{
  "path": "/advisors/nc/charlotte/hourly",
  "url": "https://advisorcensus.com/advisors/nc/charlotte/hourly/page/2",
  "page_type": "metro_fee",
  "title": "Hourly financial advisors in Charlotte, NC",
  "filters": {},
  "scope_total": 90,
  "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 90 investment advisory firms with a principal office in the Charlotte metro area that report hourly charges among their Form ADV Item 5.E compensation arrangements, 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. Hourly financial advisors in Charlotte, NC: 90 firms from Form ADV filings as of October 2026.",
  "total_firms": 90,
  "page": 2,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 47,
    "state": 43,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 26
    },
    {
      "code": "percentage_of_aum",
      "count": 88
    },
    {
      "code": "hourly",
      "count": 90
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 67
    },
    {
      "code": "commissions",
      "count": 4
    },
    {
      "code": "performance_based",
      "count": 4
    },
    {
      "code": "other",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 32
    },
    {
      "code": "5_to_9",
      "count": 22
    },
    {
      "code": "10_to_19",
      "count": 30
    },
    {
      "code": "20_plus",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 14
    },
    {
      "code": "25m_100m",
      "count": 25
    },
    {
      "code": "100m_500m",
      "count": 33
    },
    {
      "code": "500m_1b",
      "count": 4
    },
    {
      "code": "1b_5b",
      "count": 7
    },
    {
      "code": "over_5b",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "firms": [
    {
      "crd_number": 310261,
      "name": "Masters Tax and Financial Planning LLC",
      "name_as_filed": "MASTERS TAX AND FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/masters-tax-and-financial-planning-llc-statesville-nc-310261",
      "city": "Statesville",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 47090,
      "name": "Milestone Investments, Inc.",
      "name_as_filed": "MILESTONE INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/milestone-investments-inc-charlotte-nc-47090",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "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": 133978,
      "name": "Namcoa",
      "name_as_filed": "NAMCOA",
      "url": "https://advisorcensus.com/firm/namcoa-mooresville-nc-133978",
      "city": "Mooresville",
      "state": "NC",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153787,
      "name": "Neale Financial, LLC",
      "name_as_filed": "NEALE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/neale-financial-llc-matthews-nc-153787",
      "city": "Matthews",
      "state": "NC",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291866,
      "name": "Nexus Capital Inc",
      "name_as_filed": "NEXUS CAPITAL INC",
      "url": "https://advisorcensus.com/firm/nexus-capital-inc-matthews-nc-291866",
      "city": "Matthews",
      "state": "NC",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 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": 330209,
      "name": "Omega Wealth Management, LLC",
      "name_as_filed": "OMEGA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/omega-wealth-management-llc-charlotte-nc-330209",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118742,
      "name": "Opus Financial Advisors, Inc.",
      "name_as_filed": "OPUS FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/opus-financial-advisors-inc-statesville-nc-118742",
      "city": "Statesville",
      "state": "NC",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 300558,
      "name": "Portus Wealth Advisors, LLC",
      "name_as_filed": "PORTUS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/portus-wealth-advisors-llc-charlotte-nc-300558",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144230,
      "name": "Powell Wealth",
      "name_as_filed": "POWELL WEALTH",
      "url": "https://advisorcensus.com/firm/powell-wealth-cornelius-nc-144230",
      "city": "Cornelius",
      "state": "NC",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174631,
      "name": "Providence Capital Advisors, LLC",
      "name_as_filed": "PROVIDENCE CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/providence-capital-advisors-llc-charlotte-nc-174631",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165699,
      "name": "Quantitative Process, LLC",
      "name_as_filed": "QUANTITATIVE PROCESS, LLC",
      "url": "https://advisorcensus.com/firm/quantitative-process-llc-charlotte-nc-165699",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305695,
      "name": "Reichard Capital, LLC",
      "name_as_filed": "REICHARD CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/reichard-capital-llc-charlotte-nc-305695",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171388,
      "name": "Rhino Wealth Management",
      "name_as_filed": "RHINO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/rhino-wealth-management-belmont-nc-171388",
      "city": "Belmont",
      "state": "NC",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325857,
      "name": "Sanctuary Financial Planning, LLC",
      "name_as_filed": "SANCTUARY FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/sanctuary-financial-planning-llc-charlotte-nc-325857",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324426,
      "name": "Sherman Wealth Solutions LLC",
