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Financial Planners in Burlington, NC: 2026 rankings

46 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Burlington: Truliant Federal Credit Union Burlington, RFA Score 75/100; 4.6★ from 204 Google reviews; open Saturdays until 12 PM.

  2. 3

    Most-reviewed: Summit Credit Union, 402 Google reviews at 4.7★, the most of 46 ranked; ranked #3.

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

46 Burlington financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 46 rated firms.

Top 10 financial planners in Burlington 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 planners in Burlington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Truliant Federal Credit Union Burlington754.6★ (204)BurlingtonSatTop score
2Truliant Federal Credit Union Burlington724.5★ (92)Burlington——
3Summit Credit Union724.7★ (402)Greensboro, 19 mi away—Most reviews
4Vantage Pointe Planning725.0★ (38)Burlington——
5Truliant Federal Credit Union Graham714.5★ (85)Graham, 4 mi away——
6First Horizon Bank - Burlington, NC - W Davis St704.3★ (40)Burlington——
7Truliant Federal Credit Union Greensboro684.7★ (100)Greensboro, 22 mi awaySat—
8First Bank - Burlington, NC684.7★ (11)Burlington——
9First Horizon Bank - Graham, NC - S Main St684.2★ (24)Graham, 3 mi away——
10Wilson Financial Advisors685.0★ (56)Greensboro, 22 mi away——

All 46 financial planners in Burlington, 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.

  3. #3 Summit Credit Union

    Based in Greensboro, 19 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.7★ from 402 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 402 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    800 Summit Ave, Greensboro, NC 27405
    View profile for Summit Credit Union(336) 662-6200

  10. #10 Wilson Financial Advisors

    Based in Greensboro, 22 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2709 Pinedale Rd Ste C, Greensboro, NC 27408
    View profile for Wilson Financial Advisors(336) 285-7440

  14. #14 Level Wealth Management

    Based in Greensboro, 22 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    701 Green Valley Rd #100, Greensboro, NC 27408
    View profile for Level Wealth Management(336) 355-1432

  15. #15 Spartan Planning Group

    Based in Greensboro, 24 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1931 New Garden Rd #220, Greensboro, NC 27410
    View profile for Spartan Planning Group(800) 371-1292

  16. #16 Envision Wealth Partners

    Based in Graham, 4 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–12:30 PM · Sat–Sun closed
    Address
    845 S Main St #200, Graham, NC 27253
    View profile for Envision Wealth Partners(336) 376-7000

  24. #24 TMRW Wealth

    Based in Greensboro, 20 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2:30 PM · Sat–Sun closed
    Address
    3824 N Elm St Ste 101, Greensboro, NC 27455
    View profile for TMRW Wealth(336) 540-9700

All 46 financial planners

#1 to #25 are shown in full above. Here are #26 to #46, in RFA Score order; each links to its profile.

financial planners in Burlington, ranks 26 to 46
RankBusinessRFA ScoreGoogle ratingDistance
26First Bank - Greensboro Main, NC634.4★ (18)20 mi
27First Horizon Bank - Chapel Hill, NC - W Franklin St624.6★ (17)25 mi
28Midtown Financial Advisors625.0★ (7)21 mi
29Triad Financial Advisors - A OneDigital Company614.2★ (10)20 mi
30HMC Partners - LLC614.6★ (10)24 mi
31Bank of America (with Drive-thru ATM)613.6★ (36)23 mi
32First Horizon Bank - Greensboro, NC - Westover Terrace613.7★ (13)21 mi
33Northwestern Mutual614.3★ (6)20 mi
34Beacon Pointe Advisors605.0★ (5)22 mi
35Gate City Advisors LLC603.7★ (6)20 mi
36Allegacy Financial603.4★ (30)23 mi
37Bank of America (with Drive-thru ATM)603.4★ (25)24 mi
38Southstone Financial Resources593.7★ (3)20 mi
39Lincoln Financial Group592.7★ (31)20 mi
40Northwestern Mutual593.0★ (4)22 mi
41Rosewood Wealth Management595.0★ (3)25 mi
42Bank of America (with Drive-thru ATM)582.5★ (35)20 mi
43The Robinson Group of Sullivan & Associates Wealth Management545.0★ (21)22 mi
44Fidelity Investments524.2★ (20)22 mi
45Merrill Lynch Wealth Management514.4★ (10)21 mi
46Fifth Third Private Bank - Royce Weisner493.0★ (6)22 mi

Also serving Burlington

20 more financial planners 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 planners serving Burlington
BusinessGoogle ratingDistance
Anchor Wealth Management LLC5.0★ (2)In Burlington
Ancora Wealth PartnersIn Burlington
Andrew Reynolds-Modern Woodmen of AmericaIn Burlington
Blaser Investment Management Group5.0★ (2)In Burlington
Boyd Henry Financial Services1.0★ (1)In Burlington
Capital Citi Financial Co3.0★ (2)In Burlington
Edward Jones - Financial Advisor: Brian W Spangler, CEPA®|AAMS®5.0★ (1)In Burlington
Edward Jones - Financial Advisor: Charles E Morgan5.0★ (3)In Burlington
Edward Jones - Financial Advisor: Dave FosterIn Burlington
Edward Jones - Financial Advisor: Eric Pack5.0★ (2)In Burlington
Edward Jones - Financial Advisor: Joshua MartinIn Burlington
Edward Jones - Financial Advisor: William T Austin, AAMS®5.0★ (4)In Burlington
Horace Mann Insurance5.0★ (2)In Burlington
John Chaulklin & Brian ClaytonIn Burlington
Liberty Advisors LLC3.0★ (2)In Burlington
R Craig Durham, CPA PLLC5.0★ (5)In Burlington
Strathmore Capital AdvisorsIn Burlington
Thomas Chandler Thomas & Hinshaw, LLP: Cynthia Chandler, CPAIn Burlington
Wells Fargo Advisors4.0★ (4)In Burlington
Wells Fargo AdvisorsIn Burlington

How we ranked Burlington financial planners

We scored 46 Burlington financial planners 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 Burlington 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Burlington: frequently asked questions

Which financial planner has the highest RFA Score in Burlington?

By RFA Score, the highest-ranked financial planner in Burlington, NC is Truliant Federal Credit Union Burlington with an RFA Score of 75/100. It has 4.6★ from 204 Google reviews. It is open Saturdays until 12 PM. Truliant Federal Credit Union Burlington (#2) and Summit Credit Union (#3) follow. We ranked 46 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Burlington?

RankedFinancialAdvisors ranks 46 financial planners serving Burlington, NC. 11 of them are based in Burlington; 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 planners in Burlington work on weekends?

3 of 46 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Truliant Federal Credit Union Burlington (#1), Truliant Federal Credit Union Greensboro (#7) and Bank of America (with Drive-thru ATM) (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burlington financial planners have?

The median Google rating among 46 rated financial planners in Burlington is 4.5★, with a median of 17 reviews. Summit Credit Union has the most, 402 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Burlington count in this ranking?

Yes, if they are within 25 mi of the Burlington city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Burlington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Burlington 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 planners 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 Burlington

  1. November 2026: RFA Scores recalculated for 46 financial planners serving Burlington.

More financial planners and Burlington pages