A complete list of active advisors currently associated with Azimuth Planning Group, LLC

Warmer can help you find a great advisor at Azimuth Planning Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Azimuth Planning Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sherri Rose	Chapel Hill, NC	0

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