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Local services · High Point, NC/Updated June 13, 2026

The Best Financial Advisors in High Point, NC

Finding the right financial advisor can shape your financial future. Here are the top picks in High Point, NC.

Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceEdward Jones - Financial Advisor: Christopher W Holbrook, CEPA®|AAMS®
95Score
Latest update · June 13, 2026: Initial ranking published. 10 High Point-metro financial advisors businesses evaluated, top 7 ranked by Vetted Score.

High Point, NC, offers a range of financial advisors to help residents navigate their financial journeys. Whether you're planning for retirement, saving for education, or managing investments, the right advisor can make a significant difference in achieving your goals.

We evaluated ten local financial advisors based on their ratings, reviews, and client feedback. Our rankings are transparent and reflect the experiences of real clients, ensuring you have the best information to make an informed decision.

10providers evaluated in High Point
4.80average rating across the field
22customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does this service cost in High Point? See the price breakdown →

Our top picks

At a glance · three categories
Editor's Choice
95Score

Rated 4.6 based on 11 reviews, Edward Jones - Financial Advisor: Christopher W Holbrook is praised for personalized service and thorough financial planning.

Read full review
Best Value
94Score

With a perfect rating of 5 from 4 reviews, Edward Jones - Financial Advisor: Ray Kuethe stands out for his approachable demeanor and effective investment strategies.

Read full review
Most Reviewed
93Score

TerraWealth - Corporate Headquarters

★★★★★5.0(2 reviews)

TerraWealth boasts a perfect 5 rating with 2 reviews, highlighting their innovative investment solutions and knowledgeable staff.

Read full review

All 7, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
95Score
4.6★★★★★
11Personalized financial planning
2
94Score
5.0★★★★★
4Investment management
3
93Score
5.0★★★★★
2Innovative investment solutions
4
85Score
5.0★★★★★
1Tailored financial advice
5
84Score
5.0★★★★★
1Client-focused financial planning
6
82Score
5.0★★★★★
1Diverse financial services
7
78Score
4.0★★★★★
2Resource-rich financial management
Methodology

How we evaluated all 10 providers.

To determine the best financial advisors in High Point, we analyzed ratings and reviews from various sources, focusing on client satisfaction and service offerings. We do not accept payment for placement, ensuring our rankings are unbiased.

This list is refreshed monthly to provide the most current data, reflecting the evolving landscape of financial services in the area. Last updated June 13, 2026.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
1
★ Editor's Choice

Edward Jones - Financial Advisor: Christopher W Holbrook, CEPA®|AAMS®

★★★★★4.6(11 reviews)
95Score

Rated 4.6 based on 11 reviews, Edward Jones - Financial Advisor: Christopher W Holbrook is praised for personalized service and thorough financial planning. Clients appreciate his attention to detail and commitment to their financial success. However, some note that his availability can be limited due to demand. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial planning. It serves High Point, NC, with $100 to $300 per hour pricing, and the honest trade-offs are limited availability and higher fees compared to some competitors.

Pros

  • Personalized financial strategies
  • Strong client relationships
  • Comprehensive planning services

Cons

  • Limited availability
  • Higher fees compared to some competitors
Best forPersonalized financial planning
Service areaHigh Point, NC
Typical pricing$100 to $300 per hour
2
Best Value

Edward Jones - Financial Advisor: Ray Kuethe, CFP®

★★★★★5.0(4 reviews)
94Score

With a perfect rating of 5 from 4 reviews, Edward Jones - Financial Advisor: Ray Kuethe stands out for his approachable demeanor and effective investment strategies. Clients appreciate his clear communication and dedication to helping them meet their financial goals. However, the small number of reviews makes his reliability somewhat promising but unproven.

Pros

  • Great communication skills
  • Effective investment strategies
  • Client-focused approach

Cons

  • Thin review base
  • Limited service offerings
Best forInvestment management
Service areaHigh Point, NC
Typical pricing$1,000 to $5,000 flat fee
3
Most Reviewed

TerraWealth - Corporate Headquarters

★★★★★5.0(2 reviews)
93Score

TerraWealth boasts a perfect 5 rating with 2 reviews, highlighting their innovative investment solutions and knowledgeable staff. Clients commend their proactive approach to financial management. However, with only two reviews, their long-term reliability remains to be seen. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is innovative investment solutions. It serves High Point, NC, with $200 to $1,000 retainer fee pricing, and the honest trade-offs are unproven service history and limited client feedback.

