Firm
Strathmore Capital Advisors
Charlotte, North Carolina
Fee-only
Strathmore Capital Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 10 advisors are listed here; 4 of 10 hold the CFP.
- Its Form ADV reports 17 employees and 493 individual clients, 237 of them high net worth.
- Its average account is about $505,000 (assets it manages divided by its 1,594 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | summitfinancialplanning.com |
| Phone | (704) 364-4241 |
Strathmore Capital Advisors fees
Strathmore Capital 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 · Fixed fees |
|---|---|
| Assets managed | $805 million |
| Individual clients | 256 |
| High-net-worth clients | 237 |
| Accounts managed | 1,594 |
| Employees | 17 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-106984) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 135008 |