Kucharo Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$121,892,877
Clients
42
Advisors
1
of 2 employees
About
Kucharo Wealth provides investment management, financial planning (both project-based and ongoing), retirement plan advisory, and educational seminars/speaking engagements to individuals (including high-net-worth clients), small businesses, and pension or profit-sharing plans. The firm operates on a fee-only basis and may refer clients to third‑party professionals when requested.
The firm implements asset-allocation strategies grounded in modern portfolio theory and uses a mix of passive and active vehicles, often engaging independent outside managers to implement model portfolios on either a discretionary or non‑discretionary basis. Retirement plan services are delivered alongside financial planning engagements and include ongoing monitoring, investment policy development, and participant education as part of the advisory relationship.
Compared with many peers, Kucharo Wealth explicitly offers public and organizational educational seminars and speaking engagements in virtual or in‑person formats, a service relatively uncommon among similar firms. It also manages a substantial amount of client assets with a small advisory team, relies on an institutional custody platform and third‑party managers for implementation, and executes client trades on an individual basis rather than aggregating them into block trades.
Client services
Expertise
Fee options
Project-Based Financial Planning: $1,000 to $24,000 fixed fee; Ongoing Financial Planning: $100 to $2,000 per month fixed fee; Educational Seminars: $1,000 to $5,000 per seminar fixed fee
$0 - $1,000,000: 0.50% (with Financial Planning) / 1.00% (without Financial Planning) $1,000,001 - $2,000,000: 0.45% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.30% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.20%
Account minimum: $25,000 Fee-only: Project-Based Financial Planning: $1,000 to $24,000 fixed fee; Ongoing Financial Planning: $100 to $2,000 per month fixed fee; Educational Seminars: $1,000 to $5,000 per seminar fixed fee
Main office
1422 South Tryon Street, Suite 300
Charlotte NC 28203
Advisors at this office
1
Most active in
Florida · Illinois · Kentucky · Louisiana · Nebraska · New Hampshire · North Carolina · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
Kucharo Wealth · Kucharo Wealth, 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.
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