Local services · Winston-Salem, NC/Updated June 13, 2026
The Best Financial Advisors in Winston-Salem, NC
Finding the right financial advisor can transform your financial health. Here are the best options in Winston-Salem.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceHorizon Financial Services, LLC
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Winston-Salem-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.
In Winston-Salem, the right financial advisor can make a significant difference in achieving your financial goals. Whether you're planning for retirement, investing, or managing your wealth, having professional guidance is crucial. Our ranking highlights top financial advisors in the area based on their performance, client feedback, and overall reputation.
We evaluated ten financial advisory firms in Winston-Salem, focusing on client ratings and reviews. Each business was scored based on the quality of service, expertise, and customer satisfaction. Our list is refreshed monthly to ensure accuracy, and no business pays for placement in our rankings.
10providers evaluated in Winston-Salem
4.47average rating across the field
58customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To create this ranking, we analyzed client reviews and ratings for financial advisors in Winston-Salem. We utilized a transparent scoring system that considers both the number of reviews and the average ratings to gauge overall client satisfaction. This ensures that our recommendations are based on real experiences.
We are committed to providing unbiased information. Our methodology guarantees that no business can pay to influence their position in our rankings. This allows us to maintain the integrity of our evaluations and provide the most reliable options for our readers.
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.
With a rating of 4.8 from 25 reviews, Horizon Financial Services, LLC stands out for its personalized service and strong client relationships. Reviewers praise the firm's knowledgeable advisors and tailored financial strategies. It's best for clients seeking comprehensive financial planning and investment advice. However, some clients note that availability for appointments can be limited during busy periods.
Pros
Personalized service
Knowledgeable advisors
Strong client relationships
Cons
Limited appointment availability during peak times
Maestro Wealth Advisors has achieved a perfect 5-star rating from 4 reviews. Clients commend the firm for its transparent pricing and effective communication. It's ideal for those looking for value-driven financial advice without compromising quality. However, the limited number of reviews may leave potential clients wanting more information about their experiences.
Hege Financial Group boasts a perfect 5-star rating from 3 reviews, highlighting its attentive service and effective investment strategies. Clients appreciate the firm's hands-on approach and commitment to their financial goals. However, the limited review count may leave some potential clients hesitant to commit. 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 hands-on investment management. It serves Winston-Salem, with $150 to $400 per hour pricing, and the honest trade-offs are limited review base and may not cater to all financial situations.
Sheets Smith Wealth Management has received a perfect 5-star rating from 2 reviews. Clients appreciate the firm's personalized attention and tailored investment strategies. It's a great choice for those who value individualized service. However, the very small review base may raise concerns about long-term 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 individualized financial strategies. It serves Winston-Salem, with $1,000 to $5,000 for planning pricing, and the honest trade-offs are very small review base and limited service offerings.
Accruent Wealth Advisors holds a perfect 5-star rating from a single review, showcasing their potential for high-quality service. Clients praise their personalized approach to financial planning. However, with only one review, the firm remains promising but unproven in the eyes of potential clients. 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 Winston-Salem, with $150 to $400 per hour pricing, and the honest trade-offs are promising but unproven and limited client feedback.
Scholar Financial Advising, LLC has a 4.2 rating from 5 reviews. Clients appreciate the firm's educational approach and willingness to explain complex financial concepts. It's best for clients who want to understand their financial options better. However, some clients noted that response times could be improved. 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 understanding financial options. It serves Winston-Salem, with $150 to $400 per hour pricing, and the honest trade-offs are response times could be faster and limited range of services.
THREE Magnolias Financial Advisors has a 4.1 rating from 7 reviews. Clients commend the firm for its friendly service and approachable advisors. This firm is suitable for those looking for a supportive and understanding financial team. However, some reviews indicate that their strategies may not be as aggressive as some clients prefer.
Covenant Wealth Management has a 4.1 rating from 9 reviews. Clients appreciate the firm's integrity and commitment to ethical practices. It's ideal for those seeking trustworthy advice. However, some clients have mentioned that the advisor's availability can be inconsistent. 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 trustworthy financial advice. It serves Winston-Salem, with $150 to $400 per hour pricing, and the honest trade-offs are inconsistent availability and limited service offerings.
Salem Investment Counselors has a low rating of 3 from 2 reviews, which raises concerns about client satisfaction. While some clients have mentioned positive aspects, the limited feedback indicates potential issues. This service may be better suited for clients who are willing to take a risk with an unproven advisor.
How to choose a financial advisor in Winston-Salem
Choosing a financial advisor is a significant decision that can impact your financial future. Here are key factors to consider when making your choice.
Experience and Credentials
Look for advisors with relevant experience and professional credentials, such as CFP or CFA designations.
Client Reviews and Testimonials
Check reviews to understand the experiences of other clients and the advisor's reputation.
Services Offered
Ensure the advisor provides services that match your financial needs, whether it's retirement planning, investment management, or tax advice.
Fee Structure
Understand how the advisor charges for services, whether it's fee-only, commission-based, or a combination.
What it costs
What financial advisors cost in Winston-Salem
Financial advisory fees can vary significantly based on the services provided and the advisor's business model. Here's a general overview of what you might expect to pay in Winston-Salem.
Hourly RateMany advisors charge between $150 to $400 per hour for consultations.
Flat FeesSome advisors may charge a flat fee ranging from $1,000 to $5,000 for comprehensive financial planning.
Percentage of Assets Under ManagementTypically, advisors charge 1% to 2% of the assets they manage annually.
Retainer FeesRetainer fees can range from $2,000 to $10,000 per year, depending on the services provided.
Frequently asked questions
How much does financial advising cost in Winston-Salem?
Financial advising costs typically range from $150 to $400 per hour, with flat fees and percentage-based fees also common.
What should I look for in a financial advisor?
Look for experience, client reviews, services offered, and fee structures that align with your financial goals.
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 Winston-Salem homes: Horizon Financial Services, LLC
For individuals seeking reliable financial guidance, Horizon Financial Services, LLC is the top choice, offering personalized service and strong client relationships. Maestro Wealth Advisors provides excellent value for those seeking transparent pricing and effective communication. Lastly, Hege Financial Group stands out for its attentive service and investment strategies, making it a solid option for hands-on management.
Cityvetted
