Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Charlotte, North Carolina is the second most populated city in the Southeast and continues to grow. As the third fastest growing city in the United States, it's not surprising that Charlotte is a bustling business hub, key financial hub and home to many universities. Having a well educated population, subtropical climate and a cost of living 5% lower than the national average, Charlotte is considered to be a great place to live, go to school, and retire. There are about 4,000 financial advisors working in the Charlotte area and finding a financial advisor that works best with your specific financial means could be challenging. WiserAdvisor is here to help make this decision less difficult. We can help people like you connect with 2-3 financial fiduciary financial advisors that suit your own particular financial requirements and can help meet your financial 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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Charlotte, North Carolina.
Charlotte
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Charlotte,
North Carolina
have an average of
10
years of experience.
NOTE: The list of vetted financial
advisors in
Charlotte,
North Carolina
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Charlotte, North Carolina.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Jacob Rice
CFP®, RICP®, CLU®, ChFC® PIEDMONT CAPITAL ADVISORS 123 Broad St, Suite C, Kernersville, NC 27284 |
10 Years | $100,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 6478580
Firm CRD# 6413
Series 7, 63
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
123 Broad St, Suite C,
Kernersville,
NC
27284
Phone Number
336-816-3801
Jacob leads a nationally known wealth management practice serving clients in search of holistic financial planning. Jacob has a desire for helping his successful clients reach their financial goals and protect their legacy by designing a fully optimized plan focusing on tax efficiency, estate/creditor protection, and efficient accumulation/decumulation methods. If this peeks your interest, reach out to our team for a consultation. jacob@piedmontcapitaladvisors.com Core Values: 1. Faith 2. Family 3. Excellence 4. Transparency 5. Generosity
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: NC, SC, VA, GA, AL, AZ, CA, FL, IL, KY, MD
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 1015 | 9416 | $429,024,440,167 | A percentage of AUM, Fixed fees, Performance Based |
|
| 985 | 343 | $307,726,562,224 | A percentage of AUM, Fixed fees, Performance Based |
|
| 513 | 8078 | $300,798,686,558 | A percentage of AUM, Performance Based |
|
| 31 | 6685 | $137,561,001,775 | A percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.) |
|
| 181 | 3215 | $66,746,472,114 | A percentage of AUM, Fixed fees, Performance Based |
|
| 251 | 20338 | $43,998,251,201 | A percentage of AUM, Fixed fees |
|
| 60 | 219477 | $33,737,582,682 | A percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES) |
|
| 3 | 2 | $14,681,685,404 | Fixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL) |
|
| 230 | 52309 | $12,826,908,245 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 72 | 33 | $11,558,231,568 | A percentage of AUM, Performance Based |
|
| 50 | 40484 | $10,771,561,842 | A percentage of AUM, Fixed fees |
|
| 58 | 33 | $7,634,744,615 | A percentage of AUM, Fixed fees, Performance Based |
|
| 26 | 234 | $7,583,000,000 | A percentage of AUM |
|
| 117 | 6 | $7,143,965,742 | A percentage of AUM, Performance Based |
|
| 74 | 3367 | $4,466,593,018 | A percentage of AUM, Fixed fees |
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 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?
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.
