Jennifer Pcholinsky
Balentine Wealth Advisors · Raleigh, North Carolina
Jennifer Pcholinsky is a fee-only financial advisor at Balentine Wealth Advisors in Raleigh, North Carolina, who holds the CFP credential. Jennifer focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Balentine Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Balentine Wealth Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.54B across 3,447 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7882954 |
| Firm size | 61 employees |
| Disclosures | None reported |
| Website | www.balentine.com |
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Questions about Jennifer
Is Jennifer Pcholinsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Balentine Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Balentine Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jennifer Pcholinsky based?
Jennifer Pcholinsky is based in Raleigh, North Carolina.
What does Jennifer specialize in?
Jennifer's specialties include founders (pre-exit), family wealth transfer and estate & legacy planning. Jennifer works with founders and multi-generational families.
What credentials does Jennifer Pcholinsky hold?
Jennifer Pcholinsky holds the CFP credential.
Is Jennifer Pcholinsky registered with the SEC?
Yes. Jennifer Pcholinsky is registered as an investment adviser representative in NC (CRD 7882954), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balentine Wealth Advisors manage?
Balentine Wealth Advisors reports $5.54B across 3,447 accounts in assets under management.
How do I contact Jennifer Pcholinsky?
Through Jennifer's website, www.balentine.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
- Balentine Wealth Advisors 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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