Find Top Financial Advisors in Hickory, 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 Hickory, North Carolina
Last Updated - 28-Nov-2022

Hickory has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 15 non-vetted advisors in your local area. These financial advisors in Hickory, North Carolina have an average of 20 years of experience.

NOTE: The list of financial advisors in Hickory, North Carolina mentioned below do 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 Hickory, North Carolina.

Qualified Financial Advisors in Hickory, North Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Tony Montanari
1927 S. Tryon Street,
Suite 205,
Charlotte, NC 28203
24 $120,000,000 $500,000 Fee-Based
Alex Calott and Austin Powell
5970 Fairview Road Suite 712,
Charlotte, NC 28210
Not Disclosed Not Specified Not Specified Fee-Based
Mike Allison
4777 Sharon Road,
Suite 540,
Charlotte, NC 28270
16 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Hickory

Qualifications CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 1927 S. Tryon Street,
Suite 205,
Phone Number 877-707-5429

Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a seven-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager seven times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

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, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 6604736 6911348
Firm CRD# 124583
Series 65

Compensation/Fee Fee-Based, Commissions, Based on Assets

Office Location 5970 Fairview Road Suite 712,
Phone Number 704-302-1141

The Blue Financial team believes you deserve a financial plan built on a foundation of smart simplicity. Our 5-step proprietary "Retirement Blueprint Process" starts with a dream, followed by a plan to make it happen. Our methods are focused on achieving your goals because that's the only benchmark that matters.

About Blue Financial

We work for our CLIENTS not a company. Blue Financial is built upon developing a stable, independent retirement for you. It's not just our job--it's our passion. Putting clients first and setting ourselves apart from industry norms is our number one priority. We take a look at one aspect most advisors rarely do: taxes. At Blue, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax-free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals, even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans like 401(k)s or IRAs then your income at retirement is taxable. Our attention to critical tax strategies helps our clients prepare to have tax free assets at retirement thus further protecting their life's work and savings. Our methods are focused on achieving your goals because that's the only benchmark that matters!

Qualifications CRD# 5200617
Firm CRD# 168267

Office Location 4777 Sharon Road,
Suite 540,
Phone Number 980-288-5477

For the past 16 years, Mike has been helping high net worth private clients navigate the confusing landscape of financial services, investments and retirement planning, while ensuring they have proper guidance and management. One of Mike's greatest strengths is his ability to explain, in simple terms, complex and often confusing financial subjects. This focus on education quickly puts clients at ease and establishes a level of trust and confidence that leads to long-lasting relationships.

About Blackbridge Financial

We are a fee-only private wealth management practice that acts as a fiduciary for our clients. Our typical client is a business owner or professional that needs to achieve a monthly income goal in retirement and our team builds a customized portfolio to exceed this goal while taking the least amount of risk. We also provide financial planning, retirement planning and tax-efficient investing.

List of Additional Advisors in Hickory, North Carolina*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Beth L Deal
Inquire with Beth
318 2nd Ave NW, Hickory, NC  28601 828-324-1422
Randall Rice
Inquire with Randall
34 2nd St NW, Ste 300, Hickory, NC  28601 828-324-0127
Stephen Sayers
Inquire with Stephen
34 2nd St NW, Ste 300, Hickory, NC  28601 828-324-0127
Thayer Financial
Inquire with Thayer
439 4th Street SW, Hickory, NC  28602 828-569-2785
Spectrum Financial Incorporated
Inquire with Spectrum
1375 Lenoir Rhyne Boulevard SE, Suite 101, Hickory, NC  28602 828-328-9551
Edward Jones
Inquire with Edward
1732 North Center St, Hickory, NC  28601 828-327-2014
Edward Jones
Inquire with Edward
215-B First Avenue SW, Hickory, NC  28602 828-304-1023
Edward Jones
Inquire with Edward
1732 North Center St, Hickory, NC  28601 828-327-2014
Edward Jones
Inquire with Edward
1410-B Old Lenoir Road, Hickory, NC  28601 828-322-3565
Edward Jones
Inquire with Edward
307 2nd Street NE, Hickory, NC  28601 828-328-8111
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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?