Mary Masters
Masters Tax and Financial Planning · Statesville, North Carolina
Mary Masters is a fee-only financial advisor at Masters Tax and Financial Planning in Statesville, North Carolina. Masters Tax and Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Masters Tax and Financial Planning |
|---|---|
| Based in | Statesville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.1M across 76 accounts |
| SEC registration | Investment adviser representative in AZ, NC, OR · CRD 3130178 |
| Exams passed | Series 63 (1998) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | wearethemasters.com |
How Mary's firm compares
- Masters Tax and Financial Planning's average account is about $370,000, from its Form ADV (assets managed divided by 76 accounts).
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Questions about Mary
Is Mary Masters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Masters Tax and Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Masters Tax and Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Masters based?
Mary Masters is based in Statesville, North Carolina.
Is Mary Masters registered with the SEC?
Yes. Mary Masters is registered as an investment adviser representative in AZ, NC and OR (CRD 3130178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Masters Tax and Financial Planning manage?
Masters Tax and Financial Planning reports $28.1M across 76 accounts in assets under management.
How do I contact Mary Masters?
Through Mary's website, wearethemasters.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.
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