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We don't have financial advisors listed specifically in Charlotte yet — these top-rated pros from Pleasanton serve your area and are available for calls and quotes today.
Real Reviews · Charlotte
Top-Reviewed Financial Advisors in Charlotte, TX
What are customers actually saying? Read verified reviews for financial advisors in Charlotte — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 4 financial advisors in Charlotte, TX by verified customer ratings and review volume. The highest-rated is Western Finance with a 4.9-star rating from 105 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Joshua G Verette and Edward Jones - Financial Advisor: Cody Prescott. The average rating across all listed financial advisors in Charlotte is 3.5 stars from 53 reviews per business on average.
Financial advisors in Charlotte typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
4
Businesses listed
3.5★
Avg rating
53
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Joshua G Verette
205 N Bryant St, Pleasanton, TX 78064, USA
Edward Jones - Financial Advisor: Cody Prescott
205 N Bryant St, Pleasanton, TX 78064, USA
Financial Advisors Rankings in Charlotte, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Western Finance1612 W Oaklawn Rd, Pleasanton, TX 78064, USA | 4.9★ | 105 |
| #2 | Edward Jones - Financial Advisor: Joshua G Verette205 N Bryant St, Pleasanton, TX 78064, USA | — | — |
| #3 | Edward Jones - Financial Advisor: Cody Prescott205 N Bryant St, Pleasanton, TX 78064, USA | — | — |
| #4 | Wells Fargo Advisors425 W Oaklawn Rd, Pleasanton, TX 78064, USA | 2.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Charlotte
Wells Fargo Advisors
425 W Oaklawn Rd, Pleasanton, TX 78064, USA
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Frequently Asked Questions — Financial Advisors in Charlotte
What is a fiduciary financial advisor and why does it matter in Charlotte?
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 Charlotte, 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 Charlotte?
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 1, 2026.
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