How to Choose a Financial Advisor in GREENSBORO, NC

A data-driven guide based on 75 registered advisors in GREENSBORO

Local Market Overview

There are 75 registered financial advisors in GREENSBORO, North Carolina. Approximately 97% report fee-based compensation, while 4% include commission-based compensation. The average firm serving GREENSBORO manages $880M in assets.

Registered Advisors

In GREENSBORO, NC

Avg Firm AUM

$880M

Assets under management

Top Credential

CFP

10 advisors

Community Profile

GREENSBORO has a population of 297,202 with a median household income of $55,051. The median age is 34.

Advisor density: 2.5 per 10K residents

Median income: $55,051

Most Common Credentials in GREENSBORO

10 advisors

3 advisors

2 advisors

1 advisors

Compensation Types Reported

Percentage of AUM

97% of advisors · 73 total

Subscription fees

65% of advisors · 49 total

Hourly charges

41% of advisors · 31 total

Performance-based fees

13% of advisors · 10 total

Fixed fees

5% of advisors · 4 total

Other: FEE FOR MONITORING 3RD PARTY MANAGERS

5% of advisors · 4 total

What to Look For

Check their credentials

The CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. A CFA (Chartered Financial Analyst) signals deep investment expertise, while a ChFC (Chartered Financial Consultant) covers insurance and estate planning.

Understand fee structures

Fee-only advisors charge only for their advice (hourly, flat fee, or % of AUM). Fee-based advisors may also earn commissions on products they sell. Commission-only advisors earn money from product sales. Fee-only is generally considered the least conflicted model. See North Carolina fee analysis →

Verify their registration

Every legitimate advisor should be registered with the SEC or their state. Check FINRA BrokerCheck for disciplinary history, disclosures, and registration status. All advisors on AdvisorOS are sourced from official SEC/FINRA registration data.

Ask about account minimums

Some advisors require $250,000 or more to open an account. Others work with any portfolio size. Ask upfront to avoid wasting time on advisors who aren't a fit.

Review their Form CRS

The Form CRS (Client Relationship Summary) is a 2-page document every advisor must provide. It explains services, fees, conflicts of interest, and disciplinary history in plain language. Ask for it before your first meeting.

Browse Advisors in GREENSBORO

75 advisors in GREENSBORO, NC

Search the full directory of registered financial advisors in GREENSBORO. Compare credentials, specialties, and firm details — all based on SEC and FINRA public data.

Browse GREENSBORO Advisors All Cities in North Carolina

Frequently Asked Questions

How many financial advisors are in GREENSBORO, NC?

There are 75 registered financial advisors in GREENSBORO, North Carolina, according to SEC and FINRA registration data.

What credentials should a financial advisor in GREENSBORO have?

Look for CFP (Certified Financial Planner) for comprehensive planning, CFA for investment management, or ChFC for insurance and estate planning. The most common credential among GREENSBORO advisors is CFP.

Are financial advisors in GREENSBORO required to be fiduciaries?

Registered Investment Advisors (RIAs) have a fiduciary duty to act in your best interest. Broker-dealers follow a suitability standard. Always ask your advisor about their fiduciary status and get it in writing.

What do financial advisors in GREENSBORO charge?

Fees vary widely. Fee-only advisors typically charge 0.5%–1.5% of assets under management, $150–$400/hour, or flat fees of $1,000–$7,500+ per plan. Commission-based advisors may not charge fees directly but earn commissions on products.

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Browse GREENSBORO Advisors by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

More Research

What Do Financial Advisors Cost in North Carolina? →National Fee Analysis →