 13.7%
  • Average Home Value: $304,400
  • Average Monthly Housing Cost: $1,430
  • Average Household Income: $108,112
  • 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.)


Wake Forest, NC Financial Advisor FAQs

There is no universal answer to this question as the compensation methods may vary substantially by financial advisor and their employer. Some advisors may charge a set amount for performance or asset-based fees, while others may get commissions from the products they sell.
You might need a financial advisor if you have a very high net worth, have a profession with high risks to your income, live in certain regions of the world where labor laws are less favorable for citizens, or wish to pursue an entrepreneurial endeavor.
A financial advisor's job is to provide you with the expertise and tools that will help you reach your financial goals. They can also help people today as an increasing number of Americans find themselves in high-cost debt situations such as credit card debt, medical bills, auto loans, etc.
Financial advisors typically charge an hourly rate if you want them to provide investment advice. Some charges are on a per-transaction basis, others are more of a consultation fee or flat yearly rate if they're managing your account for you.