National Retirement Planning Experts

National Coverage
Local Professionals

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

How To Find The Best Financial Advisors in Winston Salem, North Carolina

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Winston Salem, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 32 non-vetted financial advisors in Winston Salem, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Winston Salem, North Carolina have an average of 0 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 Winston Salem, North Carolina

dummy-image

Allworth Financial

Allworth Financial

3917 University Drive Suite 200

Durham, NC 27707

888-242-6766

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SALEM INVESTMENT COUNSELORS INC
480 Shepherd Street, Winston Salem, NC 27103
104855 $3,500,685,568 2244 A percentage of AUM
Fixed fees
SHEETS SMITH WEALTH MANAGEMENT
120 Club Oaks Court, Suite 200 Winston Salem, NC 27104-4680
105710 $1,139,782,419 884 A percentage of AUM
Fixed fees
ARBOR INVESTMENT ADVISORS
300 South Main Street, Winston Salem, NC 27101
111077 $859,711,575 1094 A percentage of AUM
Fixed fees
TIMONIER
121 Reynolda Village, Suite B Winston Salem, NC 27106
150748 $409,045,432 675 A percentage of AUM
Hourly charges
Fixed fees
THREE MAGNOLIAS FINANCIAL ADVISORS
110 Oakwood Drive, Suite 480 Winston Salem, NC 27103
114471 $241,000,000 812 A percentage of AUM
Hourly charges
CASSIA CAPITAL PARTNERS LLC
1144 West Fourth Street, Suite 200 Winston Salem, NC 27101
159911 $164,123,645 343 A percentage of AUM
Hourly charges
Fixed fees
HORIZON FINANCIAL SERVICES, LLC
3880 Vest Mill Rd., Suite 100 Winston Salem, NC 27103
158798 $155,897,906 1045 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
Bill Shaw
Inquire with Bill
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-4933
Beth T. Fenimore
Inquire with Beth
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-4917
Diane J Wimmer
Inquire with Diane
1365 Westgate Center Dr, Ste A1 Winston Salem, NC 27103 336-659-0172
Morgan Stanley Financial Advisors
Inquire with Morgan
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-1888
Keith Marlow Seivers
Inquire with Keith
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-4930
David Perdue
Inquire with David
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-4923
The Saunders Group
Inquire with Saunders
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-9213
Ernest A Osborn
Inquire with Ernest
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-9232
Rob Saunders Sr.
Inquire with Rob
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-9209
Chris Leak
Inquire with Chris
100 N Main St, Suite 2500 Winston Salem, NC 27101 336-721-9203

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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors