Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kathleen S
CFP®, Series 63
Durham, NC
Scharl Advisory Services, Inc.
Kathleen Scharl is the principal advisor at Scharl Advisory Services, Inc. in Durham, NC, holding CFP® and Series 63 designations with 23 years of industry experience. She has led her independent practice since 1989. Outside of advising, she is involved in tax preparation, bookkeeping, and small business consulting through Scharl & Associates, Inc., primarily during tax season. Scharl Advisory Services, Inc. provides fee-only financial planning and investment management to individuals and small businesses, focusing on retirement, tax, cash-flow, education funding, and estate planning. The firm employs a strategic, core-and-satellite asset allocation using no-load or low-load funds, and operates on fixed and hourly fees rather than asset-based charges.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters