Carolyn Reynolds
Proxy Wealth · Huntersville, North Carolina
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Proxy Wealth |
|---|---|
| Based in | Huntersville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.3M across 614 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4712060 |
| Exams passed | Series 66 (2005) |
| Firm size | 25 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.proxywealth.com |
How Carolyn's firm compares
- Proxy Wealth's average account is about $136,000, from its Form ADV (assets managed divided by 614 accounts).
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Questions about Carolyn
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.
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
- Proxy 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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