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Financial Planners in Lexington, NC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lexington: Summit Credit Union, RFA Score 72/100; 4.9★ from 1,061 Google reviews.

  2. 4

    Most-reviewed: Truliant Federal Credit Union Winston-Salem, 524 Google reviews at 4.2★, the most of 60 ranked after Summit Credit Union; ranked #4.

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

60 Lexington financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays, based on posted hours. The median Google rating is 4.3★ across 60 rated firms.

Top 10 financial planners in Lexington 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 Lexington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Summit Credit Union724.9★ (1,061)Greensboro, 25 mi away—Top score
2Truliant Federal Credit Union Lexington704.5★ (80)Lexington——
3Summit Credit Union694.8★ (184)Winston-Salem, 18 mi away——
4Truliant Federal Credit Union Winston-Salem684.2★ (524)Winston-Salem, 17 mi awaySatMost reviews
5Bostian Retirement Planning675.0★ (50)Salisbury, 15 mi away——
6Truliant Federal Credit Union Clemmons674.5★ (106)Clemmons, 16 mi away——
7Truliant Federal Credit Union High Point674.5★ (116)High Point, 17 mi away——
8Allegacy Financial664.1★ (365)Winston-Salem, 17 mi away——
9Truliant Federal Credit Union Kernersville654.3★ (172)Kernersville, 22 mi away——
10First Horizon Bank - Winston-Salem, NC - Peters Creek Pkwy644.4★ (39)Winston-Salem, 15 mi away——

All 60 financial planners in Lexington, 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 Lexington

    #1 Summit Credit Union

    Based in Greensboro, 25 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 1,061 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 1,061 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
    8210 W Market St, Greensboro, NC 27409
    View profile for Summit Credit Union(336) 662-6200

  3. #3 Summit Credit Union

    Based in Winston-Salem, 18 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 184 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 184 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
    1100 S Stratford Rd Bldg B, Suite 400, Winston-Salem, NC 27103
    View profile for Summit Credit Union(336) 662-6200

  8. #8 Allegacy Financial

    Based in Winston-Salem, 17 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.1★ from 365 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 365 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1691 Westbrook Plaza Dr, Winston-Salem, NC 27103
    View profile for Allegacy Financial(336) 774-2855

  18. #18 First Bank - Salisbury, NC

    Based in Salisbury, 18 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 18 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1525 Jake Alexander Blvd S, Salisbury, NC 28146
    View profile for First Bank - Salisbury, NC(704) 633-3209

  21. #21 Marzano Capital Group

    Based in Clemmons, 16 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2625 Neudorf Rd #400, Clemmons, NC 27012
    View profile for Marzano Capital Group(336) 766-0464

  22. #22 Resolved Financial

    Based in Winston-Salem, 22 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    155 Sunnynoll Ct Ste 101, Winston-Salem, NC 27106
    View profile for Resolved Financial(336) 245-8626

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 60 ranked financial planners here; the rest are on their profiles.

financial planners in Lexington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America (with Drive-thru ATM)613.8★ (112)23 mi
27First Bank - High Point, NC614.4★ (9)17 mi
28Acorn & Oak Wealth Management615.0★ (7)18 mi
29THREE Magnolias Financial Advisors604.3★ (9)19 mi
30Covenant Wealth Management604.2★ (10)19 mi
31Ebert Financial604.5★ (8)18 mi
32Jeff Martin, Mortgage Loan Officer - First Horizon Bank604.4★ (8)18 mi
33Pioneer Financial Group605.0★ (6)19 mi
34First Bank - Archdale, NC604.0★ (7)17 mi
35Maestro Wealth Advisors605.0★ (4)17 mi
36Fortified Futures, Inc605.0★ (5)18 mi
37American Retirement Counselors604.2★ (17)24 mi
38Bank of America (with Drive-thru ATM)603.2★ (39)17 mi
39Fidelity Investments - By Appointment Only603.7★ (10)19 mi
40Allegacy Financial603.2★ (52)17 mi
41Scholar Financial Advising, LLC604.3★ (6)19 mi
42First Horizon Bank - Kernersville, NC - S Main St593.7★ (16)22 mi
43J. Harris Financial594.0★ (4)18 mi
44Allegacy Financial593.5★ (20)22 mi
45Ardmore Advisory & Planning595.0★ (3)19 mi
46First Bank - High Point Palladium, NC593.7★ (11)22 mi
47Danny Pigge - Financial Advisor, Ameriprise Financial Services, LLC595.0★ (3)19 mi
48Bank of America (with Drive-thru ATM)593.0★ (70)17 mi
49Reach Strategic Wealth LLC595.0★ (3)20 mi
50Stephens Inc.594.7★ (3)19 mi

Also serving Lexington

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 Lexington
BusinessGoogle ratingDistance
Ameriprise FinancialIn Lexington
David Varner - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Lexington
Edward Jones - Financial Advisor: Beth Hawkins, CFP®In Lexington
Edward Jones - Financial Advisor: Dustin M VanWeerdhuizen, SE-AWMA®5.0★ (2)In Lexington
Edward Jones - Financial Advisor: Ethan T Goude, CRPC™|SE-AWMA®In Lexington
Edward Jones - Financial Advisor: Harrison G Everhart, CFP®|CEPA®5.0★ (1)In Lexington
Edward Jones - Financial Advisor: Jennifer L Schoonmaker-Dasch, CFP®|AAMS®In Lexington
Edward Jones - Financial Advisor: Kendra H SteeleIn Lexington
Edward Jones - Financial Advisor: Kenyon M Rush, CEPA®5.0★ (7)In Lexington
Edward Jones - Financial Advisor: Steve Jackson5.0★ (4)In Lexington
Edward Jones - Financial Advisor: Suzette McIntyre4.5★ (2)In Lexington
Edward Jones: Kenyon M RushIn Lexington
Eric S Clark - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Lexington
Grimes Financial Services, Inc.5.0★ (1)In Lexington
Parrott Benefit Group5.0★ (1)In Lexington
Pinnacle Asset Management5.0★ (1)In Lexington
Raymond James Financial ServicesIn Lexington
Raymond James Financial ServicesIn Lexington
Wells Fargo AdvisorsIn Lexington
William Britt - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Lexington

How we ranked Lexington financial planners

We scored 60 Lexington 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 Lexington 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 Lexington: frequently asked questions

Which financial planner has the highest RFA Score in Lexington?

By RFA Score, the highest-ranked financial planner in Lexington, NC is Summit Credit Union with an RFA Score of 72/100. It has 4.9★ from 1,061 Google reviews. Truliant Federal Credit Union Lexington (#2) and Summit Credit Union (#3) follow. We ranked 60 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lexington?

RankedFinancialAdvisors ranks 60 financial planners serving Lexington, NC. 1 of them is based in Lexington; 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 Lexington work on weekends?

7 of 60 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Truliant Federal Credit Union Winston-Salem (#4), Bank of America (with Drive-thru ATM) (#14) and Truliant Federal Credit Union High Point (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lexington financial planners have?

The median Google rating among 60 rated financial planners in Lexington is 4.3★, with a median of 19 reviews. Summit Credit Union has the most, 1,061 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 Lexington count in this ranking?

Yes, if they are within 25 mi of the Lexington 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 Lexington 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 Lexington 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 Lexington

  1. November 2026: RFA Scores recalculated for 60 financial planners serving Lexington.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Lexington pages