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Find Top Financial Advisors in Boone, North Carolina

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Boone, North Carolina
Last Updated - 27-Jun-2022

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Top Financial Advisor Firms in Boone, North Carolina (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Allen Wealth Management, Llc
980 Highway 105,
Boone, NC 28607
$369,631,321 1312 A percentage of AUM
Hourly charges

    List of Additional Advisors in Boone, North Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Gary T Moss Jr
    Inquire with Gary
    4469 Bamboo Rd, Ste 105, Boone, NC  28607 828-264-8990
    R Scott Davidson III
    Inquire with R
    128 Meadowview Dr, Boone, NC  28607 828-832-1099
    Robert A McCuiston III
    Inquire with Robert
    805 State Farm Rd, Ste 203, Boone, NC  28607 828-264-0066
    Edward Jones
    Inquire with Edward
    147 Meadowview Dr, Boone, NC  28607 828-264-0642
    Edward Jones
    Inquire with Edward
    2348 Highway 105, Ste 3, Boone, NC  28607 828-264-6252
    Edward Jones
    Inquire with Edward
    148 Highway 105 Ext, Suite 201, Boone, NC  28607 828-265-2354
    Edward Jones
    Inquire with Edward
    2348 Highway 105, Ste 3, Boone, NC  28607 828-264-6252
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?