4.5+ Stars · Gastonia
Highly Rated Financial Advisors in Gastonia, NC
Only the best make this list. These financial advisors in Gastonia have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Gastonia, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Belmont Capital Advisors, Inc. with a 4.9-star rating from 216 Google reviews and an RNM Score of 98/100. Also in the top tier: Retirement Transition Advisory Group and Rhino Wealth Management. The average rating across all listed financial advisors in Gastonia is 4.8 stars from 21 reviews per business on average.
Financial advisors in Gastonia 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.
Gastonia, North Carolina is home to a variety of financial advisor firms that offer investment management, retirement planning, and other wealth management services to local residents. Consumers should research an advisor's credentials, services, and fees when selecting a financial professional to work with.
- ✓Gastonia has multiple financial advisor firms serving the local community
- ✓Financial advisors in Gastonia provide investment management, retirement planning, and other wealth management services
- ✓Consumers should research an advisor's credentials, services, and fees when choosing a financial professional
Best Overall
Belmont Capital Advisors, Inc.
As the only independent firm listed, Belmont Capital Advisors offers a broader range of investment options without proprietary product pressure.
Most Reviewed
Edward Jones - Financial Advisor: Joshua Peters, CFP®|CEPA®
A high number of reviews often reflects a broad base of clients who have taken the time to share their experiences, indicating consistent service quality.
When choosing an advisor, compare fee structures and services offered—independent firms like Belmont Capital may provide more flexibility, while Edward Jones advisors offer localized personal attention. Always check credentials and schedule a consultation to ensure the advisor's approach aligns with your financial goals.
How to Choose a Financial Advisor in Gastonia
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Gastonia, NC area
- • A clear, transparent fee structure
- • A focus on your long-term financial goals, not just short-term investments
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current Gastonia-based clients?
Red flags
- ⚠ Pressure to make quick investment decisions
- ⚠ Lack of clear communication about risks and fees
- ⚠ Unwillingness to provide a written financial plan
In North Carolina, financial advisors must be registered with the state's Securities Division and hold appropriate licenses, such as a Series 65 or Series 66 license. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
21
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of local clients, this advisor holds a stellar 4.9-star rating.
123 N Main St, Belmont, NC 28012, USA5.0 stars from 21 reviews, reflecting exceptional client satisfaction in Gastonia.
102 Hidden Pastures Dr STE 206, Cramerton, NC 28032, USAExceptional 5.0-star rating from 15 Google reviews for Gastonia financial advising.
32 N Main St Ste. 203, Belmont, NC 28012, USAFinancial Advisors Rankings in Gastonia, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Belmont Capital Advisors, Inc.123 N Main St, Belmont, NC 28012, USA | 4.9★ | 216 |
| #2 | Retirement Transition Advisory Group102 Hidden Pastures Dr STE 206, Cramerton, NC 28032, USA | 5.0★ | 21 |
| #3 | Rhino Wealth Management32 N Main St Ste. 203, Belmont, NC 28012, USA | 5.0★ | 15 |
| #4 | Edward Jones - Financial Advisor: Sandi McCarter, CFP®|CEPA®2940 Union Rd STE B, Gastonia, NC 28054, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Alex Price, CFP®|AAMS®106 Kenwood St, Belmont, NC 28012, USA | 4.3★ | 4 |
| #6 | Edward Jones - Financial Advisor: Michael Roman360 W Main Ave, Gastonia, NC 28052, USA | — | — |
| #7 | Lucas Beatty - Thrivent609 S New Hope Rd Ste. 101, Gastonia, NC 28054, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Katherine S Coton, CFP®102 Main St Suite 200, McAdenville, NC 28101, USA | 5.0★ | 3 |
| #9 | Conner Financial Group, LLC3302 S New Hope Rd STE 100D, Gastonia, NC 28056, USA | 4.2★ | 5 |
| #10 | Wilson Financial Group520 S New Hope Rd, Gastonia, NC 28054, USA | 4.6★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Gastonia
2940 Union Rd STE B, Gastonia, NC 28054, USA
106 Kenwood St, Belmont, NC 28012, USA
360 W Main Ave, Gastonia, NC 28052, USA
609 S New Hope Rd Ste. 101, Gastonia, NC 28054, USA
102 Main St Suite 200, McAdenville, NC 28101, USA
3302 S New Hope Rd STE 100D, Gastonia, NC 28056, USA
520 S New Hope Rd, Gastonia, NC 28054, USA
3270 Robinwood Rd STE A, Gastonia, NC 28054, USA
615 S New Hope Rd Suite 102, Gastonia, NC 28054, USA
244 Latitude Ln #105, Lake Wylie, SC 29710, USA
1574 Union Rd STE C, Gastonia, NC 28054, USA
102 Hidden Pastures Dr STE 213, Cramerton, NC 28032, USA
250 S New Hope Rd Suite 202, Gastonia, NC 28054, USA
102 Main St Suite 200, McAdenville, NC 28101, USA
550 Highland St, Mt Holly, NC 28120, USA
942 E Garrison Blvd, Gastonia, NC 28054, USA
2940 Union Rd STE B, Gastonia, NC 28054, USA
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Financial Advisors in Gastonia, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Belmont Capital Advisors, Inc. | 98/100 | 4.9 ★ | 216 |
| 2 | Retirement Transition Advisory Group | 87/100 | 5.0 ★ | 21 |
| 3 | Rhino Wealth Management | 85/100 | 5.0 ★ | 15 |
| 4 | Edward Jones - Financial Advisor: Sandi McCarter, CFP®|CEPA® | 65/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Alex Price, CFP®|AAMS® | 59/100 | 4.3 ★ | 4 |
| 6 | Edward Jones - Financial Advisor: Michael Roman | 7/100 | — | 0 |
| 7 | Lucas Beatty - Thrivent | 15/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Katherine S Coton, CFP® | 69/100 | 5.0 ★ | 3 |
| 9 | Conner Financial Group, LLC | 54/100 | 4.2 ★ | 5 |
| 10 | Wilson Financial Group | 76/100 | 4.6 ★ | 9 |
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 Gastonia
What is a fiduciary financial advisor and why does it matter in Gastonia?
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 Gastonia, 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 Gastonia?
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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