{
  "crd_number": 298968,
  "slug": "scholar-financial-advising-llc-winston-salem-nc-298968",
  "primary_business_name": "SCHOLAR FINANCIAL ADVISING, LLC",
  "legal_name": "SCHOLAR FINANCIAL ADVISING, LLC",
  "dbas": [
    "PREFLIGHT FINANCIAL"
  ],
  "city": "Winston-Salem",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "49180",
  "metro": {
    "cbsa_code": "49180",
    "common_name": "Winston-Salem",
    "msa_name": "Winston-Salem, NC",
    "path": "/advisors/nc/winston-salem"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-28",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 102
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 133
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NE",
    "NH",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://scholarfinancialadvising.com",
    "https://youtube.com/@scholarfinancialadvising"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298968",
  "city_as_filed": "WINSTON-SALEM",
  "url": "https://advisorcensus.com/firm/scholar-financial-advising-llc-winston-salem-nc-298968",
  "display_name": "Scholar Financial Advising, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Scholar Financial Advising, LLC (CRD 298968): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Scholar Financial Advising, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Scholar Financial Advising, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Scholar Financial Advising, LLC located?",
      "a": "Scholar Financial Advising, LLC's principal office is in Winston-Salem, NC, according to its Form ADV."
    },
    {
      "q": "Is Scholar Financial Advising, LLC registered with the SEC or a state?",
      "a": "Scholar Financial Advising, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 298968."
    },
    {
      "q": "How have Scholar Financial Advising, LLC's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Scholar Financial Advising, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (133); individuals (other than high net worth individuals) (102)."
    },
    {
      "q": "Does Scholar Financial Advising, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Scholar Financial Advising, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added the business name Preflight Financial."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 7,
      "filing_date": "2024-09-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 9,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 8,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added the business name Preflight Financial."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Registered or notice-filed in CT."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in TN.",
        "No longer registered or notice-filed in AL."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 6 to 5."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $7,000 (comprehensive initial plan)",
      "Hourly rate: $385 an hour (hourly advice)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $7,000 (comprehensive initial plan)"
        ],
        "quotes": [
          "All new client relationships begin with a flat fee comprehensive initial plan starting at $7,000 based on the client’s financial situation."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $385 an hour (hourly advice)"
        ],
        "quotes": [
          "After the initial plan is complete, Scholar provides hourly advice at a rate of $385 per hour exclusively to current clients"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 7000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "comprehensive initial plan"
        },
        {
          "kind": "hourly",
          "amount": 385.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "hourly advice"
        }
      ]
    },
    "quotes": [
      "All new client relationships begin with a flat fee comprehensive initial plan starting at $7,000 based on the client’s financial situation.",
      "After the initial plan is complete, Scholar provides hourly advice at a rate of $385 per hour exclusively to current clients"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/scholar-financial-advising-llc-winston-salem-nc-298968.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 133,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298968",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}