Zachary Ashburn
Reach Strategic Wealth · Winston-Salem, North Carolina
Zachary Ashburn is a fee-only financial advisor at Reach Strategic Wealth in Winston-Salem, North Carolina, who holds the CFP, EA and AFC credentials. Zachary charges a percentage of assets, a one-time planning fee and an ongoing planning fee (one-time plans from $6,500 and 1.25% a year on the first tier of assets managed) and focuses on equity compensation, tax planning and founders (pre-exit).
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Specialties
Who they serve
- Executives
Facts
| Firm | Reach Strategic Wealth |
|---|---|
| Based in | Winston-Salem, North Carolina |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $6,500 · 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $21.7M across 136 accounts |
| Credentials | CFP · EA · AFC |
| SEC registration | Investment adviser representative in CT, NC, TX · CRD 6431731 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | reachstrategicwealth.com |
How Zachary's firm compares
- A one-time plan starts at $6,500, above the North Carolina median of $1,950 for fee-only firms that publish prices.
- Reach Strategic Wealth's average account is about $159,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Zachary
Is Zachary Ashburn a fee-only financial advisor?
Yes. Zachary Ashburn is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zachary's firm.
How does Zachary charge for financial advice?
Zachary charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Zachary charge?
According to Reach Strategic Wealth's website, checked October 28, 2026: one-time plans from $6,500; 1.25% a year on the first tier of assets managed.
Where is Zachary Ashburn based?
Zachary Ashburn is based in Winston-Salem, North Carolina.
What does Zachary specialize in?
Zachary's specialties include equity compensation, tax planning and founders (pre-exit). Zachary works with executives.
What credentials does Zachary Ashburn hold?
Zachary Ashburn holds the CFP, EA and AFC credentials.
Is Zachary Ashburn registered with the SEC?
Yes. Zachary Ashburn is registered as an investment adviser representative in CT, NC and TX (CRD 6431731), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Reach Strategic Wealth manage?
Reach Strategic Wealth reports $21.7M across 136 accounts in assets under management.
How do I contact Zachary Ashburn?
Through Zachary's website, reachstrategicwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Reach Strategic Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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