Toney Falkner
Private Wealth Management of NC · Henderson, North Carolina
Toney Falkner is a fee-only financial advisor at Private Wealth Management of NC in Henderson, North Carolina. Toney focuses on retirement planning, estate & legacy planning and tax planning. Private Wealth Management of NC reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Private Wealth Management of NC |
|---|---|
| Based in | Henderson, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $162.8M across 742 accounts |
| SEC registration | Investment adviser representative in NC · CRD 2820826 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pwmofnc.com |
| Profile |
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Questions about Toney
Is Toney Falkner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Toney holds no broker registration, and Private Wealth Management of NC reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Toney charge for financial advice?
Toney's firm, Private Wealth Management of NC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Toney Falkner based?
Toney Falkner is based in Henderson, North Carolina.
What does Toney specialize in?
Toney's specialties include retirement planning, estate & legacy planning and tax planning. Toney works with retirees, pre-retirees and early-career professionals.
Is Toney Falkner registered with the SEC?
Yes. Toney Falkner is registered as an investment adviser representative in NC (CRD 2820826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Wealth Management of NC manage?
Private Wealth Management of NC reports $162.8M across 742 accounts in assets under management.
How do I contact Toney Falkner?
Through Toney's website, www.pwmofnc.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
- Private Wealth Management of NC 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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