Best Value · Wake Forest
Affordable Financial Advisors in Wake Forest, NC
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As of July 2026, RatingsNearMe ranks 16 financial advisors in Wake Forest, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is June Neri Financial with a 5.0-star rating from 50 Google reviews and an RNM Score of 91/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Blair C Griffin, CFP®
Blair C Griffin stands out as the top-ranked advisor due to being listed first among the Edward Jones CFP® professionals in Wake Forest, indicating strong local recognition and credentials.
Most Reviewed
Edward Jones - Financial Advisor: Blair C Griffin, CFP®
High review counts often reflect a broad base of client experiences, which can help consumers gauge reliability and service consistency.
When choosing a financial advisor in Wake Forest, consider scheduling initial consultations with multiple advisors to compare their approach and ensure they align with your financial goals. Also verify their CFP® certification and any specialized expertise relevant to your needs.
Local Market Snapshot
16
Businesses listed
5★
Avg rating
10
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Wake Forest financial advisor with a perfect 5.0-star rating from 50 reviews.
1241 S Main St STE 6, Wake Forest, NC 27587, USAExceptional 5.0 rating from 4 glowing Google reviews.
1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587, USA5.0-star rated financial advisor in Wake Forest with glowing reviews from clients.
2941 Wakefield Pines Dr Suite 201, Raleigh, NC 27614, USAFinancial 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 | Mitch Twiddy - Financial Advisor, Ameriprise Financial Services, LLC1780 Heritage Center Dr #104, Wake Forest, NC 27587, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Tom Piper Jr3319 Heritage Trade Dr Suite 103, Wake Forest, NC 27587, USA | 5.0★ | 8 |
| #6 | Edward Jones - Financial Advisor: Seth A Asbill, CFP®12324 Hampton Way #102, Wake Forest, NC 27587, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Valerie Massengill, CFP®6166 Rogers Rd, Rolesville, NC 27571, USA | 5.0★ | 9 |
| #8 | Edward Jones - Financial Advisor: Blair C Griffin, CFP®343 S White St Suite C, Wake Forest, NC 27587, USA | 5.0★ | 2 |
| #9 | Franks Financial + Insurance Planning8644 Barrett Ridge Rd, Wake Forest, NC 27587, USA | — | — |
| #10 | Bryan Richardson - Financial Advisor, Ameriprise Financial Services, LLC1780 Heritage Center Dr #104, Wake Forest, NC 27587, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Wake Forest
This financial advisor currently has no online reviews or ratings available.
1780 Heritage Center Dr #104, Wake Forest, NC 27587, USA
Rated 5.0 stars from 8 Google reviews for financial guidance in Wake Forest.
3319 Heritage Trade Dr Suite 103, Wake Forest, NC 27587, USA
Financial advisor in Wake Forest, NC with no customer reviews yet.
12324 Hampton Way #102, Wake Forest, NC 27587, USA
5.0 stars from 9 Google reviews, reflecting exceptional client satisfaction.
6166 Rogers Rd, Rolesville, NC 27571, USA
Exceptional 5.0-star rating from 2 Google reviews for financial advising.
343 S White St Suite C, Wake Forest, NC 27587, USA
This financial advisor's local reputation is not yet established, as it has no Google reviews.
8644 Barrett Ridge Rd, Wake Forest, NC 27587, USA
This advisor has no Google reviews yet, offering a fresh start for new clients.
1780 Heritage Center Dr #104, Wake Forest, NC 27587, USA
Rated 5.0 stars from a handful of Google reviews in Wake Forest.
941 Gateway Commons Cir Suite 113, Wake Forest, NC 27587, USA
A new financial advisor in Wake Forest with no customer reviews yet.
822 S White St # 101, Wake Forest, NC 27587, USA
Rated 5.0 stars from two Google reviews for financial guidance in Wake Forest.
64 Wheaton Ave, Youngsville, NC 27596, USA
Rated 5.0 stars on Google, based on feedback from a single review.
1776 Heritage Center Dr Ste 101, Wake Forest, NC 27587, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
4509 Creedmoor Rd Suite 201, Raleigh, NC 27612, USA
A financial advisor in Wake Forest — not yet rated on Google.
12324 Hampton Way #102, Wake Forest, NC 27587, USA
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Financial Advisors in Wake Forest, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | June Neri Financial | 91/100 | 5.0 ★ | 50 |
| 2 | Lucid Wealth Planning LLC | 79/100 | 5.0 ★ | 4 |
| 3 | Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS® | 78/100 | 5.0 ★ | 19 |
| 4 | Mitch Twiddy - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Tom Piper Jr | 74/100 | 5.0 ★ | 8 |
| 6 | Edward Jones - Financial Advisor: Seth A Asbill, CFP® | 7/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Valerie Massengill, CFP® | 74/100 | 5.0 ★ | 9 |
| 8 | Edward Jones - Financial Advisor: Blair C Griffin, CFP® | 68/100 | 5.0 ★ | 2 |
| 9 | Franks Financial + Insurance Planning | 15/100 | — | 0 |
| 10 | Bryan Richardson - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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