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Find Retirement Advisors for Retirement Planning in Cary, North Carolina

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Cary, North Carolina

Last Updated - April 25, 2025

Cary has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Cary, North Carolina have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Cary, North Carolina

advisor
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Coach Pete D'Arruda
RFC®, RICP®, MRFC
Capital Financial Advisory Group, LLC

Qualifications
CRD# 2756672
Firm CRD# 144374
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Kenneth Nelson
AIFA®, CRPS®, CRPC®, AIF®
Nelson Wealth Advisors

Qualifications
CRD# 1780923
Firm CRD# 30613
Series 7, 9, 10, 24, 63, 65

Minimum Assets Required
$0

Advisory Services:

Not Specified

Compensation/Fee

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

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advisor
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Tom Morris
CASL®, CFP®, RICP®, RMA®, MBA, CLU®, ChFC®
Northwestern Mutual -Tom Morris

Qualifications
CRD# 5052940
Firm CRD# 2881
Series 7

Minimum Assets Required
$500,000

Advisory Services:

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Jacob Rice
CFP®, RICP®, CLU®, ChFC®
Piedmont Capital Advisors

Qualifications
CRD# 6478580
Firm CRD# 6413
Series 7, 63

Minimum Assets Required
$100,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Top 7 Retirement Planning firms in Cary, North Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1400 Crescent Green, Suite 110
Cary, NC, 27518-8118
$4,429,232,1643947
A percentage of AUM, Hourly charges, Fixed fees
2

51 Kilmayne Drive, Suite 304
Cary, NC, 27511
$1,900,000,000385
A percentage of AUM, Hourly charges, Fixed fees
3

2500 Regency Parkway,
Cary, NC, 27518
$917,891,719321422
A percentage of AUM, Hourly charges, Fixed fees
4

1400 Crescent Green Drive, Suite 100
Cary, NC, 27518
$262,799,059140616
A percentage of AUM, Fixed fees, Other (SELECTION OF OTHER ADVISORS)
5

167 E. Chatham Street, Suite 300
Cary, NC, 27511
$139,171,4093503
A percentage of AUM, Fixed fees
6

1145 Executive Circle, Suite C
Cary, NC, 27511
$123,957,5808816
A percentage of AUM, Hourly charges, Fixed fees
7

2500 Regency Parkway,
Cary, NC, 27518
$003
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Cary, North Carolina

QualificationsFirm CRD# 117892

Assets Under Management $4,429,232,164

No. Of Clients394

Clients Per Financial Advisor56

VERATIS ADVISORS, INC. is a financial advisory firm situated in Cary, North Carolina. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 140786

Assets Under Management $1,900,000,000

No. Of Clients38

Clients Per Financial Advisor8

COMPERIO RETIREMENT CONSULTING, INC. is a financial advisory firm situated in Cary, North Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 169584

Assets Under Management $917,891,719

No. Of Clients3214

Clients Per Financial Advisor146

WEALTHSHIELD PARTNERS, LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $918M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3214 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 149538

Assets Under Management $262,799,059

No. Of Clients1406

Clients Per Financial Advisor88

RALEIGH CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Cary, North Carolina. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1406 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (SELECTION OF OTHER ADVISORS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 328786

Assets Under Management $139,171,409

No. Of Clients350

Clients Per Financial Advisor117

INDEPENDENT WEALTH ADVISORS, LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 323171

Assets Under Management $123,957,580

No. Of Clients881

Clients Per Financial Advisor147

HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 881 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 288875

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

WEALTHSHIELD LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Market timing services
  • Other (SUBADVISOR SERVICES)
View Full Profile

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