Top Financial Advisors in Burlington, NC

26 fee-only7 CFP certifiedMedian fee: 1.15% on $500K

Top Advisors in Burlington

Median Advisor Fee

Burlington1.15%
National1.15%
0% below the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only41.9%
Includes Commission58.1%

Top Credentials

CFP7 advisors

Frequently Asked Questions

How much does a financial advisor cost in Burlington?

The median advisory fee in Burlington, NC is 1.15% of assets under management. This is 0% below the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Burlington?

There are 26 fee-only financial advisors in Burlington, NC, representing 41.9% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Burlington financial advisor?

The most common professional designation among Burlington advisors is the CFP (Certified Financial Planner), held by 7 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 62 Financial Advisors in Burlington, NC (2026) | TrueAdvisor