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Find The Best Financial Advisors in Cornelius, 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 Cornelius is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Cornelius & pick the one as per your needs

How To Find The Best Financial Advisors in Cornelius, North Carolina

Last Updated - 24-Jan-2023

If you’re looking for qualified financial advisors in Cornelius, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 20 non-vetted financial advisors in Cornelius, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Cornelius, North Carolina have an average of 24 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 Cornelius, North Carolina

advisor-photo

Jeff McElroy

US Financial Services

19109 W. Catawba Avenue
Suite 200

Cornelius, NC 28031

704-458-1174

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Antonio V. Porretta

Blackbridge Financial

*

Harrisburg, NC 28075

704-960-9646

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Tony Montanari

ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203

877-707-5429

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Alex Calott and Austin Powell

Blue Financial

5970 Fairview Road Suite 712

Charlotte, NC 28210

704-302-1141

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Jonathan M. Spatz

Epic Income Advisors

2571 Springs Road NE

Hickory, NC 28601

828-569-1040

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
ALPHASTAR CAPITAL MANAGEMENT, LLC
19520 West Catawba Avenue, Suite 112 Cornelius, NC 28031
157423 $1,567,171,002 12425 A percentage of AUM
Hourly charges
Fixed fees
ASPIRE PRIVATE CAPITAL
19410 Jetton Road, Suite 110 Cornelius, NC 28031
154116 $339,356,066 1526 A percentage of AUM
POWELL WEALTH
17818 Statesville Rd, Suite 221 Cornelius, NC 28031
144230 $187,391,778 283 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bernard F Sandler
Inquire with Bernard
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-896-9132
Aspire Private Capital, LLC
Inquire with Aspire
19410 Jetton Road, Suite 110 Cornelius, NC 28031 704-237-9927
Morgan Stanley Financial Advisors
Inquire with Morgan
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-892-4730
Harry H McNair
Inquire with Harry
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-655-1102
Jennifer A Ziegler
Inquire with Jennifer
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-896-9110
Elizabeth Hobson
Inquire with Elizabeth
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-655-1104
Hassan Kaouss
Inquire with Hassan
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-896-9139
Mark N McCall
Inquire with Mark
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-896-9101
Jason Cox
Inquire with Jason
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-655-1106
Dana Timchenko
Inquire with Dana
17505 W Catawba Ave, Ste 300 Cornelius, NC 28031 704-896-9117

Frequently Asked Questions

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 I 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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