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

Last Updated - February 26, 2024

Durham 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 Durham, North Carolina have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Durham, North Carolina

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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

advisor-photo
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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

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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
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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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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VERITY ASSET MANAGEMENT
280 S Mangum St, Ste 550
Durham, NC, 27701-3676
$783,152,132748969
A Percentage of AUM, Hourly charges, Fixed Fees
2
KUHN ADVISORS, INC.
2828 Pickett Road, Suite 170
Durham, NC, 27705
$631,882,40313258
A Percentage of AUM, Hourly charges
3
ARJUNA CAPITAL, LLC
353 West Main Street,
Durham, NC, 27701
$374,488,75152312
A Percentage of AUM
4
GORDON ASSET MANAGEMENT, LLC
4721 Emperor Blvd., Suite 250
Durham, NC, 27703
$200,170,5984735
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
5
INTEGRATED WEALTHCARE, LLC
3100 Tower Blvd, Ste 1660
Durham, NC, 27707-6323
$94,958,4233446
A Percentage of AUM, Hourly charges, Fixed Fees
6
SLP WEALTH
555 South Mangum St, Suite 100
Durham, NC, 27701
$008
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Durham, North Carolina

QualificationsFirm CRD# 158667

Assets Under Management $783,152,132

No. Of Clients7489

Clients Per Financial Advisor109

VERITY ASSET MANAGEMENT is a financial advisory firm situated in Durham, North Carolina. With a nearly $783M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7489 clients. The team consists of 69 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# 117816

Assets Under Management $631,882,403

No. Of Clients1325

Clients Per Financial Advisor166

KUHN ADVISORS, INC. is a financial advisory firm situated in Durham, North Carolina. With a nearly $632M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1325 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 283713

Assets Under Management $374,488,751

No. Of Clients523

Clients Per Financial Advisor44

ARJUNA CAPITAL, LLC is a financial advisory firm situated in Durham, North Carolina. With a nearly $374M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 clients. The team consists of 12 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 118471

Assets Under Management $200,170,598

No. Of Clients473

Clients Per Financial Advisor95

GORDON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Durham, North Carolina. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 473 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
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 312929

Assets Under Management $94,958,423

No. Of Clients344

Clients Per Financial Advisor57

INTEGRATED WEALTHCARE, LLC is a financial advisory firm situated in Durham, North Carolina. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 344 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 325631

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

SLP WEALTH 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 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

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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