Azimuth Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Azimuth Planning Group, LLC provides fee-only financial planning to individuals and high-net-worth clients, with particular focus on solopreneurs, service-based founders, and business owners. Its services include ongoing financial planning across business planning, retirement and estate coordination, tax-aware wealth strategies, and succession or exit planning.
The firm does not provide discretionary investment management or custody of client assets and instead delivers written financial plans and investment recommendations that clients implement through their chosen custodians. Its analysis emphasizes asset allocation, tax efficiency, and the use of mutual funds and ETFs (including passive index approaches), and the brochure notes reliance on principles such as the Efficient Market Hypothesis when forming recommendations.
Notably, the firm is closely affiliated with an accounting practice: the principal operates an accounting firm that will provide complementary services and occupies the majority of that principal’s time, an arrangement the brochure discloses as an affiliated accounting relationship. The firm also diverges from many peer investment-manager profiles by charging planning fees rather than percentage-of-AUM fees and by offering tiered planning tracks (Clarity, Compass, Legacy) tailored to business owners and succession needs.
Client services
Expertise
Occupation focus
Fee options
Initial comprehensive financial plan fee ranging from $750 to $2,000
Fee-only: Monthly fees ranging from $500 to $10,000 depending on the financial planning package
Main office
101 Cosgrove Ave. Ste 260
Chapel Hill NC 27514
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Azimuth Planning Group · Azimuth Planning Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
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