Best Financial Consultants in Charlotte, NC
Find and compare 201 financial planners in Charlotte, NC. Every listing below shows contact info and reviews so you can shortlist the right financial planner for your needs.
Top Financial Consultants in Charlotte
National Capital Leasing Inc. Unclaimed
Epic Capital Wealth Management Unclaimed
Fifth Third Private Bank - Lauren Herrmann Unclaimed
Jim Moore - RBC Wealth Management Financial Advisor Unclaimed
Bank of America Private Client Advisor Gordon (Tim) Timothy Black Unclaimed
Jake Garman - Private Wealth Advisor, Ameriprise Financial Services, LLC Unclaimed
Edward Jones - Financial Advisor: Mike Madrid, AAMS™ Unclaimed
Fifth Third Private Bank Kurt King Unclaimed
Merit Financial Advisors Unclaimed
DHG Corporate Finance Unclaimed
Trinity Capital Advisors Unclaimed
Hobart Wealth Unclaimed
How to choose a financial planner in Charlotte
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in Charlotte
In Charlotte, NC, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in Charlotte, NC?
1Network currently lists 201 financial planners in Charlotte, NC. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in Charlotte?
Financial planners in Charlotte, NC typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Charlotte to avoid commission conflicts.
How do I choose a financial planner in Charlotte?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 201 financial planners in Charlotte, NC.