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Top Rated Financial Advisors in Hickory, 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 Hickory, 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 Hickory, 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 Hickory, 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.

Ryan Mumy

Mumy Financial Advisors, LLC
AIF® CFP®
Ryan Mumy, a financial fiduciary, has been a Paladin Registry member since 2013 and provides financial services to clients in the Hickory, North Carolina area. Ryan holds the Accredited Investment Fiduciary , Certified Financial Planner certifications. Ryan has over 16 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: State List
    • Colorado
    • Florida
    • Indiana
    • Kentucky
    • Maryland
    • Michigan
    • New York
    • North Carolina
    • Ohio
    • Oklahoma
    • Pennsylvania
    • South Carolina
    • Tennessee

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Charles Schwab
  • Pershing

Brent McDonald

Tar Heel Wealth Management
AIF®
Brent McDonald, a financial fiduciary, has been a Paladin Registry member since 2020 and provides financial services to clients in the Hickory, North Carolina area. Brent holds a Accredited Investment Fiduciary certification. Brent has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

Richard Van Der Noord

Van Der Noord Financial Advisors, Inc.
CFP®
Richard Van Der Noord, a financial fiduciary, has been a Paladin Registry member since 2005 and provides financial services to clients in the Greenville, South Carolina area. Richard holds a Certified Financial Planner certification. Richard has over 37 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Colorado
    • Florida
    • Georgia
    • Kentucky
    • North Carolina
    • South Carolina
    • Tennessee
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
37 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Other

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Glenn Wessel

Wessel Investment Counsel, L.L.C.
CFA® CPA CFP®
Glenn Wessel, a financial fiduciary, has been a Paladin Registry member since 2005 and provides financial services to clients in the Asheville, North Carolina area. Glenn holds the Chartered Financial Analyst , Certified Public Accountant , Certified Financial Planner certifications. Glenn has over 32 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: North Carolina
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Shareholders Service Group, Inc. / Pershing, LLC

Tony Montanari

ACM Wealth Management
CIMA®
Tony Montanari, a financial fiduciary, has been a Paladin Registry member since 2013 and provides financial services to clients in the Charlotte, North Carolina area. Tony holds a Certified Investment Management Analyst certification. Tony has over 20 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Colorado
    • Connecticut
    • Florida
    • Illinois
    • Massachusetts
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • South Carolina
  • Investment Products for Commission: State List
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Massachusetts
    • Minnesota
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • South Carolina
  • Insurance Products for Commission: North Carolina

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • First Clearing Corporation
  • Pershing

Adam Wiles

Global View Investment Advisors
CFP®
Adam Wiles, a financial fiduciary, has been a Paladin Registry member since 2014 and provides financial services to clients in the Greenville, South Carolina area. Adam holds a Certified Financial Planner certification. Adam has over 15 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: South Carolina

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • T.D. Ameritrade Institutional
  • Charles Schwab Institutional

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Overland Park, Kansas area. The firm has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Southern Trust Wealth Management

Silveroak Securities LLC
Southern Trust Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2016 and provides financial services to clients in the Greenville, South Carolina area. The firm has over 20 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • North Carolina
    • South Carolina
  • Investment Products for Commission: State List
    • North Carolina
    • South Carolina
  • Insurance Products for Commission: State List
    • North Carolina
    • South Carolina

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Other
  • Legal Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • Schwab
  • TD Ameritrade
  • Fidelity

Glen McLaughlin

Buoyant Financial
MBA
Glen McLaughlin, a financial fiduciary, has been a Paladin Registry member since 2019 and provides financial services to clients in the Huntersville, North Carolina area. Glen holds a Master of Business Administration certification. Glen has over 21 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • North Carolina
    • Texas

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fixed Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Shareholders Service Group

Michael Black

E.K. Riley Investments, LLC
Michael Black, a financial fiduciary, has been a Paladin Registry member since 2019 and provides financial services to clients in the Charlotte, North Carolina area. Michael has over 22 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • Arizona
    • Arkansas
    • California
    • Florida
    • Georgia
    • Illinois
    • Iowa
    • Louisiana
    • Maine
    • Maryland
    • Minnesota
    • Missouri
    • Nevada
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Pennsylvania
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Virginia
    • Wisconsin
  • Investment Products for Commission: State List
    • Alabama
    • Arizona
    • Arkansas
    • California
    • Florida
    • Georgia
    • Illinois
    • Iowa
    • Louisiana
    • Maine
    • Maryland
    • Minnesota
    • Missouri
    • Nevada
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Pennsylvania
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Virginia
    • Wisconsin
  • Insurance Products for Commission: North Carolina

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Wells Fargo Clearing

Jay Neal and Renee Simpson

Advanced Wealth Strategies
Jay Neal and Renee Simpson, a financial fiduciary, has been a Paladin Registry member since 2020 and provides financial services to clients in the Cornelius, North Carolina area. Jay Neal and Renee has over 7 years of experience.

Additional Information:

Years of Experience:
7 Years

Leo Marte

Abundant Advisors
CFP® MBA
Leo Marte, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Huntersville, North Carolina area. Leo holds the Certified Financial Planner , Master of Business Administration certifications. Leo has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Goepper Burkhardt

Goepper Burkhardt Wealth Management
Goepper Burkhardt, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Greenville, South Carolina area. The firm has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Charles Schwab Institutional

Mike Allison

Blackbridge Financial
Mike Allison, a financial fiduciary, has been a Paladin Registry member since 2022 and provides financial services to clients in the Charlotte, North Carolina area.

Novare Capital Management

Novare Capital Management
CFA® CFP® ChFC®
Novare Capital Management, a financial fiduciary, has been a Paladin Registry member since 2022 and provides financial services to clients in the Charlotte, North Carolina area. Novare holds the Chartered Financial Analyst , Certified Financial Planner , Chartered Financial Consultant certifications.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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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.