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Find Retirement Advisors for Retirement Planning in Durham, 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 Durham, North Carolina

Last Updated - April 25, 2025

Durham 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 Durham, North Carolina have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Durham, North Carolina

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

Address

240 Leigh Farm Rd,
Ste 400,
Durham, NC 27707 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, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor

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

Address

10604 Bent Twig Drive,
Raleigh, NC 27613 See Details

Advisory Services:

Not Specified

Compensation/Fee

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4700 Falls of Neuse Road,
Suite 275,
Raleigh, NC 27609 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

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

Address

1500 Town Side Drive, Suite 200,
Apex, NC 27502 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, 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:

Compensation/Fee

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

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	280 S Mangum St, Ste 550 Durham, NC, 27701-3676	$902,895,255	8036	64	A percentage of AUM, Hourly charges, Fixed fees
2	2828 Pickett Road, Suite 170 Durham, NC, 27705	$719,937,102	1355	8	A percentage of AUM, Hourly charges, Fixed fees
3	353 West Main Street, Durham, NC, 27701	$458,055,999	621	10	A percentage of AUM
4	3622 Lyckan Pkwy, Ste 3004 Durham, NC, 27707	$128,653,076	302	2	A percentage of AUM, Hourly charges, Fixed fees
5	3100 Tower Blvd, Ste 1660 Durham, NC, 27707-6323	$117,552,022	404	6	A percentage of AUM, Hourly charges, Fixed fees
6	555 South Mangum St, Suite 100 Durham, NC, 27701	$29,211,037	846	20	A percentage of AUM, Hourly charges, Fixed fees
7	110 Swift Avenue, Durham, NC, 27705	$0	0	58	Fixed fees, Other (ASSET-BASED FEES)

Information on Top Retirement Planning firms in Durham, North Carolina

VERITY ASSET MANAGEMENT

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QualificationsFirm CRD# 158667

Assets Under Management $902,895,255

No. Of Clients8036

Clients Per Financial Advisor126

VERITY ASSET MANAGEMENT is a financial advisory firm situated in Durham, North Carolina. With a nearly $903M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8036 clients. The team consists of 64 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 investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ADMINISTRATIVE SERVICES FOR ADVISORS)

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KUHN ADVISORS, INC.

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QualificationsFirm CRD# 117816

Assets Under Management $719,937,102

No. Of Clients1355

Clients Per Financial Advisor169

KUHN ADVISORS, INC. is a financial advisory firm situated in Durham, North Carolina. With a nearly $720M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1355 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
Hourly charges
Fixed fees

Financial Planning Services

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

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ARJUNA CAPITAL, LLC

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QualificationsFirm CRD# 283713

Assets Under Management $458,055,999

No. Of Clients621

Clients Per Financial Advisor62

ARJUNA CAPITAL, LLC is a financial advisory firm situated in Durham, North Carolina. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 621 clients. The team consists of 10 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
Selection for other advisors

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PINAFORE WEALTH COUNSEL INC.

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QualificationsFirm CRD# 170540

Assets Under Management $128,653,076

No. Of Clients302

Clients Per Financial Advisor151

PINAFORE WEALTH COUNSEL INC. is a financial advisory firm situated in Durham, North Carolina. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 clients. The team consists of 2 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

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INTEGRATED WEALTHCARE, LLC

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QualificationsFirm CRD# 312929

Assets Under Management $117,552,022

No. Of Clients404

Clients Per Financial Advisor67

INTEGRATED WEALTHCARE, LLC is a financial advisory firm situated in Durham, North Carolina. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 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
Pesnsion consulting services
Selection for other advisors
Other (OUTSOURCED CIO MODEL)

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SLP WEALTH

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QualificationsFirm CRD# 325631

Assets Under Management $29,211,037

No. Of Clients846

Clients Per Financial Advisor42

SLP WEALTH is a financial advisory firm situated in Durham, North Carolina. With a nearly $29M assets under management, the firm specializes in crafting personalized retirement planning solutions for 846 clients. The team consists of 20 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
Pesnsion consulting services
Selection for other advisors

View Full Profile

VESTED FINANCE

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QualificationsFirm CRD# 299272

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

VESTED FINANCE is a financial advisory firm situated in Durham, 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 58 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees
Other (ASSET-BASED FEES)

Financial Planning Services

Other (ONLINE INVESTMENT ADVISORY PLATFORM)

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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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