{ "path": "/advisors/nc/charlotte/fee-only", "url": "https://advisorcensus.com/advisors/nc/charlotte/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Charlotte, NC", "filters": {}, "scope_total": 67, "faq": [ { "q": "How many financial advisory firms are there in Charlotte, NC?", "a": "AdvisorCensus lists 221 investment advisory firms with a principal office in the Charlotte metro area, from Form ADV filings as of October 2026: 124 SEC-registered, 83 state-registered, and 14 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Charlotte, NC?", "a": "67 of the 221 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Charlotte, NC offer financial planning?", "a": "147 of the 207 firms in Charlotte, NC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Charlotte, NC fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 67 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 67 investment advisory firms with a principal office in the Charlotte metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Charlotte has 221 investment advisory firms with a principal office in the metro area as of October 2026: 124 SEC-registered, 83 state-registered, and 14 exempt reporting advisers. 67 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 81 report under $100 million in regulatory assets under management. The metro area has 1,076,260 households, 150,750 of them with income of $200,000 or more, or 682 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Charlotte, NC: 67 firms from Form ADV filings as of October 2026.", "total_firms": 67, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 34, "state": 33, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 67 }, { "code": "percentage_of_aum", "count": 62 }, { "code": "hourly", "count": 26 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 39 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 24 }, { "code": "5_to_9", "count": 17 }, { "code": "10_to_19", "count": 17 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 14 }, { "code": "25m_100m", "count": 17 }, { "code": "100m_500m", "count": 19 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 7 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 2 } ], "firms": [ { "crd_number": 334641, "name": "360 Aviation Advisors, LLC", "name_as_filed": "360 AVIATION ADVISORS, LLC", "url": "https://advisorcensus.com/firm/360-aviation-advisors-llc-concord-nc-334641", "city": "Concord", "state": "NC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340406, "name": "Allied Oak Wealth, LLC", "name_as_filed": "ALLIED OAK WEALTH, LLC", "url": "https://advisorcensus.com/firm/allied-oak-wealth-llc-davidson-nc-340406", "city": "Davidson", "state": "NC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122545, "name": "Alpha Financial Advisors, LLC", "name_as_filed": "ALPHA FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/alpha-financial-advisors-llc-charlotte-nc-122545", "city": "Charlotte", "state": "NC", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333692, "name": "Altruist Wealth Management", "name_as_filed": "ALTRUIST WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/altruist-wealth-management-charlotte-nc-333692", "city": "Charlotte", "state": "NC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 164273, "name": "Alumina Investment Management", "name_as_filed": "ALUMINA INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/alumina-investment-management-charlotte-nc-164273", "city": "Charlotte", "state": "NC", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 110313, "name": "Anderson Griggs Investments", "name_as_filed": "ANDERSON GRIGGS INVESTMENTS", "url": "https://advisorcensus.com/firm/anderson-griggs-investments-rock-hill-sc-110313", "city": "Rock Hill", "state": "SC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288009, "name": "Atticus Capital Advisors LLC", "name_as_filed": "ATTICUS CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/atticus-capital-advisors-llc-charlotte-nc-288009", "city": "Charlotte", "state": "NC", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307388, "name": "Axiom Private Wealth, LLC", "name_as_filed": "AXIOM PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/axiom-private-wealth-llc-charlotte-nc-307388", "city": "Charlotte", "state": "NC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167174, "name": "Biltmore Family Office, LLC", "name_as_filed": "BILTMORE FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/biltmore-family-office-llc-charlotte-nc-167174", "city": "Charlotte", "state": "NC", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108780, "name": "Bragg Financial Advisors Inc", "name_as_filed": "BRAGG FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/bragg-financial-advisors-inc-charlotte-nc-108780", "city": "Charlotte", "state": "NC", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129981, "name": "Buie Investment Advisors, LLC", "name_as_filed": "BUIE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/buie-investment-advisors-llc-charlotte-nc-129981", "city": "Charlotte", "state": "NC", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 