Cumberland Wealth Management

Name: Cumberland Wealth Management
Address: 1143, Oak Ridge Turnpike, Oak Ridge, TN, 37830, oak ridge, NC, US
Telephone: +1-865-622-4940
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Oak Ridge, North Carolina

📍 1143, Oak Ridge Turnpike, Oak Ridge, TN, 37830, Oak Ridge, North Carolina

📞 +1-865-622-••••

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📍 1143, Oak Ridge Turnpike, Oak Ridge, TN, 37830, Oak Ridge, North Carolina

About Cumberland Wealth Management

Cumberland Wealth Management is a financial advisor located in Oak Ridge, North Carolina. As a local financial advisor, they serve Oak Ridge and surrounding communities in North Carolina. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Oak Ridge 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 Oak Ridge

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 Oak Ridge may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Oak Ridge

✓ 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 Oak Ridge?

Financial Advisors in Oak Ridge 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 Oak Ridge?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Oak Ridge to choose from.

Does Cumberland Wealth Management offer free quotes?

Contact Cumberland Wealth Management directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Oak Ridge

Black Oak Wealth Management

8004, Linville Road, Oak Ridge, NC, 27310