Paul Bradley
Piedmont Wealth Advisory · Charlotte, North Carolina
Paul Bradley is a fee-only financial advisor at Piedmont Wealth Advisory in Charlotte, North Carolina. Paul charges a flat fee or retainer and focuses on flat-fee planning and divorce financial planning.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Piedmont Wealth Advisory |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $353.7M across 615 accounts |
| SEC registration | Investment adviser representative in NC, VA · CRD 6829668 |
| Exams passed | Series 63 (2017) · Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.piedmontwealthadvisory.com |
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Questions about Paul
Is Paul Bradley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Piedmont Wealth Advisory 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 charges a flat fee or retainer.
Where is Paul Bradley based?
Paul Bradley is based in Charlotte, North Carolina.
What does Paul specialize in?
Paul's specialties include flat-fee planning and divorce financial planning. Paul works with divorced individuals.
Is Paul Bradley registered with the SEC?
Yes. Paul Bradley is registered as an investment adviser representative in NC and VA (CRD 6829668), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Piedmont Wealth Advisory manage?
Piedmont Wealth Advisory reports $353.7M across 615 accounts in assets under management.
How do I contact Paul Bradley?
Through Paul's website, www.piedmontwealthadvisory.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
- Piedmont Wealth Advisory 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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