Tar River Wealth Planning, LLC

Tar River Wealth Planning, LLC (CRD# 328530) is a financial advisory firm headquartered in Louisburg, NC. They manage $220,220,528 in 954 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
109 N Main St, Louisburg, NC 27549
https://www.tarriverwealthplanning.com
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $230,839
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, MD, NC, OR, SC, TN, TX, VA

Financial Advisors at Tar River Wealth Planning, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals