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 $72,157,732 in 143 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Team Wealth Planning And Management, Inc.
By the Numbers
-
Total Assets Under Management72MILLION
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Total Number of Accounts143ACCOUNTS
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Average Account Value$504,600
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
Types of Clients
Registered States
Registered Investment Advisor
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.
No Advisor Found.
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