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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Salisbury, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio 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.
Get matched with an advisorMethodology
To find the top financial advisors in Salisbury, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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