Fee-OnlyFinder

Advisers in High Point, NC

2 advisers in High Point — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Sledge and Company Wealth Advisors115 W. State Avenue · High Point, NC 27262 · (336) 889-3013 · Financial planningCRD 336314 · % of assets, Hourly charges, Fixed fees · $183.4 million AUMSEC registeredNo commissions reportedTerra Wealth400 West English Road, Ste 223 · High Point, NC 27262 · (305) 928-3772 · Financial planningCRD 320643 · % of assets, Hourly charges, Fixed fees · $152.0 million AUMSEC registeredNo commissions reported
Talking to advisers in High Point? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.