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Find Retirement Advisors for Retirement Planning in Concord, North Carolina

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Concord, North Carolina

Last Updated - April 25, 2025

Concord has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Concord, North Carolina have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Concord, North Carolina

VERIFIED

Tony Montanari
CIMA^®
ACM Wealth Management

Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65

Minimum Assets Required
$500,000

Address

1927 S. Tryon Street,
Suite 205,
Charlotte, NC 28203 See Details

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, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor

VERIFIED

Ross Kirwan
MBA, CFP^®
Carnegie Private Wealth

Qualifications
CRD# 5364235
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$0

Address

6101 Carnegie Blvd, Suite 520,
Charlotte, NC 28209 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

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

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

Minimum Assets Required
$100,000

Address

701 Green Valley Rd Suite 100 #210,
Greensboro, NC 27408 See Details

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

Find An Advisor

Top 2 Retirement Planning firms in Concord, North Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	845 Church Street North, Concord, NC, 28025	$1,230,191,047	261	5	A percentage of AUM
2	300 Mcgill Ave Nw Ste 200, Concord, NC, 28027	$134,294,975	252	4	A percentage of AUM

Information on Top Retirement Planning firms in Concord, North Carolina

MILL CAPITAL MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 312798

Assets Under Management $1,230,191,047

No. Of Clients261

Clients Per Financial Advisor52

MILL CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Concord, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 261 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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FOREST CAPITAL

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QualificationsFirm CRD# 325514

Assets Under Management $134,294,975

No. Of Clients252

Clients Per Financial Advisor63

FOREST CAPITAL is a financial advisory firm situated in Concord, North Carolina. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 252 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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