Advisor at Hanover Square Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
King, NC
Credentials
CFP®, Series 63, Series 65
Industry experience
9 years
Brooks Jewett is a CFP® professional with nine years of industry experience, currently affiliated with Equity Services, Inc. and The Summit Advisory Group since 2017. Prior to his advisory career, he worked at Airbnb for two years. Outside of his financial advisory role, Jewett coaches lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation and the Financial Planning Association of Charlotte. Equity Services, Inc. (ESI Financial Advisors) serves a broad client base including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies emphasizing long-term allocations and manager-driven portfolios.
Based on Hanover Square Wealth Advisors LLC
Based on Hanover Square Wealth Advisors LLC
Financial planning fees typically between $2,500 and $25,000 as a one-time fixed fee.
$0+: Up to 1.25% annually for investment management services $0+: Up to 1.50% annually for wealth management services
For terminated financial planning engagements, fees calculated by multiplying hours spent times hourly rate of individual providing services; specific hourly rates not stated.
Investment consulting fees ranging from $500 to $10,000 annually, paid quarterly in arrears; Business consulting fees ranging from $1,000 to $50,000 annually, paid quarterly in arrears; Retirement plan services fees charged as asset-based or flat fee, negotiated with plan sponsor, paid quarterly.
Account minimum: $1,000,000
King, NC
North Carolina
Hanover Square Wealth Advisors LLC
2026 - Present (1 year)
The Summit Advisory Group
2017 - 2026 (9 years)
Equity Services, inc.
2017 - 2026 (9 years)
AirBNB
2015 - 2017 (2 years)
Forsyth Country Day School
2011 - 2024 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Lewisville, NC
Curated Capital & Planning LLC
Anne Marie Webster is a CFP® and holds a Series 66 license with 16 years of industry experience. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Her prior experience includes roles at Lionheart Capital Management LLC, Colhoun, Robins, Davenport & Co., LLC, JT Stratford, LLC, Stephens Inc., and MSI Financial Services, Inc. Curated Capital & Planning LLC provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes tailored portfolio management based on Modern Portfolio Theory and fundamental analysis, serving a small client base with personalized investment policies and multiple planning engagement formats.
CFP®, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Dixon and Company Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments and Pepsico, and he is the owner of Schweigert Enterprises. Schweigert is co-founder and co-host of The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Dixon and Company Wealth Management is a small supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies, including options.
CFP®, Series 63, Series 66
King, NC
Hanover Square Wealth Advisors LLC
Derek Frosh is a CFP® professional with 30 years of experience in the financial industry. He is currently with Hanover Square Wealth Advisors LLC and previously worked at UBS Financial Services Inc. for 12 years. Outside of finance, he owns and operates a general contracting business specializing in construction, remodeling, and consulting. Hanover Square Wealth Advisors serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans, as well as several institutional clients. The firm offers customized portfolio management combining in-house strategies and third-party managers, along with financial planning and retirement plan services.
CFA®, Series 63, Series 65
Winston Salem, NC
Timonier
Janice French is a CFA® charterholder with 27 years of industry experience. She is currently affiliated with Timonier and has worked at Rice Financial Products Company since 2009. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a long-term, family-office approach that emphasizes market efficiency, asset allocation, and tax efficiency.
Series 65
Winston Salem, NC
Timonier
Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.
CFP®, Series 63, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
Benjamin Shamberger is a CFP® professional with 12 years of experience in financial advising, currently with Dixon and Company Wealth Management, LLC in Winston Salem, NC. His career includes roles at Fidelity Investments and Purshe Kaplan Sterling Investments. Outside of advising, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book *Money & Stuff*. He also serves as president of the Greensboro Leads Group, a local networking organization. Dixon and Company Wealth Management is a supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and short-term financial coaching, using a mix of long- and short-term strategies including options, supported by third-party analytical tools and AI. It also provides commissionable insurance and variable insurance products alongside advisory services.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
