# Ann Zuraw

> Ann Zuraw is a fee-only financial advisor at Zuraw Financial Advisors in Greensboro, North Carolina, who holds the CFP and CFA credentials. Zuraw Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ann-zuraw/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Zuraw Financial Advisors
- **Based in:** Greensboro, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $519.9M across 756 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4906373 (https://adviserinfo.sec.gov/individual/summary/4906373)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.zurawfinancialadvisors.com

## Frequently asked questions

### Is Ann Zuraw a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ann holds no broker registration, and Zuraw Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ann charge for financial advice?

Ann's firm, Zuraw Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ann Zuraw based?

Ann Zuraw is based in Greensboro, North Carolina.

### What credentials does Ann Zuraw hold?

Ann Zuraw holds the CFP and CFA credentials.

### Is Ann Zuraw registered with the SEC?

Yes. Ann Zuraw is registered as an investment adviser representative in NC (CRD 4906373), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Zuraw Financial Advisors manage?

Zuraw Financial Advisors reports $519.9M across 756 accounts in assets under management.

### How do I contact Ann Zuraw?

Through Ann's website, www.zurawfinancialadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4906373): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.