Find a financial advisor in Kannapolis, NC

Find financial advisors in Kannapolis, NC

Find financial advisors in Kannapolis, NC

Share a few details and we'll show you the best financial advisors in your area.
Zip code

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Find financial advisors in Kannapolis, NC

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Kannapolis, NC

Clients agree: these Kannapolis financial advisors are highly rated for knowledge, experience, communication, and more.
The Tax Lady

The Tax Lady

4.0(2)
Offers online services
2 hires on Thervo
18+ years in business
Serves Kannapolis, NC
Naomi M. says, "Everything about her is perfect " Read more
A4 Wealth Advisors

A4 Wealth Advisors

New on Thervo
Offers online services
16+ years in business
Serves Kannapolis, NC
We are your financial concierge. We are here to serve our clients and make sure that they're financially educated in order to make sound decisions about investment planning. We offer investment and retirement planning, insurance planning, tax planning, medicare planning, long-term care planning, and much more. Our consultations are free so make your appointment today. Visit us on the web at www.a4wealth.com We are a team of local fiduciaries that help people's retirement dreams come true, how can we not love that! We help with the emotional rollercoaster that comes along with being an investor ... we plan for the unexpected so that our client...
DL Morehead Enterprises LLC

DL Morehead Enterprises LLC

5.0(1)
Offers online services
2 hires on Thervo
9+ years in business
Serves Kannapolis, NC
MJ says, "It was awesome I've never been so happy and doing this this company would recommend it to anyone" Read more
Cardinal Credit Solutions, LLC

Cardinal Credit Solutions, LLC

New on Thervo
3+ years in business
Serves Kannapolis, NC
Credit Restoration in Concord, NC Services: Credit Restoration, Credit Repair, Credit Consultation, Credit Monitoring
Quick Tax Unlimited

Quick Tax Unlimited

5.0(1)
Offers online services
2 hires on Thervo
17+ years in business
Serves Kannapolis, NC
Johnnie S. says, "She’s quick, accurate, can answer any questions and communication is awesome!" Read more
S Cannady Tax Consultant

S Cannady Tax Consultant

5.0(2)
Offers online services
1 hire on Thervo
11+ years in business
Serves Kannapolis, NC
Emily says, "Stacey and her daughter does a really good job with trying to get you as much back as possible. I was referred by a friend in Texas and I'm glad that I reached out to them. Awesome family owned company who makes you feel like family." Read more
Pino 🌲 CPA, PLLC

Pino 🌲 CPA, PLLC

5.0Exceptional(6)
Offers online services
13+ years in business
Serves Kannapolis, NC
W. Corey M. says, "Very professional and responsive. Did a great job addressing any questions or concerns. Looking forward to working with her and her team again in the future." Read more
Taylor Wealth Management Group

Taylor Wealth Management Group

New on Thervo
Offers online services
Serves Kannapolis, NC
Taylor Wealth Management Group is an independent firm. We believe our clients deserve unbiased prudent counsel. We provide a comprenhensive road map for each client to exceed in accomplishing their goals. Taking the stress out of our clients financial life.
Patricia Johnson

Patricia Johnson

New on Thervo
Offers online services
Serves Kannapolis, NC
I offer outstanding customer service everytime. I give all my customers the attention they need for any job, big or small. Helping others
Breese Financial Group LLC

Breese Financial Group LLC

New on Thervo
Offers online services
14+ years in business
Serves Kannapolis, NC
We are dedicated to your situation and your specific financial needs. We understand that everyone’s expectations are different, and we know that your financial struggles and concerns are real and immediate. What you enjoy, where and how you save or spend your money, and your personal desires and goals when it comes to that money are important. We want to help minimize those retirement struggles and concerns. Our goal is to educate and empower you to live your own financial freedom. I love solving puzzles and problems – Every client, current & new, brings a new puzzle. Sometimes that puzzle only needs a little help, other times it needs a lo...

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Kannapolis financial advisors

Recent success stories from people in the Kannapolis area.
Marie
She's helpful and doesn't rush to do your taxes. She's been my tax preparer for the last 5 years
S Cannady Tax Consultant
Ramiro Andres B.
I like the professionalism, their knowledge and their advise. Luisa and Daniela work extremely fast and with a great level of quality.
Pino 🌲 CPA, PLLC
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Kannapolis financial advisors by service