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 14 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 13 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.