Newcomb Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Newcomb Financial Advisors provides fee-only financial planning and investment management to individuals, trusts, estates and small businesses, offering one-time comprehensive plans, ongoing asset management, and limited-scope hourly advice. As of March 2025 the firm manages roughly $13.9 million for 14 clients, with nearly all assets managed on a discretionary basis.
The firm’s investment process emphasizes strategic asset allocation using a core-and-satellite approach—passively managed index funds and ETFs as the core with actively managed satellite funds where appropriate—and documents objectives in written Investment Policy Statements. Portfolios are globally diversified, trades are executed under limited powers of attorney, and client accounts are reviewed at least quarterly while advice integrates cash flow, tax planning and estate considerations.
Noteworthy operational choices include a strict fee-only model (no commissions or product sales), a business-continuation agreement to address loss or disability of key personnel, and a policy of not voting client proxies or providing tax preparation services. The firm’s small client roster and near-total discretionary management result in a higher advisor-to-client ratio and relatively hands-on oversight compared with many peers in the independent solo-advisor category.
Client services
Expertise
Fee options
Typical financial planning fee is $1,500, billed in two installments ($500 upon signing, $1,000 upon plan delivery).
$0 - $250,000: 1.00% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.70% $1,000,001+: 0.60%
$250 per hour for limited scope hourly planning engagements.
Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
1340 Environ Way, Suite 13402
Chapel Hill NC 27517
Advisors at this office
1
Most active in
North Carolina
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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