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Top Rated Financial Advisors in North Carolina

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in North Carolina is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in North Carolina with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in North Carolina near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Antonio V. Porretta

Blackbridge Financial
Accredited Asset Management Specialist (AAMS®), AAMS®
Antonio V. Porretta, a financial fiduciary, provides financial services to clients in the Harrisburg, North Carolina area. Antonio holds the Accredited Asset Management Specialist (AAMS®), AAMS® certifications. Antonio has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Asset Requirement: $250,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More
    • Financial Planning for Businesses
    • Estate Planning & Trusts
    • Insurance Planning

    Name(s) of Custodian(s):
    LPL Financial

Brent McDonald

Tar Heel Wealth Management
AIF®
Brent McDonald, a financial fiduciary, provides financial services to clients in the Hickory, North Carolina area. Brent holds a AIF® certification. Brent has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC
RFC®, RICP®, MRFC
Coach Pete D'Arruda, a financial fiduciary, provides financial services to clients in the Apex, North Carolina area. Coach Pete holds the RFC®, RICP®, MRFC certifications. Coach Pete has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Annuities
    • Insurance Planning

Jeff Headrick

Inspire Financial Planning, LLC
Jeff Headrick, a financial fiduciary, provides financial services to clients in the Wilmington, North Carolina area. Jeff has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade & Charles Schwab

Les H. Kern

D.H. Hill Wealth Management
CRFA, LUTCF®
Les H. Kern, a financial fiduciary, provides financial services to clients in the Wilmington, North Carolina area. Les holds the CRFA, LUTCF® certifications. Les has over 37 years of experience.

Additional Information:

Years of Experience:
37 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Schwab, TD, via Belpointe Asset Management

Pat Latta

ACT Advisors Wealth Management
Pat Latta, a financial fiduciary, provides financial services to clients in the Asheville, North Carolina area. Pat has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Financial Planning for Individuals
    • Investment Advice & Management

    Name(s) of Custodian(s):
    LPL Financial, TD Ameritrade

Strategic Investment Partners

Accredited Investment Advisor
Strategic Investment Partners, a financial fiduciary firm, has been a Paladin Registry member since 2017 and provides financial services to clients in the Wilmington, North Carolina area.

Additional Information:

Years of Experience:
50 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Hourly

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    Pershing, LLC

TONY MONTANARI

ACM Wealth Management
CIMA®
TONY MONTANARI, a financial fiduciary, provides financial services to clients in the Charlotte, North Carolina area. TONY holds a CIMA® certification. TONY has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    First Clearing & Pershing

Tony Montanari

ACM Wealth Management
CIMA®
Tony Montanari, a financial fiduciary, provides financial services to clients in the Asheville, North Carolina area. Tony holds a CIMA® certification. Tony has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee

    Asset Requirement: 500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management

    Name(s) of Custodian(s):
    First Clearing Corp, Fidelity, null Ameritrade

Alex Calott & Austin Powell

Blue Financial
CFP®
Alex Calott & Austin Powell, a financial fiduciary, provides financial services to clients in the Charlotte, North Carolina area. Alex Calott & Austin holds a CFP® certification.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions

    Name(s) of Custodian(s):
    Fidelity Investments

Kelli Smith

Edelman Financial Engines, LLC
CFP®, CRPC®
Kelli Smith, a financial fiduciary, provides financial services to clients in the Greensboro, North Carolina area. Kelli holds the CFP®, CRPC® certifications. Kelli has over 8 years of experience.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Kenneth Nelson

Nelson Wealth Advisors
Chartered Retirement Plans Specialist (CRPS®), MBA, Chartered Retirement Planning Counselor (CRPC®), AIF®
Kenneth Nelson, a financial fiduciary, provides financial services to clients in the Raleigh, North Carolina area. Kenneth holds the Chartered Retirement Plans Specialist (CRPS®), MBA, Chartered Retirement Planning Counselor (CRPC®), AIF® certifications. Kenneth has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly
  • Subscriptions

    Asset Requirement: $100K and up

    Name(s) of Custodian(s):
    Pershing, LLC

Mike Allison

Blackbridge Financial
Mike Allison, a financial fiduciary, provides financial services to clients in the Charlotte, North Carolina area. Mike has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Name(s) of Custodian(s):
    LPL

Glenn Wessel

Wessel Investment Counsel, L.L.C.
CFP®, CPA, CFA®
Glenn Wessel, a financial fiduciary, provides financial services to clients in the Asheville, North Carolina area. Glenn holds the CFP®, CPA, CFA® certifications. Glenn has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Based on Assets
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More
    • Investment Advice & Management

    Name(s) of Custodian(s):
    Shareholders Service Group, Inc. / Pershing, LLC

BASIC INFORMATION NEEDED FOR THE INQUIRY

Top vetted financial advisors in North Carolina by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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