Joseph Marques
Bolin Creek Wealth Advisors · Chapel Hill, North Carolina
Joseph Marques is a fee-only financial advisor at Bolin Creek Wealth Advisors in Chapel Hill, North Carolina, who holds the CFP credential. Bolin Creek Wealth Advisors reports charging hourly fees and fixed fees on its Form ADV.
Request an introduction to Joseph →
Facts
| Firm | Bolin Creek Wealth Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $23.8M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5270644 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bolincreekadvisors.com |
How Joseph's firm compares
- Bolin Creek Wealth Advisors's average account is about $450,000, from its Form ADV (assets managed divided by 53 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph 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 Joseph
Is Joseph Marques a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Bolin Creek Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Bolin Creek Wealth Advisors, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Marques based?
Joseph Marques is based in Chapel Hill, North Carolina.
What credentials does Joseph Marques hold?
Joseph Marques holds the CFP credential.
Is Joseph Marques registered with the SEC?
Yes. Joseph Marques is registered as an investment adviser representative in NC (CRD 5270644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bolin Creek Wealth Advisors manage?
Bolin Creek Wealth Advisors reports $23.8M across 53 accounts in assets under management.
How do I contact Joseph Marques?
Through Joseph's website, www.bolincreekadvisors.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.