Erica Lyall
Strategic Advisory Partners · Greensboro, North Carolina
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.
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Specialties
Who they serve
- Divorced individuals
- Multi-generational families
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 |
| Assets under management | $191.4M across 828 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4286885 |
| Exams passed | Series 63 (2001) · Series 66 (2004) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.strategicadvisorypartners.com |
| Profile |
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Questions about Erica
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.
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
- Strategic Advisory Partners 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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