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Top Rated Financial Advisors in Huntersville, 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 Huntersville, 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 Huntersville, 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 Huntersville, 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.

Glen McLaughlin

Buoyant Financial
MBA
Glen McLaughlin, a financial fiduciary, has been a Paladin Registry member since 2019. Glen is the owner of Buoyant Financial. Glen holds a Master of Business Administration certification. Glen has over 21 years of experience. Glen provides financial services to clients in the Huntersville, North Carolina area.
  • 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

Leo Marte

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

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

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. Richard is the owner of Van Der Noord Financial Advisors, Inc. Richard holds a Certified Financial Planner certification. Richard has over 37 years of experience. Richard provides financial services to clients in the Greenville, South Carolina area.
  • 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

Ryan Mumy

Mumy Financial Advisors, LLC
AIF® CFP®
Ryan Mumy, a financial fiduciary, has been a Paladin Registry member since 2013. Ryan is the owner of Mumy Financial Advisors, LLC. Ryan holds Accredited Investment Fiduciary , Certified Financial Planner certifications. Ryan has over 16 years of experience. Ryan provides financial services to clients in the Hickory, North Carolina area.
  • 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

Tony Montanari

ACM Wealth Management
CIMA®
Tony Montanari, a financial fiduciary, has been a Paladin Registry member since 2013. Tony holds a Certified Investment Management Analyst certification. Tony has over 20 years of experience. Tony provides financial services to clients in the Charlotte, North Carolina area.
  • 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

Financial Engines Advisors

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

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

Michael Black

E.K. Riley Investments, LLC
Michael Black, a financial fiduciary, has been a Paladin Registry member since 2019. Michael has over 22 years of experience. Michael provides financial services to clients in the Charlotte, North Carolina area.
  • 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

Peter Kisver

Kiaros Advisors LLC
Peter Kisver, a financial fiduciary, has been a Paladin Registry member since 2020. Peter is the owner of Kiaros Advisors LLC. Peter has over 24 years of experience. Peter provides financial services to clients in the Southern Pines, North Carolina area.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

Jay Neal and Renee Simpson

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

Additional Information:

Years of Experience:
7 Years

Brent McDonald

Tar Heel Wealth Management
AIF®
Brent McDonald, a financial fiduciary, has been a Paladin Registry member since 2020. Brent holds a Accredited Investment Fiduciary certification. Brent has over 16 years of experience. Brent has over 10 years of experience with Tar Heel Wealth Management firm. Brent provides financial services to clients in the Hickory, North Carolina area.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

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

Janet Galloway

B & B Strategic Management
CFP®
Janet Galloway, a financial fiduciary, has been a Paladin Registry member since 2021. Janet is the owner of B & B Strategic Management. Janet holds a Certified Financial Planner certification. Janet has over 8 years of experience. Janet provides financial services to clients in the Southern Pines, North Carolina area.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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.