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Michael Donald Mccall

Advisor at BFWM LLC — Holly Springs, NC

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Holly Springs, NC 27540

BFWM LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Michael Mccall is a financial advisor at BFWM LLC in Holly Springs, NC, holding a Series 65 credential with industry experience beginning in 2022. His prior work includes roles at Buffalo Finances Inc., Site Services, and EVA Garland Associates. BFWM LLC is an independent registered investment adviser offering discretionary managed accounts, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a personalized, multi-strategy investment approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, tailored to client time horizons and risk tolerances.

Client services

Based on BFWM LLC

Financial planning Portfolio management

Expertise

Based on BFWM LLC

Annuities

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Fee options

Fixed

Fixed fees from $500 to $5,000 per project

Percentage

$0 - $249,999: 1.50% annually $250,000 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$300 - $500 per hour

Other

Fee-only: Hourly fees $300 - $500 per hour; Fixed fees $500 - $5,000 per project

Location

Holly Springs, NC

4928 Linksland Drive, Suite 300

Holly Springs NC 27540

Advisors at this office

1

Most active in

North Carolina

Work history

< 1 year of industry experience

BFWM LLC

2025 - Present • 1 year

Holly Springs, NC

Buffalo Finances Inc.

2022 - Present • 4 years

Holly Springs, NC

Site Services

2020 - 2024 • 4 years

Powells Point, NC

EVA Garland Associates

2020 - 2020 • 1 year

Raleigh, NC

Wall Recycling

2019 - 2020 • 1 year

Garner, NC

Sessler Demolition

2017 - 2019 • 2 years

Seneca, NC

National Response Corp.

2013 - 2017 • 4 years

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tyler B

CFP®, Series 63, Series 66

Raleigh, NC

RFG Advisory, LLC

I’m Tyler Brown, CFP®, founder of Turnpoint Wealth in Raleigh. I work with professionals in their 50s and 60s who are getting close to retirement or have just made the move, when decisions about income, taxes, Social Security, healthcare and investments start to depend on each other. Most of the people I work with have done the right things for decades. What they’re missing is a clear picture of how it all fits together once the paycheck stops. I build that picture year by year, then help coordinate the decisions as real life replaces the projections: which accounts to draw from first, whether Roth conversions make sense, when to claim Social Security, how to cover healthcare before Medicare, and what to do with company stock or RSUs. I start every meeting by asking what matters most to you before we get to my list. As a CFP® professional and investment adviser representative, I act as a fiduciary when providing financial advice to my clients. Before founding Turnpoint Wealth in 2025, I spent 18+ years at Fidelity Investments, Fisher Investments and Edelman Financial Engines. I’m an NC State graduate, and outside the office I fly, follow hockey and spend time with my wife, our daughter and our two dogs.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Income planning Social Security optimization Medicare planning Founder/Business Owner Retired Executive Technology Professional Women Professionals Approaching retirement Retired
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Raymond E

Series 65

Cary, NC

Eustace Advisors

Raymond Eustace is the principal advisor at Eustace Advisors in Cary, NC. He holds a Series 65 designation and has four years of experience in financial advising. Prior to founding Eustace Advisors, he worked at Nadaje Holdings LLC and ClearComm Technical Sales. Eustace Advisors is an independent, fee-only advisory firm serving individuals and high-net-worth clients with financial planning and investment analysis. The firm emphasizes a long-term, passive investment approach based on Modern Portfolio Theory and offers planning services without exercising investment discretion or custody of assets.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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Christopher F

Series 65

New Hill, NC

Confiance Financial LLC

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Mostafa O

Series 65

Raleigh, NC

Astrelle Capital LLC

Mostafa Omar is the sole advisor at Astrelle Capital LLC in Raleigh, NC. He holds a Series 65 credential and has two years of experience in financial advising. Prior to his current role, he spent eight years working in the restaurant industry with Lugano Ristorante, Cowfish Sushi Burger Bar, and Hibernian Co. Astrelle Capital LLC serves individuals, households, retirement accounts, trusts, and simple closely held entities with portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation, tax-aware implementation, and risk controls, primarily using exchange-traded funds along with selective mutual funds, equities, fixed income, and cash equivalents.

Equity Recipients (RS/RSU, SOP, ESPP) Concentrated stock management Options & derivatives strategies Wealth management
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Naveen Reddy G

Series 65

Morrisville, NC

gnrfunds LLC

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Active portfolio management Concentrated stock management Options & derivatives strategies Executive
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David E

Series 63, Series 65

Cary, NC

Artifex Advisory Group, Inc.

David Elliott is a financial advisor at Artifex Advisory Group, Inc. in Cary, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 2013. In addition to his advisory work, Elliott is also a licensed insurance agent involved in insurance sales. Artifex Advisory Group provides fee-based investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages portfolios on a discretionary basis using both fundamental and technical analysis and offers ERISA-plan services including fiduciary responsibilities and participant education.

Annuities General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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