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Financial Planners in Fuquay-Varina, NC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Fuquay-Varina: WOOMER Insurance, RFA Score 74/100; 4.8★ from 126 Google reviews.

  2. 49

    Most-reviewed: Bank of America (with Drive-thru ATM), 89 Google reviews at 2.6★, the most of 126 ranked after WOOMER Insurance; ranked #49.

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

126 Fuquay-Varina financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 126 rated firms.

Top 10 financial planners in Fuquay-Varina 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 Fuquay-Varina at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1WOOMER Insurance744.8★ (126)Apex, 11 mi away—Top score
2Aspire Money Management744.9★ (54)Fuquay-Varina——
3Fortress Tax Services735.0★ (51)Greensboro, 4 mi awayEvenings—
4Advantage Accounting & Tax Services734.9★ (39)Fuquay-Varina——
5Cardinal Hill Wealth Management735.0★ (76)Cary, 13 mi away——
6Raleigh Wealth Solutions725.0★ (56)Cary, 11 mi away——
7Capital Financial Advisory Group724.6★ (87)Apex, 11 mi away——
8Pelnik Insurance714.9★ (61)Cary, 12 mi away——
9BSG Advisers715.0★ (45)Apex, 11 mi away——
10Steward Wealth Strategies - Raleigh Office714.9★ (79)Raleigh, 19 mi away——

All 126 financial planners in Fuquay-Varina, 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.

  1. Ranked #1 in Fuquay-Varina

    #1 WOOMER Insurance

    Based in Apex, 11 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 126 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 126 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    106 N Salem St, Apex, NC 27502
    View profile for WOOMER Insurance(919) 290-6000

  6. #6 Raleigh Wealth Solutions

    Based in Cary, 11 mi away

    72/100RFA Score

    Ranked #6 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–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    117 Edinburgh S Dr #110, Cary, NC 27511
    View profile for Raleigh Wealth Solutions(919) 852-1215

  8. #8 Pelnik Insurance

    Based in Cary, 12 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 61 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 Ridgeview Dr STE 100, Cary, NC 27511
    View profile for Pelnik Insurance(919) 459-8000

  9. #9 BSG Advisers

    Based in Apex, 11 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    56 Hunter St #230, Apex, NC 27502
    View profile for BSG Advisers(919) 267-4753

  13. #13 Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC

    Based in Raleigh, 23 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 65 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8816 Six Forks Rd Ste 301, Raleigh, NC 27615
    View profile for Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC(919) 719-3817

  14. #14 Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor

    Based in Raleigh, 23 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    8816 Six Forks Rd Ste 301, Raleigh, NC 27615
    View profile for Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor(919) 719-3816

  15. #15 Bankers Life

    Based in Cary, 11 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    125 Edinburgh S Dr Ste 306, Cary, NC 27511
    View profile for Bankers Life(919) 466-9706

  20. #20 First Bank - Cary, NC

    Based in Cary, 14 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    315 N Academy St #100, Cary, NC 27513
    View profile for First Bank - Cary, NC(919) 234-7800

  23. #23 Compass Financial Group

    Based in Raleigh, 23 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 43 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7000 Harps Mill Rd Ste 103, Raleigh, NC 27615
    View profile for Compass Financial Group(919) 714-7491

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 126 ranked financial planners here; the rest are on their profiles.

