Best Value · Wake Forest
Affordable Financial Advisors in Wake Forest, NC
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Wake Forest, NC by verified customer ratings and review volume. The highest-rated is June Neri Financial with a 5.0-star rating from 50 verified reviews. Also in the top tier: Lucid Wealth Planning LLC and Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS®. The average rating across all listed financial advisors in Wake Forest is 5 stars from 10 reviews per business on average.
Financial advisors in Wake Forest 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
16
Businesses listed
5★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
June Neri Financial
1241 S Main St STE 6, Wake Forest, NC 27587, USA
Lucid Wealth Planning LLC
1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587, USA
Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS®
2941 Wakefield Pines Dr Suite 201, Raleigh, NC 27614, USA
Financial Advisors Rankings in Wake Forest, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | June Neri Financial1241 S Main St STE 6, Wake Forest, NC 27587, USA | 5.0★ | 50 |
| #2 | Lucid Wealth Planning LLC1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587, USA | 5.0★ | 4 |
| #3 | Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS®2941 Wakefield Pines Dr Suite 201, Raleigh, NC 27614, USA | 5.0★ | 19 |
| #4 | Franks Financial + Insurance Planning8644 Barrett Ridge Rd, Wake Forest, NC 27587, USA | — | — |
| #5 | Mitch Twiddy - Financial Advisor, Ameriprise Financial Services, LLC1780 Heritage Center Dr #104, Wake Forest, NC 27587, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Tom Piper Jr3319 Heritage Trade Dr Suite 103, Wake Forest, NC 27587, USA | 5.0★ | 8 |
| #7 | Edward Jones - Financial Advisor: Seth A Asbill, CFP®12324 Hampton Way #102, Wake Forest, NC 27587, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Valerie Massengill, CFP®6166 Rogers Rd, Rolesville, NC 27571, USA | 5.0★ | 9 |
| #9 | Wake Wealth Management Co.4509 Creedmoor Rd Suite 201, Raleigh, NC 27612, USA | 5.0★ | 1 |
| #10 | Daniels Financial Partners822 S White St # 101, Wake Forest, NC 27587, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Wake Forest
Franks Financial + Insurance Planning
8644 Barrett Ridge Rd, Wake Forest, NC 27587, USA
Mitch Twiddy - Financial Advisor, Ameriprise Financial Services, LLC
1780 Heritage Center Dr #104, Wake Forest, NC 27587, USA
Edward Jones - Financial Advisor: Tom Piper Jr
3319 Heritage Trade Dr Suite 103, Wake Forest, NC 27587, USA
Edward Jones - Financial Advisor: Seth A Asbill, CFP®
12324 Hampton Way #102, Wake Forest, NC 27587, USA
Edward Jones - Financial Advisor: Valerie Massengill, CFP®
6166 Rogers Rd, Rolesville, NC 27571, USA
Wake Wealth Management Co.
4509 Creedmoor Rd Suite 201, Raleigh, NC 27612, USA
Edward Jones - Financial Advisor: Gabe Bowman, CEPA®|AAMS®
64 Wheaton Ave, Youngsville, NC 27596, USA
Bryan Richardson - Financial Advisor, Ameriprise Financial Services, LLC
1780 Heritage Center Dr #104, Wake Forest, NC 27587, USA
Carlson Financial Services LLC
1776 Heritage Center Dr Ste 101, Wake Forest, NC 27587, USA
Edward Jones - Financial Advisor: Timothy F Huber
12324 Hampton Way #102, Wake Forest, NC 27587, USA
Edward Jones - Financial Advisor: Landon D Cross, CFP®
941 Gateway Commons Cir Suite 113, Wake Forest, NC 27587, USA
Edward Jones - Financial Advisor: Blair C Griffin, CFP®
343 S White St Suite C, Wake Forest, NC 27587, USA
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Frequently Asked Questions — Financial Advisors in Wake Forest
What is a fiduciary financial advisor and why does it matter in Wake Forest?
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 Wake Forest, 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 Wake Forest?
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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