# Paul Anthony

> Paul Anthony is a fee-only financial advisor at Sheets Smith Wealth Management in Winston-Salem, North Carolina, who holds the CFA credential. Sheets Smith Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-anthony/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sheets Smith Wealth Management
- **Based in:** Winston-Salem, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.37B across 1,070 accounts
- **Credentials:** CFA
- **CRD:** 2672261 (https://adviserinfo.sec.gov/individual/summary/2672261)
- **SEC registration:** Investment adviser representative in NC
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.sheetssmith.com

## Frequently asked questions

### Is Paul Anthony a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Sheets Smith Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Sheets Smith Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Paul Anthony based?

Paul Anthony is based in Winston-Salem, North Carolina.

### What credentials does Paul Anthony hold?

Paul Anthony holds the CFA credential.

### Is Paul Anthony registered with the SEC?

Yes. Paul Anthony is registered as an investment adviser representative in NC (CRD 2672261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sheets Smith Wealth Management manage?

Sheets Smith Wealth Management reports $1.37B across 1,070 accounts in assets under management.

### How do I contact Paul Anthony?

Through Paul's website, www.sheetssmith.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2672261): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.