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Nathan Weir, CFP®, AIF®, RICP®, Financial PlannerFinancial advisor in Charlotte, NC

Nathan Weir, CFP®, AIF®, RICP®, Financial Planner is a financial advisor at 13777 Ballantyne Corporate Pl Suite 550, Charlotte, NC 28277, ranked #17 of 273 financial advisors in Charlotte and rated 5.0 from 33 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 0 paid placements in any rankingHow we rank

Call (704) 643-0136Website ↗

Key facts

Key facts about Nathan Weir, CFP®, AIF®, RICP®, Financial Planner
Address13777 Ballantyne Corporate Pl Suite 550, Charlotte, NC 28277Get directions
Phone(704) 643-0136
Websitecapfscharlotte.com
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 33 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

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

Based in Charlotte, NCView on map

Opening hours

Opening hours for Nathan Weir, CFP®, AIF®, RICP®, Financial Planner
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Nathan Weir, CFP®, AIF®, RICP®, Financial Planner

How is Nathan Weir, CFP®, AIF®, RICP®, Financial Planner ranked in Charlotte?

Nathan Weir, CFP®, AIF®, RICP®, Financial Planner is ranked #17 of 273 financial advisors in Charlotte by RFA Score, with 71 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 Nathan Weir, CFP®, AIF®, RICP®, Financial Planner’s hours?

Nathan Weir, CFP®, AIF®, RICP®, Financial Planner is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Nathan Weir, CFP®, AIF®, RICP®, Financial Planner serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Gastonia. 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 Nathan Weir, CFP®, AIF®, RICP®, Financial Planner?

Nathan Weir, CFP®, AIF®, RICP®, Financial Planner has a rating of 5.0 from 33 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 Nathan Weir, CFP®, AIF®, RICP®, Financial Planner?

Call Nathan Weir, CFP®, AIF®, RICP®, Financial Planner on (704) 643-0136. The business is at 13777 Ballantyne Corporate Pl Suite 550, 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

Nathan Weir, CFP®, AIF®, RICP®, Financial Planner compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Nathan Weir, CFP®, AIF®, RICP®, Financial Planner (this business)—715.0 (33)NoNo
Creative Planning#15714.8 (52)——0.9 mi
Hobart Wealth - Financial Planning Services#16714.9 (44)NoNo2.5 mi
Bret Cozewith: Primerica - Financial Services#18715.0 (33)——6.6 mi

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