Firm
Reach Strategic Wealth
Winston-Salem, North Carolina
Fee-only
Reach Strategic Wealth 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 50 individual clients, 8 of them high net worth.
- Its average account is about $159,000 (assets it manages divided by its 136 accounts).
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Winston-Salem, North Carolina |
|---|---|
| Website | reachstrategicwealth.com |
Reach Strategic Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $6,500 |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"one time strategic plan" source
"1.25% AUM" source
"Get a complete strategic plan covering concentrated stock strategy, tax planning, and your corporate exit timeline." source
"Full-service planning and investment management for clients who want ongoing concentrated stock oversight" source
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 | $22 million |
| Individual clients | 42 |
| High-net-worth clients | 8 |
| Accounts managed | 136 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 304155 |