National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 you 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 registrations check. 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 - March 21, 2024

Cary has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Cary, North Carolina have an average of 30 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Cary, North Carolina

advisor-photo
vector.svg VERIFIED

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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

Autumn Buracker Yamamura
Morgan Stanley

Qualifications
CRD# 2779252
Firm CRD# 14977
Series 7, 9, 10, 31, 63, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Allworth Financial
CFP®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 6 Retirement Planning firms in Cary, North Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VERATIS ADVISORS, INC.
1400 Crescent Green, Suite 110
Cary, NC, 27518-8118
$3,681,294,9804377
A Percentage of AUM, Hourly charges, Fixed Fees
2
COMPERIO RETIREMENT CONSULTING, INC.
51 Kilmayne Drive, Suite 304
Cary, NC, 27511
$1,746,385,093405
A Percentage of AUM, Hourly charges, Fixed Fees
3
WEALTHSHIELD PARTNERS, LLC
2500 Regency Parkway,
Cary, NC, 27518
$901,663,737112929
A Percentage of AUM, Hourly charges, Fixed Fees
4
RALEIGH CAPITAL MANAGEMENT INC.
1400 Crescent Green Drive, Suite 100
Cary, NC, 27518
$247,225,472134611
A Percentage of AUM, Fixed Fees, Other (SELECTION OF OTHER ADVISORS)
5
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
1225 Crescent Green, Suite 100
Cary, NC, 27518
$102,208,0768116
A Percentage of AUM, Fixed Fees
6
WEALTHSHIELD LLC
2500 Regency Parkway,
Cary, NC, 27518
$008
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Cary, North Carolina

QualificationsFirm CRD# 117892

Assets Under Management $3,681,294,980

No. Of Clients437

Clients Per Financial Advisor62

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 437 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 140786

Assets Under Management $1,746,385,093

No. Of Clients40

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 40 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 169584

Assets Under Management $901,663,737

No. Of Clients1129

Clients Per Financial Advisor39

WEALTHSHIELD PARTNERS, LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $902M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1129 clients. The team consists of 29 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 149538

Assets Under Management $247,225,472

No. Of Clients1346

Clients Per Financial Advisor122

RALEIGH CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Cary, North Carolina. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1346 clients. The team consists of 11 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 323171

Assets Under Management $102,208,076

No. Of Clients811

Clients Per Financial Advisor135

HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Cary, North Carolina. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 811 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
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 8 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 Business
  • Market Timing Based
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners