Bradley Kucharo
Kucharo Wealth · Charlotte, North Carolina
Bradley Kucharo is a fee-only financial advisor at Kucharo Wealth in Charlotte, North Carolina, who holds the CFP credential. Bradley focuses on physicians & residents, tax planning and small business owners. Kucharo Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Kucharo Wealth |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $123.7M across 258 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 6909050 |
| Exams passed | Series 63 (2022) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kucharowealth.com |
| Profile |
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Questions about Bradley
Is Bradley Kucharo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Kucharo Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Kucharo Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Bradley work with clients virtually?
Yes. Kucharo Wealth says on its website that it works with clients remotely.
Where is Bradley Kucharo based?
Bradley Kucharo is based in Charlotte, North Carolina.
What does Bradley specialize in?
Bradley's specialties include physicians & residents, tax planning and small business owners. Bradley works with physicians.
What credentials does Bradley Kucharo hold?
Bradley Kucharo holds the CFP credential.
Is Bradley Kucharo registered with the SEC?
Yes. Bradley Kucharo is registered as an investment adviser representative in NC and TX (CRD 6909050), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kucharo Wealth manage?
Kucharo Wealth reports $123.7M across 258 accounts in assets under management.
How do I contact Bradley Kucharo?
Through Bradley's website, www.kucharowealth.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
- Kucharo Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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