Gugle Wealth AdvisoryFinancial advisor in Charlotte, NC

Also ranked: #18 of 87 investment advisors in Charlotte

Gugle Wealth Advisory is a financial advisor in Charlotte, NC, ranked #36 of 273 financial advisors in Charlotte and rated 5.0 from 18 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (704) 807-3958 Website ↗

Key facts

Key facts about Gugle Wealth Advisory
Phone	(704) 807-3958
Website	guglewealth.com
Hours	Monday to Friday: 8 AM – 5 PM
Google rating	5.0 from 18 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Wealth Managementbusiness name
Financial Plannersadditional Google category
Investment Advisorsadditional Google category

Service area

Serves Charlotte and 11 towns within 25 miles: Mount Holly, Belmont, Huntersville, Matthews, Harrisburg, Mint Hill, Gastonia, Cornelius, Stallings, Davidson and Weddington.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Gugle Wealth Advisory
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Gugle Wealth Advisory

How is Gugle Wealth Advisory ranked in Charlotte?

Gugle Wealth Advisory is ranked #36 of 273 financial advisors in Charlotte by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Gugle Wealth Advisory’s hours?

Gugle Wealth Advisory is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Gugle Wealth Advisory serve?

Serves Charlotte and 11 towns within 25 miles: Mount Holly, Belmont, Huntersville, Matthews, Harrisburg, Mint Hill, Gastonia, Cornelius, Stallings, Davidson and Weddington. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Gugle Wealth Advisory?

Gugle Wealth Advisory has a rating of 5.0 from 18 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Gugle Wealth Advisory?

Call Gugle Wealth Advisory on (704) 807-3958. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Gugle Wealth Advisory compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Gugle Wealth Advisory (this business)	—	69	5.0 (18)	No	No
Oakley Financial LLC	#34	69	5.0 (19)	No	No	8.5 mi
The Mortgage Planner with Element Home Loans	#35	69	5.0 (126)	Yes	No	17.7 mi
TIAA Financial Services	#37	69	4.3 (55)	No	No	10.1 mi

See all 273 ranked financial advisors in Charlotte