# Erica Lyall

> Erica Lyall is a fee-only financial advisor at Strategic Advisory Partners in Greensboro, North Carolina, who holds the CFP credential. Erica focuses on estate & legacy planning, retirement planning and divorce financial planning. Strategic Advisory Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Strategic Advisory Partners
- **Based in:** Greensboro, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $191.4M across 828 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning, Divorce financial planning
- **Works with:** Divorced individuals, Multi-generational families
- **CRD:** 4286885 (https://adviserinfo.sec.gov/individual/summary/4286885)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2001), Series 66 (2004)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.strategicadvisorypartners.com

## Frequently asked questions

### Is Erica Lyall a fee-only financial advisor?

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

### How does Erica charge for financial advice?

Erica's firm, Strategic Advisory Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Erica Lyall based?

Erica Lyall is based in Greensboro, North Carolina.

### What does Erica specialize in?

Erica's specialties include estate & legacy planning, retirement planning and divorce financial planning. Erica works with divorced individuals and multi-generational families.

### What credentials does Erica Lyall hold?

Erica Lyall holds the CFP credential.

### Is Erica Lyall registered with the SEC?

Yes. Erica Lyall is registered as an investment adviser representative in NC (CRD 4286885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Strategic Advisory Partners manage?

Strategic Advisory Partners reports $191.4M across 828 accounts in assets under management.

### How do I contact Erica Lyall?

Through Erica's website, www.strategicadvisorypartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4286885): 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://strategicadvisorypartners.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.