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

How To Find Best Financial Advisors & Planners in Huntersville?

Looking for a qualified financial advisor in Huntersville? We can help you by narrowing down your options & listing the best financial advisors in Huntersville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Huntersville near you with the list of certified and vetted Huntersville financial advisors.

List of Qualified Financial Advisors in Huntersville, North Carolina

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Kenneth Nelson

Nelson Wealth Advisors

10604 Bent Twig Drive

Raleigh, NC 27613

919-796-9907

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Kelli Smith

Edelman Financial Engines, LLC

4700 Falls of Neuse Road
Suite 275

Raleigh, NC 27609

919-747-6052

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John McAulay

McAulay Financial at LPL

126 W. Chatham Street

Cary, NC 27511

919-244-1416

List of Additional Financial Advisors in Huntersville, North Carolina*

* Additional advisor listing is provided in partnership with Yext

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Mel Miller - Ameriprise Financial Services, Inc.

7930 W Kenton Cir
Ste 210

Huntersville, NC 28078
704-896-9985

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Alex Bishop - Ameriprise Financial Services, LLC

7930 W Kenton Cir
Ste 210

Huntersville, NC 28078
704-896-9985

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Ascend Wealth Partners - Ameriprise Financial Services, LLC

7930 W Kenton Cir
Ste 210

Huntersville, NC 28078
704-987-9794

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Amber Robinson - Ameriprise Financial Services, LLC

7930 W Kenton Cir
Ste 210

Huntersville, NC 28078
818-662-1999

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Charles C. Stoner - UBS Financial Services Inc.

16810 Kenton Drive

Huntersville, NC 28078
704-765-3805

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Edward Jones - Financial Advisor: Ryan A Rubin

8600 Sam Furr Rd
Ste 180

Huntersville, NC 28078
980-689-2352

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Charles M. Stoner, Jr. - UBS Financial Services Inc.

16810 Kenton Drive

Huntersville, NC 28078
704-765-3807

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Scott Robinson - Ameriprise Financial Services, LLC

7930 W Kenton Cir
Ste 210

Huntersville, NC 28078
704-896-9985

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Jeri Lynn Davidson - Ameriprise Financial Services, LLC

7930 W Kenton Cir
Ste 210

Huntersville, NC 28078
704-987-9794

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Triumvirate Financial Services

704-659-2195

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Lynette Gilley - Ameriprise Financial Services, LLC

403 Gilead Rd
Ste K

Huntersville, NC 28078
704-607-0734

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Edward Jones - Financial Advisor: Christian W Burns, CFP®

16610 Old Statesville Rd
Ste A

Huntersville, NC 28078
704-948-0422

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Roderick L Barnes - Ameriprise Financial Services, LLC

403 Gilead Rd
Ste K

Huntersville, NC 28078
704-895-3771

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Edward Jones - Financial Advisor: Jon Lentz, CFP®

9601 Holly Point Dr
Suite 201

Huntersville, NC 28078
704-892-7408

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Edward Jones - Financial Advisor: Rick Hebard

10224 Hickorywood Hill Ave
Suite 103

Huntersville, NC 28078
704-948-6475

* Additional advisor listing is provided in partnership with Yext

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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