Top Financial Advisors in Rocky Mount, NC

38 fee-only3 CFP certifiedMedian fee: 1.38% on $500K

Top Advisors in Rocky Mount

Median Advisor Fee

Rocky Mount1.38%
National1.15%
20% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only71.7%
Includes Commission28.3%

Top Credentials

CFP3 advisors
CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Rocky Mount?

The median advisory fee in Rocky Mount, NC is 1.38% of assets under management. This is 20% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Rocky Mount?

There are 38 fee-only financial advisors in Rocky Mount, NC, representing 71.7% 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 Rocky Mount financial advisor?

The most common professional designation among Rocky Mount advisors is the CFP (Certified Financial Planner), held by 3 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 53 Financial Advisors in Rocky Mount, NC (2026) | TrueAdvisor