289156, "name": "Buoyant Financial", "name_as_filed": "BUOYANT FINANCIAL", "url": "https://advisorcensus.com/firm/buoyant-financial-charlotte-nc-289156", "city": "Charlotte", "state": "NC", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140168, "name": "Burkett Financial Services, LLC", "name_as_filed": "BURKETT FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/burkett-financial-services-llc-rock-hill-sc-140168", "city": "Rock Hill", "state": "SC", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109843, "name": "C F Parks Inc", "name_as_filed": "C F PARKS INC", "url": "https://advisorcensus.com/firm/c-f-parks-inc-salisbury-nc-109843", "city": "Salisbury", "state": "NC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134217, "name": "Catawba River Capital", "name_as_filed": "CATAWBA RIVER CAPITAL", "url": "https://advisorcensus.com/firm/catawba-river-capital-lake-wylie-sc-134217", "city": "Lake Wylie", "state": "SC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 166812, "name": "Clearview Wealth Management", "name_as_filed": "CLEARVIEW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clearview-wealth-management-charlotte-nc-166812", "city": "Charlotte", "state": "NC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167017, "name": "Colony Family Offices, LLC", "name_as_filed": "COLONY FAMILY OFFICES, LLC", "url": "https://advisorcensus.com/firm/colony-family-offices-llc-charlotte-nc-167017", "city": "Charlotte", "state": "NC", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318783, "name": "Davis Investment Partners, LLC", "name_as_filed": "DAVIS INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/davis-investment-partners-llc-charlotte-nc-318783", "city": "Charlotte", "state": "NC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 269886, "name": "Dolan Capital Advisors, LLC", "name_as_filed": "DOLAN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dolan-capital-advisors-llc-charlotte-nc-269886", "city": "Charlotte", "state": "NC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166863, "name": "Durant Wealth MGMT Advisory Services", "name_as_filed": "DURANT WEALTH MGMT ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/durant-wealth-mgmt-advisory-services-mooresville-nc-166863", "city": "Mooresville", "state": "NC", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298855, "name": "Dyer & Company, L.L.C.", "name_as_filed": "DYER & COMPANY, L.L.C.", "url": "https://advisorcensus.com/firm/dyer-and-company-l-l-c-charlotte-nc-298855", "city": "Charlotte", "state": "NC", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307675, "name": "Evergreen Wealth Services", "name_as_filed": "EVERGREEN WEALTH SERVICES", "url": "https://advisorcensus.com/firm/evergreen-wealth-services-mooresville-nc-307675", "city": "Mooresville", "state": "NC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325514, "name": "Forest Capital", "name_as_filed": "FOREST CAPITAL", "url": "https://advisorcensus.com/firm/forest-capital-charlotte-nc-325514", "city": "Charlotte", "state": "NC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150444, "name": "Freitag Financial Group, LLC", "name_as_filed": "FREITAG FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/freitag-financial-group-llc-charlotte-nc-150444", "city": "Charlotte", "state": "NC", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153812, "name": "Gouws Capital LLC", "name_as_filed": "GOUWS CAPITAL LLC", "url": "https://advisorcensus.com/firm/gouws-capital-llc-charlotte-nc-153812", "city": "Charlotte", "state": "NC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290727, "name": "Greenway Wealth Advisors, LLC", "name_as_filed": "GREENWAY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/greenway-wealth-advisors-llc-charlotte-nc-290727", "city": "Charlotte", "state": "NC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326464, "name": "Grey Private Capital", "name_as_filed": "GREY PRIVATE CAPITAL", "url": "https://advisorcensus.com/firm/grey-private-capital-charlotte-nc-326464", "city": "Charlotte", "state": "NC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119362, "name": "Hamilton Management Group, Inc.", "name_as_filed": "HAMILTON MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/hamilton-management-group-inc-charlotte-nc-119362", "city": "Charlotte", "state": "NC", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152091, "name": "Hayden Harper Wealth Advisory, LLC", "name_as_filed": "HAYDEN HARPER WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/hayden-harper-wealth-advisory-llc-charlotte-nc-152091", "city": "Charlotte", "state": "NC", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120748, "name": "Heritage Capital Partners,inc.", "name_as_filed": "HERITAGE CAPITAL PARTNERS,INC.", "url": "https://advisorcensus.com/firm/heritage-capital-partners-inc-charlotte-nc-120748", "city": "Charlotte", "state": "NC", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305183, "name": "Intrepid Eagle