Flagship Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$45,603,925
Clients
91
Advisors
1
of 1 employees
About
Flagship Wealth Management Group is an independent advisory firm that provides discretionary asset management and standalone hourly consulting to individuals, high‑net‑worth clients, trusts, businesses and charitable organizations. The firm documents client goals and builds tailored investment programs and consulting engagements that address topics such as retirement planning and employee benefit evaluation.
The firm’s investment process uses fundamental and technical analysis alongside modern portfolio theory and Monte Carlo planning to align portfolios with each client’s objectives, time horizon, tax situation and risk tolerance. It generally manages accounts on a discretionary basis while allowing clients to impose written restrictions and discusses security‑specific risks, including options and fixed‑income considerations, as part of ongoing planning.
Notably, Flagship accepts charitable organizations as clients — a client type that is uncommon among independent firms of this category — and combines ongoing asset management with hourly consulting engagements. The firm relies on custodians to deliver account statements and does not produce separate written account reports or vote proxies on behalf of clients, and its principal holds advanced credentials that include training in wealth management, retirement planning, and financial psychology.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.25% $500,000.01 - $2,000,000: 1.00% $2,000,000.01 - $8,000,000: 0.50% $8,000,000.01+: 0.25%
$450 per hour
Fee-only: Hourly consulting at $450 per hour for clients with less than $500,000 in assets or for services outside investment management
Main office
Cary NC
Advisors at this office
1
Most active in
Maryland · North Carolina · Pennsylvania · Texas · Virginia
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
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