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

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

If you’re looking for qualified financial advisors in Durham, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 7 non-vetted financial advisors in Durham, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Durham, 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 Durham, 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

Edelman Financial Engines, LLC

877-208-7414

Address

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

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 Durham, North Carolina (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
VERITY ASSET MANAGEMENT 280 S Mangum St, Ste 550 Durham, NC, 27701-3676	158667	$902,895,255	8036	A percentage of AUM, Hourly charges, Fixed fees
KUHN ADVISORS, INC. 2828 Pickett Road, Suite 170 Durham, NC, 27705	117816	$719,937,102	1355	A percentage of AUM, Hourly charges, Fixed fees
ARJUNA CAPITAL, LLC 353 West Main Street, Durham, NC, 27701	283713	$458,055,999	621	A percentage of AUM
PINAFORE WEALTH COUNSEL INC. 3622 Lyckan Pkwy, Ste 3004 Durham, NC, 27707	170540	$128,653,076	302	A percentage of AUM, Hourly charges, Fixed fees
INTEGRATED WEALTHCARE, LLC 3100 Tower Blvd, Ste 1660 Durham, NC, 27707-6323	312929	$117,552,022	404	A percentage of AUM, Hourly charges, Fixed fees
SLP WEALTH 555 South Mangum St, Suite 100 Durham, NC, 27701	325631	$29,211,037	846	A percentage of AUM, Hourly charges, Fixed fees
VESTED FINANCE 110 Swift Avenue, Durham, NC, 27705	299272	$0	0	Fixed fees, Other (ASSET-BASED FEES)

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Find The Best Financial Advisors in Durham, North Carolina

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

List of Qualified Financial Advisors in Durham, North Carolina

Tom Morris

Northwestern Mutual -Tom Morris

Address

Kenneth Nelson

Nelson Wealth Advisors

Address

Edelman Financial Engines, LLC

Address

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

Address

Jacob Rice

Piedmont Capital Advisors

Address

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

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

Find an Advisor
It's Fast, Free & Easy