Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
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
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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
Not Specified.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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
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.
Fee-Based, Commissions, Flat Fee, Based on Assets
Autumn Buracker Yamamura
Morgan Stanley
Qualifications
CRD# 2779252
Firm CRD# 14977
Series 7, 9, 10, 31, 63, 65
Minimum Assets Required
Not Specified
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.
Fee-Based
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | VERATIS ADVISORS, INC. 1400 Crescent Green, Suite 110 Cary, NC, 27518-8118 | $3,681,294,980 | 437 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | COMPERIO RETIREMENT CONSULTING, INC. 51 Kilmayne Drive, Suite 304 Cary, NC, 27511 | $1,746,385,093 | 40 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | WEALTHSHIELD PARTNERS, LLC 2500 Regency Parkway, Cary, NC, 27518 | $901,663,737 | 1129 | 29 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | RALEIGH CAPITAL MANAGEMENT INC. 1400 Crescent Green Drive, Suite 100 Cary, NC, 27518 | $247,225,472 | 1346 | 11 | 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 | $102,208,076 | 811 | 6 | A Percentage of AUM, Fixed Fees |
6 | WEALTHSHIELD LLC 2500 Regency Parkway, Cary, NC, 27518 | $0 | 0 | 8 | A Percentage of AUM, Fixed Fees |
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.
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.
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.
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.
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.
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.
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