Financial Advisors Raleigh, NC

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Financial Advisor Reviews Raleigh, NC

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With over 20 years of experience, Financial Symmetry hosts a team of fee-only fiduciary advisors. These fee-only advisors do not sell products or earn commissions, allowing them to offer more balanced and candid financial advice. Financial Symmetry offers financial planning, investment management and wealth management services. This company is committed to gender diversity and maintains a 50/50 split of male and female advisors on its team. All members of the team of financial advisors are Certified Financial Planners or NAPFA advisors who each have Certified Financial Planner Board Certification and spend 8% – 12% of their time conducting investment research. Financial Symmetry customers begin with financial planning services that offer a one-time projection, and they then move on to continuous service that includes monitoring, planning and investing. While there are no minimum asset requirements, Financial Symmetry does have a minimum annual fee of $3,000. This company integrates outside accounts into your investment portfolio, including 401(k)s, HSAs and 529 accounts.

Financial Symmetry
Assets Managed	$647 Million
Minimum Assets	N/A
Number of Advisors	24
Fee Structure	Fee-Only
Address	1511 Sunday Drive Suite 300 Raleigh, NC 27607

Offering a slate of investment advisory services to retail investors, Cook Wealth Management Group takes a holistic approach to ongoing financial planning, asset management and tax planning services. Rather than take a one-size-fits-all approach, this group strives to form a partnership with its clients and make decisions based on both research and the clients’ needs. Cook Wealth Management Group’s investment approach is to identify your goals and then weigh the risks while assessing your financial situation. Asset-based fees begin at 2.50% annually and are collected every quarter. Project-based financial planning is subject to hourly fees at $1,000 an hour. Financial planning fees are 0.25% of your net worth and collected in a single installment. Ongoing financial planning fees are $5,000 per year collected annually. Other fees include third-party manager fees, custody fees, account administrative fees, mutual fund expenses, exchange-traded funds and securities transaction fees.

Cook Wealth Management Group
Assets Managed	$302.7 Million
Minimum Assets	N/A
Number of Advisors	6
Fee Structure	Fee-Based
Address	4101 Lake Boone Trail Suite 210 Raleigh, NC 27607

Offering a full menu of services, Financial Analysts is a growing firm that provides investment planning, estate planning, philanthropy planning, risk management, insurance, cash flow, budgeting, tax management, family services (like college savings plans and legacy plans) and retirement planning. Financial Analysts works with individuals and corporations. Rather than simply advising clients to invest in both stocks and bonds, Financial Analysts’ investment approach involves advising its clients to consider alternative investments for better long-term results.

Financial Analysts
Assets Managed	$4.4 Billion
Minimum Assets	Varies
Number of Advisors	4
Fee Structure	Varies
Address	2626 Glenwood Ave Suite 510 Raleigh, NC 27608

Boasting over 30 years of experience, Lewis Financial Management offers consultations and comprehensive financial planning services. This company is dedicated to offering customized advice to its investors and has a policy that no customer will ever be sent to voicemail. Lewis Financial Management customers receive a report every single month of the year as opposed to quarterly reports. In fact, Lewis Financial Management sends its customers notes after every meeting and phone call for the duration of their business relationship. Lewis Financial Management begins by pairing each customer with a personal Certified Financial Planner. Comprehensive financial planning fees generally go no higher than 0.75%. Client meetings are subject to an hourly fee. Clients can opt for a flat fee, which is quoted during the introductory meeting. Flat-fee clients receive unlimited coaching with no hourly charges. While there are no minimums for hourly fees, there are minimums for fixed-fee financial planning.

Lewis Financial Management
Assets Managed	$373.4 Million
Minimum Assets	$50,000
Number of Advisors	4
Fee Structure	Varies
Address	1611 E. Millbrook Road Raleigh, NC 27609

A boutique firm that sells no products, Armor Investment Advisors provides financial life planning and investment services to business owners and individuals. Armor Investment Advisors works with retirees, those with new wealth and people with multigenerational assets. This company provides guidance on investments, charitable planning and legacy planning. Financial life planning involves current income protection, future income protection, debt management, investment management, asset protection and estate planning. Investment management clients receive a customized portfolio built upon the goals, risks and constraints outlined during financial and estate planning. In all customer interactions, Armor Investment Advisors sets out to balance the client’s long-term goals with their current income needs, their expectations for returns and the risks involved. While consulting fees are negotiable, they generally range from $2,500 to $40,000 on a fixed-fee basis. Hourly fees range from $250 to $300. Investment management services are based upon a percentage of the assets managed. Assets under $500,000 have a fee of 1.20%, and assets from $1 million to $5 million have a fee of 0.65%.

Armor Investment Advisors
Assets Managed	$211.4 Million
Minimum Assets	$400,000
Number of Advisors	5
Fee Structure	Fee-Only
Address	4101 Lake Boone Trail Suite 520 Raleigh, NC 27607

Thorough Financial Group is a boutique firm that helps clients educate themselves while it manages their long-term and short-term financial goals. Financial advisors with this group account for each client’s objectives, needs, time frame, risk tolerance and personal values in order to give comprehensive advice. This small group of financial advisors offers several products and services, including individual retirement plans, business retirement plans, financial planning services, investments, advisory programs, insurance, education funding, and gifting and giving strategies. Thorough Financial Group helps clients sort through data and marketing messages and come up with an investment strategy that aligns with their values. For those customers interested in technology, Thorough Financial Group collaborates with Waddell & Reed WealthLink, a financial portal that can provide a comprehensive snapshot of each client’s finances.

Thorough Financial Group
Assets Managed	$33.2 Billion
Minimum Assets	Varies
Number of Advisors	5
Fee Structure	Varies
Address	2245 Gateway Access Point Suite 200 Raleigh, NC 27607

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