Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > north carolina > winston salem

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Winston Salem, 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 Winston Salem, North Carolina

Last Updated - April 20, 2024

Winston Salem has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Winston Salem, North Carolina have an average of 11 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Winston Salem, 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

Allworth Financial
CFP^®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

3917 University Drive Suite 200,
Durham, NC 27707 See Details

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Find An Advisor

Top 8 Retirement Planning firms in Winston Salem, North Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	SALEM INVESTMENT COUNSELORS INC 480 Shepherd Street, Winston Salem, NC, 27103	$2,995,104,546	2704	20	A Percentage of AUM, Fixed Fees
2	SHEETS SMITH WEALTH MANAGEMENT 120 Club Oaks Court, Suite 200 Winston Salem, NC, 27104-4680	$965,128,890	901	14	A Percentage of AUM, Fixed Fees
3	ARBOR INVESTMENT ADVISORS 300 South Main Street, Winston Salem, NC, 27101	$813,415,141	1163	8	A Percentage of AUM, Fixed Fees
4	TIMONIER 121 Reynolda Village, Suite B Winston Salem, NC, 27106	$292,117,614	564	7	A Percentage of AUM, Hourly charges, Fixed Fees
5	THREE MAGNOLIAS FINANCIAL ADVISORS 110 Oakwood Drive, Suite 480 Winston Salem, NC, 27103	$270,160,000	1120	6	A Percentage of AUM, Hourly charges, Fixed Fees
6	CASSIA CAPITAL PARTNERS LLC 1144 West Fourth Street, Suite 200 Winston Salem, NC, 27101	$184,474,020	439	5	A Percentage of AUM, Hourly charges, Fixed Fees
7	HORIZON FINANCIAL SERVICES, LLC 3880 Vest Mill Rd., Suite 100 Winston Salem, NC, 27103	$169,537,665	1040	8	A Percentage of AUM, Hourly charges, Fixed Fees
8	CANNON WEALTH MANAGEMENT SERVICES 2160 Country Club Road, Winston Salem, NC, 27104	$146,593,158	784	10	A Percentage of AUM

Information on Top Retirement Planning firms in Winston Salem, North Carolina

SALEM INVESTMENT COUNSELORS INC

Find an Advisor

QualificationsFirm CRD# 104855

Assets Under Management $2,995,104,546

No. Of Clients2704

Clients Per Financial Advisor135

SALEM INVESTMENT COUNSELORS INC is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2704 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
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

View Full Profile

SHEETS SMITH WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 105710

Assets Under Management $965,128,890

No. Of Clients901

Clients Per Financial Advisor64

SHEETS SMITH WEALTH MANAGEMENT is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 clients. The team consists of 14 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
Portfolio Management for Business
Selection of Other Advisors

View Full Profile

ARBOR INVESTMENT ADVISORS

Find an Advisor

QualificationsFirm CRD# 111077

Assets Under Management $813,415,141

No. Of Clients1163

Clients Per Financial Advisor145

ARBOR INVESTMENT ADVISORS is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $813M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1163 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
Publication of periodicals or Newsleters

View Full Profile

TIMONIER

Find an Advisor

QualificationsFirm CRD# 150748

Assets Under Management $292,117,614

No. Of Clients564

Clients Per Financial Advisor81

TIMONIER is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 clients. The team consists of 7 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

View Full Profile

THREE MAGNOLIAS FINANCIAL ADVISORS

Find an Advisor

QualificationsFirm CRD# 114471

Assets Under Management $270,160,000

No. Of Clients1120

Clients Per Financial Advisor187

THREE MAGNOLIAS FINANCIAL ADVISORS is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1120 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

CASSIA CAPITAL PARTNERS LLC

Find an Advisor

QualificationsFirm CRD# 159911

Assets Under Management $184,474,020

No. Of Clients439

Clients Per Financial Advisor88

CASSIA CAPITAL PARTNERS LLC is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 439 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

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

View Full Profile

HORIZON FINANCIAL SERVICES, LLC

Find an Advisor

QualificationsFirm CRD# 158798

Assets Under Management $169,537,665

No. Of Clients1040

Clients Per Financial Advisor130

HORIZON FINANCIAL SERVICES, LLC is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1040 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
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

View Full Profile

CANNON WEALTH MANAGEMENT SERVICES

Find an Advisor

QualificationsFirm CRD# 323302

Assets Under Management $146,593,158

No. Of Clients784

Clients Per Financial Advisor78

CANNON WEALTH MANAGEMENT SERVICES is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 784 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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of 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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.