Top Picks · Kannapolis
Best Financial Advisors in Kannapolis, NC
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As of June 2026, RatingsNearMe ranks 7 financial advisors in Kannapolis, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Meeks Financial Group - Raymond James with a 5.0-star rating from 3 Google reviews and an RNM Score of 66/100. Also in the top tier: Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS® and Victory Wealth Management, Inc.. The average rating across all listed financial advisors in Kannapolis is 4.8 stars from 3 reviews per business on average.
Financial advisors in Kannapolis typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Kannapolis, North Carolina is home to several reputable financial advisor firms, including Edward Jones and Level Point Financial. These advisors offer personalized financial planning, investment management, and retirement planning services to local residents and businesses.
- ✓Kannapolis has a range of financial advisor options to choose from
- ✓Advisors offer comprehensive financial planning and investment management
- ✓Consumers should research qualifications and services when selecting a local financial advisor
Best Overall
Level Point Financial
Level Point Financial stands out as the top-ranked advisor due to its strong local reputation and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®
A high review count indicates broad client experience and trust, helping you gauge service consistency and satisfaction.
When choosing a financial advisor in Kannapolis, consider scheduling initial consultations with a few firms to compare their approach and fees, and verify credentials like CFP® certification for fiduciary responsibility.
How to Choose a Financial Advisor in Kannapolis
What to look for
- • Certified Financial Planner (CFP) or other relevant certifications
- • Experience working with clients in the Kannapolis, NC area
- • Fiduciary duty to act in your best interest
- • Transparent fee structure and no hidden commissions
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and can you provide a detailed fee schedule?
- • Can you provide references from other Kannapolis, NC clients?
Red flags
- ⚠ Pressure to make quick decisions or invest in complex products
- ⚠ Lack of clear communication about risks and fees
- ⚠ Unwillingness to provide detailed information about their background and qualifications
In North Carolina, financial advisors must be properly licensed and registered with the state's securities division. It's important to verify an advisor's credentials and ensure they are authorized to provide financial advice in Kannapolis.
Local Market Snapshot
7
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Kannapolis, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Meeks Financial Group - Raymond James313 S Main St #100, Kannapolis, NC 28081, USA | 5.0★ | 3 |
| #2 | Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®6001 Gateway Center Dr Suite 107, Kannapolis, NC 28081, USA | 5.0★ | 3 |
| #3 | Victory Wealth Management, Inc.603 N Main St, China Grove, NC 28023, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Raja Reslan, CFP®|CFA®10070 Edison Square Dr NW Suite 103, Concord, NC 28027, USA | 5.0★ | 2 |
| #5 | Level Point Financial1660 Dale Earnhardt Blvd, Kannapolis, NC 28083, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Lex Fennell143 Union St S, Concord, NC 28025, USA | 3.7★ | 3 |
| #7 | Edward Jones - Financial Advisor: Chad M Epting360 Exchange St NW Ste 104, Concord, NC 28027, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kannapolis
10070 Edison Square Dr NW Suite 103, Concord, NC 28027, USA
1660 Dale Earnhardt Blvd, Kannapolis, NC 28083, USA
143 Union St S, Concord, NC 28025, USA
360 Exchange St NW Ste 104, Concord, NC 28027, USA
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Financial Advisors in Kannapolis, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Meeks Financial Group - Raymond James | 66/100 | 5.0 ★ | 3 |
| 2 | Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 3 | Victory Wealth Management, Inc. | 66/100 | 5.0 ★ | 3 |
| 4 | Edward Jones - Financial Advisor: Raja Reslan, CFP®|CFA® | 64/100 | 5.0 ★ | 2 |
| 5 | Level Point Financial | 64/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Lex Fennell | 44/100 | 3.7 ★ | 3 |
| 7 | Edward Jones - Financial Advisor: Chad M Epting | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Kannapolis
What is a fiduciary financial advisor and why does it matter in Kannapolis?
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 Kannapolis, 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 Kannapolis?
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 9, 2026.
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