# Carolyn Reynolds

> Carolyn Reynolds is a fee-only financial advisor at Proxy Wealth in Huntersville, North Carolina. Carolyn focuses on tax planning and small business owners. Proxy Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carolyn-reynolds/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Proxy Wealth
- **Based in:** Huntersville, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $83.3M across 614 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Founders
- **CRD:** 4712060 (https://adviserinfo.sec.gov/individual/summary/4712060)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 66 (2005)
- **Firm size:** 25 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.proxywealth.com

## Frequently asked questions

### Is Carolyn Reynolds a fee-only financial advisor?

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

### How does Carolyn charge for financial advice?

Carolyn's firm, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carolyn Reynolds based?

Carolyn Reynolds is based in Huntersville, North Carolina.

### What does Carolyn specialize in?

Carolyn's specialties include tax planning and small business owners. Carolyn works with founders.

### Is Carolyn Reynolds registered with the SEC?

Yes. Carolyn Reynolds is registered as an investment adviser representative in NC (CRD 4712060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Proxy Wealth manage?

Proxy Wealth reports $83.3M across 614 accounts in assets under management.

### How do I contact Carolyn Reynolds?

Through Carolyn's website, www.proxywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4712060): 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
- The firm's website (https://www.proxywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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