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Totem Wealth Management & Financial AdvisorsFinancial advisor in Charlotte, NC

Totem Wealth Management & Financial Advisors is a financial advisor at 301 S McDowell St #125, Charlotte, NC 28204, ranked #5 of 273 financial advisors in Charlotte and rated 5.0 from 111 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 (803) 681-5152Website ↗

Key facts

Key facts about Totem Wealth Management & Financial Advisors
Address301 S McDowell St #125, Charlotte, NC 28204Get directions
Phone(803) 681-5152
Websitetotemwealthmanagement.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 111 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

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

Based in Charlotte, NCView on map

Opening hours

Opening hours for Totem Wealth Management & Financial Advisors
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Totem Wealth Management & Financial Advisors

How is Totem Wealth Management & Financial Advisors ranked in Charlotte?

Totem Wealth Management & Financial Advisors is ranked #5 of 273 financial advisors in Charlotte by RFA Score, with 74 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 Totem Wealth Management & Financial Advisors’ hours?

Totem Wealth Management & Financial Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8 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 Totem Wealth Management & Financial Advisors serve?

Serves Charlotte and 11 towns within 25 miles: Matthews, Mint Hill, Belmont, Mount Holly, Stallings, Harrisburg, Huntersville, Indian Trail, Weddington, Cornelius and Concord. 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 Totem Wealth Management & Financial Advisors?

Totem Wealth Management & Financial Advisors has a rating of 5.0 from 111 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 Totem Wealth Management & Financial Advisors?

Call Totem Wealth Management & Financial Advisors on (803) 681-5152. The business is at 301 S McDowell St #125, Charlotte, NC 28204. 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

Totem Wealth Management & Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Totem Wealth Management & Financial Advisors (this business)—745.0 (111)NoNo
ADR Financial Group#3744.8 (185)YesNo9.2 mi
Tristate Financial Advisors#4745.0 (110)NoNo5.4 mi
Cornerstone Wealth Planning#6725.0 (62)NoNo11.1 mi

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