Firm
Strategic Wealth Management Solutions
Southern Shores, North Carolina
Fee-only
Strategic Wealth Management Solutions 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 CFA.
- Its Form ADV reports 1 employee and 24 individual clients, 9 of them high net worth.
- Its average account is about $787,000 (assets it manages divided by its 41 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Southern Shores, North Carolina |
|---|---|
| Website | swmsllc.com |
Strategic Wealth Management Solutions fees
Strategic Wealth Management Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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 · Performance-based fees |
|---|---|
| Assets managed | $32 million |
| Individual clients | 15 |
| High-net-worth clients | 9 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 150728 |