24/7 Available · Kannapolis
24-Hour Financial Advisors in Kannapolis, NC — Always Available
Emergencies don't keep business hours. These financial advisors in Kannapolis are available 24 hours a day, 7 days a week — including holidays.
As of July 2026, RatingsNearMe ranks 7 financial advisors in Kannapolis, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Victory Wealth Management, Inc. with a 5.0-star rating from 3 Google reviews and an RNM Score of 66/100. Also in the top tier: Meeks Financial Group - Raymond James and Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®. The average rating across all listed financial advisors in Kannapolis is 4.8 stars from 3 reviews per business on average.
Financial advisors in Kannapolis typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Level Point Financial
Level Point Financial stands out as the top-ranked advisor due to its strong local reputation and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®
A high review count indicates broad client experience and trust, helping you gauge service consistency and satisfaction.
When choosing a financial advisor in Kannapolis, consider scheduling initial consultations with a few firms to compare their approach and fees, and verify credentials like CFP® certification for fiduciary responsibility.
Local Market Snapshot
7
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating based on three Google reviews for financial guidance.
603 N Main St, China Grove, NC 28023, USAExceptional 5.0-star rating from a small number of happy clients.
313 S Main St #100, Kannapolis, NC 28081, USA5.0 stars from 3 Google reviews, reflecting exceptional local client satisfaction.
6001 Gateway Center Dr Suite 107, Kannapolis, NC 28081, USAFinancial Advisors Rankings in Kannapolis, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Victory Wealth Management, Inc.603 N Main St, China Grove, NC 28023, USA | 5.0★ | 3 |
| #2 | Meeks Financial Group - Raymond James313 S Main St #100, Kannapolis, NC 28081, USA | 5.0★ | 3 |
| #3 | Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®6001 Gateway Center Dr Suite 107, Kannapolis, NC 28081, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Raja Reslan, CFP®|CFA®10070 Edison Square Dr NW Suite 103, Concord, NC 28027, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Chad M Epting360 Exchange St NW Ste 104, Concord, NC 28027, USA | 5.0★ | 2 |
| #6 | Level Point Financial1660 Dale Earnhardt Blvd, Kannapolis, NC 28083, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Lex Fennell143 Union St S, Concord, NC 28025, USA | 3.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Kannapolis
5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.
10070 Edison Square Dr NW Suite 103, Concord, NC 28027, USA
Rated 5.0 stars from two Google reviews, reflecting strong early client satisfaction.
360 Exchange St NW Ste 104, Concord, NC 28027, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
1660 Dale Earnhardt Blvd, Kannapolis, NC 28083, USA
Serving Kannapolis with 3.7 stars from 3 Google reviews, reflecting mixed client feedback.
143 Union St S, Concord, NC 28025, USA
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Financial Advisors in Kannapolis, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Victory Wealth Management, Inc. | 66/100 | 5.0 ★ | 3 |
| 2 | Meeks Financial Group - Raymond James | 66/100 | 5.0 ★ | 3 |
| 3 | Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 4 | Edward Jones - Financial Advisor: Raja Reslan, CFP®|CFA® | 64/100 | 5.0 ★ | 2 |
| 5 | Edward Jones - Financial Advisor: Chad M Epting | 64/100 | 5.0 ★ | 2 |
| 6 | Level Point Financial | 64/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Lex Fennell | 44/100 | 3.7 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Kannapolis
What is a fiduciary financial advisor and why does it matter in Kannapolis?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Kannapolis, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Kannapolis?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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