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Find Retirement Advisors for Retirement Planning in Rocky Mount, 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 Rocky Mount, North Carolina

Last Updated - April 25, 2025

Rocky Mount has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Rocky Mount, North Carolina have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in Rocky Mount, North Carolina

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

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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

Altrius Capital Management, Inc.
CFP^®, CFA^®

Qualifications
Firm CRD# 121529
Series 63, 65, 66

Minimum Assets Required
$500,000

Address

1323 Commerce Drive,
New Bern, NC 28562 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, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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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:

Compensation/Fee

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

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Top 4 Retirement Planning firms in Rocky Mount, North Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	511 Tarrytown Center, Rocky Mount, NC, 27804	$1,255,894,049	770	2	A percentage of AUM, Hourly charges, Fixed fees
2	3993 Sunset Avenue, Rocky Mount, NC, 27804	$409,230,584	1284	10	A percentage of AUM, Hourly charges
3	2343 Professional Drive, Suite B Rocky Mount, NC, 27804	$110,426,978	395	2	A percentage of AUM, Hourly charges, Fixed fees
4	116 South Franklin Street, Rocky Mount, NC, 27804	$77,367,949	2	2	A percentage of AUM, Other (HYBRID MINIMUM + BPS)

Information on Top Retirement Planning firms in Rocky Mount, North Carolina

IRONSIDES ASSET ADVISORS, LLC

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QualificationsFirm CRD# 161683

Assets Under Management $1,255,894,049

No. Of Clients770

Clients Per Financial Advisor385

IRONSIDES ASSET ADVISORS, LLC is a financial advisory firm situated in Rocky Mount, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 770 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
Portfolio management for businesses or institutional clients
Selection for other advisors

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WHITENER CAPITAL MANAGEMENT, INC

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QualificationsFirm CRD# 106865

Assets Under Management $409,230,584

No. Of Clients1284

Clients Per Financial Advisor128

WHITENER CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Rocky Mount, North Carolina. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1284 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
Hourly charges

Financial Planning Services

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

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EMERALD ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 174691

Assets Under Management $110,426,978

No. Of Clients395

Clients Per Financial Advisor198

EMERALD ASSET MANAGEMENT, INC. is a financial advisory firm situated in Rocky Mount, North Carolina. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 395 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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OBP CAPITAL

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QualificationsFirm CRD# 167619

Assets Under Management $77,367,949

No. Of Clients2

Clients Per Financial Advisor1

OBP CAPITAL is a financial advisory firm situated in Rocky Mount, North Carolina. With a nearly $77M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Other (HYBRID MINIMUM + BPS)

Financial Planning Services

Portfolio management for investment companies
Selection for other advisors

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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