      "name_as_filed": "SHERMAN WEALTH SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/sherman-wealth-solutions-llc-charlotte-nc-324426",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298535,
      "name": "Silvis Financial",
      "name_as_filed": "SILVIS FINANCIAL",
      "url": "https://advisorcensus.com/firm/silvis-financial-charlotte-nc-298535",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 43035,
      "name": "Southeast Investments, N.C., Inc.",
      "name_as_filed": "SOUTHEAST INVESTMENTS, N.C., INC.",
      "url": "https://advisorcensus.com/firm/southeast-investments-n-c-inc-charlotte-nc-43035",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318036,
      "name": "Sparta Wealth Partners",
      "name_as_filed": "SPARTA WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/sparta-wealth-partners-charlotte-nc-318036",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 46035,
      "name": "Synergy Investment Group, LLC",
      "name_as_filed": "SYNERGY INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/synergy-investment-group-llc-kannapolis-nc-46035",
      "city": "Kannapolis",
      "state": "NC",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156179,
      "name": "Tactical Investment Advisors, LLC",
      "name_as_filed": "TACTICAL INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tactical-investment-advisors-llc-huntersville-nc-156179",
      "city": "Huntersville",
      "state": "NC",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158864,
      "name": "Tagstone Capital, Inc.",
      "name_as_filed": "TAGSTONE CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/tagstone-capital-inc-charlotte-nc-158864",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121112,
      "name": "Tassel Capital Management, Inc",
      "name_as_filed": "TASSEL CAPITAL MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/tassel-capital-management-inc-matthews-nc-121112",
      "city": "Matthews",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328209,
      "name": "Telos Wealth Advisors",
      "name_as_filed": "TELOS WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/telos-wealth-advisors-charlotte-nc-328209",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287632,
      "name": "The Financial Legacy Group",
      "name_as_filed": "THE FINANCIAL LEGACY GROUP",
      "url": "https://advisorcensus.com/firm/the-financial-legacy-group-charlotte-nc-287632",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118788,
      "name": "Tricapital Wealth Management, Inc.",
      "name_as_filed": "TRICAPITAL WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/tricapital-wealth-management-inc-charlotte-nc-118788",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326959,
      "name": "Trident Advisory Partners, LLC",
      "name_as_filed": "TRIDENT ADVISORY PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/trident-advisory-partners-llc-charlotte-nc-326959",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287985,
      "name": "Trusttree Financial LLC",
      "name_as_filed": "TRUSTTREE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/trusttree-financial-llc-huntersville-nc-287985",
      "city": "Huntersville",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138008,
      "name": "Turning Point Financial, Inc.",
      "name_as_filed": "TURNING POINT FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/turning-point-financial-inc-charlotte-nc-138008",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151092,
      "name": "Vintage Wealth Management Group",
      "name_as_filed": "VINTAGE WEALTH MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/vintage-wealth-management-group-charlotte-nc-151092",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332312,
      "name": "Wealthpoint Advisors",
      "name_as_filed": "WEALTHPOINT ADVISORS",
      "url": "https://advisorcensus.com/firm/wealthpoint-advisors-cramerton-nc-332312",
      "city": "Cramerton",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329845,
      "name": "WMC Capital Management, LLC",
      "name_as_filed": "WMC CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/wmc-capital-management-llc-concord-nc-329845",
      "city": "Concord",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122224,
      "name": "WMS Advisors, LLC",
      "name_as_filed": "WMS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/wms-advisors-llc-charlotte-nc-122224",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156564,
      "name": "Worth Advisors",
      "name_as_filed": "WORTH ADVISORS",
      "url": "https://advisorcensus.com/firm/worth-advisors-charlotte-nc-156564",
      "city": "Charlotte",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/nc",
      "label": "Financial advisors in North Carolina"
    },
    "metro": {
      "path": "/advisors/nc/charlotte",
      "label": "Financial advisors in Charlotte, NC"
    },
    "city_pages": [],
    "fee_pages": [
      {
        "path": "/advisors/nc/charlotte/fee-only",
        "label": "Fee-only financial advisors in Charlotte, NC",
        "firm_count": 67
      },
      {
        "path": "/advisors/nc/charlotte/flat-fee",
        "label": "Flat-fee financial advisors in Charlotte, NC",
        "firm_count": 124
      }
    ],
    "niche_pages": [],
    "state_fee": {
      "path": "/advisors/nc/hourly",
      "label": "Hourly financial advisors in North Carolina"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}