Ethan Earles
Sycamore Financial Planning · Durham, North Carolina
Ethan Earles is a fee-only financial advisor at Sycamore Financial Planning in Durham, North Carolina, who holds the CFP credential. Sycamore Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
Request an introduction to Ethan →
Facts
| Firm | Sycamore Financial Planning |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $104.2M across 120 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, MA, NC, SC · CRD 6965314 |
| Exams passed | Series 66 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sycamorefinancialplanning.com |
How Ethan's firm compares
- Sycamore Financial Planning's average account is about $868,000, from its Form ADV (assets managed divided by 120 accounts).
Request an introduction to Ethan
Tell Ethan a little about what you're looking for. Ethan 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 Ethan
Is Ethan Earles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ethan holds no broker registration, and Sycamore Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ethan charge for financial advice?
Ethan's firm, Sycamore Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Ethan Earles based?
Ethan Earles is based in Durham, North Carolina.
What credentials does Ethan Earles hold?
Ethan Earles holds the CFP credential.
Is Ethan Earles registered with the SEC?
Yes. Ethan Earles is registered as an investment adviser representative in LA, MA, NC and SC (CRD 6965314), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sycamore Financial Planning manage?
Sycamore Financial Planning reports $104.2M across 120 accounts in assets under management.
How do I contact Ethan Earles?
Through Ethan's website, www.sycamorefinancialplanning.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
- 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.