Team Wealth Planning And Management, Inc.

Team Wealth Planning And Management, Inc. (CRD# 129807) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $78,492,000 in 173 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $453,711
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NC, SC, TX

Financial Advisors at Team Wealth Planning And Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jennifer A. Johnsrud
CRD#: 4751942
Amherst, MA
93
Wealthminder
score

Jennifer Johnsrud (CRD# 4751942) is an Investment Advisor Representative working at Team Wealth Planning And Management, Inc. in Amherst, MA and has over 13 years of experience in the finance industry.

2
Lawrence F. McManus
CRD#: 4751988
1525 East Franklin Street, Chapel Hill, NC 27514
93
Wealthminder
score

Lawrence McManus (CRD# 4751988) is an Investment Advisor Representative working at Team Wealth Planning And Management, Inc. in Chapel Hill, NC and has over 12 years of experience in the finance industry.

3
Sarah L. Sanford
CRD#: 2530001
1525 East Franklin Street, Chapel Hill, NC 27514
93
Wealthminder
score

Sarah Sanford (CRD# 2530001) is an Investment Advisor Representative working at Team Wealth Planning And Management, Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.

4
Rachel B. Barker
CRD#: 6652024
417 West Street, Suite 101, Amherst, MA 01002
90
Wealthminder
score

Rachel Barker (CRD# 6652024) is an Investment Advisor Representative working at Team Wealth Planning And Management, Inc. in Amherst, MA and has 1 year of experience in the finance industry.

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