Top Financial Advisors in Cornelius, NC

82 fee-only26 CFP certifiedMedian fee: 1.82% on $500K

Top Advisors in Cornelius

Median Advisor Fee

Cornelius1.82%
National1.25%
46% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only57.3%
Includes Commission42.7%

Top Credentials

CFP26 advisors
CFA7 advisors

Frequently Asked Questions

How much does a financial advisor cost in Cornelius?

The median advisory fee in Cornelius, NC is 1.82% of assets under management. This is 46% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Cornelius?

There are 82 fee-only financial advisors in Cornelius, NC, representing 57.3% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Cornelius financial advisor?

The most common professional designation among Cornelius advisors is the CFP (Certified Financial Planner), held by 26 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 143 Financial Advisors in Cornelius, NC (2026) | TrueAdvisor