OAK CITY CONSULTING, LLC

Name: OAK CITY CONSULTING, LLC
Address: 9733 FONVILLE RD, WAKE FOREST, NC 27587, wake forest, NC, US
Telephone: (919) 844-6450
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Wake Forest, North Carolina · 1 of 2 financial advisors in the area

📍 9733 FONVILLE RD, WAKE FOREST, NC 27587

📞 (919) 844-••••

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📍 9733 FONVILLE RD, WAKE FOREST, NC 27587

About OAK CITY CONSULTING, LLC

OAK CITY CONSULTING, LLC is a financial advisor located in Wake Forest, North Carolina. As a local financial advisor, they serve Wake Forest and surrounding communities in North Carolina. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Wake Forest 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 Wake Forest

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 Wake Forest may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Wake Forest

✓ 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 Wake Forest?

Financial Advisors in Wake Forest 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 Wake Forest?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Wake Forest to choose from.

Does OAK CITY CONSULTING, LLC offer free quotes?

Contact OAK CITY CONSULTING, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Wake Forest

MOLOKAI INVESTMENT MANAGEMENT, LLC

1009 NEW CREEK WAY