Know My PlanFinancial advisor in Charlotte, NC

Also ranked: #28 of 177 financial planners in Charlotte#21 of 87 investment advisors in Charlotte

Know My Plan is a financial advisor at 3540 Toringdon Way Ste 200 #330, Charlotte, NC 28277, ranked #40 of 273 financial advisors in Charlotte and rated 5.0 from 15 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) 243-9376 Website ↗

Key facts

Key facts about Know My Plan
Address	3540 Toringdon Way Ste 200 #330, Charlotte, NC 28277Get directions
Phone	(704) 243-9376
Website	knowmyplan.com
Hours	Monday to Friday: 9 AM – 5 PM
Google rating	5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Investment Advisorsadditional Google category
Stockbrokersadditional Google category

Service area

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Huntersville.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Know My Plan
Day	Hours
Monday	9 AM – 5 PM
Tuesday	9 AM – 5 PM
Wednesday	9 AM – 5 PM
Thursday	9 AM – 5 PM
Friday	9 AM – 5 PM
Saturday	Closed
Sunday	Closed

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

Questions about Know My Plan

How is Know My Plan ranked in Charlotte?

Know My Plan is ranked #40 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 Know My Plan’s hours?

Know My Plan is open Monday to Friday. Its listed hours are Monday to Friday, 9 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 Know My Plan serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Huntersville. 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 Know My Plan?

Know My Plan has a rating of 5.0 from 15 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 Know My Plan?

Call Know My Plan on (704) 243-9376. The business is at 3540 Toringdon Way Ste 200 #330, Charlotte, NC 28277. 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

Know My Plan compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Know My Plan (this business)	—	69	5.0 (15)	No	No
Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC	#38	69	5.0 (17)	No	No	5.6 mi
J&G Legacy Financial Group LLC	#39	69	5.0 (15)	No	No	7.6 mi
Walker and Associates - Ameriprise Financial Services, LLC	#41	69	5.0 (15)	No	No	4.0 mi

See all 273 ranked financial advisors in Charlotte