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Credentials
CFP®, Series 65
Experience Industry experience
9 years
Location
Huntersville, NC
CapSouth Wealth Management
Team
Jennifer Fensley is a CFP® and Series 65 credentialed advisor at CapSouth Wealth Management with eight years of industry experience. She has been with CapSouth Partners Inc since 2017 and previously worked at Spectrum Brands Global Batteries & Appliances for four years. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering a range of strategies and fiduciary services.
Based on CapSouth Wealth Management
Based on CapSouth Wealth Management
One Time Planning Services fees typically flat fee; Consulting Services typically flat fee. Minimum consulting fee $2,500 (may be waived).
$0 - $250,000: 1.15% (Investment Management Services Fee Schedule) $250,000 - $1,000,000: 0.85% (Investment Management Services Fee Schedule) $1,000,000 - $2,500,000: 0.65% (Investment Management Services Fee Schedule) $2,500,000+: 0.50% (Investment Management Services Fee Schedule) $0 - $250,000: 1.50% (Planning Fee Schedule) $250,000 - $1,000,000: 1.20% (Planning Fee Schedule) $1,000,000 - $2,500,000: 1.00% (Planning Fee Schedule) $2,500,000+: 0.75% (Planning Fee Schedule) $0 - $2,500,000: 0.95% (Private Wealth Fee Schedule) $2,500,000 - $5,000,000: 0.85% (Private Wealth Fee Schedule) $5,000,000 - $10,000,000: 0.75% (Private Wealth Fee Schedule) $10,000,000+: 0.65% (Private Wealth Fee Schedule) $0 - $999,999: 1.0% (Institutional Consulting Services Fee Schedule) $1,000,000 - $1,999,999: 0.35% (Institutional Consulting Services Fee Schedule) $2,000,000 - $4,999,999: 0.25% (Institutional Consulting Services Fee Schedule) $5,000,000 - $9,999,999: 0.10% (Institutional Consulting Services Fee Schedule) $10,000,000 - $19,999,999: 0.05% (Institutional Consulting Services Fee Schedule) $20,000,000+: 0.02% (Institutional Consulting Services Fee Schedule) $0 - $1,999,999: 0.45% (PEP Fee Schedule for Consulting Services) $2,000,000 - $3,999,999: 0.22% (PEP Fee Schedule for Consulting Services) $4,000,000 - $9,999,999: 0.12% (PEP Fee Schedule for Consulting Services) $10,000,000+: 0.04% (PEP Fee Schedule for Consulting Services)
Insurance and annuity products commissions may be received by some employees who are licensed insurance agents.
Advisors and Executive Officers up to $400/hr; Associate Advisors up to $250/hr; Client Service Associates & Administrative Staff up to $150/hr.
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 for Investment Management services, $4,000 for Guidance Services, $10,000 for Wealth Management Services, $30,000 for Private Wealth Services, and $2,500 minimum consulting fee (may be waived). Fee-only: Flat fees ranging from $3,000 to $15,000 for One Time Planning Services; other flat fees for consulting services; hourly rates up to $400/hour for advisors.
Huntersville, NC
Huntersville NC
Advisors at this office
1
Alabama · Georgia · North Carolina
9 years of industry experience
CapSouth Partners Inc
2017 - Present • 9 years
Dothan, AL
Spectrum Brands Global Batteries & Appliances
2013 - 2017 • 4 years
Middleton, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
Verified by Warmer
Book time directly with this advisor
CFP®, RICP®
Concord, NC
Cadence Wealth Partners, LLC
Sean Williams is a CFP® with 11 years of industry experience, currently serving as an advisor at Cadence Wealth Partners, LLC since 2023. His prior experience includes roles at Instrumental Wealth, LLC and Northwestern Mutual. Outside of his financial advisory work, he is a father first. He enjoys woodworking and playing the banjo. He also loves Gator sports, even when the teams are terrible. Cadence Wealth Partners is a fee-only, fiduciary financial planning firm in Concord, NC specializing in helping business owners and pre-retirees (55+) reduce taxes, plan retirement income, and prepare for business exits and major life transitions. Our team includes CFP®, CEPA, and RICP credentialed advisors who take a whole-picture approach — investments, tax planning, estate planning, and risk management working together. We work with clients locally and virtually across the U.S. Named a 2025 & 2026 Wealthtender Voice of the Client Highly Rated Advisor.
CFP®, ChFC®, Series 63
Mooresville, NC
Rooted Planning LLC
David Whitaker is a financial advisor at Rooted Planning LLC in Mooresville, NC, holding CFP® and ChFC® designations with 10 years of industry experience. His prior work includes roles at Northwestern Mutual and Financial Analysis Inc. Additionally, he owns Rooted Finances LLC, which offers tax preparation and consulting services. Rooted Planning LLC is an independent, state-registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and fee-based financial planning. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, incorporating various securities as appropriate, and also serves charitable organizations, corporations, trusts, and estates.
CFP®, Series 63
Huntersville, NC
Abundant Advisors, LLC
Leonard Marte is a CFP® with eight years of industry experience, currently serving as the sole advisor at Abundant Advisors, LLC. He previously worked at The Vanguard Group, Inc. for 11 years and at SmartPath, Inc. for two years. Abundant Advisors serves mass-affluent, high-net-worth, and ultra-high-net-worth individuals and families, offering discretionary investment management and comprehensive financial planning. The firm employs investment strategies based on fundamental analysis and Modern Portfolio Theory, combining passive ETFs and active funds with attention to tax efficiency and regular portfolio reviews.
CFP®, Series 63, Series 65
Concord, NC
360 Aviation Advisors, LLC
Timothy Pope is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at 360 Aviation Advisors, LLC in Concord, NC. His prior experience includes roles at Cetera, PNC Investments, and The Vanguard Group. Outside of advising, he hosts a financial planning podcast called "Pilot's Portfolio," which targets professional pilots. 360 Aviation Advisors is an independent registered investment adviser that provides discretionary investment management, financial planning, and coordinated tax preparation services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a passive investment approach grounded in Modern Portfolio Theory and offers tailored investment policy statements without a firmwide account minimum.
CFP®, Series 63, Series 66
Charlotte, NC
Sherman Wealth Solutions LLC
Michael Sherman is a CFP® professional with 11 years of industry experience, operating through Sherman Wealth Solutions LLC in Charlotte, NC. His background includes roles at Vineyard Wealth LLC and Raymond James Financial Services, with additional business activities in insurance sales and tax preparation. He also serves as a court-appointed administrator for the estates of two relatives. Sherman Wealth Solutions provides investment advisory, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm manages assets using ETFs, mutual funds, stocks, and bonds, and offers ERISA fiduciary services for retirement plans, combining accounting, planning, tax, and insurance expertise.
Series 63, Series 65
Mount Holly, NC
Affluence Advisory LLC
Michael Bookhardt is the sole advisor at Affluence Advisory LLC in Mount Holly, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to founding Affluence Advisory in 2023, he worked at The Vanguard Group from 2021 to 2022 and has been the managing member of SIB General Contractors LLC since 2006. Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and charitable entities, constructing individualized portfolios that emphasize low-cost, passively managed mutual funds and ETFs, guided by modern portfolio theory and a long-term equity orientation. The firm focuses on asset-allocation strategies with regular rebalancing, tax-aware adjustments, and a preference for custodial platforms offering SIPC and supplemental insurance.
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