# 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.

- CRD: 298968
- Filed as: SCHOLAR FINANCIAL ADVISING, LLC
- Also doing business as: PREFLIGHT FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winston-Salem, NC
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298968
- AdvisorCensus page: https://advisorcensus.com/firm/scholar-financial-advising-llc-winston-salem-nc-298968

## Quick answers

**How 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

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 26, 2026)

- Flat fee: $7,000 (comprehensive initial plan)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $0 |
| High net worth individuals | 133 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- scholarfinancialadvising.com
- YouTube @scholarfinancialadvising

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 7 | September 5, 2024 |
| October 2025 | Not reported | 9 | July 16, 2025 |
| October 2026 | Not reported | 8 | September 18, 2026 |

Total employees: 7 in October 2024 and 8 in October 2026.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scholar Financial Advising, LLC (CRD 298968): Form ADV filing data as of October 2026.