Ann Zuraw
Zuraw Financial Advisors · Greensboro, North Carolina
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.
Request an introduction to Ann →
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 | $519.9M across 756 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC · CRD 4906373 |
| Exams passed | Series 63 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.zurawfinancialadvisors.com |
How Ann's firm compares
- Zuraw Financial Advisors's average account is about $688,000, from its Form ADV (assets managed divided by 756 accounts).
Request an introduction to Ann
Tell Ann a little about what you're looking for. Ann isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ann
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.