Dana Strickland
Scholar Financial Advising · Winston-Salem, North Carolina
Dana Strickland is a fee-only financial advisor at Scholar Financial Advising in Winston-Salem, North Carolina. Dana charges a flat fee or retainer and focuses on flat-fee planning, equity compensation and founders (pre-exit).
Request an introduction to Dana →
Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Scholar Financial Advising |
|---|---|
| Based in | Winston-Salem, North Carolina |
| Fee model | Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in NC, TX · CRD 7666364 |
| Exams passed | Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | scholarfinancialadvising.com |
Request an introduction to Dana
Tell Dana a little about what you're looking for. Dana 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 Dana
Is Dana Strickland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Scholar Financial Advising reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dana charge for financial advice?
Dana charges a flat fee or retainer.
Does Dana work with clients virtually?
Yes. Scholar Financial Advising says on its website that it works with clients remotely.
Where is Dana Strickland based?
Dana Strickland is based in Winston-Salem, North Carolina.
What does Dana specialize in?
Dana's specialties include flat-fee planning, equity compensation, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. Dana works with founders, executives and multi-generational families.
Is Dana Strickland registered with the SEC?
Yes. Dana Strickland is registered as an investment adviser representative in NC and TX (CRD 7666364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Dana Strickland?
Through Dana's website, scholarfinancialadvising.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
- Scholar Financial Advising 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.
See something wrong? Request a correction. Read our methodology.