Firm
Carolina Strategy
Matthews, North Carolina
Fee-only
Carolina Strategy at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 63 individual clients, 42 of them high net worth.
- Its average account is about $654,000 (assets it manages divided by its 182 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Matthews, North Carolina |
|---|---|
| Website | carolinastrategy.com |
| Phone | (980) 269-9899 |
Carolina Strategy fees
Carolina Strategy doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $119 million |
| Individual clients | 21 |
| High-net-worth clients | 42 |
| Accounts managed | 182 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-132032) |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 324629 |