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.
Rocky Mount has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Rocky Mount, North Carolina have an average of 31 years of experience.
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
Altrius Capital Management, Inc.
CFP®, CFA®
Qualifications
Firm CRD# 121529
Series 63, 65, 66
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, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, 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
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | IRONSIDES ASSET ADVISORS, LLC 511 Tarrytown Center, Rocky Mount, NC, 27804 | $742,386,254 | 583 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | WHITENER CAPITAL MANAGEMENT, INC 3993 Sunset Avenue, Rocky Mount, NC, 27804 | $346,192,564 | 1213 | 8 | A Percentage of AUM, Hourly charges |
3 | OBP CAPITAL 116 South Franklin Street, Rocky Mount, NC, 27804 | $117,469,789 | 3 | 2 | A Percentage of AUM, Other (HYBRID MINIMUM + BPS) |
QualificationsFirm CRD# 161683
Assets Under Management $742,386,254
No. Of Clients583
Clients Per Financial Advisor292
IRONSIDES ASSET ADVISORS, LLC is a financial advisory firm situated in Rocky Mount, North Carolina. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 583 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106865
Assets Under Management $346,192,564
No. Of Clients1213
Clients Per Financial Advisor152
WHITENER CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Rocky Mount, North Carolina. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1213 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167619
Assets Under Management $117,469,789
No. Of Clients3
Clients Per Financial Advisor2
OBP CAPITAL is a financial advisory firm situated in Rocky Mount, North Carolina. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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