Low Cost · Cary
Cheap Financial Advisors in Cary, NC — Best Prices
Compare financial advisors prices in Cary to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Cary, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Family Legacy Financial Solutions with a 5.0-star rating from 27 Google reviews and an RNM Score of 88/100. Also in the top tier: Hicks & Associates Wealth Management and Capital Financial Advisory Group. The average rating across all listed financial advisors in Cary is 5 stars from 13 reviews per business on average.
Financial advisors in Cary typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Testament Wealth Management
Testament Wealth Management stands out as a top-ranked firm in Cary for its comprehensive, client-focused wealth management approach and strong local reputation.
Most Reviewed
Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|CRPS™
A high review count indicates broad client experience and trust, helping you gauge service consistency and satisfaction.
When choosing a financial advisor in Cary, compare fee structures and services offered, and consider scheduling initial consultations with multiple advisors to find the best fit for your financial goals.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
13
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Top-rated Cary financial advisor with a perfect 5.0-star rating from 27 reviews.
6501 Weston Pkwy Suite #300, Cary, NC 27513, USA5.0★ from 24 reviews, this Cary financial advisor is highly trusted.
1145 Executive Cir STE C, Cary, NC 27511, USAA trusted Cary financial advisor with a strong 4.6-star rating from 83 Google reviews.
1500 Town Side Dr #201, Apex, NC 27502, USAFinancial Advisors Rankings in Cary, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Family Legacy Financial Solutions6501 Weston Pkwy Suite #300, Cary, NC 27513, USA | 5.0★ | 27 |
| #2 | Hicks & Associates Wealth Management1145 Executive Cir STE C, Cary, NC 27511, USA | 5.0★ | 24 |
| #3 | Capital Financial Advisory Group1500 Town Side Dr #201, Apex, NC 27502, USA | 4.6★ | 83 |
| #4 | Testament Wealth Management1014 High House Rd Suite 102, Cary, NC 27513, USA | 5.0★ | 7 |
| #5 | BSG Advisers56 Hunter St #230, Apex, NC 27502, USA | 5.0★ | 33 |
| #6 | Edward Jones - Financial Advisor: Maria Litzinger, CFP®|RICP®|AAMS®728 Slash Pine Dr, Cary, NC 27519, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|CRPS™1003 High House Rd Suite 104, Cary, NC 27513, USA | 4.7★ | 12 |
| #8 | Triangle Advisors Group200 Cornerstone Dr Suite 201, Cary, NC 27519, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Bradford Wilson, CFP®118 New Edition Ct, Cary, NC 27511, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: David W Beeler, CFP®|CEPA®|AAMS®8000 Regency Pkwy Suite 140, Cary, NC 27518, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Cary
Rated 5.0 stars from 7 Google reviews for financial advising in Cary.
1014 High House Rd Suite 102, Cary, NC 27513, USA
5.0 stars from 33 reviews, reflecting consistently exceptional client satisfaction.
56 Hunter St #230, Apex, NC 27502, USA
Top-rated financial advisor in Cary with a perfect 5.0-star rating from client reviews.
728 Slash Pine Dr, Cary, NC 27519, USA
4.7 stars from 12 Google reviews, reflecting strong local client satisfaction.
1003 High House Rd Suite 104, Cary, NC 27513, USA
Rated 5.0 stars from a small number of Google reviews in Cary, NC.
200 Cornerstone Dr Suite 201, Cary, NC 27519, USA
5.0-star rated financial advisor in Cary, NC based on 3 Google reviews.
118 New Edition Ct, Cary, NC 27511, USA
5.0 stars from early clients, reflecting exceptional local financial guidance.
8000 Regency Pkwy Suite 140, Cary, NC 27518, USA
Top-rated Cary financial advisor with a perfect 5.0-star rating from 3 reviews.
167 E Chatham St Suite 300, Cary, NC 27511, USA
Earns a perfect 5.0-star rating from 3 local Google reviews in Cary.
1400 Crescent Green Suite 130, Cary, NC 27518, USA
Exceptional 5.0-star rating from two client reviews in Cary, NC.
2550 Walnut St STE 200, Cary, NC 27518, USA
Exceptional 5.0-star rating from 7 Google reviews for a Cary financial advisor.
2425 Kildaire Farm Rd Suite 100, Cary, NC 27518, USA
Earns a perfect 5.0-star rating from four local Google reviews.
1151 SE Cary Pkwy Ste 102, Cary, NC 27518, USA
5.0 stars from 3 Google reviews for a Cary financial advisor.
1225 Crescent Green #100, Cary, NC 27518, USA
5.0 stars from 3 Google reviews reflects exceptional client satisfaction.
204 Towne Village Dr, Cary, NC 27513, USA
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Financial Advisors in Cary, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Family Legacy Financial Solutions | 88/100 | 5.0 ★ | 27 |
| 2 | Hicks & Associates Wealth Management | 87/100 | 5.0 ★ | 24 |
| 3 | Capital Financial Advisory Group | 76/100 | 4.6 ★ | 83 |
| 4 | Testament Wealth Management | 81/100 | 5.0 ★ | 7 |
| 5 | BSG Advisers | 77/100 | 5.0 ★ | 33 |
| 6 | Edward Jones - Financial Advisor: Maria Litzinger, CFP®|RICP®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|CRPS™ | 70/100 | 4.7 ★ | 12 |
| 8 | Triangle Advisors Group | 76/100 | 5.0 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Bradford Wilson, CFP® | 69/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: David W Beeler, CFP®|CEPA®|AAMS® | 65/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Cary
What is a fiduciary financial advisor and why does it matter in Cary?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Cary, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Cary?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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