Walter Hinson
Tarheel Advisors · Chapel Hill, North Carolina
Walter Hinson is a fee-only financial advisor at Tarheel Advisors in Chapel Hill, North Carolina, who holds the CFP credential. Walter charges a percentage of assets (0.75% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Tarheel Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75% a year on the first tier of assets managed · A $250,000 asset minimum |
| Assets under management | $137.8M across 389 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4513129 |
| Exams passed | Series 63 (2004) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tarheeladvisors.com |
| Profile |
How Walter's firm compares
- Tarheel Advisors's average account is about $354,000, from its Form ADV (assets managed divided by 389 accounts).
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Questions about Walter
Is Walter Hinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Walter holds no broker registration, and Tarheel Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Walter charge for financial advice?
Walter charges a percentage of assets.
How much does Walter charge?
According to Tarheel Advisors's website, checked October 30, 2026: 0.75% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Walter Hinson based?
Walter Hinson is based in Chapel Hill, North Carolina.
What does Walter specialize in?
Walter's specialties include retirement planning and small business owners. Walter works with retirees.
What credentials does Walter Hinson hold?
Walter Hinson holds the CFP credential.
Is Walter Hinson registered with the SEC?
Yes. Walter Hinson is registered as an investment adviser representative in NC (CRD 4513129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tarheel Advisors manage?
Tarheel Advisors reports $137.8M across 389 accounts in assets under management.
How do I contact Walter Hinson?
Through Walter's website, www.tarheeladvisors.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
- Tarheel Advisors 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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