Top Financial Advisors in Rocky Mount, NC

38 fee-only3 CFP certifiedMedian fee: 1.38% on $500K

Top Advisors in Rocky Mount

Median Advisor Fee

Rocky Mount1.38%
National1.15%
20% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only71.7%
Includes Commission28.3%

Top Credentials

CFP3 advisors
CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Rocky Mount?

The median advisory fee in Rocky Mount, NC is 1.38% of assets under management. This is 20% 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 Rocky Mount?

There are 38 fee-only financial advisors in Rocky Mount, NC, representing 71.7% 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 Rocky Mount financial advisor?

The most common professional designation among Rocky Mount advisors is the CFP (Certified Financial Planner), held by 3 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