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.

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.

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.

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.

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.

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Find The Best Financial Advisors in Chapel Hill, North Carolina

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 Chapel Hill is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Chapel Hill & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Chapel Hill, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 16 non-vetted financial advisors in Chapel Hill, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Chapel Hill, 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 Chapel Hill, North Carolina

Tom Morris

Northwestern Mutual -Tom Morris

919-401-0331

Address

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

Kenneth Nelson

Nelson Wealth Advisors

919-845-3339

Address

10604 Bent Twig Drive,
Raleigh, NC 27613 See Details

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

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 Chapel Hill, North Carolina (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
TRUEBRIDGE CAPITAL PARTNERS 1011 South Hamilton Road, Suite 400 Chapel Hill, NC, 27517	155425	$8,363,744,672	196	A percentage of AUM, Performance Based
FRANKLIN STREET ADVISORS INC. 1450 Raleigh Road, Suite 300 Chapel Hill, NC, 27517-8833	106275	$3,465,042,044	1563	A percentage of AUM, Fixed fees, Other (SECURITY RECOMMENDATIONS)
ETON ADVISORS 5915 Farrington Road,, Suite 202 Chapel Hill, NC, 27517	289395	$1,961,699,026	153	A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
MORGAN CREEK CAPITAL MANAGEMENT, LLC 301 West Barbee Chapel Road, Suite 200 Chapel Hill, NC, 27517	138401	$1,432,730,674	42	A percentage of AUM, Performance Based
DELEGATE ADVISORS, LLC 101 Glen Lennox Drive, Suite 150 Chapel Hill, NC, 27517-8834	159953	$1,032,235,244	940	A percentage of AUM, Fixed fees
SILVERBACK ASSET MANAGEMENT, LLC 1414 Raleigh Road, Suite 250 Chapel Hill, NC, 27517	141407	$957,254,833	8	A percentage of AUM, Performance Based
ABSHER WEALTH MANAGEMENT, LLC 1450 Raleigh Road,, Suite 105 Chapel Hill, NC, 27517	304642	$944,342,749	2269	A percentage of AUM, Hourly charges, Fixed fees
HAMILTON POINT INVESTMENT ADVISORS, LLC 100 Europa Drive, Suite 425 Chapel Hill, NC, 27517	144534	$935,084,099	780	A percentage of AUM
ATLANTIC PRIVATE WEALTH, LLC 308 West Rosemary Street, Suite 301 Chapel Hill, NC, 27516	311517	$787,661,112	1292	A percentage of AUM, Fixed fees
WOODWARD FINANCIAL ADVISORS, INC. 1504 E. Franklin St., Suite 105 Chapel Hill, NC, 27514	150641	$511,205,897	885	A percentage of AUM, Hourly charges, Fixed fees
SAFE HARBOR FAMILY CAPITAL, LLC 123 West Franklin Street, Suite 540 Chapel Hill, NC, 27516	317547	$509,203,338	222	A percentage of AUM
HILLTOP WEALTH ADVISORS, LLC 6340 Quadrangle Drive, Suite 100 Chapel Hill, NC, 27517	283014	$502,828,225	1771	A percentage of AUM, Fixed fees
PHOENIX WEALTH ADVISORS INC. 100 Europa Drive, Suite 390 Chapel Hill, NC, 27517	118412	$488,362,265	1434	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD-PARTY ADVISER/MANAGER FEES)
OLD PEAK FINANCE 100 Europa Drive, Suite 410 Chapel Hill, NC, 27517	154804	$471,875,202	600	A percentage of AUM, Fixed fees
FRAZIER FINANCIAL CONSULTANTS, LLC 109 Conner Drive, Suite 205 Chapel Hill, NC, 27514	112897	$184,027,324	315	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Chapel Hill, North Carolina

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

List of Qualified Financial Advisors in Chapel Hill, North Carolina

Tom Morris

Northwestern Mutual -Tom Morris

Address

Kenneth Nelson

Nelson Wealth Advisors

Address

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

Address

Edelman Financial Engines, LLC

Address

Jacob Rice

Piedmont Capital Advisors

Address

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

Select other cities around Chapel Hill, 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 Chapel Hill, North Carolina
Last Updated - 13-Jun-2023

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