Firm
Tarheel Advisors
Chapel Hill, North Carolina
Fee-only
Tarheel Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 138 individual clients, 57 of them high net worth.
- Its average account is about $354,000 (assets it manages divided by its 389 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | tarheeladvisors.com |
| [email protected] | |
| Phone | (984) 271-1993 |
Tarheel Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| Account minimum | $250,000 |
| How it charges | Percentage of assets |
In the firm's words
"$1 Million or Less 0.75%" source
"Currently our minimum relationship size is $250,000 (for non-401k accounts)" source
"We only get paid more if your assets increase in value" 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 |
|---|---|
| Assets managed | $138 million |
| Individual clients | 81 |
| High-net-worth clients | 57 |
| Accounts managed | 389 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131916) |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 149308 |