Low Cost · Durham
Cheap Financial Advisors in Durham, NC — Best Prices
Compare financial advisors prices in Durham to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Durham, NC by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS® with a 5.0-star rating from 23 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA® and Triangle Financial Strategies. The average rating across all listed financial advisors in Durham is 5 stars from 5 reviews per business on average.
Financial advisors in Durham typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS®
3020 S Miami Blvd Suite 203, Durham, NC 27703, USA
Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®
1911 Hillandale Rd Suite 1110, Durham, NC 27705, USA
Triangle Financial Strategies
114 Torrey Heights Ln, Durham, NC 27703, USA
Financial Advisors Rankings in Durham, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS®3020 S Miami Blvd Suite 203, Durham, NC 27703, USA | 5.0★ | 23 |
| #2 | Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®1911 Hillandale Rd Suite 1110, Durham, NC 27705, USA | 5.0★ | 11 |
| #3 | Triangle Financial Strategies114 Torrey Heights Ln, Durham, NC 27703, USA | 4.7★ | 10 |
| #4 | Allworth Financial3917 University Dr Suite 200, Durham, NC 27707, USA | 5.0★ | 6 |
| #5 | Personal Path Financial PlanningWeWork, 110 Corcoran St 5th Floor, Durham, NC 27701, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Andrew L Metz, CFP®2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705, USA | 5.0★ | 4 |
| #7 | Lily Wealth Partners1738 Hillandale Rd Suite 102-E, Durham, NC 27705, USA | 4.5★ | 8 |
| #8 | Collins Financial Advisors3805 University Dr STE C, Durham, NC 27707, USA | 5.0★ | 1 |
| #9 | Gordon Asset Management, LLC324 Blackwell St Suite 1130, Durham, NC 27701, USA | 5.0★ | 2 |
| #10 | Fryar Financial LLC3200 Croasdaile Dr Suite 105, Durham, NC 27705, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Durham
Allworth Financial
3917 University Dr Suite 200, Durham, NC 27707, USA
Personal Path Financial Planning
WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701, USA
Edward Jones - Financial Advisor: Andrew L Metz, CFP®
2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705, USA
Lily Wealth Partners
1738 Hillandale Rd Suite 102-E, Durham, NC 27705, USA
Collins Financial Advisors
3805 University Dr STE C, Durham, NC 27707, USA
Gordon Asset Management, LLC
324 Blackwell St Suite 1130, Durham, NC 27701, USA
Fryar Financial LLC
3200 Croasdaile Dr Suite 105, Durham, NC 27705, USA
Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU®
2200 W Main St a160, Durham, NC 27705, USA
Valley Peak Financial, LLC
3211 Shannon Rd #410, Durham, NC 27707, USA
Edward Jones - Financial Advisor: Derek J Parrish, CFP®|CEPA®|AAMS®
100 Capitola Dr Suite 308, Durham, NC 27713, USA
Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC®
3620 Shannon Rd Ste 100, Durham, NC 27707, USA
Edward Jones - Financial Advisor: Allen B Parker, CFP®|CPWA®|CIMA®|CEPA®
2816 Erwin Rd # 109, Durham, NC 27705, USA
Onyx Wealth Management
2530 Meridian Pkwy Suite 300, Durham, NC 27713, USA
Monarch Financial Planning Partners
240 Leigh Farm Rd #400, Durham, NC 27707, USA
Edward Jones - Financial Advisor: Tamra K Ellis
1530 N Gregson St SUITE 3A, Durham, NC 27701, USA
Wiser Financial Advisors Durham, NC
2741 Campus Walk Ave bldg 400 ste 400, Durham, NC 27705, USA
Sycamore Financial Planning, LLC
1005 Slater Rd #320, Durham, NC 27703, USA
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Frequently Asked Questions — Financial Advisors in Durham
What is a fiduciary financial advisor and why does it matter in Durham?
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 Durham, 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 Durham?
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: May 17, 2026.
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