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Financial Advisors in Hendersonville, NC: 2026 rankings

45 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Hendersonville: TruNorth Advisors | Retirement Wealth Management Group, RFA Score 73/100; 4.9★ from 96 Google reviews.

  2. 5

    Most-reviewed: Symmetry Financial Group, 198 Google reviews at 4.2★, the most of 45 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

45 Hendersonville financial advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 45 rated firms.

Top 10 financial advisors in Hendersonville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Hendersonville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1TruNorth Advisors | Retirement Wealth Management Group734.9★ (96)Asheville, 13 mi awayTop score
2Infinity Wealth Management, Inc.725.0★ (67)Asheville, 12 mi away—
3ACT Advisors Wealth Management705.0★ (76)Asheville, 20 mi away—
4Gateway Retirement Solutions705.0★ (16)Hendersonville—
5Symmetry Financial Group694.2★ (198)Asheville, 20 mi awayMost reviews
6Black Balsam Wealth Advisors - Northwestern Mutual685.0★ (48)Asheville, 20 mi away—
7J. Biance Financial684.6★ (10)Hendersonville—
8First Bank - Hendersonville, NC683.7★ (22)Hendersonville—
9Edward Jones - Financial Advisor: Zachary S Cawthorn675.0★ (5)Hendersonville—
10Edward Jones - Financial Advisor: Matt Aldrich, CFP®|ChFC®674.5★ (6)Hendersonville—

All 45 financial advisors in Hendersonville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  7. #7 J. Biance Financial

    Based in Hendersonville

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    735 5th Ave W, Hendersonville, NC 28739
    View profile for J. Biance Financial(828) 393-0700

  11. #11 Envision Planning, LLC

    Based in Hendersonville

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    100 Chadwick Square Ct E, Hendersonville, NC 28739
    View profile for Envision Planning, LLC(828) 435-3731

  17. #17 Reep Wealth Planning, INC

    Based in Asheville, 20 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    404 Executive Park, Asheville, NC 28801
    View profile for Reep Wealth Planning, INC(828) 398-0977

  19. #19 Foxworth Advisors LLC

    Based in Asheville, 12 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4 Herman Ave Ext D, Asheville, NC 28803
    View profile for Foxworth Advisors LLC(828) 606-5563

  20. #20 Beacon Pointe Advisors

    Based in Asheville, 17 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4 Vanderbilt Park Dr #310, Asheville, NC 28803
    View profile for Beacon Pointe Advisors(828) 684-2600

  23. #23 Earth Equity Advisors

    Based in Asheville, 23 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    40 N Merrimon Ave Ste 301, Asheville, NC 28804
    View profile for Earth Equity Advisors(877) 235-3684

All 45 financial advisors

#1 to #25 are shown in full above. Here are #26 to #45, in RFA Score order; each links to its profile.

financial advisors in Hendersonville, ranks 26 to 45
RankBusinessRFA ScoreGoogle ratingDistance
26Charles Schwab622.9★ (33)14 mi
27Capital City Financial Partners625.0★ (5)16 mi
28Elevate Wealth Advisors625.0★ (7)20 mi
29Colton Groome Financial624.4★ (5)15 mi
30Prevision Wealth Management625.0★ (5)17 mi
31Edward Jones - Financial Advisor: Scott M Smith, WMCP®625.0★ (3)13 mi
32Wessel Investment Counsel, L.L.C.615.0★ (4)20 mi
33Edward Jones - Financial Advisor: Rich Lee, CFP®613.7★ (6)20 mi
34Modera Wealth Management614.2★ (5)20 mi
35Edward Jones - Financial Advisor: Leslie J Apple, CFP®|CEPA®|RICP®605.0★ (3)19 mi
36Truist602.9★ (22)22 mi
37Focus Partners603.4★ (5)20 mi
38Northwestern Mutual605.0★ (3)20 mi
39Edward Jones - Financial Advisor: Thorsten Path602.3★ (3)16 mi
40Edward Jones - Financial Advisor: Nathan P Moran, CFP®|ChFC®605.0★ (3)20 mi
41The Brookshire Garside Group605.0★ (3)20 mi
42Edward Jones - Financial Advisor: Jeff Weller, AAMS®605.0★ (4)23 mi
43Accounting Specialists of Asheville592.7★ (43)21 mi
44All In One Financial Services595.0★ (3)23 mi
45Western & Southern Life545.0★ (10)16 mi

Also serving Hendersonville

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Hendersonville
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)In Hendersonville
Bradley JonesIn Hendersonville
Carland & Andersen, Inc; CPA5.0★ (1)In Hendersonville
Clear Picture Retirement Plans1.0★ (1)In Hendersonville
Edward Jones - Financial Advisor1.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: David J Maupin, CFP®|ChFC®5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Heather Staton, ChFC®5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Ken D Adams, AAMS®5.0★ (1)In Hendersonville
Edward Jones - Financial Advisor: Ryan S Harman, AAMS®5.0★ (1)In Hendersonville
Eric B CannonIn Hendersonville
Larry M. ChristIn Hendersonville
Merrill Lynch Financial Advisor Donald HuneycuttIn Hendersonville
Merrill Lynch Financial Advisor LAUREL GLASSIn Hendersonville
Merrill Lynch Financial Advisor Robert MacdonaldIn Hendersonville
Merrill Lynch Wealth ManagementIn Hendersonville
Michael Raymond - Thrivent5.0★ (1)In Hendersonville
Monica J. Oneill - Mutual of Omaha Hendersonville1.0★ (1)In Hendersonville
Shankland Financial Advisors, LLC5.0★ (1)In Hendersonville
Tom OwensIn Hendersonville
Wells Fargo Advisors1.0★ (2)In Hendersonville

How we ranked Hendersonville financial advisors

We scored 45 Hendersonville financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Hendersonville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Hendersonville: frequently asked questions

Which financial advisor has the highest RFA Score in Hendersonville?

By RFA Score, the highest-ranked financial advisor in Hendersonville, NC is TruNorth Advisors | Retirement Wealth Management Group with an RFA Score of 73/100. It has 4.9★ from 96 Google reviews. Infinity Wealth Management, Inc. (#2) and ACT Advisors Wealth Management (#3) follow. We ranked 45 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Hendersonville?

RankedFinancialAdvisors ranks 45 financial advisors serving Hendersonville, NC. 10 of them are based in Hendersonville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Hendersonville work on weekends?

2 of 45 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#13) and Nathan Garnett - Financial Planner (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hendersonville financial advisors have?

The median Google rating among 45 rated financial advisors in Hendersonville is 5.0★, with a median of 7 reviews. Symmetry Financial Group has the most, 198 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Hendersonville count in this ranking?

Yes, if they are within 25 mi of the Hendersonville city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Hendersonville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Hendersonville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Hendersonville

  1. November 2026: RFA Scores recalculated for 45 financial advisors serving Hendersonville.

More financial advisors and Hendersonville pages