Jamey Bass
Carolina Wealth Strategies · Cary, North Carolina
Jamey Bass is a fee-only financial advisor at Carolina Wealth Strategies in Cary, North Carolina, who holds the CFP credential. Carolina Wealth Strategies reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Carolina Wealth Strategies |
|---|---|
| Based in | Cary, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $38.9M across 252 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4782235 |
| Exams passed | Series 63 (2004) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | carolinawealthstrategies.com |
| Profile |
How Jamey's firm compares
- Carolina Wealth Strategies's average account is about $154,000, from its Form ADV (assets managed divided by 252 accounts).
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Questions about Jamey
Is Jamey Bass a fee-only financial advisor?
Yes. Jamey Bass is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jamey's firm.
How does Jamey charge for financial advice?
Jamey's firm, Carolina Wealth Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jamey Bass based?
Jamey Bass is based in Cary, North Carolina.
What credentials does Jamey Bass hold?
Jamey Bass holds the CFP credential.
Is Jamey Bass registered with the SEC?
Yes. Jamey Bass is registered as an investment adviser representative in NC (CRD 4782235), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Carolina Wealth Strategies manage?
Carolina Wealth Strategies reports $38.9M across 252 accounts in assets under management.
How do I contact Jamey Bass?
Through Jamey's website, carolinawealthstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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