AdvisorCensus / Financial advisors / North Carolina / Winston-Salem / Scholar Financial Advising, LLC
Scholar Financial Advising, LLC is an SEC-registered investment advisory firm in Winston-Salem, NC, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Scholar Financial Advising, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Scholar Financial Advising, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
How much does Scholar Financial Advising, LLC charge?
Its Form ADV Part 2A brochure dated May 26, 2026 states: Flat fee: $7,000 (comprehensive initial plan); Hourly rate: $385 an hour (hourly advice). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Scholar Financial Advising, LLC located?
Scholar Financial Advising, LLC's principal office is in Winston-Salem, NC, according to its Form ADV.
Is Scholar Financial Advising, LLC registered with the SEC or a state?
Scholar Financial Advising, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 298968.
How have Scholar Financial Advising, LLC's assets and staff changed since 2024?
In the Form ADV data for Scholar Financial Advising, LLC: Total employees: 7 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Scholar Financial Advising, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (133); individuals (other than high net worth individuals) (102).
Does Scholar Financial Advising, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298968
What changed in Scholar Financial Advising, LLC's recent Form ADV filings?
In the October 2026 filing data: Added the business name Preflight Financial.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AFlat fee: $7,000 (comprehensive initial plan)
The brochure's wording
All new client relationships begin with a flat fee comprehensive initial plan starting at $7,000 based on the client’s financial situation.
Hourly rate: $385 an hour (hourly advice)
The brochure's wording
After the initial plan is complete, Scholar provides hourly advice at a rate of $385 per hour exclusively to current clients
As stated in the firm's Form ADV Part 2A brochure dated May 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- PREFLIGHT FINANCIAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 8. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
22 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 8 | September 18, 2026 |
| October 2025 | Not reported | 9 | July 16, 2025 |
| October 2024 | Not reported | 7 | September 5, 2024 |
Total employees: 7 in October 2024 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Added the business name Preflight Financial.
- June 2026
- Employees performing advisory functions went from 5 to 6.
- Registered or notice-filed in CT.
- March 2026
- Employees performing advisory functions went from 4 to 5.
- February 2026
- Employees performing advisory functions went from 5 to 4.
- January 2026
- Registered or notice-filed in TN.
- No longer registered or notice-filed in AL.
- December 2025
- Employees performing advisory functions went from 6 to 5.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Scholar Financial Advising, LLC (CRD 298968): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/scholar-financial-advising-llc-winston-salem-nc-298968