Top financial advisors in Salisbury, NC
We’ve curated a list of the best financial advisors in Salisbury, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$68,415,277
Number of advisors
8 advisors
| $68,415,277 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Salisbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Salisbury. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
C F Parks Inc
C F Parks Inc is an investment advisory firm established in January 1988, offering services such as Investment Management and Financial Planning tailored to individual needs. Charles Parks is the CEO and principal owner, with Patrick Schultz becoming President in January 2025. The firm primarily uses individual equities and mutual funds for Investment Management, with assets under management totaling $85,683,594 as of December 31, 2024. Clients can expect a fee structure based on a percentage of assets under management, ranging from 2.00% for accounts under $250,000 to 0.50% for accounts over $25,000,001. C F Parks operates on a discretionary basis, making investment decisions without prior consultation. Financial Planning Services include cash flow analysis, retirement planning, and income tax preparation. Clients are encouraged to provide accurate and complete financial information to receive tailored services. The firm's investment strategies are based on economic and fundamental analysis, with a focus on long-term investment goals. C F Parks does not charge performance-based fees and primarily serves individuals, families, trusts, estates, and small businesses. Clients can expect a fiduciary duty, ethical practices, and transparency in all financial dealings. Charles Parks and Patrick Schultz have no material disciplinary events and are committed to maintaining high ethical standards in their financial advisory services.
$68,415,277 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Salisbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Salisbury. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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