Dustin Waide
Laurel Wealth Advisors · Charlotte, North Carolina
Dustin Waide is a fee-only financial advisor at Laurel Wealth Advisors in Charlotte, North Carolina, who holds the CFP credential. Laurel Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Laurel Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.11B across 1,429 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 2536569 |
| Exams passed | Series 65 (2000) |
| Firm size | 9 employees |
| Disclosures | None reported |
How Dustin's firm compares
- Laurel Wealth Advisors's average account is about $775,000, from its Form ADV (assets managed divided by 1,429 accounts).
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Questions about Dustin
Is Dustin Waide a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dustin holds no broker registration, and Laurel Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dustin charge for financial advice?
Dustin's firm, Laurel Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dustin Waide based?
Dustin Waide is based in Charlotte, North Carolina.
What credentials does Dustin Waide hold?
Dustin Waide holds the CFP credential.
Is Dustin Waide registered with the SEC?
Yes. Dustin Waide is registered as an investment adviser representative in NC (CRD 2536569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laurel Wealth Advisors manage?
Laurel Wealth Advisors reports $1.11B across 1,429 accounts in assets under management.
How do I contact Dustin Waide?
Contact details aren't on file yet. Search for Laurel Wealth Advisors.
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
- 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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