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

Last Updated - April 25, 2025

Winston Salem has 2 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 10 years of experience.

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List of Qualified Retirement Planning Advisors in Winston Salem, North Carolina

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:

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor

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

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	480 Shepherd Street, Winston Salem, NC, 27103	$3,614,716,454	2879	20	A percentage of AUM, Fixed fees
2	120 Club Oaks Court, Suite 200 Winston Salem, NC, 27104-4680	$1,244,346,361	1039	17	A percentage of AUM, Fixed fees
3	300 South Main Street, Winston Salem, NC, 27101	$956,721,696	1255	8	A percentage of AUM, Fixed fees
4	121 Reynolda Village, Suite B Winston Salem, NC, 27106	$338,986,163	724	8	A percentage of AUM, Hourly charges, Fixed fees
5	110 Oakwood Drive, Suite 480 Winston Salem, NC, 27103	$307,249,000	1280	5	A percentage of AUM, Hourly charges, Fixed fees
6	2160 Country Club Road, Winston Salem, NC, 27104	$213,118,947	967	11	A percentage of AUM, Hourly charges, Fixed fees
7	1144 West Fourth Street, Suite 200 Winston Salem, NC, 27101	$205,995,647	496	5	A percentage of AUM, Hourly charges, Fixed fees
8	3880 Vest Mill Rd., Suite 100 Winston Salem, NC, 27103	$177,764,684	1073	8	A percentage of AUM, Hourly charges, Fixed fees

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

SALEM INVESTMENT COUNSELORS INC

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QualificationsFirm CRD# 104855

Assets Under Management $3,614,716,454

No. Of Clients2879

Clients Per Financial Advisor144

SALEM INVESTMENT COUNSELORS INC is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2879 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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SHEETS SMITH WEALTH MANAGEMENT

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QualificationsFirm CRD# 105710

Assets Under Management $1,244,346,361

No. Of Clients1039

Clients Per Financial Advisor61

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 1039 clients. The team consists of 17 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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ARBOR INVESTMENT ADVISORS

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QualificationsFirm CRD# 111077

Assets Under Management $956,721,696

No. Of Clients1255

Clients Per Financial Advisor157

ARBOR INVESTMENT ADVISORS 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 1255 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 services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Other (PORTFOLIO MGMT FOUNDATIONS & MONEY PENSION PURCHASE PLAN; CONSULTING PURSUANT TO ERISA 404C)

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TIMONIER

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QualificationsFirm CRD# 150748

Assets Under Management $338,986,163

No. Of Clients724

Clients Per Financial Advisor91

TIMONIER is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $339M assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 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
Pesnsion consulting services

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THREE MAGNOLIAS FINANCIAL ADVISORS

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QualificationsFirm CRD# 114471

Assets Under Management $307,249,000

No. Of Clients1280

Clients Per Financial Advisor256

THREE MAGNOLIAS FINANCIAL ADVISORS is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1280 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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CANNON WEALTH MANAGEMENT SERVICES

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QualificationsFirm CRD# 323302

Assets Under Management $213,118,947

No. Of Clients967

Clients Per Financial Advisor88

CANNON WEALTH MANAGEMENT SERVICES is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 967 clients. The team consists of 11 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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CASSIA CAPITAL PARTNERS LLC

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QualificationsFirm CRD# 159911

Assets Under Management $205,995,647

No. Of Clients496

Clients Per Financial Advisor99

CASSIA CAPITAL PARTNERS LLC is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 496 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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HORIZON FINANCIAL SERVICES, LLC

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QualificationsFirm CRD# 158798

Assets Under Management $177,764,684

No. Of Clients1073

Clients Per Financial Advisor134

HORIZON FINANCIAL SERVICES, LLC is a financial advisory firm situated in Winston Salem, North Carolina. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1073 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
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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

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