A complete list of active advisors currently associated with Carolina Wealth Strategies, LLC

Warmer can help you find a great advisor at Carolina Wealth Strategies, LLC or one who fits your needs even better.

The firm serves individual investors — including both non-high-net-worth and high-net-worth clients — and small businesses, providing financial planning, investment supervisory services, and periodic educational workshops. It conducts both broad-based and modular financial planning and can advise on cash flow, retirement, tax and estate considerations, as well as recommend and monitor investment portfolios. Carolina Wealth Strategies employs a mix of passive (Modern Portfolio Theory) and active asset-management approaches, typically managing client accounts on a discretionary basis with written investment guidelines, periodic monitoring, and rebalancing. The firm delivers planning on an hourly basis while also implementing advice through asset‑based portfolio management and a wrap-fee program for eligible accounts. Distinctive for a firm of its size, it operates as a solo practitioner practice, combining hourly financial planning, percentage‑of‑AUM portfolio management, a sponsored wrap-fee program, and regular client seminars. The firm manages roughly $39 million for about 135 clients, does not act as a private-fund adviser, and custodial relationships are handled through third‑party custodians rather than the firm taking direct custody.

To learn more about the advisors currently working at Carolina Wealth Strategies, 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
Allen Bass III	Cary, NC	9

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