Resolved Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,430,169
Clients
244
Advisors
3
of 4 employees
About
Resolved Financial primarily serves individual and high‑net‑worth clients, offering discretionary portfolio management alongside comprehensive financial planning and time‑limited financial coaching. The firm manages client accounts with written investment policy statements and generally charges asset‑based advisory fees for ongoing portfolio oversight.
Investment decisions combine fundamental, technical, and cyclical analysis and are implemented through long‑term and short‑term trading, including options strategies, with trading authority typically granted on a discretionary basis. The firm supplements its traditional research with third‑party analytical tools — including AI and large language models — which are used to augment, not replace, advisor judgment.
Compared with many peers, several of the firm’s representatives are licensed insurance agents and engage in the sale and maintenance of commissionable insurance and variable products, a business activity the firm discloses and manages as a potential conflict of interest. The firm also runs all asset management in‑house rather than selecting outside managers and offers a defined, limited‑term coaching program with installment payment rules.
Client services
Expertise
Fee options
Flat financial planning fees for comprehensive plans: $2,500 (<$1M net worth), $5,000 ($1M–$2.49M), $7,500 ($2.5M–$4.99M), $10,000 ($5M–$10M); 0.1% of net worth over $10M for advanced plans; financial coaching fees $200/session (1–12 sessions)
$10,000 - $99,999: 1.30% annually for non-financial planning clients; 1.20% annually for financial planning clients $100,000 - $499,999: 1.25% annually for non-financial planning clients; 1.15% annually for financial planning clients $500,000 - $999,999: 1.10% annually for non-financial planning clients; 1.00% annually for financial planning clients $1,000,000+: 0.95% annually for non-financial planning clients; 0.85% annually for financial planning clients
Commissions are received by certain individuals for sales of securities and insurance products; commissions are not the primary source of income for the firm
$200/hour for hourly financial planning fees, with $100 due at start and balance due upon deliverable
Minimum fee: $100 annual fee for accounts less than $10,000, billed in mid-December, or $50 management fee for SIMPLE IRA accounts between $5,000 and $10,000 Fee-only: Financial planning fees and financial coaching fees as detailed below
Main office
155 Sunnynoll Ct, Suite 101
Winston Salem NC 27106
Advisors at this office
3
Most active in
Florida · North Carolina · Texas
Also doing business as
Dixon & Company Wealth Management · Dixon & Company Wealth Management LLC · Dixon & Company Wealth Management, LLC · Dixon & Company Wealth Mgmt LLC · Dixon And Company Wealth Management LLC · Dixon And Company Wealth Management, LLC · Dixon, Mike · Resolved Financial
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Tyler S
CFP®, Series 66
Winston Salem, NC
Resolved Financial
Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Resolved Financial. Prior to joining Resolved Financial, he was affiliated with Dixon & Company Wealth Management and Schweigert Investments, LLC. Outside of his advisory role, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside comprehensive financial planning and time-limited financial coaching. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, using third-party analytical tools including AI to support advisor judgment.
Benjamin S
CFP®, Series 66, Series 63
Winston Salem, NC
Resolved Financial
Benjamin Shamberger is a CFP® with 12 years of industry experience, currently serving at Resolved Financial in Winston Salem, NC. He has held roles at Dixon & Company Wealth Management, Purshe Kaplan Sterling Investments, and Fidelity Investments. He co-founded and co-hosts The Financial Edge Podcast and is a contributing author to a financial education book for novice investors. Additionally, he is president of the Greensboro Leads Group, a local networking organization. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and time-limited financial coaching. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment decisions, utilizing AI and large language models to support advisor judgment.
Zachariah B
Series 65
Winston Salem, NC
Resolved Financial
Zachariah Baker is a Series 65 licensed advisor with Resolved Financial and has three years of industry experience. He has previously worked at Dixon and Company Wealth Management, LLC, as well as in roles outside finance, including at Chick-fil-A and emergency services. Baker is also a licensed insurance agent and offers insurance products alongside his advisory services. Resolved Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and time-limited financial coaching. The firm employs a mix of fundamental, technical, and cyclical analysis and uses AI tools to support investment decisions, managing all assets in-house.
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