Firm
Newcomb Financial Advisors
Chapel Hill, North Carolina
Fee-only
Newcomb Financial Advisors 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 17 individual clients, 9 of them high net worth.
- Its average account is about $476,000 (assets it manages divided by its 33 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | newcombfinancialadvisors.com |
| Phone | (919) 593-5545 |
Newcomb Financial Advisors fees
Newcomb Financial Advisors 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 8 |
| High-net-worth clients | 9 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 155849 |