financial planners in Fuquay-Varina, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26United Community674.9★ (31)20 mi
27United Community673.1★ (47)In Fuquay-Varina
28Bank of America (with Drive-thru ATM)663.5★ (45)6 mi
29Pendleton Financial665.0★ (24)18 mi
30Fidelity Investments664.3★ (22)11 mi
31First Horizon Bank - Cary, NC - Kildaire Farm Rd664.1★ (31)13 mi
32Ark Royal Wealth Management665.0★ (21)17 mi
33Financial Symmetry664.9★ (20)16 mi
34Capital Financial Management NC, INC663.7★ (9)In Fuquay-Varina
35First Horizon Bank - Cary, NC - Carpenter Fire Station Rd664.6★ (26)17 mi
36Nicholas J. Pino, CFP , AIF655.0★ (28)23 mi
37Cerity Partners655.0★ (18)17 mi
38Hilltop Wealth Advisors655.0★ (29)25 mi
39The Morris Group @ LPL Financial655.0★ (21)20 mi
40Capitol Financial Solutions654.8★ (30)23 mi
41First Horizon Bank - Morrisville, NC - Chapel Hill Rd654.2★ (27)16 mi
42Bank of America (with Drive-thru ATM)653.6★ (69)15 mi
43Devin Butler CFP AIF CRPC655.0★ (24)23 mi
44The Wealth Solutions Group655.0★ (11)13 mi
45First Bank - Apex, NC655.0★ (9)10 mi
46Blue Water Capital Management, LLC655.0★ (9)10 mi
47Vesta Wealth Advisors654.8★ (17)18 mi
48Brian B. Bunn CPA, PLLC654.8★ (19)19 mi
49Bank of America (with Drive-thru ATM)642.6★ (89)In Fuquay-Varina
50Bo Nicholson, CFP®, CRPC®645.0★ (15)19 mi

Also serving Fuquay-Varina

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 Fuquay-Varina
BusinessGoogle ratingDistance
1Up Financial AdvisorsIn Fuquay-Varina
Abound InvestmentsIn Fuquay-Varina
Ball & Minor CPA, PA5.0★ (2)In Fuquay-Varina
Blue Collar Business Advisors5.0★ (7)In Fuquay-Varina
Bookkeeping Pro AdvisorsIn Fuquay-Varina
Edward Jones - Financial Advisor: David A Hernandez Jr5.0★ (2)In Fuquay-Varina
Edward Jones - Financial Advisor: Heather Oakley, AAMS®In Fuquay-Varina
Edward Jones - Financial Advisor: Mary Elizabeth Twiddy, CFP®|CEPA®|AAMS®5.0★ (2)In Fuquay-Varina
Edward Jones - Financial Advisor: Robin L Wellings Loftus, CFP®|AAMS®|RLP®4.0★ (4)In Fuquay-Varina
Edward Jones - Financial Advisor: Ryan P Williams, AAMS®5.0★ (2)In Fuquay-Varina
Edward Jones - Financial Advisor: Tammy MatthewsIn Fuquay-Varina
Fuquay Financial PlanningIn Fuquay-Varina
Marks Financial GroupIn Fuquay-Varina
Pine Ridge Wealth LLC5.0★ (1)In Fuquay-Varina
Quest 10 Wealth BuildersIn Fuquay-Varina
R. Terry Bass, CFPIn Fuquay-Varina
Richon Planning4.8★ (39)In Fuquay-Varina
Saber Investment Fund, LPIn Fuquay-Varina
Shaun BelbenIn Fuquay-Varina
Wells Fargo AdvisorsIn Fuquay-Varina

How we ranked Fuquay-Varina financial planners

We scored 126 Fuquay-Varina 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 Fuquay-Varina 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 Fuquay-Varina: frequently asked questions

Which financial planner has the highest RFA Score in Fuquay-Varina?

By RFA Score, the highest-ranked financial planner in Fuquay-Varina, NC is WOOMER Insurance with an RFA Score of 74/100. It has 4.8★ from 126 Google reviews. Aspire Money Management (#2) and Fortress Tax Services (#3) follow. We ranked 126 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Fuquay-Varina?

RankedFinancialAdvisors ranks 126 financial planners serving Fuquay-Varina, NC. 7 of them are based in Fuquay-Varina; 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 Fuquay-Varina work on weekends?

14 of 126 ranked financial planners post Saturday hours and 3 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fuquay-Varina financial planners have?

The median Google rating among 126 rated financial planners in Fuquay-Varina is 4.9★, with a median of 16 reviews. WOOMER Insurance has the most, 126 reviews, and ranks #1. 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 Fuquay-Varina count in this ranking?

Yes, if they are within 25 mi of the Fuquay-Varina 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 Fuquay-Varina 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 Fuquay-Varina 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 Fuquay-Varina

  1. November 2026: RFA Scores recalculated for 126 financial planners serving Fuquay-Varina.

More financial planners and Fuquay-Varina pages