Atlantic Financial Services

Name: Atlantic Financial Services
Address: 127 Pony Farm Road, Clayton, NC, 27520, clayton, IA, US
Telephone: +1-919-550-5333
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Clayton, Iowa

📍 127 Pony Farm Road, Clayton, NC, 27520, Clayton, Iowa

📞 +1-919-550-••••

✦ Get a Free Quote 📞 Request a Callback

📍 127 Pony Farm Road, Clayton, NC, 27520, Clayton, Iowa

About Atlantic Financial Services

Atlantic Financial Services is a financial advisor located in Clayton, Iowa. As a local financial advisor, they serve Clayton and surrounding communities in Iowa. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Clayton should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Iowa securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Clayton

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Clayton may vary based on the scope of work and provider.

Get a Free Quote from Atlantic Financial Services

Tell us about your project and we'll connect you with verified local pros — 100% free.

✓ Your request has been sent! Local pros will contact you shortly.

✅ Tips for Hiring Financial Advisors in Clayton

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Clayton?

Financial Advisors in Clayton typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Clayton?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Clayton to choose from.

Does Atlantic Financial Services offer free quotes?

Contact Atlantic Financial Services directly to ask about free estimates. You can also request a quote through ProHorizon.