Accruent Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non‑HNW clients. Its services include holistic financial planning — incorporating tax planning and tax return preparation, retirement planning, estate planning review, and cash‑flow analysis — as well as investment‑management‑only engagements and short custom projects like financial tune‑ups.
The firm structures portfolios around each client’s tax situation, risk tolerance, and personal goals, generally using no‑load mutual funds, ETFs, bonds, and cash alternatives, and conducts most trading on a discretionary basis. Clients under the ongoing wealth management retainer receive a series of planned meetings and periodic reviews, while investment‑only clients receive ongoing monitoring, trading, and reporting through recommended custodians.
Distinctive features compared with many peers include that some advisors hold both CFP and Enrolled Agent credentials and that tax preparation is offered as an included service in the primary retainer (and also available standalone). The firm is fee‑only, participates in fee‑only advisor networks that provide proprietary tools and training, does not accept commissions or vote client proxies, and discloses receipt of custodial support services from a recommended custodian that could present an incentive to recommend that custodian.
Client services
Expertise
Fee options
Financial Tune Up flat fee between $950 and $1,500 depending on complexity; $250 per amended tax return; $150 per additional dependent tax return
$0 - $1,000,000: 0.75% annually $1,000,001 - $3,000,000: 0.60% annually $3,000,001 - $6,000,000: 0.45% annually $6,000,001 - $10,000,000: 0.35% annually $10,000,001+: 0.20% annually
Minimum fee: $1,725 per quarter minimum for Wealth Management Retainer clients; $400 per quarter minimum for Investment Management Only clients Fee-only: Fee-only financial planning firm; no commissions or product sales fees
Main office
1399 Ashleybrook Lane, Suite 120
Winston Salem NC 27103
Advisors at this office
3
Most active in
North Carolina · Texas
Also doing business as
Accruent Wealth Advisors · Wealth Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nathan S
CFP®, Series 66
Winston-Salem, NC
Accruent Wealth Advisors
Nathan Snow is a CFP® professional with seven years of industry experience, currently affiliated with Accruent Wealth Advisors in Winston-Salem, NC. He has worked at Accruent Wealth Advisors since 2017 and previously held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Snow serves as an adjunct instructor for Liberty University Online, teaching a theology class. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-HNW clients. The firm emphasizes holistic financial planning and structures portfolios based on clients’ tax situations, risk tolerance, and goals, using mainly no-load mutual funds, ETFs, bonds, and cash alternatives.
Weston B
Series 65
Winston-Salem, NC
Accruent Wealth Advisors
Weston Bryan is a financial advisor at Accruent Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Western Carolina University and in hospitality roles including ILDA and The Wine Bar, LLC, and Shoebooties Cafe. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-high-net-worth clients. The firm offers holistic financial planning services alongside investment management, structuring portfolios based on clients' tax situations, risk tolerance, and goals.
David K
Series 66
Winston-Salem, NC
Accruent Wealth Advisors
David Klepeisz is a financial advisor with Accruent Wealth Advisors in Winston-Salem, NC, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Wealth Management Group, Inc. since 2015. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-high-net-worth clients. The firm offers holistic financial planning services, including tax planning and preparation, retirement and estate planning, and cash-flow analysis, with portfolios tailored to each client’s tax situation, risk tolerance, and goals.
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