Top Financial Advisors in Winston Salem, NC

Q: How much does a financial advisor cost in Winston Salem?

The median advisory fee in Winston Salem, NC is 1.50% of assets under management.

Q: How many fee-only advisors are in Winston Salem?

There are 296 fee-only financial advisors in Winston Salem, NC, representing 51.7% of all advisors in the area.

296 fee-only68 CFP certifiedMedian fee: 1.50% on $500K

Top Advisors in Winston Salem

CFP

Median Advisor Fee

Winston Salem1.50%

National1.25%

20% above the national median

Portfolio: $500K

$0$500K$1M$5M$20M

Compensation Types

Fee-Only51.7%

Includes Commission48.3%

Top Credentials

CFP68 advisors

CFA15 advisors

Frequently Asked Questions

How much does a financial advisor cost in Winston Salem?

The median advisory fee in Winston Salem, NC is 1.50% 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 Winston Salem?

There are 296 fee-only financial advisors in Winston Salem, NC, representing 51.7% 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 Winston Salem financial advisor?

The most common professional designation among Winston Salem advisors is the CFP (Certified Financial Planner), held by 68 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.