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Nexagy

Financial Advisor serving Charlotte, North Carolina · 1 of 116 financial advisors in the area

📍 1945, J N Pease Place, Charlotte, NC, 28262
📞 +1-704-218-••••
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📍 1945, J N Pease Place, Charlotte, NC, 28262

About Nexagy

Nexagy is a financial advisor located in Charlotte, North Carolina. As a local financial advisor, they serve Charlotte and surrounding communities in North Carolina. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

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

💰 What Financial Advisors Cost in Charlotte

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$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. Prices in Charlotte may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Charlotte

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 Charlotte?
Financial Advisors in Charlotte 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 Charlotte?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 116 financial advisors in Charlotte to choose from.
Does Nexagy offer free quotes?
Contact Nexagy directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Charlotte

QC Lending, LLC

1800, Camden Road, Charlotte, NC, 28203

Tom Daoust - Prudential Financial

2701, Coltsgate Road, Charlotte, NC, 28211

Fidelity Investments

4611, Sharon Road, Charlotte, NC, 28211

Charles Schwab

4529, Sharon Road, Charlotte, NC, 28211

Skyla Administration Building

718 Central Avenue, Charlotte, NC, 28204

TIAA

8625 Andrew Carnegie Boulevard, Charlotte, NC, 28262