Pros

  • Innovative investment strategies
  • Knowledgeable staff

Cons

  • Unproven service history
  • Limited client feedback
Best forInnovative investment solutions
Service areaHigh Point, NC
Typical pricing$200 to $1,000 retainer fee
4

High Point Financial Design

★★★★★5.0(1 reviews)
85Score

High Point Financial Design holds a 5 rating from a single review, praised for its tailored financial advice and commitment to clients. However, as it has only one review, its overall performance and consistency are not yet established. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial advice. It serves High Point, NC, with $100 to $300 per hour pricing, and the honest trade-offs are limited reviews and uncertain service quality.

Pros

  • Tailored financial advice
  • Strong client commitment

Cons

  • Limited reviews
  • Uncertain service quality
Best forTailored financial advice
Service areaHigh Point, NC
Typical pricing$100 to $300 per hour
5

Wisepath Financial Group

★★★★★5.0(1 reviews)
84Score

With a perfect 5 rating from 1 review, Wisepath Financial Group is noted for its client-centric approach and insightful financial planning. However, the lack of additional reviews raises questions about their service consistency and reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is client-focused financial planning. It serves High Point, NC, with $200 to $1,000 retainer fee pricing, and the honest trade-offs are only one review and uncertain service consistency.

Pros

  • Client-centric approach
  • Insightful financial planning

Cons

  • Only one review
  • Uncertain service consistency
Best forClient-focused financial planning
Service areaHigh Point, NC
Typical pricing$200 to $1,000 retainer fee
6

Wells Fargo Advisors

★★★★★5.0(1 reviews)
82Score

Wells Fargo Advisors has a perfect rating of 5 based on 1 review, recognized for its established reputation and broad range of services. However, with only one review, it may not yet offer enough insight into their client service quality. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is diverse financial services. It serves High Point, NC, with $1,000 to $5,000 flat fee pricing, and the honest trade-offs are thin review base and limited client feedback.

Pros

  • Established reputation
  • Broad range of financial services

Cons

  • Thin review base
  • Limited client feedback
Best forDiverse financial services
Service areaHigh Point, NC
Typical pricing$1,000 to $5,000 flat fee
7

Merrill Lynch Wealth Management

★★★★★4.0(2 reviews)
78Score

Merrill Lynch Wealth Management holds a rating of 4 from 2 reviews, recognized for its extensive resources and experienced advisors. However, the mixed feedback raises questions about the consistency of service and client satisfaction. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is resource-rich financial management. It serves High Point, NC, with $200 to $1,000 retainer fee pricing, and the honest trade-offs are mixed client feedback and limited number of reviews.

Pros

  • Extensive resources
  • Experienced advisors

Cons

  • Mixed client feedback
  • Limited number of reviews
Best forResource-rich financial management
Service areaHigh Point, NC
Typical pricing$200 to $1,000 retainer fee
Before you book

How to choose a financial advisor in High Point

Selecting a financial advisor requires careful consideration of your financial goals and the advisor's expertise. Here are key factors to keep in mind:

Qualifications and Credentials

Look for advisors with relevant certifications like CFP® or CEPA® to ensure they have the necessary expertise.

Client Reviews and Testimonials

Read reviews from previous clients to gauge their experiences and satisfaction levels.

Fee Structure

Understand how advisors charge for their services, whether it's a flat fee, hourly rate, or a percentage of assets.

Personal Connection

Choose an advisor you feel comfortable with, as a strong personal relationship can enhance communication and trust.

What it costs

What financial advisors cost in High Point

The cost of hiring a financial advisor can vary widely based on their fee structure and services offered. Here’s a general breakdown:

Hourly RateTypically ranges from $100 to $300 per hour, depending on the advisor's experience and expertise.
Flat FeeSome advisors charge a flat fee for specific services, often between $1,000 to $5,000.
Percentage of AssetsMany advisors charge a fee based on the assets they manage, usually around 1% to 1.5% annually.
Retainer FeeSome may offer a retainer model, charging a monthly fee that can range from $200 to $1,000.

Frequently asked questions

How much does financial advising cost in High Point?

Costs vary, typically ranging from $100 to $300 per hour, or a flat fee of $1,000 to $5,000 for specific services.

What should I look for in a financial advisor?

Focus on qualifications, client reviews, fee structures, and personal connection to ensure a good fit.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most High Point residents: Editor's Choice Christopher W Holbrook

For those seeking reliable financial guidance, Christopher W Holbrook stands out with his personalized approach and strong client relationships. Ray Kuethe offers excellent value with a perfect rating, while TerraWealth impresses with innovative solutions despite a thin review base.