# Thomas Cartee

> Thomas Cartee is a fee-only financial advisor at Sheets Smith Wealth Management in Winston-Salem, North Carolina. Sheets Smith Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-cartee/
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
- **CRD:** 2278426 (https://adviserinfo.sec.gov/individual/summary/2278426)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (1994), Series 65 (2005)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.sheetssmith.com

## Frequently asked questions

### Is Thomas Cartee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?

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

### Where is Thomas Cartee based?

Thomas Cartee is based in Winston-Salem, North Carolina.

### Is Thomas Cartee registered with the SEC?

Yes. Thomas Cartee is registered as an investment adviser representative in NC and TX (CRD 2278426), 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 Thomas Cartee?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2278426): 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.