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Fulcrum Capital Partners
“Robert Higgins breaks the mold on "financial planning" and goes well above and beyond others in the same field...”
Best Financial Advisors in Cornelius, NC
24 firms listed · 15 in Cornelius · 3 open weekends · 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Prior Wealth Planning
“Heath and Ed have taken wonderful care of my in-laws and now us.”
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Advanced Wealth Strategies
- Retirement
- Rich
“For any situation be it starting right out o college or almost ready to retire they can help you get the most out of years of hard work.”
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Equitable Advisors
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Beacon Wealth Advisors
“Besides great financial advice, Shawn and his staff make you feel comfortable and part of their family.”
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The Halford Financial Group
The 24 firms listed for Cornelius, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Cornelius, NC
Of the 24 firms we list here, 15 are in Cornelius itself and 9 come from towns including Huntersville (3, 5 mi), Mooresville (3, 8 mi) and Charlotte (2, 18 mi). 16 of the firms on this page have a rating, from 4.2 to 5.0 across 283 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), investment management (2), retirement planning (2), tax planning (2) and tell a friend (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 53 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 15 list a public email and 9 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Cornelius take financial planning bookings online?
9 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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RB Wealth Partners
- The Future
- Meetings
- Questions
“We had moved to the Charlotte area a couple of years before and I was beginning to tire of working with our previous manager over the phone or over Zoom.”
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Aventus Investment Advisors
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Williamson Wealth Group
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Lake Norman Financial Group
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Lake Norman Advisors
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Passport Wealth Management
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Powell Wealth
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Lapis Financial Strategies
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Caden Wealth Management
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Perry G. Walker Accounting & Tax Service
- Tax Accountant
- Office
- Company
“Overall, I am extremely satisfied with the services provided by Perry, and I highly recommend them to anyone in need of reliable and proficient tax assistance.”
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Kohari Gonzalez Oneyear & Brown
- Questions
- Company
- Needs
“My favorite part is how Sara doesn't miss anything and is very responsive to clients and was able to help me in so many ways that I would not have known, nor have gotten from any other CPA firms with my businesses.”
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Cornerstone Wealth
“Excellent, well driven team that goes above and beyond.”
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Pace Tax & Accounting
“For the record, some might think his fees are a little high, but I gladly pay the fee in order to get good and ACCURATE service, not some tossed-in numbers at a desk in Wal-Mart with someone who was trained only two weeks before!”
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Crown Advisors
- Plan
- Investment
- Decision
“Of the financial advisors with whom I have worked over the decades of my career, he is clearly the best -- obviously knowledgeable, energetic about growing and protecting my investment portfolio, friendly and patient.”
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Castle Wealth Group
- Management
- Team
- Patient
“Always answers my call or text any time of day, patient, answers all my questions.”
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A4 Wealth Advisors
“We have recommended John to many people and all have had a similar experience - high quality, personal touch, above reproach - a pleasure to do business with.”
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Two Waters Wealth Management
- Retirement
“After attending many retirement presentations over the last couple of years and interviewing several retirement specialists my wife and I chose Two Waters Wealth Management to manage our assets.”
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Weaver Wealth Management
Retirement Planning and Investment Management Services in Cornelius, NC Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 471 cost profiles
Why these companies made our list
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