Finance LLC", "name_as_filed": "INTREPID EAGLE FINANCE LLC", "url": "https://advisorcensus.com/firm/intrepid-eagle-finance-llc-clover-sc-305183", "city": "Clover", "state": "SC", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106837, "name": "Investor Advisory Group", "name_as_filed": "INVESTOR ADVISORY GROUP", "url": "https://advisorcensus.com/firm/investor-advisory-group-charlotte-nc-106837", "city": "Charlotte", "state": "NC", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164119, "name": "Jarrod Adams Investing, LLC", "name_as_filed": "JARROD ADAMS INVESTING, LLC", "url": "https://advisorcensus.com/firm/jarrod-adams-investing-llc-mooresville-nc-164119", "city": "Mooresville", "state": "NC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329601, "name": "Kucharo Wealth", "name_as_filed": "KUCHARO WEALTH", "url": "https://advisorcensus.com/firm/kucharo-wealth-charlotte-nc-329601", "city": "Charlotte", "state": "NC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321685, "name": "Leep Asset Management, LLC", "name_as_filed": "LEEP ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/leep-asset-management-llc-charlotte-nc-321685", "city": "Charlotte", "state": "NC", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335537, "name": "Linkside Financial LLC", "name_as_filed": "LINKSIDE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/linkside-financial-llc-charlotte-nc-335537", "city": "Charlotte", "state": "NC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325041, "name": "Lyon Wealth Advisors", "name_as_filed": "LYON WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/lyon-wealth-advisors-charlotte-nc-325041", "city": "Charlotte", "state": "NC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153804, "name": "McGehee Wealth Advisory Group, Inc.", "name_as_filed": "MCGEHEE WEALTH ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/mcgehee-wealth-advisory-group-inc-indian-land-sc-153804", "city": "Indian Land", "state": "SC", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323923, "name": "Mike Adams Financial Advisors, Inc.", "name_as_filed": "MIKE ADAMS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/mike-adams-financial-advisors-inc-mooresville-nc-323923", "city": "Mooresville", "state": "NC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 312798, "name": "Mill Capital Management, LLC", "name_as_filed": "MILL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mill-capital-management-llc-concord-nc-312798", "city": "Concord", "state": "NC", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322654, "name": "Moore Investment Partners, LLC", "name_as_filed": "MOORE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/moore-investment-partners-llc-charlotte-nc-322654", "city": "Charlotte", "state": "NC", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324792, "name": "Mullooly Wealth Planning LLC", "name_as_filed": "MULLOOLY WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/mullooly-wealth-planning-llc-clover-sc-324792", "city": "Clover", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150004, "name": "Northstar Capital Advisors LLC", "name_as_filed": "NORTHSTAR CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/northstar-capital-advisors-llc-charlotte-nc-150004", "city": "Charlotte", "state": "NC", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 117949, "name": "Novare Capital Management", "name_as_filed": "NOVARE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/novare-capital-management-charlotte-nc-117949", "city": "Charlotte", "state": "NC", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342849, "name": "Oakley Private Wealth", "name_as_filed": "OAKLEY PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/oakley-private-wealth-marvin-nc-342849", "city": "Marvin", "state": "NC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133124, "name": "Ocean Advisors, LLC", "name_as_filed": "OCEAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ocean-advisors-llc-charlotte-nc-133124", "city": "Charlotte", "state": "NC", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297449, "name": "Passport Wealth Management", "name_as_filed": "PASSPORT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/passport-wealth-management-cornelius-nc-297449", "city": "Cornelius", "state": "NC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336597, "name": "PB Wealth, LLC", "name_as_filed": "PB WEALTH, LLC", "url": "https://advisorcensus.com/firm/pb-wealth-llc-charlotte-nc-336597", "city": "Charlotte", "state": "NC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143864, "name": "Perpetual Wealth Advisors, L.L.C.", "name_as_filed": "PERPETUAL WEALTH ADVISORS, L.L.C.", "url": "https://advisorcensus.com/firm/perpetual-wealth-advisors-l-l-c-matthews-nc-143864", "city": "Matthews", "state": "NC", "years_registered": null, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165699, "name": "Quantitative Process, LLC", "name_as_filed": "QUANTITATIVE PROCESS, LLC", "url": 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