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Find The Best Financial Advisors in Cary, North Carolina

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Cary is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Cary & pick the one as per your needs

How To Find The Best Financial Advisors in Cary , North Carolina
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Cary, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 6 non-vetted financial advisors in Cary, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Cary, North Carolina have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Cary , North Carolina

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

919-657-4201

Address

1500 Town Side Drive, Suite 200,
Apex, NC 27502 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4700 Falls of Neuse Road,
Suite 275,
Raleigh, NC 27609 See Details

Kenneth Nelson

Nelson Wealth Advisors

919-845-3339

Address

10604 Bent Twig Drive,
Raleigh, NC 27613 See Details

Tom Morris

Monarch Financial Planning Partners

919-401-0331

Address

240 Leigh Farm Rd,
Ste 400,
Durham, NC 27707 See Details

Jacob Rice

Piedmont Capital Advisors

336-816-3801

Address

701 Green Valley Rd Suite 100 #210,
Greensboro, NC 27408 See Details

Top Financial Advisor Firms in Cary, North Carolina(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
VERATIS ADVISORS, INC. 1400 Crescent Green, Suite 110 Cary, NC, 27518-8118	117892	$4,429,232,164	394	A percentage of AUM, Hourly charges, Fixed fees
COMPERIO RETIREMENT CONSULTING, INC. 51 Kilmayne Drive, Suite 304 Cary, NC, 27511	140786	$1,900,000,000	38	A percentage of AUM, Hourly charges, Fixed fees
RALEIGH CAPITAL MANAGEMENT INC. 1400 Crescent Green Drive, Suite 100 Cary, NC, 27518	149538	$262,799,059	1406	A percentage of AUM, Fixed fees, Other (SELECTION OF OTHER ADVISORS)
INDEPENDENT WEALTH ADVISORS, LLC 167 E. Chatham Street, Suite 300 Cary, NC, 27511	328786	$139,171,409	350	A percentage of AUM, Fixed fees
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC 1145 Executive Circle, Suite C Cary, NC, 27511	323171	$123,957,580	881	A percentage of AUM, Hourly charges, Fixed fees
WEALTHSHIELD LLC 2500 Regency Parkway, Cary, NC, 27518	288875	$0	0	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Cary, North Carolina

How To Find The Best Financial Advisors in Cary , North CarolinaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Cary , North Carolina

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

Address

Edelman Financial Engines, LLC

Address

Kenneth Nelson

Nelson Wealth Advisors

Address

Tom Morris

Monarch Financial Planning Partners

Address

Jacob Rice

Piedmont Capital Advisors

Address

Top Financial Advisor Firms in Cary, North Carolina(Ranked by AUM)

Select other cities around Cary, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Cary , North Carolina
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy