A complete list of active advisors currently associated with Hollingsworth Avent Averre & Purvis, PA

Warmer can help you find a great advisor at Hollingsworth Avent Averre & Purvis, PA or one who fits your needs even better.

Hollingsworth Avent Averre & Purvis, P.A. provides discretionary investment management, financial planning and 401(k)/retirement plan consulting for individuals and high-net-worth clients, and also offers accounting and tax (CPA) services. The firm serves a modest client base through a small advisory team that manages roughly $177 million in discretionary assets. The firm's investment approach is evidence-based and rooted in a market-efficiency philosophy, favoring passive instruments such as index funds and ETFs, broad diversification by geography and market segment, and periodic rebalancing to align portfolios with client risk tolerances and time horizons. When advising on retirement accounts and plan design the firm acts as an ERISA fiduciary and typically coordinates with other pension, administrative and legal professionals. What is distinctive is that the adviser’s principal business is a CPA practice, with licensed accountants integrated into the advisory process, so tax, accounting and financial planning services are offered together rather than as separate referrals — a structure that is uncommon among peer supported firms. The firm also discloses the potential conflicts that arise from delivering both accounting and investment services, maintains a $500,000 account minimum (with some exceptions), and emphasizes collaboration with clients’ attorneys and accountants on estate and plan-design matters.

To learn more about the advisors currently working at Hollingsworth Avent Averre & Purvis, PA, 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
Charles Averre IV	Raleigh, NC	19
Curtis Averre	Raleigh, NC	1
Tina Purvis	Raleigh, NC	19

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