Terry Sapp
Live Oak Private Wealth · Wilmington, North Carolina
Terry Sapp is a fee-only financial advisor at Live Oak Private Wealth in Wilmington, North Carolina, who holds the CFA credential. Terry focuses on retirement planning and estate & legacy planning. Live Oak Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Live Oak Private Wealth |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.32B across 1,157 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 4561196 |
| Exams passed | Series 65 (2001) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.liveoakprivatewealth.com |
How Terry's firm compares
- Live Oak Private Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,157 accounts).
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Questions about Terry
Is Terry Sapp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terry holds no broker registration, and Live Oak Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terry charge for financial advice?
Terry's firm, Live Oak Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terry Sapp based?
Terry Sapp is based in Wilmington, North Carolina.
What does Terry specialize in?
Terry's specialties include retirement planning and estate & legacy planning.
What credentials does Terry Sapp hold?
Terry Sapp holds the CFA credential.
Is Terry Sapp registered with the SEC?
Yes. Terry Sapp is registered as an investment adviser representative in NC (CRD 4561196), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Live Oak Private Wealth manage?
Live Oak Private Wealth reports $1.32B across 1,157 accounts in assets under management.
How do I contact Terry Sapp?
Through Terry's website, www.liveoakprivatewealth.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
- Live Oak Private Wealth 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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