Bolin Creek Wealth Advisors LLC
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About
Bolin Creek Wealth Advisors is a fee-only advisory firm that serves individuals, high-net-worth clients, trusts and estates through ongoing Wealth Management engagements and project-based (hourly) financial planning and consulting. Services include comprehensive financial planning, discretionary investment management, and held-away account advice for workplace retirement and other externally managed accounts.
The firm’s investment approach is rooted in Modern Portfolio Theory and strategic asset allocation, favoring broadly diversified, low-cost mutual funds and ETFs with periodic rebalancing and limited use of outside managers. Advice emphasizes long-term planning, tax and retirement considerations, and personalized allocation targets developed through client discussions and risk assessment.
Compared with many peers, Bolin Creek is a small, recently founded advisory team with a concentrated client roster and all discretionary AUM, and its fee model relies on customized flat annual fees and hourly project fees rather than a standard percentage-of-assets. The firm also routinely offers educational seminars and speaking engagements at no charge, typically directs managed accounts to Charles Schwab for custody, and does not accept commissions or performance-based compensation.
Client services
Expertise
Fee options
Wealth Management Service is charged a customized flat annual fee ranging from $7,500 to $50,000, charged quarterly in advance
Hourly rate of $335 per hour for Project-Based Financial Planning and Consulting Service
Account minimum: No minimum account size requirement; however, the minimum annual fee for Wealth Management Service is $7,500 per year. Minimum fee: Minimum annual fee of $7,500 for Wealth Management Service Fee-only: Fee-only firm; all compensation is from clients' fees, no commissions or referral fees
Main office
1829 E. Franklin Street, Bld. 600, Suite E 5
Chapel Hill NC 27514
Advisors at this office
2
Most active in
North Carolina
Also doing business as
Bolin Creek Wealth Advisors · Bolin Creek Wealth Advisors 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 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.
Forms ADV
Advisors at this firm
Austin B
CFP®
Chapel Hill, NC
Bolin Creek Wealth Advisors LLC
Austin Brown is a CFP® professional with eight years of experience in financial advising. He is currently with Bolin Creek Wealth Advisors LLC, where he has worked since 2023. Prior to this, he spent ten years at Woodward Financial Advisors, Inc. Bolin Creek Wealth Advisors is a fee-only firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive financial planning and discretionary investment management. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, low-cost funds and personalized allocation strategies developed through client risk assessment.
Joseph M
CFP®, Series 66
Chapel Hill, NC
Bolin Creek Wealth Advisors LLC
Joseph Marques is a financial advisor at Bolin Creek Wealth Advisors LLC in Chapel Hill, NC, holding the CFP® and Series 66 designations with 14 years of industry experience. He previously worked at Woodward Financial Advisors, Inc. for eight years before joining his current firm in 2023. Bolin Creek Wealth Advisors is a fee-only firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive financial planning, discretionary investment management, and consulting services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs with periodic rebalancing and personalized allocation targets.
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