Chuck Clifton
Sycamore Financial Planning, LLC · Charlotte, North Carolina
Chuck Clifton is a fee-only financial advisor at Sycamore Financial Planning, LLC in Charlotte, North Carolina, who holds the CDFA, CFP and MBA credentials. Chuck charges hourly fees (no asset minimum) and focuses on divorce financial planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Sycamore Financial Planning, LLC |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Assets under management | $104.2M across 120 accounts |
| Credentials | CDFA · CFP · MBA |
| SEC registration | Investment adviser representative in LA, MA, NC, SC, TX · CRD 5982197 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | sycamorefinancialplanning.com |
How Chuck's firm compares
- Sycamore Financial Planning, LLC's average account is about $868,000, from its Form ADV (assets managed divided by 120 accounts).
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Questions about Chuck
Is Chuck Clifton a fee-only financial advisor?
Yes. Chuck Clifton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chuck's firm.
How does Chuck charge for financial advice?
Chuck charges hourly fees.
How much does Chuck charge?
According to Sycamore Financial Planning, LLC's website, checked October 28, 2026: no asset minimum.
Where is Chuck Clifton based?
Chuck Clifton is based in Charlotte, North Carolina.
What does Chuck specialize in?
Chuck's specialties include divorce financial planning, retirement planning, estate & legacy planning and sustainable & impact investing. Chuck works with divorced individuals.
What credentials does Chuck Clifton hold?
Chuck Clifton holds the CDFA, CFP and MBA credentials.
Is Chuck Clifton registered with the SEC?
Yes. Chuck Clifton is registered as an investment adviser representative in LA, MA, NC, SC and TX (CRD 5982197), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sycamore Financial Planning, LLC manage?
Sycamore Financial Planning, LLC reports $104.2M across 120 accounts in assets under management.
How do I contact Chuck Clifton?
Through Chuck's website, sycamorefinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Sycamore Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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